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IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 401k Plan overview

Plan NameIBEW LOCAL UNION 130 - DEATH BENEFIT FUND
Plan identification number 501

IBEW LOCAL UNION 130 - DEATH BENEFIT FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 130 has sponsored the creation of one or more 401k plans.

Company Name:INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 130
Employer identification number (EIN):720219840
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL UNION 130 - DEATH BENEFIT FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-07-01
5012021-07-01
5012020-07-01
5012019-07-01
5012018-07-01
5012017-07-01PAUL ZULLI PAUL ZULLI2018-11-06
5012016-07-01PAUL ZULLI PAUL ZULLI2018-01-02
5012015-07-01PAUL ZULLI PAUL ZULLI2017-01-10
5012014-07-01PAUL ZULLI PAUL ZULLI2016-01-18
5012013-07-01PAUL ZULLI PAUL ZULLI2014-11-20
5012012-07-01CHET R. HELD CHET R. HELD2013-11-07
5012011-07-01CLAY J. LEON, III CLAY J. LEON, III2012-12-18
5012010-07-01CLAY J. LEON, III CLAY J. LEON, III2011-11-28
5012009-07-01CLAY J. LEON, III CLAY J. LEON, III2010-11-05
5012009-07-01CLAY J. LEON, III CLAY J. LEON, III2010-11-09

Plan Statistics for IBEW LOCAL UNION 130 - DEATH BENEFIT FUND

401k plan membership statisitcs for IBEW LOCAL UNION 130 - DEATH BENEFIT FUND

Measure Date Value
2022: IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2022 401k membership
Total participants, beginning-of-year2022-07-011,400
Total number of active participants reported on line 7a of the Form 55002022-07-01865
Number of other retired or separated participants entitled to future benefits2022-07-01483
Total of all active and inactive participants2022-07-011,348
2021: IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2021 401k membership
Total participants, beginning-of-year2021-07-011,428
Total number of active participants reported on line 7a of the Form 55002021-07-01932
Number of other retired or separated participants entitled to future benefits2021-07-01468
Total of all active and inactive participants2021-07-011,400
Total participants2021-07-011,400
2020: IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2020 401k membership
Total participants, beginning-of-year2020-07-011,442
Total number of active participants reported on line 7a of the Form 55002020-07-01964
Number of other retired or separated participants entitled to future benefits2020-07-01464
Total of all active and inactive participants2020-07-011,428
Total participants2020-07-011,428
2019: IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2019 401k membership
Total participants, beginning-of-year2019-07-011,514
Total number of active participants reported on line 7a of the Form 55002019-07-01973
Number of other retired or separated participants entitled to future benefits2019-07-01469
Total of all active and inactive participants2019-07-011,442
Total participants2019-07-011,442
2018: IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2018 401k membership
Total participants, beginning-of-year2018-07-011,529
Total number of active participants reported on line 7a of the Form 55002018-07-011,053
Number of other retired or separated participants entitled to future benefits2018-07-01461
Total of all active and inactive participants2018-07-011,514
Total participants2018-07-011,514
2017: IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2017 401k membership
Total participants, beginning-of-year2017-07-011,490
Total number of active participants reported on line 7a of the Form 55002017-07-011,069
Number of other retired or separated participants entitled to future benefits2017-07-01460
Total of all active and inactive participants2017-07-011,529
Total participants2017-07-011,529
2016: IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2016 401k membership
Total participants, beginning-of-year2016-07-011,399
Total number of active participants reported on line 7a of the Form 55002016-07-011,031
Number of other retired or separated participants entitled to future benefits2016-07-01459
Total of all active and inactive participants2016-07-011,490
Total participants2016-07-011,490
2015: IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2015 401k membership
Total participants, beginning-of-year2015-07-011,265
Total number of active participants reported on line 7a of the Form 55002015-07-011,030
Number of other retired or separated participants entitled to future benefits2015-07-01369
Total of all active and inactive participants2015-07-011,399
2014: IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2014 401k membership
Total participants, beginning-of-year2014-07-011,124
Total number of active participants reported on line 7a of the Form 55002014-07-011,265
Total of all active and inactive participants2014-07-011,265
2013: IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2013 401k membership
Total participants, beginning-of-year2013-07-01954
Total number of active participants reported on line 7a of the Form 55002013-07-011,124
Total of all active and inactive participants2013-07-011,124
Number of employers contributing to the scheme2013-07-011,124
2012: IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2012 401k membership
Total participants, beginning-of-year2012-07-01993
Total number of active participants reported on line 7a of the Form 55002012-07-01954
Total of all active and inactive participants2012-07-01954
Number of employers contributing to the scheme2012-07-01954
2011: IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2011 401k membership
Total participants, beginning-of-year2011-07-01919
Total number of active participants reported on line 7a of the Form 55002011-07-01993
Total of all active and inactive participants2011-07-01993
Number of employers contributing to the scheme2011-07-01993
2010: IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2010 401k membership
Total participants, beginning-of-year2010-07-01994
Total number of active participants reported on line 7a of the Form 55002010-07-01919
Total of all active and inactive participants2010-07-01919
Number of employers contributing to the scheme2010-07-011,002
2009: IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2009 401k membership
Total participants, beginning-of-year2009-07-011,090
Total number of active participants reported on line 7a of the Form 55002009-07-01994
Number of retired or separated participants receiving benefits2009-07-010
Total of all active and inactive participants2009-07-01994
Number of employers contributing to the scheme2009-07-011,184

Financial Data on IBEW LOCAL UNION 130 - DEATH BENEFIT FUND

Measure Date Value
2023 : IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2023 401k financial data
Total transfer of assets to this plan2023-06-30$0
Total income from all sources (including contributions)2023-06-30$46,326
Total of all expenses incurred2023-06-30$33,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$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 year2023-06-30$12,935
Value of total assets at beginning of year2023-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$46,326
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-06-30$12,935
Total non interest bearing cash at end of year2023-06-30$0
Total non interest bearing cash at beginning of year2023-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$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)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Expenses. Payments to insurance carriers foe the provision of benefits2023-06-30$15,899
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$17,492
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-06-30No
Did the plan have assets held for investment2023-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30DUPLANTIER, HRAPMANN, HOGAN & MAHER
Accountancy firm EIN2023-06-30720567396
2022 : IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2022 401k financial data
Total transfer of assets to this plan2022-06-30$8,726
Total income from all sources (including contributions)2022-06-30$21,574
Total of all expenses incurred2022-06-30$30,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$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 year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$21,574
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-8,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$30,300
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30No
Did the plan have assets held for investment2022-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30DUPLANTIER, HOGAN, HRAPMANN & MAHER
Accountancy firm EIN2022-06-30720567396
2021 : IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2021 401k financial data
Total transfer of assets to this plan2021-06-30$1,210
Total income from all sources (including contributions)2021-06-30$22,162
Total of all expenses incurred2021-06-30$23,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$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 year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$22,162
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$-1,210
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$23,372
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30No
Did the plan have assets held for investment2021-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30DUPLANTIER, HOGAN, HRAPMANN & MAHER
Accountancy firm EIN2021-06-30720567396
2020 : IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2020 401k financial data
Total transfer of assets to this plan2020-06-30$7,603
Total transfer of assets to this plan2020-06-30$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 incurred2020-06-30$17,998
Total of all expenses incurred2020-06-30$17,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$17,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$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 year2020-06-30No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$23,329
Contributions received from participants2020-06-30$23,329
Liabilities. Value of operating payables at end of year2020-06-30$0
Liabilities. Value of operating payables at end of year2020-06-30$0
Liabilities. Value of operating payables at beginning of year2020-06-30$12,934
Liabilities. Value of operating payables at beginning of year2020-06-30$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 appraiser2020-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$5,331
Value of net income/loss2020-06-30$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)2020-06-30No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$17,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$17,998
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30No
Did the plan have assets held for investment2020-06-30No
Did the plan have assets held for investment2020-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30DUPLANTIER, HOGAN, HRAPMANN & MAHER
Accountancy firm name2020-06-30DUPLANTIER, HOGAN, HRAPMANN & MAHER
Accountancy firm EIN2020-06-30720567396
Accountancy firm EIN2020-06-30720567396
2018 : IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2018 401k financial data
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 incurred2018-06-30$23,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$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 year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$24,061
Liabilities. Value of operating payables at end of year2018-06-30$17,610
Liabilities. Value of operating payables at beginning of year2018-06-30$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 appraiser2018-06-30No
Value of net income/loss2018-06-30$400
Value of net assets at end of year (total assets less liabilities)2018-06-30$-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)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$23,661
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Did the plan have assets held for investment2018-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30DUPLANTIER, HRAPMANN, HOGAN & MAHER
Accountancy firm EIN2018-06-30720567396
2017 : IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2017 401k financial data
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 incurred2017-06-30$22,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$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 year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$24,911
Liabilities. Value of operating payables at end of year2017-06-30$18,010
Liabilities. Value of operating payables at beginning of year2017-06-30$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 appraiser2017-06-30No
Value of net income/loss2017-06-30$1,959
Value of net assets at end of year (total assets less liabilities)2017-06-30$-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)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$22,952
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Did the plan have assets held for investment2017-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30DUPLANTIER, HRAPMANN, HOGAN & MAHER
Accountancy firm EIN2017-06-30720567396
2016 : IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2016 401k financial data
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 incurred2016-06-30$31,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$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 year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$25,137
Liabilities. Value of operating payables at end of year2016-06-30$19,969
Liabilities. Value of operating payables at beginning of year2016-06-30$13,633
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-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)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$31,473
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
Did the plan have assets held for investment2016-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30DUPLANTIER, HRAPMANN, HOGAN & MAHER
Accountancy firm EIN2016-06-30720567396
2015 : IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2015 401k financial data
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 incurred2015-06-30$34,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$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 year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$27,261
Liabilities. Value of operating payables at end of year2015-06-30$13,633
Liabilities. Value of operating payables at beginning of year2015-06-30$6,162
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-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)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$34,732
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Did the plan have assets held for investment2015-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30DUPLANTIER, HRAPMANN, HOGAN & MAHER
Accountancy firm EIN2015-06-30720567396
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 incurred2014-06-30$17,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$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 year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$26,941
Liabilities. Value of operating payables at end of year2014-06-30$6,162
Liabilities. Value of operating payables at beginning of year2014-06-30$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 appraiser2014-06-30No
Value of net income/loss2014-06-30$8,966
Value of net assets at end of year (total assets less liabilities)2014-06-30$-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)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$17,975
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30DUPLANTIER, HRAPMANN, HOGAN & MAHER
Accountancy firm EIN2014-06-30720567396
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 incurred2013-06-30$28,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$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 year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$24,858
Liabilities. Value of operating payables at end of year2013-06-30$15,128
Liabilities. Value of operating payables at beginning of year2013-06-30$11,154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-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)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$28,832
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30DUPLANTIER, HRAPMANN, HOGAN & MAHER
Accountancy firm EIN2013-06-30720567396
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 incurred2012-06-30$20,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$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 year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$24,089
Liabilities. Value of operating payables at end of year2012-06-30$11,154
Liabilities. Value of operating payables at beginning of year2012-06-30$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 appraiser2012-06-30No
Value of net income/loss2012-06-30$3,980
Value of net assets at end of year (total assets less liabilities)2012-06-30$-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)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$20,109
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30DUPLANTIER, HRAPMANN, HOGAN & MAHER
Accountancy firm EIN2012-06-30720567396
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 incurred2011-06-30$15,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$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 year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$24,794
Liabilities. Value of operating payables at end of year2011-06-30$15,134
Liabilities. Value of operating payables at beginning of year2011-06-30$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 appraiser2011-06-30No
Value of net income/loss2011-06-30$9,736
Value of net assets at end of year (total assets less liabilities)2011-06-30$-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)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$15,058
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30DUPLANTIER, HRAPMANN, HOGAN & MAHER
Accountancy firm EIN2011-06-30720567396

Form 5500 Responses for IBEW LOCAL UNION 130 - DEATH BENEFIT FUND

2022: IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2022 form 5500 responses
2022-07-01Type of plan entityMulti-employer plan
2022-07-01Plan is a collectively bargained planYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2010 form 5500 responses
2010-07-01Type of plan entityMulti-employer plan
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: IBEW LOCAL UNION 130 - DEATH BENEFIT FUND 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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