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I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 401k Plan overview

Plan NameI.B.E.W. LOCAL 520 DEATH BENEFIT PLAN
Plan identification number 502

I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN Benefits

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

401k Sponsoring company profile

IBEW LOCAL 520 DEATH BENEFIT FUND has sponsored the creation of one or more 401k plans.

Company Name:IBEW LOCAL 520 DEATH BENEFIT FUND
Employer identification number (EIN):740706092
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022021-01-01KASEY LANSANGAN2022-07-26
5022020-01-01MICHAEL KING2021-08-03
5022019-01-01MICHAEL KING2020-04-24
5022018-01-01MICHAEL KING2019-07-26
5022017-01-01
5022016-01-01
5022015-01-01
5022014-01-01
5022013-01-01
5022012-01-01CHRIS WAGNER
5022011-01-01CHRIS WAGNER
5022010-01-01CHRIS WAGNER
5022009-01-01CHRIS WAGNER

Plan Statistics for I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN

401k plan membership statisitcs for I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN

Measure Date Value
2021: I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,476
Total number of active participants reported on line 7a of the Form 55002021-01-011,855
Total of all active and inactive participants2021-01-011,855
2020: I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,312
Total number of active participants reported on line 7a of the Form 55002020-01-011,476
Total of all active and inactive participants2020-01-011,476
2019: I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,290
Total number of active participants reported on line 7a of the Form 55002019-01-011,312
Total of all active and inactive participants2019-01-011,312
2018: I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,219
Total number of active participants reported on line 7a of the Form 55002018-01-011,290
Total of all active and inactive participants2018-01-011,290
2017: I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,061
Total number of active participants reported on line 7a of the Form 55002017-01-011,219
Total of all active and inactive participants2017-01-011,219
2016: I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,056
Total number of active participants reported on line 7a of the Form 55002016-01-011,061
Total of all active and inactive participants2016-01-011,061
2015: I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,001
Total number of active participants reported on line 7a of the Form 55002015-01-011,056
Total of all active and inactive participants2015-01-011,056
2014: I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01988
Total number of active participants reported on line 7a of the Form 55002014-01-011,001
Total of all active and inactive participants2014-01-011,001
2013: I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01991
Total number of active participants reported on line 7a of the Form 55002013-01-01988
Total of all active and inactive participants2013-01-01988
2012: I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,085
Total number of active participants reported on line 7a of the Form 55002012-01-01991
Total of all active and inactive participants2012-01-01991
2011: I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,199
Total number of active participants reported on line 7a of the Form 55002011-01-011,085
Total of all active and inactive participants2011-01-011,085
2010: I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,300
Total number of active participants reported on line 7a of the Form 55002010-01-011,199
Total of all active and inactive participants2010-01-011,199
2009: I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,358
Total number of active participants reported on line 7a of the Form 55002009-01-011,300
Total of all active and inactive participants2009-01-011,300

Financial Data on I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN

Measure Date Value
2022 : I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2022 401k financial data
Total transfer of assets from this plan2022-02-28$27,275
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-02-28$2,078
Total income from all sources (including contributions)2022-02-28$44,046
Total of all expenses incurred2022-02-28$28,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-02-28$28,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-02-28$44,046
Value of total assets at end of year2022-02-28$0
Value of total assets at beginning of year2022-02-28$14,167
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-02-28Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-02-28$27,275
Was this plan covered by a fidelity bond2022-02-28No
If this is an individual account plan, was there a blackout period2022-02-28No
Were there any nonexempt tranactions with any party-in-interest2022-02-28No
Contributions received from participants2022-02-28$44,046
Liabilities. Value of operating payables at beginning of year2022-02-28$2,078
Total non interest bearing cash at end of year2022-02-28$0
Total non interest bearing cash at beginning of year2022-02-28$14,167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-02-28No
Value of net income/loss2022-02-28$15,186
Value of net assets at end of year (total assets less liabilities)2022-02-28$0
Value of net assets at beginning of year (total assets less liabilities)2022-02-28$12,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2022-02-28No
Were any leases to which the plan was party in default or uncollectible2022-02-28No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-02-28No
Was there a failure to transmit to the plan any participant contributions2022-02-28No
Has the plan failed to provide any benefit when due under the plan2022-02-28No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-02-28$28,860
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-02-28No
Did the plan have assets held for investment2022-02-28No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-02-28Yes
Opinion of an independent qualified public accountant for this plan2022-02-28Unqualified
Accountancy firm name2022-02-28ATCHLEY & ASSOCIATES LLP
Accountancy firm EIN2022-02-28742920819
2021 : I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,078
Total income from all sources (including contributions)2021-12-31$249,748
Total of all expenses incurred2021-12-31$268,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$268,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$249,748
Value of total assets at end of year2021-12-31$14,167
Value of total assets at beginning of year2021-12-31$30,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31No
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$249,748
Participant contributions at beginning of year2021-12-31$3,996
Liabilities. Value of operating payables at end of year2021-12-31$2,078
Total non interest bearing cash at end of year2021-12-31$14,167
Total non interest bearing cash at beginning of year2021-12-31$26,857
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-18,764
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,089
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$30,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$268,512
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ATCHLEY & ASSOCIATES LLP
Accountancy firm EIN2021-12-31742920819
2020 : I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$132,596
Total of all expenses incurred2020-12-31$123,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$123,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$132,596
Value of total assets at end of year2020-12-31$30,853
Value of total assets at beginning of year2020-12-31$21,475
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$132,596
Participant contributions at end of year2020-12-31$3,996
Participant contributions at beginning of year2020-12-31$7,724
Total non interest bearing cash at end of year2020-12-31$26,857
Total non interest bearing cash at beginning of year2020-12-31$13,751
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$9,378
Value of net assets at end of year (total assets less liabilities)2020-12-31$30,853
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$21,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$123,218
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ATCHLEY & ASSOCIATES LLP
Accountancy firm EIN2020-12-31742920819
2019 : I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$117,376
Total of all expenses incurred2019-12-31$133,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$133,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$117,376
Value of total assets at end of year2019-12-31$21,475
Value of total assets at beginning of year2019-12-31$37,412
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$117,376
Participant contributions at end of year2019-12-31$7,724
Participant contributions at beginning of year2019-12-31$2,940
Total non interest bearing cash at end of year2019-12-31$13,751
Total non interest bearing cash at beginning of year2019-12-31$34,472
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-15,937
Value of net assets at end of year (total assets less liabilities)2019-12-31$21,475
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$37,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$133,313
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31ATCHLEY & ASSOCIATES LLP
Accountancy firm EIN2019-12-31742920819
2018 : I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$73,148
Total of all expenses incurred2018-12-31$86,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$86,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$73,148
Value of total assets at end of year2018-12-31$37,412
Value of total assets at beginning of year2018-12-31$51,219
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$73,148
Participant contributions at end of year2018-12-31$2,940
Participant contributions at beginning of year2018-12-31$1,960
Total non interest bearing cash at end of year2018-12-31$34,472
Total non interest bearing cash at beginning of year2018-12-31$49,259
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-13,807
Value of net assets at end of year (total assets less liabilities)2018-12-31$37,412
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$51,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$86,955
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31ATCHLEY & ASSOCIATES LLP
Accountancy firm EIN2018-12-31742920819
2017 : I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$96,541
Total of all expenses incurred2017-12-31$81,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$81,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$96,541
Value of total assets at end of year2017-12-31$51,219
Value of total assets at beginning of year2017-12-31$36,218
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$96,541
Participant contributions at end of year2017-12-31$1,960
Participant contributions at beginning of year2017-12-31$5,915
Total non interest bearing cash at end of year2017-12-31$49,259
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$15,001
Value of net assets at end of year (total assets less liabilities)2017-12-31$51,219
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$36,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$30,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$30,303
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$81,540
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2017-12-31742920819
2016 : I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$71,025
Total of all expenses incurred2016-12-31$71,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$71,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$71,025
Value of total assets at end of year2016-12-31$36,218
Value of total assets at beginning of year2016-12-31$36,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$71,025
Participant contributions at end of year2016-12-31$5,915
Participant contributions at beginning of year2016-12-31$5,396
Administrative expenses (other) incurred2016-12-31$205
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-295
Value of net assets at end of year (total assets less liabilities)2016-12-31$36,218
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$36,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$30,303
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$31,117
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$31,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$71,115
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2016-12-31742920819
2015 : I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$78,541
Total of all expenses incurred2015-12-31$85,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$85,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$78,535
Value of total assets at end of year2015-12-31$36,513
Value of total assets at beginning of year2015-12-31$43,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$141
Total interest from all sources2015-12-31$6
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$78,535
Participant contributions at end of year2015-12-31$5,396
Participant contributions at beginning of year2015-12-31$3,061
Administrative expenses (other) incurred2015-12-31$141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-6,770
Value of net assets at end of year (total assets less liabilities)2015-12-31$36,513
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$43,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$31,117
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$40,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$40,222
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$6
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$85,170
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2015-12-31742920819
2014 : I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$79,893
Total of all expenses incurred2014-12-31$68,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$68,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$79,872
Value of total assets at end of year2014-12-31$43,283
Value of total assets at beginning of year2014-12-31$31,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$13
Total interest from all sources2014-12-31$21
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$79,872
Participant contributions at end of year2014-12-31$3,061
Participant contributions at beginning of year2014-12-31$2,790
Administrative expenses (other) incurred2014-12-31$13
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$11,480
Value of net assets at end of year (total assets less liabilities)2014-12-31$43,283
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$31,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$40,222
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$29,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$29,013
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$21
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$68,400
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2014-12-31742920819
2013 : I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$59,744
Total of all expenses incurred2013-12-31$68,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$68,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$59,723
Value of total assets at end of year2013-12-31$31,803
Value of total assets at beginning of year2013-12-31$40,767
Total interest from all sources2013-12-31$21
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$59,723
Participant contributions at end of year2013-12-31$2,790
Participant contributions at beginning of year2013-12-31$3,630
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-8,964
Value of net assets at end of year (total assets less liabilities)2013-12-31$31,803
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$40,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$29,013
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$37,137
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$37,137
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$21
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$68,708
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2013-12-31742920819
2012 : I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$79,683
Total of all expenses incurred2012-12-31$87,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$87,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$79,665
Value of total assets at end of year2012-12-31$40,767
Value of total assets at beginning of year2012-12-31$48,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$106
Total interest from all sources2012-12-31$18
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$79,665
Participant contributions at end of year2012-12-31$3,630
Participant contributions at beginning of year2012-12-31$2,130
Administrative expenses (other) incurred2012-12-31$106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-7,963
Value of net assets at end of year (total assets less liabilities)2012-12-31$40,767
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$48,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$37,137
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$46,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$46,600
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$18
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$87,540
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BOUNDS CHATELAIN & PHARR, P.C.
Accountancy firm EIN2012-12-31742617174
2011 : I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$72,059
Total of all expenses incurred2011-12-31$76,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$76,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$72,033
Value of total assets at end of year2011-12-31$48,730
Value of total assets at beginning of year2011-12-31$53,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$26
Total interest from all sources2011-12-31$26
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$72,033
Participant contributions at end of year2011-12-31$2,130
Administrative expenses (other) incurred2011-12-31$26
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-4,745
Value of net assets at end of year (total assets less liabilities)2011-12-31$48,730
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$53,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$46,600
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$53,475
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$53,475
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$26
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$76,778
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BOUNDS CHATELAIN & PHARR, P.C.
Accountancy firm EIN2011-12-31742617174
2010 : I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$46,166
Total of all expenses incurred2010-12-31$67,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$67,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$46,131
Value of total assets at end of year2010-12-31$53,475
Value of total assets at beginning of year2010-12-31$74,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$13
Total interest from all sources2010-12-31$35
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$46,131
Administrative expenses (other) incurred2010-12-31$13
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-20,912
Value of net assets at end of year (total assets less liabilities)2010-12-31$53,475
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$74,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$53,475
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$74,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$74,387
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$35
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$67,065
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BOUNDS CHATELAIN & PHARR, P.C.
Accountancy firm EIN2010-12-31742617174

Form 5500 Responses for I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN

2021: I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: I.B.E.W. LOCAL 520 DEATH BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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