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IBEW LOCAL NO. 60 PENSION 401k Plan overview

Plan NameIBEW LOCAL NO. 60 PENSION
Plan identification number 001

IBEW LOCAL NO. 60 PENSION Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

IBEW LOCAL NO. 60 PENSION PLAN TRUST FUND has sponsored the creation of one or more 401k plans.

Company Name:IBEW LOCAL NO. 60 PENSION PLAN TRUST FUND
Employer identification number (EIN):741870479
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL NO. 60 PENSION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01GARY AIKEN2023-10-09
0012021-01-01GARY AIKEN2022-10-06
0012020-01-01GARY AIKEN2021-10-11
0012019-01-01GARY AIKEN2020-10-05
0012018-01-01GARY AIKEN2019-10-08
0012017-01-01
0012017-01-01
0012016-01-01
0012016-01-01PAUL GARZA2017-09-28
0012015-01-01PAUL GARZA PAUL GARZA2016-07-26
0012014-01-01MICHAEL J. DEVINE MICHAEL J. DEVINE2015-07-20
0012013-01-01MICHAEL J. DEVINE MICHAEL J. DEVINE2014-07-23
0012012-01-01MICHAEL J. DEVINE MICHAEL J. DEVINE2013-07-30
0012011-01-01MICHAEL J. DEVINE MICHAEL J.DEVINE2012-07-25
0012010-01-01MICHAEL J. DEVINE MICHAEL J.DEVINE2011-10-10
0012009-01-01MIKE DEVINE
0012009-01-01MIKE DEVINE

Plan Statistics for IBEW LOCAL NO. 60 PENSION

401k plan membership statisitcs for IBEW LOCAL NO. 60 PENSION

Measure Date Value
2022: IBEW LOCAL NO. 60 PENSION 2022 401k membership
Current value of assets2022-12-3185,013,503
Acturial value of assets for funding standard account2022-12-3178,622,184
Accrued liability for plan using immediate gains methods2022-12-3174,684,185
Accrued liability under unit credit cost method2022-12-3174,684,185
RPA 94 current liability2022-12-31156,503,776
Expected increase in current liability due to benefits accruing during the plan year2022-12-316,340,990
Expected release from RPA 94 current liability for plan year2022-12-313,856,476
Expected plan disbursements for the plan year2022-12-313,726,178
Current value of assets2022-12-3185,013,503
Number of retired participants and beneficiaries receiving payment2022-12-31389
Current liability for retired participants and beneficiaries receiving payment2022-12-3133,565,240
Number of terminated vested participants2022-12-31680
Current liability for terminated vested participants2022-12-3139,755,562
Current liability for active participants non vested benefits2022-12-317,363,531
Current liability for active participants vested benefits2022-12-3175,819,443
Total number of active articipats2022-12-311,673
Current liability for active participants2022-12-3183,182,974
Total participant count with liabilities2022-12-312,742
Total current liabilitoes for participants with libailities2022-12-31156,503,776
Total employer contributions in plan year2022-12-313,308,753
Employer’s normal cost for plan year as of valuation date2022-12-312,276,918
Prior year credit balance2022-12-3112,959,656
Amortization credits as of valuation date2022-12-312,014,682
Total participants, beginning-of-year2022-01-012,718
Total number of active participants reported on line 7a of the Form 55002022-01-011,491
Number of retired or separated participants receiving benefits2022-01-01371
Number of other retired or separated participants entitled to future benefits2022-01-01749
Total of all active and inactive participants2022-01-012,611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0129
Total participants2022-01-012,640
Number of employers contributing to the scheme2022-01-0131
2021: IBEW LOCAL NO. 60 PENSION 2021 401k membership
Current value of assets2021-12-3174,459,982
Acturial value of assets for funding standard account2021-12-3171,069,884
Accrued liability for plan using immediate gains methods2021-12-3169,190,391
Accrued liability under unit credit cost method2021-12-3169,190,391
RPA 94 current liability2021-12-31139,545,647
Expected increase in current liability due to benefits accruing during the plan year2021-12-314,669,153
Expected release from RPA 94 current liability for plan year2021-12-313,322,826
Expected plan disbursements for the plan year2021-12-313,207,745
Current value of assets2021-12-3174,459,982
Number of retired participants and beneficiaries receiving payment2021-12-31384
Current liability for retired participants and beneficiaries receiving payment2021-12-3132,138,538
Number of terminated vested participants2021-12-31681
Current liability for terminated vested participants2021-12-3136,155,840
Current liability for active participants non vested benefits2021-12-315,101,553
Current liability for active participants vested benefits2021-12-3166,149,716
Total number of active articipats2021-12-311,243
Current liability for active participants2021-12-3171,251,269
Total participant count with liabilities2021-12-312,308
Total current liabilitoes for participants with libailities2021-12-31139,545,647
Total employer contributions in plan year2021-12-313,760,333
Employer’s normal cost for plan year as of valuation date2021-12-311,859,510
Prior year credit balance2021-12-3111,738,012
Amortization credits as of valuation date2021-12-312,056,707
Total participants, beginning-of-year2021-01-012,383
Total number of active participants reported on line 7a of the Form 55002021-01-011,670
Number of retired or separated participants receiving benefits2021-01-01357
Number of other retired or separated participants entitled to future benefits2021-01-01673
Total of all active and inactive participants2021-01-012,700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0118
Total participants2021-01-012,718
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-0131
2020: IBEW LOCAL NO. 60 PENSION 2020 401k membership
Current value of assets2020-12-3167,473,858
Acturial value of assets for funding standard account2020-12-3165,726,960
Accrued liability for plan using immediate gains methods2020-12-3163,589,610
Accrued liability under unit credit cost method2020-12-3163,589,610
RPA 94 current liability2020-12-31119,686,064
Expected increase in current liability due to benefits accruing during the plan year2020-12-314,100,990
Expected release from RPA 94 current liability for plan year2020-12-313,079,329
Expected plan disbursements for the plan year2020-12-312,963,696
Current value of assets2020-12-3167,473,858
Number of retired participants and beneficiaries receiving payment2020-12-31379
Current liability for retired participants and beneficiaries receiving payment2020-12-3130,796,187
Number of terminated vested participants2020-12-31621
Current liability for terminated vested participants2020-12-3127,114,291
Current liability for active participants non vested benefits2020-12-314,764,348
Current liability for active participants vested benefits2020-12-3157,011,238
Total number of active articipats2020-12-311,262
Current liability for active participants2020-12-3161,775,586
Total participant count with liabilities2020-12-312,262
Total current liabilitoes for participants with libailities2020-12-31119,686,064
Total employer contributions in plan year2020-12-312,652,642
Employer’s normal cost for plan year as of valuation date2020-12-311,746,590
Prior year credit balance2020-12-3111,401,633
Amortization credits as of valuation date2020-12-311,975,940
Total participants, beginning-of-year2020-01-012,245
Total number of active participants reported on line 7a of the Form 55002020-01-011,242
Number of retired or separated participants receiving benefits2020-01-01377
Number of other retired or separated participants entitled to future benefits2020-01-01677
Total of all active and inactive participants2020-01-012,296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0187
Total participants2020-01-012,383
Number of employers contributing to the scheme2020-01-01109
2019: IBEW LOCAL NO. 60 PENSION 2019 401k membership
Current value of assets2019-12-3155,847,745
Acturial value of assets for funding standard account2019-12-3161,561,054
Accrued liability for plan using immediate gains methods2019-12-3159,943,589
Accrued liability under unit credit cost method2019-12-3159,943,589
RPA 94 current liability2019-12-31111,363,616
Expected increase in current liability due to benefits accruing during the plan year2019-12-313,631,039
Expected release from RPA 94 current liability for plan year2019-12-312,916,157
Expected plan disbursements for the plan year2019-12-312,806,576
Current value of assets2019-12-3155,847,745
Number of retired participants and beneficiaries receiving payment2019-12-31369
Current liability for retired participants and beneficiaries receiving payment2019-12-3129,423,584
Number of terminated vested participants2019-12-31617
Current liability for terminated vested participants2019-12-3125,915,149
Current liability for active participants non vested benefits2019-12-314,599,228
Current liability for active participants vested benefits2019-12-3151,425,655
Total number of active articipats2019-12-311,079
Current liability for active participants2019-12-3156,024,883
Total participant count with liabilities2019-12-312,065
Total current liabilitoes for participants with libailities2019-12-31111,363,616
Total employer contributions in plan year2019-12-312,764,835
Prior year funding deficiency2019-12-310
Employer’s normal cost for plan year as of valuation date2019-12-311,606,172
Prior year credit balance2019-12-3110,521,903
Amortization credits as of valuation date2019-12-312,217,307
Total participants, beginning-of-year2019-01-012,036
Total number of active participants reported on line 7a of the Form 55002019-01-011,253
Number of retired or separated participants receiving benefits2019-01-01287
Number of other retired or separated participants entitled to future benefits2019-01-01619
Total of all active and inactive participants2019-01-012,159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0186
Total participants2019-01-012,245
Number of employers contributing to the scheme2019-01-0126
2018: IBEW LOCAL NO. 60 PENSION 2018 401k membership
Current value of assets2018-12-3159,262,564
Acturial value of assets for funding standard account2018-12-3159,262,564
Accrued liability for plan using immediate gains methods2018-12-3156,989,015
Accrued liability under unit credit cost method2018-12-3156,989,015
RPA 94 current liability2018-12-31108,615,468
Expected increase in current liability due to benefits accruing during the plan year2018-12-313,548,513
Expected release from RPA 94 current liability for plan year2018-12-312,942,631
Expected plan disbursements for the plan year2018-12-312,833,815
Current value of assets2018-12-3159,262,564
Number of retired participants and beneficiaries receiving payment2018-12-31363
Current liability for retired participants and beneficiaries receiving payment2018-12-3129,263,257
Number of terminated vested participants2018-12-31594
Current liability for terminated vested participants2018-12-3124,435,544
Current liability for active participants non vested benefits2018-12-314,629,111
Current liability for active participants vested benefits2018-12-3150,287,556
Total number of active articipats2018-12-311,017
Current liability for active participants2018-12-3154,916,667
Total participant count with liabilities2018-12-311,974
Total current liabilitoes for participants with libailities2018-12-31108,615,468
Total employer contributions in plan year2018-12-312,291,213
Prior year funding deficiency2018-12-310
Employer’s normal cost for plan year as of valuation date2018-12-311,526,311
Prior year credit balance2018-12-319,975,195
Amortization credits as of valuation date2018-12-312,332,913
Total participants, beginning-of-year2018-01-012,007
Total number of active participants reported on line 7a of the Form 55002018-01-011,076
Number of retired or separated participants receiving benefits2018-01-01349
Number of other retired or separated participants entitled to future benefits2018-01-01611
Total of all active and inactive participants2018-01-012,036
Total participants2018-01-012,036
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0119
Number of employers contributing to the scheme2018-01-0119
2017: IBEW LOCAL NO. 60 PENSION 2017 401k membership
Current value of assets2017-12-3152,219,248
Acturial value of assets for funding standard account2017-12-3152,915,157
Accrued liability for plan using immediate gains methods2017-12-3153,180,111
Accrued liability under unit credit cost method2017-12-3153,180,111
RPA 94 current liability2017-12-3196,071,800
Expected increase in current liability due to benefits accruing during the plan year2017-12-313,155,979
Expected release from RPA 94 current liability for plan year2017-12-312,590,152
Expected plan disbursements for the plan year2017-12-312,497,773
Current value of assets2017-12-3152,219,248
Number of retired participants and beneficiaries receiving payment2017-12-31340
Current liability for retired participants and beneficiaries receiving payment2017-12-3126,189,977
Number of terminated vested participants2017-12-31575
Current liability for terminated vested participants2017-12-3122,122,929
Current liability for active participants non vested benefits2017-12-313,627,899
Current liability for active participants vested benefits2017-12-3144,130,995
Total number of active articipats2017-12-311,022
Current liability for active participants2017-12-3147,758,894
Total participant count with liabilities2017-12-311,937
Total current liabilitoes for participants with libailities2017-12-3196,071,800
Total employer contributions in plan year2017-12-312,364,987
Prior year funding deficiency2017-12-310
Employer’s normal cost for plan year as of valuation date2017-12-311,397,401
Prior year credit balance2017-12-319,384,374
Amortization credits as of valuation date2017-12-312,024,292
Total participants, beginning-of-year2017-01-011,930
Total number of active participants reported on line 7a of the Form 55002017-01-011,014
Number of retired or separated participants receiving benefits2017-01-0150
Number of other retired or separated participants entitled to future benefits2017-01-01594
Total of all active and inactive participants2017-01-011,658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01349
Total participants2017-01-012,007
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0119
Number of employers contributing to the scheme2017-01-0119
2016: IBEW LOCAL NO. 60 PENSION 2016 401k membership
Current value of assets2016-12-3148,414,266
Acturial value of assets for funding standard account2016-12-3150,382,293
Accrued liability for plan using immediate gains methods2016-12-3154,742,319
Accrued liability under unit credit cost method2016-12-3148,527,991
RPA 94 current liability2016-12-3187,396,028
Expected increase in current liability due to benefits accruing during the plan year2016-12-313,144,432
Expected release from RPA 94 current liability for plan year2016-12-312,429,388
Expected plan disbursements for the plan year2016-12-312,355,095
Current value of assets2016-12-3148,414,266
Number of retired participants and beneficiaries receiving payment2016-12-31325
Current liability for retired participants and beneficiaries receiving payment2016-12-3123,903,740
Number of terminated vested participants2016-12-31522
Current liability for terminated vested participants2016-12-3118,358,909
Current liability for active participants non vested benefits2016-12-313,414,596
Current liability for active participants vested benefits2016-12-3141,718,783
Total number of active articipats2016-12-311,089
Current liability for active participants2016-12-3145,133,379
Total participant count with liabilities2016-12-311,936
Total current liabilitoes for participants with libailities2016-12-3187,396,028
Total employer contributions in plan year2016-12-312,182,133
Prior year funding deficiency2016-12-310
Employer’s normal cost for plan year as of valuation date2016-12-311,055,558
Prior year credit balance2016-12-319,073,543
Amortization credits as of valuation date2016-12-311,343,726
Total participants, beginning-of-year2016-01-011,891
Total number of active participants reported on line 7a of the Form 55002016-01-011,023
Number of retired or separated participants receiving benefits2016-01-01258
Number of other retired or separated participants entitled to future benefits2016-01-01575
Total of all active and inactive participants2016-01-011,856
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0174
Total participants2016-01-011,930
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0129
Number of employers contributing to the scheme2016-01-0129
2015: IBEW LOCAL NO. 60 PENSION 2015 401k membership
Current value of assets2015-12-3147,717,367
Acturial value of assets for funding standard account2015-12-3146,542,478
Accrued liability for plan using immediate gains methods2015-12-3151,920,059
Accrued liability under unit credit cost method2015-12-3146,252,650
RPA 94 current liability2015-12-3180,060,599
Expected increase in current liability due to benefits accruing during the plan year2015-12-312,694,527
Expected release from RPA 94 current liability for plan year2015-12-312,362,505
Expected plan disbursements for the plan year2015-12-312,288,069
Current value of assets2015-12-3147,717,367
Number of retired participants and beneficiaries receiving payment2015-12-31321
Current liability for retired participants and beneficiaries receiving payment2015-12-3123,742,960
Number of terminated vested participants2015-12-31520
Current liability for terminated vested participants2015-12-3116,719,781
Current liability for active participants non vested benefits2015-12-313,160,112
Current liability for active participants vested benefits2015-12-3136,437,746
Total number of active articipats2015-12-311,020
Current liability for active participants2015-12-3139,597,858
Total participant count with liabilities2015-12-311,861
Total current liabilitoes for participants with libailities2015-12-3180,060,599
Total employer contributions in plan year2015-12-312,231,172
Prior year funding deficiency2015-12-310
Employer’s normal cost for plan year as of valuation date2015-12-31953,048
Prior year credit balance2015-12-318,677,427
Amortization credits as of valuation date2015-12-311,333,006
Total participants, beginning-of-year2015-01-011,847
Total number of active participants reported on line 7a of the Form 55002015-01-011,051
Number of retired or separated participants receiving benefits2015-01-01250
Number of other retired or separated participants entitled to future benefits2015-01-01521
Total of all active and inactive participants2015-01-011,822
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0169
Total participants2015-01-011,891
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0171
Number of employers contributing to the scheme2015-01-0150
2014: IBEW LOCAL NO. 60 PENSION 2014 401k membership
Current value of assets2014-12-3144,853,795
Acturial value of assets for funding standard account2014-12-3141,430,749
Accrued liability for plan using immediate gains methods2014-12-3147,610,431
Accrued liability under unit credit cost method2014-12-3141,510,329
RPA 94 current liability2014-12-3175,958,554
Expected increase in current liability due to benefits accruing during the plan year2014-12-312,931,290
Expected release from RPA 94 current liability for plan year2014-12-312,138,932
Expected plan disbursements for the plan year2014-12-312,067,159
Current value of assets2014-12-3144,853,795
Number of retired participants and beneficiaries receiving payment2014-12-31312
Current liability for retired participants and beneficiaries receiving payment2014-12-3122,434,733
Number of terminated vested participants2014-12-31468
Current liability for terminated vested participants2014-12-3113,901,414
Current liability for active participants non vested benefits2014-12-313,155,399
Current liability for active participants vested benefits2014-12-3136,467,008
Total number of active articipats2014-12-312,842
Current liability for active participants2014-12-3139,622,407
Total participant count with liabilities2014-12-313,622
Total current liabilitoes for participants with libailities2014-12-3175,958,554
Total employer contributions in plan year2014-12-311,972,621
Prior year funding deficiency2014-12-310
Employer’s normal cost for plan year as of valuation date2014-12-31941,172
Prior year credit balance2014-12-318,379,301
Amortization credits as of valuation date2014-12-311,239,443
Total participants, beginning-of-year2014-01-011,945
Total number of active participants reported on line 7a of the Form 55002014-01-011,021
Number of retired or separated participants receiving benefits2014-01-01247
Number of other retired or separated participants entitled to future benefits2014-01-01520
Total of all active and inactive participants2014-01-011,788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0159
Total participants2014-01-011,847
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0184
Number of employers contributing to the scheme2014-01-0139
2013: IBEW LOCAL NO. 60 PENSION 2013 401k membership
Current value of assets2013-12-3137,604,158
Acturial value of assets for funding standard account2013-12-3137,802,097
Accrued liability for plan using immediate gains methods2013-12-3144,791,534
Accrued liability under unit credit cost method2013-12-3138,878,997
RPA 94 current liability2013-12-3171,266,337
Expected increase in current liability due to benefits accruing during the plan year2013-12-312,655,019
Expected release from RPA 94 current liability for plan year2013-12-311,815,940
Expected plan disbursements for the plan year2013-12-312,010,940
Current value of assets2013-12-3137,604,158
Number of retired participants and beneficiaries receiving payment2013-12-31290
Current liability for retired participants and beneficiaries receiving payment2013-12-3120,963,958
Number of terminated vested participants2013-12-31454
Current liability for terminated vested participants2013-12-3113,277,395
Current liability for active participants non vested benefits2013-12-314,125,915
Current liability for active participants vested benefits2013-12-3132,899,069
Total number of active articipats2013-12-31965
Current liability for active participants2013-12-3137,024,984
Total participant count with liabilities2013-12-311,709
Total current liabilitoes for participants with libailities2013-12-3171,266,337
Total employer contributions in plan year2013-12-311,828,676
Prior year funding deficiency2013-12-310
Employer’s normal cost for plan year as of valuation date2013-12-31981,938
Prior year credit balance2013-12-318,261,459
Amortization credits as of valuation date2013-12-311,264,964
Total participants, beginning-of-year2013-01-011,933
Total number of active participants reported on line 7a of the Form 55002013-01-01965
Number of retired or separated participants receiving benefits2013-01-01454
Number of other retired or separated participants entitled to future benefits2013-01-01520
Total of all active and inactive participants2013-01-011,939
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-011,945
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0152
Number of employers contributing to the scheme2013-01-0139
2012: IBEW LOCAL NO. 60 PENSION 2012 401k membership
Total participants, beginning-of-year2012-01-011,745
Total number of active participants reported on line 7a of the Form 55002012-01-011,031
Number of retired or separated participants receiving benefits2012-01-01494
Number of other retired or separated participants entitled to future benefits2012-01-01402
Total of all active and inactive participants2012-01-011,927
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-011,933
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0152
Number of employers contributing to the scheme2012-01-0139
2011: IBEW LOCAL NO. 60 PENSION 2011 401k membership
Total participants, beginning-of-year2011-01-011,882
Total number of active participants reported on line 7a of the Form 55002011-01-011,095
Number of retired or separated participants receiving benefits2011-01-01267
Number of other retired or separated participants entitled to future benefits2011-01-01378
Total of all active and inactive participants2011-01-011,740
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015
Total participants2011-01-011,745
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01110
Number of employers contributing to the scheme2011-01-0130
2010: IBEW LOCAL NO. 60 PENSION 2010 401k membership
Total participants, beginning-of-year2010-01-011,844
Total number of active participants reported on line 7a of the Form 55002010-01-011,211
Number of retired or separated participants receiving benefits2010-01-01261
Number of other retired or separated participants entitled to future benefits2010-01-01407
Total of all active and inactive participants2010-01-011,879
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-011,882
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01107
Number of employers contributing to the scheme2010-01-0130
2009: IBEW LOCAL NO. 60 PENSION 2009 401k membership
Total participants, beginning-of-year2009-01-011,588
Total number of active participants reported on line 7a of the Form 55002009-01-011,190
Number of retired or separated participants receiving benefits2009-01-01263
Number of other retired or separated participants entitled to future benefits2009-01-01390
Total of all active and inactive participants2009-01-011,843
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-011,844
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0190
Number of employers contributing to the scheme2009-01-0130

Financial Data on IBEW LOCAL NO. 60 PENSION

Measure Date Value
2022 : IBEW LOCAL NO. 60 PENSION 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-14,253,954
Total unrealized appreciation/depreciation of assets2022-12-31$-14,253,954
Total income from all sources (including contributions)2022-12-31$-9,663,300
Total loss/gain on sale of assets2022-12-31$-839,559
Total of all expenses incurred2022-12-31$3,142,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,660,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,308,753
Value of total assets at end of year2022-12-31$72,208,188
Value of total assets at beginning of year2022-12-31$85,013,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$481,820
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,121,460
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,121,460
Administrative expenses professional fees incurred2022-12-31$132,138
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$156,943
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,805,315
Value of net assets at end of year (total assets less liabilities)2022-12-31$72,208,188
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$85,013,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$5,930,261
Assets. partnership/joint venture interests at beginning of year2022-12-31$6,316,048
Investment advisory and management fees2022-12-31$90,139
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$61,189,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$73,202,389
Value of interest in common/collective trusts at end of year2022-12-31$4,118,428
Value of interest in common/collective trusts at beginning of year2022-12-31$3,832,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$727,715
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,334,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,334,005
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,308,753
Employer contributions (assets) at end of year2022-12-31$242,584
Employer contributions (assets) at beginning of year2022-12-31$328,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,660,195
Contract administrator fees2022-12-31$102,600
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$19,872,218
Aggregate carrying amount (costs) on sale of assets2022-12-31$20,711,777
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HARPER & PEARSON COMPANY PC
Accountancy firm EIN2022-12-31741695589
2021 : IBEW LOCAL NO. 60 PENSION 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$414,696
Total unrealized appreciation/depreciation of assets2021-12-31$414,696
Total income from all sources (including contributions)2021-12-31$12,270,309
Total loss/gain on sale of assets2021-12-31$6,237,108
Total of all expenses incurred2021-12-31$2,716,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,306,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,760,333
Value of total assets at end of year2021-12-31$85,013,503
Value of total assets at beginning of year2021-12-31$75,459,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$410,659
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,858,172
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,858,172
Administrative expenses professional fees incurred2021-12-31$129,282
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,027
Administrative expenses (other) incurred2021-12-31$97,914
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$9,553,521
Value of net assets at end of year (total assets less liabilities)2021-12-31$85,013,503
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$75,459,982
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
Assets. partnership/joint venture interests at end of year2021-12-31$6,316,048
Assets. partnership/joint venture interests at beginning of year2021-12-31$7,006,726
Investment advisory and management fees2021-12-31$115,443
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$73,202,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$61,769,128
Value of interest in common/collective trusts at end of year2021-12-31$3,832,172
Value of interest in common/collective trusts at beginning of year2021-12-31$5,874,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,334,005
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$532,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$532,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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
Contributions received in cash from employer2021-12-31$3,760,333
Employer contributions (assets) at end of year2021-12-31$328,889
Employer contributions (assets) at beginning of year2021-12-31$275,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,306,129
Contract administrator fees2021-12-31$68,020
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 investment2021-12-31Yes
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
Aggregate proceeds on sale of assets2021-12-31$37,583,387
Aggregate carrying amount (costs) on sale of assets2021-12-31$31,346,279
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HARPER & PEARSON CO. P.C.
Accountancy firm EIN2021-12-31741695589
2020 : IBEW LOCAL NO. 60 PENSION 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,034,368
Total unrealized appreciation/depreciation of assets2020-12-31$1,034,368
Total income from all sources (including contributions)2020-12-31$10,705,451
Total loss/gain on sale of assets2020-12-31$5,682,852
Total of all expenses incurred2020-12-31$2,719,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,240,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,652,642
Value of total assets at end of year2020-12-31$75,459,982
Value of total assets at beginning of year2020-12-31$67,473,858
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$478,560
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,335,589
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,335,589
Administrative expenses professional fees incurred2020-12-31$158,861
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,027
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$634
Administrative expenses (other) incurred2020-12-31$101,037
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$7,986,124
Value of net assets at end of year (total assets less liabilities)2020-12-31$75,459,982
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$67,473,858
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
Assets. partnership/joint venture interests at end of year2020-12-31$7,006,726
Assets. partnership/joint venture interests at beginning of year2020-12-31$6,561
Investment advisory and management fees2020-12-31$147,362
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$61,769,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$60,702,617
Value of interest in common/collective trusts at end of year2020-12-31$5,874,149
Value of interest in common/collective trusts at beginning of year2020-12-31$5,959,241
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$532,276
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$551,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$551,234
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
Contributions received in cash from employer2020-12-31$2,652,642
Employer contributions (assets) at end of year2020-12-31$275,676
Employer contributions (assets) at beginning of year2020-12-31$253,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,240,767
Contract administrator fees2020-12-31$71,300
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
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
Aggregate proceeds on sale of assets2020-12-31$17,332,178
Aggregate carrying amount (costs) on sale of assets2020-12-31$11,649,326
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HARPER & PEARSON CO. P.C.
Accountancy firm EIN2020-12-31741695589
2019 : IBEW LOCAL NO. 60 PENSION 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$9,440,786
Total unrealized appreciation/depreciation of assets2019-12-31$9,440,786
Total income from all sources (including contributions)2019-12-31$14,246,704
Total loss/gain on sale of assets2019-12-31$385,895
Total of all expenses incurred2019-12-31$2,620,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,186,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,764,835
Value of total assets at end of year2019-12-31$67,473,858
Value of total assets at beginning of year2019-12-31$55,847,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$433,744
Total interest from all sources2019-12-31$83
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,655,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,655,105
Administrative expenses professional fees incurred2019-12-31$104,938
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$634
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,194
Administrative expenses (other) incurred2019-12-31$101,426
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$11,626,113
Value of net assets at end of year (total assets less liabilities)2019-12-31$67,473,858
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$55,847,745
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
Assets. partnership/joint venture interests at end of year2019-12-31$6,561
Assets. partnership/joint venture interests at beginning of year2019-12-31$6,705
Investment advisory and management fees2019-12-31$161,962
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$60,702,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$49,464,409
Income. Interest from US Government securities2019-12-31$83
Value of interest in common/collective trusts at end of year2019-12-31$5,959,241
Value of interest in common/collective trusts at beginning of year2019-12-31$5,886,572
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$551,234
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$275,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$275,476
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
Contributions received in cash from employer2019-12-31$2,764,835
Employer contributions (assets) at end of year2019-12-31$253,571
Employer contributions (assets) at beginning of year2019-12-31$213,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,186,847
Contract administrator fees2019-12-31$65,418
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 investment2019-12-31Yes
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
Aggregate proceeds on sale of assets2019-12-31$385,895
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31HARPER & PEARSON CO. P.C.
Accountancy firm EIN2019-12-31741695589
2018 : IBEW LOCAL NO. 60 PENSION 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-6,033,543
Total unrealized appreciation/depreciation of assets2018-12-31$-6,033,543
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$32,295
Total income from all sources (including contributions)2018-12-31$-690,988
Total loss/gain on sale of assets2018-12-31$1,450,929
Total of all expenses incurred2018-12-31$2,723,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,342,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,291,213
Value of total assets at end of year2018-12-31$55,847,745
Value of total assets at beginning of year2018-12-31$59,294,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$381,771
Total interest from all sources2018-12-31$46,078
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,554,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$82,740
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,194
Administrative expenses (other) incurred2018-12-31$88,980
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$32,295
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,414,819
Value of net assets at end of year (total assets less liabilities)2018-12-31$55,847,745
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$59,262,564
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
Assets. partnership/joint venture interests at end of year2018-12-31$6,705
Assets. partnership/joint venture interests at beginning of year2018-12-31$8,116
Investment advisory and management fees2018-12-31$168,138
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$49,464,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$50,058,816
Income. Interest from US Government securities2018-12-31$98
Income. Interest from corporate debt instruments2018-12-31$45,980
Value of interest in common/collective trusts at end of year2018-12-31$5,886,572
Value of interest in common/collective trusts at beginning of year2018-12-31$6,990,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$275,476
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$323,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$323,802
Asset value of US Government securities at beginning of year2018-12-31$514,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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
Contributions received in cash from employer2018-12-31$2,291,213
Employer contributions (assets) at end of year2018-12-31$213,389
Employer contributions (assets) at beginning of year2018-12-31$229,814
Income. Dividends from common stock2018-12-31$1,554,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,342,060
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$1,169,390
Contract administrator fees2018-12-31$41,913
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 investment2018-12-31Yes
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
Aggregate proceeds on sale of assets2018-12-31$31,971,994
Aggregate carrying amount (costs) on sale of assets2018-12-31$30,521,065
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 name2018-12-31HARPER & PEARSON CO., P.C.
Accountancy firm EIN2018-12-31741695589
2017 : IBEW LOCAL NO. 60 PENSION 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$395,877
Total unrealized appreciation/depreciation of assets2017-12-31$395,877
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$32,295
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$738
Total income from all sources (including contributions)2017-12-31$9,541,876
Total loss/gain on sale of assets2017-12-31$5,631,512
Total of all expenses incurred2017-12-31$2,498,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,075,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,364,987
Value of total assets at end of year2017-12-31$59,294,859
Value of total assets at beginning of year2017-12-31$52,219,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$423,552
Total interest from all sources2017-12-31$49,844
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,099,656
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$100,866
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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
Administrative expenses (other) incurred2017-12-31$93,381
Liabilities. Value of operating payables at end of year2017-12-31$32,295
Liabilities. Value of operating payables at beginning of year2017-12-31$738
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$7,043,316
Value of net assets at end of year (total assets less liabilities)2017-12-31$59,262,564
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$52,219,248
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
Assets. partnership/joint venture interests at end of year2017-12-31$8,116
Assets. partnership/joint venture interests at beginning of year2017-12-31$4,635
Investment advisory and management fees2017-12-31$173,421
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$50,058,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$39,963,783
Income. Interest from US Government securities2017-12-31$15,222
Income. Interest from corporate debt instruments2017-12-31$34,622
Value of interest in common/collective trusts at end of year2017-12-31$6,990,848
Value of interest in common/collective trusts at beginning of year2017-12-31$6,883,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$323,802
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$322,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$322,658
Asset value of US Government securities at end of year2017-12-31$514,073
Asset value of US Government securities at beginning of year2017-12-31$1,977,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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
Contributions received in cash from employer2017-12-31$2,364,987
Employer contributions (assets) at end of year2017-12-31$229,814
Employer contributions (assets) at beginning of year2017-12-31$217,621
Income. Dividends from common stock2017-12-31$1,099,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,075,008
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$1,169,390
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$2,850,184
Contract administrator fees2017-12-31$55,884
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 investment2017-12-31Yes
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
Aggregate proceeds on sale of assets2017-12-31$62,135,857
Aggregate carrying amount (costs) on sale of assets2017-12-31$56,504,345
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 name2017-12-31HARPER & PEARSON CO., P.C.
Accountancy firm EIN2017-12-31741695589
2016 : IBEW LOCAL NO. 60 PENSION 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$2,629,737
Total unrealized appreciation/depreciation of assets2016-12-31$2,629,737
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$738
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$62,676
Total income from all sources (including contributions)2016-12-31$6,118,782
Total loss/gain on sale of assets2016-12-31$163,226
Total of all expenses incurred2016-12-31$2,313,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,915,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,182,133
Value of total assets at end of year2016-12-31$52,219,986
Value of total assets at beginning of year2016-12-31$48,476,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$398,043
Total interest from all sources2016-12-31$108,822
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,034,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$87,579
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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
Administrative expenses (other) incurred2016-12-31$81,545
Liabilities. Value of operating payables at end of year2016-12-31$738
Liabilities. Value of operating payables at beginning of year2016-12-31$62,676
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$3,804,982
Value of net assets at end of year (total assets less liabilities)2016-12-31$52,219,248
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$48,414,266
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
Assets. partnership/joint venture interests at end of year2016-12-31$4,635
Assets. partnership/joint venture interests at beginning of year2016-12-31$4,297
Investment advisory and management fees2016-12-31$179,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$39,963,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$36,475,571
Income. Interest from US Government securities2016-12-31$44,033
Income. Interest from corporate debt instruments2016-12-31$63,314
Value of interest in common/collective trusts at end of year2016-12-31$6,883,469
Value of interest in common/collective trusts at beginning of year2016-12-31$6,740,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$322,658
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$440,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$440,373
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,475
Asset value of US Government securities at end of year2016-12-31$1,977,636
Asset value of US Government securities at beginning of year2016-12-31$2,101,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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
Contributions received in cash from employer2016-12-31$2,182,133
Employer contributions (assets) at end of year2016-12-31$217,621
Employer contributions (assets) at beginning of year2016-12-31$140,286
Income. Dividends from common stock2016-12-31$1,034,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,915,757
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$2,850,184
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$2,573,883
Contract administrator fees2016-12-31$49,319
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 investment2016-12-31Yes
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
Aggregate proceeds on sale of assets2016-12-31$8,937,969
Aggregate carrying amount (costs) on sale of assets2016-12-31$8,774,743
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31HARPER & PEARSON CO., P.C.
Accountancy firm EIN2016-12-31741695589
2015 : IBEW LOCAL NO. 60 PENSION 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-2,741,464
Total unrealized appreciation/depreciation of assets2015-12-31$-2,741,464
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$62,676
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,968,157
Total loss/gain on sale of assets2015-12-31$2,279,000
Total of all expenses incurred2015-12-31$2,271,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,850,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,231,172
Value of total assets at end of year2015-12-31$48,476,942
Value of total assets at beginning of year2015-12-31$47,717,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$420,597
Total interest from all sources2015-12-31$90,336
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,109,113
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$95,634
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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
Administrative expenses (other) incurred2015-12-31$87,591
Liabilities. Value of operating payables at end of year2015-12-31$62,676
Liabilities. Value of operating payables at beginning of year2015-12-31$0
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$696,899
Value of net assets at end of year (total assets less liabilities)2015-12-31$48,414,266
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$47,717,367
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
Assets. partnership/joint venture interests at end of year2015-12-31$4,297
Assets. partnership/joint venture interests at beginning of year2015-12-31$10,536
Investment advisory and management fees2015-12-31$191,172
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$36,475,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$37,204,862
Income. Interest from US Government securities2015-12-31$17,738
Income. Interest from corporate debt instruments2015-12-31$72,598
Value of interest in common/collective trusts at end of year2015-12-31$6,740,713
Value of interest in common/collective trusts at beginning of year2015-12-31$5,921,884
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$440,373
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$360,881
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$360,881
Asset value of US Government securities at end of year2015-12-31$2,101,819
Asset value of US Government securities at beginning of year2015-12-31$1,093,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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
Contributions received in cash from employer2015-12-31$2,231,172
Employer contributions (assets) at end of year2015-12-31$140,286
Employer contributions (assets) at beginning of year2015-12-31$166,475
Income. Dividends from common stock2015-12-31$1,109,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,850,661
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$2,573,883
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$2,959,344
Contract administrator fees2015-12-31$46,200
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 investment2015-12-31Yes
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
Aggregate proceeds on sale of assets2015-12-31$17,214,197
Aggregate carrying amount (costs) on sale of assets2015-12-31$14,935,197
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 name2015-12-31HARPER & PEARSON CO., P.C.
Accountancy firm EIN2015-12-31741695589
2014 : IBEW LOCAL NO. 60 PENSION 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,658,030
Total unrealized appreciation/depreciation of assets2014-12-31$1,658,030
Total income from all sources (including contributions)2014-12-31$5,015,291
Total loss/gain on sale of assets2014-12-31$-5,389
Total of all expenses incurred2014-12-31$2,151,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,746,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,972,621
Value of total assets at end of year2014-12-31$47,717,367
Value of total assets at beginning of year2014-12-31$44,853,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$405,633
Total interest from all sources2014-12-31$106,718
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,283,311
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$130,394
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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
Administrative expenses (other) incurred2014-12-31$53,654
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$2,863,572
Value of net assets at end of year (total assets less liabilities)2014-12-31$47,717,367
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$44,853,795
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
Assets. partnership/joint venture interests at end of year2014-12-31$10,536
Assets. partnership/joint venture interests at beginning of year2014-12-31$13,324
Investment advisory and management fees2014-12-31$175,738
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$37,204,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$34,756,077
Income. Interest from US Government securities2014-12-31$20,955
Income. Interest from corporate debt instruments2014-12-31$85,763
Value of interest in common/collective trusts at end of year2014-12-31$5,921,884
Value of interest in common/collective trusts at beginning of year2014-12-31$5,354,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$360,881
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$653,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$653,970
Asset value of US Government securities at end of year2014-12-31$1,093,385
Asset value of US Government securities at beginning of year2014-12-31$823,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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
Contributions received in cash from employer2014-12-31$1,972,621
Employer contributions (assets) at end of year2014-12-31$166,475
Employer contributions (assets) at beginning of year2014-12-31$139,146
Income. Dividends from common stock2014-12-31$1,283,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,746,086
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$2,959,344
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$3,114,050
Contract administrator fees2014-12-31$45,847
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 investment2014-12-31Yes
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
Aggregate proceeds on sale of assets2014-12-31$4,717,907
Aggregate carrying amount (costs) on sale of assets2014-12-31$4,723,296
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 name2014-12-31HARPER & PEARSON CO., P.C.
Accountancy firm EIN2014-12-31741695589
2013 : IBEW LOCAL NO. 60 PENSION 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$5,416,811
Total unrealized appreciation/depreciation of assets2013-12-31$5,416,811
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$281,044
Total income from all sources (including contributions)2013-12-31$9,280,396
Total loss/gain on sale of assets2013-12-31$1,084,457
Total of all expenses incurred2013-12-31$2,030,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,725,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,828,676
Value of total assets at end of year2013-12-31$44,853,795
Value of total assets at beginning of year2013-12-31$37,885,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$305,507
Total interest from all sources2013-12-31$100,889
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$849,563
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$68,736
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$24,848
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$256,127
Administrative expenses (other) incurred2013-12-31$48,662
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$24,917
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$7,249,637
Value of net assets at end of year (total assets less liabilities)2013-12-31$44,853,795
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$37,604,158
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
Assets. partnership/joint venture interests at end of year2013-12-31$13,324
Assets. partnership/joint venture interests at beginning of year2013-12-31$38,055
Investment advisory and management fees2013-12-31$143,509
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$34,756,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$27,565,135
Income. Interest from US Government securities2013-12-31$21,070
Income. Interest from corporate debt instruments2013-12-31$79,722
Value of interest in common/collective trusts at end of year2013-12-31$5,354,205
Value of interest in common/collective trusts at beginning of year2013-12-31$4,843,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$653,970
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$885,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$885,761
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$97
Asset value of US Government securities at end of year2013-12-31$823,023
Asset value of US Government securities at beginning of year2013-12-31$1,679,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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
Contributions received in cash from employer2013-12-31$1,828,676
Employer contributions (assets) at end of year2013-12-31$139,146
Employer contributions (assets) at beginning of year2013-12-31$174,129
Income. Dividends from common stock2013-12-31$849,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,725,252
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$3,114,050
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$2,673,953
Contract administrator fees2013-12-31$44,600
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 investment2013-12-31Yes
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
Aggregate proceeds on sale of assets2013-12-31$11,290,269
Aggregate carrying amount (costs) on sale of assets2013-12-31$10,205,812
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 name2013-12-31HARPER & PEARSON CO., P.C.
Accountancy firm EIN2013-12-31741695589
2012 : IBEW LOCAL NO. 60 PENSION 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$2,494,727
Total unrealized appreciation/depreciation of assets2012-12-31$2,494,727
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$281,044
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$286,293
Total income from all sources (including contributions)2012-12-31$6,051,104
Total loss/gain on sale of assets2012-12-31$681,197
Total of all expenses incurred2012-12-31$1,849,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,559,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,828,689
Value of total assets at end of year2012-12-31$37,885,202
Value of total assets at beginning of year2012-12-31$33,689,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$289,976
Total interest from all sources2012-12-31$110,823
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$935,668
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$94,561
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$888,852
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$24,848
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$30,889
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$256,127
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$254,188
Administrative expenses (other) incurred2012-12-31$41,473
Liabilities. Value of operating payables at end of year2012-12-31$24,917
Liabilities. Value of operating payables at beginning of year2012-12-31$32,105
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$4,201,228
Value of net assets at end of year (total assets less liabilities)2012-12-31$37,604,158
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$33,402,930
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
Assets. partnership/joint venture interests at end of year2012-12-31$38,055
Assets. partnership/joint venture interests at beginning of year2012-12-31$56,458
Investment advisory and management fees2012-12-31$111,396
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$27,565,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$25,188,035
Income. Interest from US Government securities2012-12-31$80,417
Income. Interest from corporate debt instruments2012-12-31$24,847
Value of interest in common/collective trusts at end of year2012-12-31$4,843,412
Value of interest in common/collective trusts at beginning of year2012-12-31$1,230,409
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$885,761
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$631,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$631,278
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$5,559
Asset value of US Government securities at end of year2012-12-31$1,679,909
Asset value of US Government securities at beginning of year2012-12-31$2,083,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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
Contributions received in cash from employer2012-12-31$1,828,689
Employer contributions (assets) at end of year2012-12-31$174,129
Employer contributions (assets) at beginning of year2012-12-31$111,326
Income. Dividends from common stock2012-12-31$935,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,559,900
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$2,673,953
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$1,880,721
Contract administrator fees2012-12-31$42,546
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
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,587,568
Did the plan have assets held for investment2012-12-31Yes
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
Aggregate proceeds on sale of assets2012-12-31$8,450,386
Aggregate carrying amount (costs) on sale of assets2012-12-31$7,769,189
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31HARPER & PEARSON CO., P.C.
Accountancy firm EIN2012-12-31741695589
2011 : IBEW LOCAL NO. 60 PENSION 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-2,316,398
Total unrealized appreciation/depreciation of assets2011-12-31$-2,316,398
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$286,293
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$61,232
Total income from all sources (including contributions)2011-12-31$608,733
Total loss/gain on sale of assets2011-12-31$380,483
Total of all expenses incurred2011-12-31$1,797,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,509,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,617,356
Value of total assets at end of year2011-12-31$33,689,223
Value of total assets at beginning of year2011-12-31$34,653,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$288,525
Total interest from all sources2011-12-31$67,375
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$859,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$97,889
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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
Assets. Other investments not covered elsewhere at end of year2011-12-31$888,852
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$609,248
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$30,889
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$41,054
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$254,188
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$52,382
Administrative expenses (other) incurred2011-12-31$28,152
Liabilities. Value of operating payables at end of year2011-12-31$32,105
Liabilities. Value of operating payables at beginning of year2011-12-31$8,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,189,094
Value of net assets at end of year (total assets less liabilities)2011-12-31$33,402,930
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$34,592,024
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
Assets. partnership/joint venture interests at end of year2011-12-31$56,458
Assets. partnership/joint venture interests at beginning of year2011-12-31$78,850
Investment advisory and management fees2011-12-31$121,080
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$25,188,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$24,927,819
Income. Interest from US Government securities2011-12-31$21,434
Income. Interest from corporate debt instruments2011-12-31$33,225
Value of interest in common/collective trusts at end of year2011-12-31$1,230,409
Value of interest in common/collective trusts at beginning of year2011-12-31$1,205,785
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$631,278
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,193,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,193,571
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$12,716
Asset value of US Government securities at end of year2011-12-31$2,083,687
Asset value of US Government securities at beginning of year2011-12-31$2,548,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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
Contributions received in cash from employer2011-12-31$1,617,356
Employer contributions (assets) at end of year2011-12-31$111,326
Employer contributions (assets) at beginning of year2011-12-31$267,602
Income. Dividends from common stock2011-12-31$859,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,509,302
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$1,880,721
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$1,924,759
Contract administrator fees2011-12-31$41,404
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
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1,587,568
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1,856,069
Did the plan have assets held for investment2011-12-31Yes
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
Aggregate proceeds on sale of assets2011-12-31$6,609,151
Aggregate carrying amount (costs) on sale of assets2011-12-31$6,228,668
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 name2011-12-31HARPER & PEARSON CO., P.C.
Accountancy firm EIN2011-12-31741695589
2010 : IBEW LOCAL NO. 60 PENSION 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$3,875,790
Total unrealized appreciation/depreciation of assets2010-12-31$3,875,790
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$61,232
Total income from all sources (including contributions)2010-12-31$6,735,154
Total loss/gain on sale of assets2010-12-31$90,230
Total of all expenses incurred2010-12-31$1,667,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,332,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,131,148
Value of total assets at end of year2010-12-31$34,653,256
Value of total assets at beginning of year2010-12-31$29,524,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$335,089
Total interest from all sources2010-12-31$592,166
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$45,820
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$116,152
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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
Assets. Other investments not covered elsewhere at end of year2010-12-31$609,248
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$718,113
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$41,054
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,493,413
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$52,382
Administrative expenses (other) incurred2010-12-31$58,556
Liabilities. Value of operating payables at end of year2010-12-31$8,850
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$5,068,011
Value of net assets at end of year (total assets less liabilities)2010-12-31$34,592,024
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$29,524,013
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
Assets. partnership/joint venture interests at end of year2010-12-31$78,850
Assets. partnership/joint venture interests at beginning of year2010-12-31$114,709
Investment advisory and management fees2010-12-31$115,581
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$24,927,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,200,040
Income. Interest from US Government securities2010-12-31$267,893
Income. Interest from corporate debt instruments2010-12-31$56,123
Value of interest in common/collective trusts at end of year2010-12-31$1,205,785
Value of interest in common/collective trusts at beginning of year2010-12-31$1,815,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,193,571
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,434,227
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,434,227
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$268,150
Asset value of US Government securities at end of year2010-12-31$2,548,499
Asset value of US Government securities at beginning of year2010-12-31$1,663,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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
Contributions received in cash from employer2010-12-31$2,131,148
Employer contributions (assets) at end of year2010-12-31$267,602
Employer contributions (assets) at beginning of year2010-12-31$189,901
Income. Dividends from common stock2010-12-31$45,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,332,054
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$1,924,759
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$2,234,562
Contract administrator fees2010-12-31$44,800
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
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$1,856,069
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$8,660,666
Did the plan have assets held for investment2010-12-31Yes
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
Aggregate proceeds on sale of assets2010-12-31$16,130,225
Aggregate carrying amount (costs) on sale of assets2010-12-31$16,039,995
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 name2010-12-31HARPER & PEARSON CO., P.C.
Accountancy firm EIN2010-12-31741695589

Form 5500 Responses for IBEW LOCAL NO. 60 PENSION

2022: IBEW LOCAL NO. 60 PENSION 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IBEW LOCAL NO. 60 PENSION 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IBEW LOCAL NO. 60 PENSION 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IBEW LOCAL NO. 60 PENSION 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IBEW LOCAL NO. 60 PENSION 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IBEW LOCAL NO. 60 PENSION 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IBEW LOCAL NO. 60 PENSION 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IBEW LOCAL NO. 60 PENSION 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IBEW LOCAL NO. 60 PENSION 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IBEW LOCAL NO. 60 PENSION 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IBEW LOCAL NO. 60 PENSION 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IBEW LOCAL NO. 60 PENSION 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: IBEW LOCAL NO. 60 PENSION 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: IBEW LOCAL NO. 60 PENSION 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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