INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 130 has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan IBEW LOCAL UNION 130 - DEATH BENEFIT FUND
Measure | Date | Value |
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2023 : IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2023 401k financial data |
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Total transfer of assets to this plan | 2023-06-30 | $0 |
Total income from all sources (including contributions) | 2023-06-30 | $46,326 |
Total of all expenses incurred | 2023-06-30 | $33,391 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-06-30 | $33,391 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-06-30 | $46,326 |
Value of total assets at end of year | 2023-06-30 | $12,935 |
Value of total assets at beginning of year | 2023-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-06-30 | No |
Was this plan covered by a fidelity bond | 2023-06-30 | Yes |
Value of fidelity bond cover | 2023-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-06-30 | No |
Contributions received from participants | 2023-06-30 | $46,326 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-06-30 | $12,935 |
Total non interest bearing cash at end of year | 2023-06-30 | $0 |
Total non interest bearing cash at beginning of year | 2023-06-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
Value of net income/loss | 2023-06-30 | $12,935 |
Value of net assets at end of year (total assets less liabilities) | 2023-06-30 | $12,935 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-06-30 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-06-30 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2023-06-30 | $15,899 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-06-30 | $17,492 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2023-06-30 | No |
Did the plan have assets held for investment | 2023-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2023-06-30 | Unqualified |
Accountancy firm name | 2023-06-30 | DUPLANTIER, HRAPMANN, HOGAN & MAHER |
Accountancy firm EIN | 2023-06-30 | 720567396 |
2022 : IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2022 401k financial data |
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Total transfer of assets to this plan | 2022-06-30 | $8,726 |
Total income from all sources (including contributions) | 2022-06-30 | $21,574 |
Total of all expenses incurred | 2022-06-30 | $30,300 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $30,300 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $21,574 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
Value of fidelity bond cover | 2022-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
Contributions received from participants | 2022-06-30 | $21,574 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
Value of net income/loss | 2022-06-30 | $-8,726 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $30,300 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-06-30 | No |
Did the plan have assets held for investment | 2022-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
Accountancy firm name | 2022-06-30 | DUPLANTIER, HOGAN, HRAPMANN & MAHER |
Accountancy firm EIN | 2022-06-30 | 720567396 |
2021 : IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2021 401k financial data |
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Total transfer of assets to this plan | 2021-06-30 | $1,210 |
Total income from all sources (including contributions) | 2021-06-30 | $22,162 |
Total of all expenses incurred | 2021-06-30 | $23,372 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $23,372 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $22,162 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
Value of fidelity bond cover | 2021-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
Contributions received from participants | 2021-06-30 | $22,162 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
Value of net income/loss | 2021-06-30 | $-1,210 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $23,372 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-06-30 | No |
Did the plan have assets held for investment | 2021-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Unqualified |
Accountancy firm name | 2021-06-30 | DUPLANTIER, HOGAN, HRAPMANN & MAHER |
Accountancy firm EIN | 2021-06-30 | 720567396 |
2020 : IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2020 401k financial data |
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Total transfer of assets to this plan | 2020-06-30 | $7,603 |
Total transfer of assets to this plan | 2020-06-30 | $7,603 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $12,934 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $12,934 |
Total income from all sources (including contributions) | 2020-06-30 | $23,329 |
Total income from all sources (including contributions) | 2020-06-30 | $23,329 |
Total of all expenses incurred | 2020-06-30 | $17,998 |
Total of all expenses incurred | 2020-06-30 | $17,998 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $17,998 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $17,998 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $23,329 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $23,329 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
Value of fidelity bond cover | 2020-06-30 | $500,000 |
Value of fidelity bond cover | 2020-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
Contributions received from participants | 2020-06-30 | $23,329 |
Contributions received from participants | 2020-06-30 | $23,329 |
Liabilities. Value of operating payables at end of year | 2020-06-30 | $0 |
Liabilities. Value of operating payables at end of year | 2020-06-30 | $0 |
Liabilities. Value of operating payables at beginning of year | 2020-06-30 | $12,934 |
Liabilities. Value of operating payables at beginning of year | 2020-06-30 | $12,934 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Value of net income/loss | 2020-06-30 | $5,331 |
Value of net income/loss | 2020-06-30 | $5,331 |
Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $0 |
Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $-12,934 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $-12,934 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $17,998 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $17,998 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-06-30 | No |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-06-30 | No |
Did the plan have assets held for investment | 2020-06-30 | No |
Did the plan have assets held for investment | 2020-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Unqualified |
Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Unqualified |
Accountancy firm name | 2020-06-30 | DUPLANTIER, HOGAN, HRAPMANN & MAHER |
Accountancy firm name | 2020-06-30 | DUPLANTIER, HOGAN, HRAPMANN & MAHER |
Accountancy firm EIN | 2020-06-30 | 720567396 |
Accountancy firm EIN | 2020-06-30 | 720567396 |
2018 : IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2018 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $17,610 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $18,010 |
Total income from all sources (including contributions) | 2018-06-30 | $24,061 |
Total of all expenses incurred | 2018-06-30 | $23,661 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $23,661 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $24,061 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
Value of fidelity bond cover | 2018-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
Contributions received from participants | 2018-06-30 | $24,061 |
Liabilities. Value of operating payables at end of year | 2018-06-30 | $17,610 |
Liabilities. Value of operating payables at beginning of year | 2018-06-30 | $18,010 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
Value of net income/loss | 2018-06-30 | $400 |
Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $-17,610 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $-18,010 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $23,661 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-06-30 | No |
Did the plan have assets held for investment | 2018-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Unqualified |
Accountancy firm name | 2018-06-30 | DUPLANTIER, HRAPMANN, HOGAN & MAHER |
Accountancy firm EIN | 2018-06-30 | 720567396 |
2017 : IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2017 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $18,010 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $19,969 |
Total income from all sources (including contributions) | 2017-06-30 | $24,911 |
Total of all expenses incurred | 2017-06-30 | $22,952 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $22,952 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $24,911 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
Value of fidelity bond cover | 2017-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
Contributions received from participants | 2017-06-30 | $24,911 |
Liabilities. Value of operating payables at end of year | 2017-06-30 | $18,010 |
Liabilities. Value of operating payables at beginning of year | 2017-06-30 | $19,969 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
Value of net income/loss | 2017-06-30 | $1,959 |
Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $-18,010 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $-19,969 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $22,952 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-06-30 | No |
Did the plan have assets held for investment | 2017-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Unqualified |
Accountancy firm name | 2017-06-30 | DUPLANTIER, HRAPMANN, HOGAN & MAHER |
Accountancy firm EIN | 2017-06-30 | 720567396 |
2016 : IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2016 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $19,969 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $13,633 |
Total income from all sources (including contributions) | 2016-06-30 | $25,137 |
Total of all expenses incurred | 2016-06-30 | $31,473 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $31,473 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $25,137 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
Value of fidelity bond cover | 2016-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
Contributions received from participants | 2016-06-30 | $25,137 |
Liabilities. Value of operating payables at end of year | 2016-06-30 | $19,969 |
Liabilities. Value of operating payables at beginning of year | 2016-06-30 | $13,633 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
Value of net income/loss | 2016-06-30 | $-6,336 |
Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $-19,969 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $-13,633 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $31,473 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-06-30 | No |
Did the plan have assets held for investment | 2016-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Unqualified |
Accountancy firm name | 2016-06-30 | DUPLANTIER, HRAPMANN, HOGAN & MAHER |
Accountancy firm EIN | 2016-06-30 | 720567396 |
2015 : IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2015 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $13,633 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $6,162 |
Total income from all sources (including contributions) | 2015-06-30 | $27,261 |
Total of all expenses incurred | 2015-06-30 | $34,732 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $34,732 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $27,261 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
Value of fidelity bond cover | 2015-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
Contributions received from participants | 2015-06-30 | $27,261 |
Liabilities. Value of operating payables at end of year | 2015-06-30 | $13,633 |
Liabilities. Value of operating payables at beginning of year | 2015-06-30 | $6,162 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
Value of net income/loss | 2015-06-30 | $-7,471 |
Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $-13,633 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $-6,162 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $34,732 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-06-30 | No |
Did the plan have assets held for investment | 2015-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Unqualified |
Accountancy firm name | 2015-06-30 | DUPLANTIER, HRAPMANN, HOGAN & MAHER |
Accountancy firm EIN | 2015-06-30 | 720567396 |
2014 : IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2014 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $6,162 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $15,128 |
Total income from all sources (including contributions) | 2014-06-30 | $26,941 |
Total of all expenses incurred | 2014-06-30 | $17,975 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $17,975 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $26,941 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
Value of fidelity bond cover | 2014-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
Contributions received from participants | 2014-06-30 | $26,941 |
Liabilities. Value of operating payables at end of year | 2014-06-30 | $6,162 |
Liabilities. Value of operating payables at beginning of year | 2014-06-30 | $15,128 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
Value of net income/loss | 2014-06-30 | $8,966 |
Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $-6,162 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $-15,128 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $17,975 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-06-30 | No |
Did the plan have assets held for investment | 2014-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Unqualified |
Accountancy firm name | 2014-06-30 | DUPLANTIER, HRAPMANN, HOGAN & MAHER |
Accountancy firm EIN | 2014-06-30 | 720567396 |
2013 : IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2013 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $15,128 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $11,154 |
Total income from all sources (including contributions) | 2013-06-30 | $24,858 |
Total of all expenses incurred | 2013-06-30 | $28,832 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $28,832 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $24,858 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
Value of fidelity bond cover | 2013-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
Contributions received from participants | 2013-06-30 | $24,858 |
Liabilities. Value of operating payables at end of year | 2013-06-30 | $15,128 |
Liabilities. Value of operating payables at beginning of year | 2013-06-30 | $11,154 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
Value of net income/loss | 2013-06-30 | $-3,974 |
Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $-15,128 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $-11,154 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $28,832 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-06-30 | No |
Did the plan have assets held for investment | 2013-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Unqualified |
Accountancy firm name | 2013-06-30 | DUPLANTIER, HRAPMANN, HOGAN & MAHER |
Accountancy firm EIN | 2013-06-30 | 720567396 |
2012 : IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2012 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $11,154 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $15,134 |
Total income from all sources (including contributions) | 2012-06-30 | $24,089 |
Total of all expenses incurred | 2012-06-30 | $20,109 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $20,109 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $24,089 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
Value of fidelity bond cover | 2012-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
Contributions received from participants | 2012-06-30 | $24,089 |
Liabilities. Value of operating payables at end of year | 2012-06-30 | $11,154 |
Liabilities. Value of operating payables at beginning of year | 2012-06-30 | $15,134 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
Value of net income/loss | 2012-06-30 | $3,980 |
Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $-11,154 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $-15,134 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $20,109 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-06-30 | No |
Did the plan have assets held for investment | 2012-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Unqualified |
Accountancy firm name | 2012-06-30 | DUPLANTIER, HRAPMANN, HOGAN & MAHER |
Accountancy firm EIN | 2012-06-30 | 720567396 |
2011 : IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2011 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $15,134 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $24,870 |
Total income from all sources (including contributions) | 2011-06-30 | $24,794 |
Total of all expenses incurred | 2011-06-30 | $15,058 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $15,058 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $24,794 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
Value of fidelity bond cover | 2011-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
Contributions received from participants | 2011-06-30 | $24,794 |
Liabilities. Value of operating payables at end of year | 2011-06-30 | $15,134 |
Liabilities. Value of operating payables at beginning of year | 2011-06-30 | $24,870 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
Value of net income/loss | 2011-06-30 | $9,736 |
Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $-15,134 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $-24,870 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $15,058 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-06-30 | No |
Did the plan have assets held for investment | 2011-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Unqualified |
Accountancy firm name | 2011-06-30 | DUPLANTIER, HRAPMANN, HOGAN & MAHER |
Accountancy firm EIN | 2011-06-30 | 720567396 |