401k Plan data: I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B plan

I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B 401k Plan overview

Plan Name	I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B
Plan identification number	002

I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

BOARD OF TRUSTEES I.B.E.W. LOCAL 769 MGMT PENSION PLAN A has sponsored the creation of one or more 401k plans.

Company Name: BOARD OF TRUSTEES I.B.E.W. LOCAL 769 MGMT PENSION PLAN A

Employer identification number (EIN): 866049763

NAIC Classification: 236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-07-01
002 2017-07-01 MARK CUNNINGHAM 2019-04-11 MARK CUNNINGHAM 2019-04-11
002 2017-07-01
002 2016-07-01 MARK CUNNINGHAM
002 2015-07-01 MARK CUNNINGHAM
002 2014-07-01 MARK CUNNINGHAM
002 2013-07-01 MARK CUNNINGHAM
002 2012-07-01 MARK CUNNINGHAM
002 2011-07-01 JOEL BELL
002 2009-07-01 JOEL BELL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2018-07-01
002	2017-07-01	MARK CUNNINGHAM	2019-04-11	MARK CUNNINGHAM	2019-04-11
002	2017-07-01
002	2016-07-01	MARK CUNNINGHAM
002	2015-07-01	MARK CUNNINGHAM
002	2014-07-01	MARK CUNNINGHAM
002	2013-07-01	MARK CUNNINGHAM
002	2012-07-01	MARK CUNNINGHAM
002	2011-07-01	JOEL BELL
002	2009-07-01	JOEL BELL

Plan Statistics for I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B

401k plan membership statisitcs for I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B

Measure Date Value
2018: I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B 2018 401k membership
Total participants, beginning-of-year 2018-07-01 93
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 0
Total of all active and inactive participants 2018-07-01 0
Total participants 2018-07-01 0
Number of employers contributing to the scheme 2018-07-01 0
2017: I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B 2017 401k membership
Total participants, beginning-of-year 2017-07-01 95
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 93
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 0
Total of all active and inactive participants 2017-07-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 93
Number of participants with account balances 2017-07-01 93
Number of employers contributing to the scheme 2017-07-01 0
2016: I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B 2016 401k membership
Total participants, beginning-of-year 2016-07-01 98
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 95
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 0
Total of all active and inactive participants 2016-07-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 95
Number of participants with account balances 2016-07-01 95
Number of employers contributing to the scheme 2016-07-01 0
2015: I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B 2015 401k membership
Total participants, beginning-of-year 2015-07-01 100
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 98
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 0
Total of all active and inactive participants 2015-07-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 98
Number of participants with account balances 2015-07-01 98
Number of employers contributing to the scheme 2015-07-01 0
2014: I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B 2014 401k membership
Total participants, beginning-of-year 2014-07-01 105
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 100
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 100
Number of employers contributing to the scheme 2014-07-01 0
2013: I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B 2013 401k membership
Total participants, beginning-of-year 2013-07-01 147
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 105
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 0
Total of all active and inactive participants 2013-07-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 105
Number of employers contributing to the scheme 2013-07-01 0
2012: I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B 2012 401k membership
Total participants, beginning-of-year 2012-07-01 149
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 147
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 0
Total of all active and inactive participants 2012-07-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 147
Number of participants with account balances 2012-07-01 147
Number of employers contributing to the scheme 2012-07-01 0
2011: I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B 2011 401k membership
Total participants, beginning-of-year 2011-07-01 160
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 149
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 0
Total of all active and inactive participants 2011-07-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 149
Number of participants with account balances 2011-07-01 149
Number of employers contributing to the scheme 2011-07-01 0
2009: I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B 2009 401k membership
Total participants, beginning-of-year 2009-07-01 272
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 0
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 183
Total of all active and inactive participants 2009-07-01 183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 183
Number of participants with account balances 2009-07-01 183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0
Number of employers contributing to the scheme 2009-07-01 24

Measure	Date	Value
2018: I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B 2018 401k membership
Total participants, beginning-of-year	2018-07-01	93
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	0
Total of all active and inactive participants	2018-07-01	0
Total participants	2018-07-01	0
Number of employers contributing to the scheme	2018-07-01	0
2017: I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B 2017 401k membership
Total participants, beginning-of-year	2017-07-01	95
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	93
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	0
Total of all active and inactive participants	2017-07-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	93
Number of participants with account balances	2017-07-01	93
Number of employers contributing to the scheme	2017-07-01	0
2016: I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B 2016 401k membership
Total participants, beginning-of-year	2016-07-01	98
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	95
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	0
Total of all active and inactive participants	2016-07-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	95
Number of participants with account balances	2016-07-01	95
Number of employers contributing to the scheme	2016-07-01	0
2015: I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B 2015 401k membership
Total participants, beginning-of-year	2015-07-01	100
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	98
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	0
Total of all active and inactive participants	2015-07-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	98
Number of participants with account balances	2015-07-01	98
Number of employers contributing to the scheme	2015-07-01	0
2014: I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B 2014 401k membership
Total participants, beginning-of-year	2014-07-01	105
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	100
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	100
Number of employers contributing to the scheme	2014-07-01	0
2013: I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B 2013 401k membership
Total participants, beginning-of-year	2013-07-01	147
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	105
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	0
Total of all active and inactive participants	2013-07-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	105
Number of employers contributing to the scheme	2013-07-01	0
2012: I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B 2012 401k membership
Total participants, beginning-of-year	2012-07-01	149
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	147
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	0
Total of all active and inactive participants	2012-07-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	147
Number of participants with account balances	2012-07-01	147
Number of employers contributing to the scheme	2012-07-01	0
2011: I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B 2011 401k membership
Total participants, beginning-of-year	2011-07-01	160
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	149
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	0
Total of all active and inactive participants	2011-07-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	149
Number of participants with account balances	2011-07-01	149
Number of employers contributing to the scheme	2011-07-01	0
2009: I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B 2009 401k membership
Total participants, beginning-of-year	2009-07-01	272
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	0
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	183
Total of all active and inactive participants	2009-07-01	183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	183
Number of participants with account balances	2009-07-01	183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0
Number of employers contributing to the scheme	2009-07-01	24

Financial Data on I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B

Measure	Date	Value
2019 : I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$16,303
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$253,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$232,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$0
Value of total assets at end of year	2019-06-30	$0
Value of total assets at beginning of year	2019-06-30	$237,426
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$21,398
Total interest from all sources	2019-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$4,193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-06-30	$0
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$4,193
Administrative expenses professional fees incurred	2019-06-30	$16,323
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$700,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-06-30	$224,082
Administrative expenses (other) incurred	2019-06-30	$133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$-237,426
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$237,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Investment advisory and management fees	2019-06-30	$3,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$145,649
Value of interest in common/collective trusts at beginning of year	2019-06-30	$87,058
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-06-30	$4,719
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-06-30	$4,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$5,032
Net investment gain or loss from common/collective trusts	2019-06-30	$7,078
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$8,249
Contract administrator fees	2019-06-30	$1,670
Did the plan have assets held for investment	2019-06-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	No
Opinion of an independent qualified public accountant for this plan	2019-06-30	Unqualified
Accountancy firm name	2019-06-30	BERRY & CO, CPA'S LTD
Accountancy firm EIN	2019-06-30	880400174
2018 : I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$10,013
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$25,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$3,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$0
Value of total assets at end of year	2018-06-30	$237,426
Value of total assets at beginning of year	2018-06-30	$253,097
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$22,567
Total interest from all sources	2018-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$3,252
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$3,252
Administrative expenses professional fees incurred	2018-06-30	$15,090
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$700,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Administrative expenses (other) incurred	2018-06-30	$1,168
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$-15,671
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$237,426
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$253,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Investment advisory and management fees	2018-06-30	$6,309
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$145,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$128,802
Value of interest in common/collective trusts at end of year	2018-06-30	$87,058
Value of interest in common/collective trusts at beginning of year	2018-06-30	$50,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-06-30	$4,719
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-06-30	$74,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-06-30	$74,084
Assets. Value of investments in 103.12 investment entities at beginning of year	2018-06-30	$40
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$-3,906
Net investment gain or loss from common/collective trusts	2018-06-30	$10,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$3,117
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	No
Opinion of an independent qualified public accountant for this plan	2018-06-30	Unqualified
Accountancy firm name	2018-06-30	BERRY & CO., CPA'S, LTD
Accountancy firm EIN	2018-06-30	880400174
2017 : I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$10,046
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$25,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$2,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$0
Value of total assets at end of year	2017-06-30	$253,097
Value of total assets at beginning of year	2017-06-30	$268,379
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$22,689
Total interest from all sources	2017-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$2,866
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$2,866
Administrative expenses professional fees incurred	2017-06-30	$15,000
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$700,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Administrative expenses (other) incurred	2017-06-30	$1,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$-15,282
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$253,097
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$268,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Investment advisory and management fees	2017-06-30	$6,490
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$128,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$163,168
Value of interest in common/collective trusts at end of year	2017-06-30	$50,171
Value of interest in common/collective trusts at beginning of year	2017-06-30	$56,594
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-30	$74,084
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$7,875
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$7,875
Assets. Value of investments in 103.12 investment entities at end of year	2017-06-30	$40
Assets. Value of investments in 103.12 investment entities at beginning of year	2017-06-30	$40,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$-1,741
Net investment gain or loss from common/collective trusts	2017-06-30	$5,948
Net gain/loss from 103.12 investment entities	2017-06-30	$2,973
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$2,639
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	No
Opinion of an independent qualified public accountant for this plan	2017-06-30	Unqualified
Accountancy firm name	2017-06-30	BERRY & CO, CPA'S LTD
Accountancy firm EIN	2017-06-30	880400174
2016 : I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$3,688
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$36,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$14,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$0
Value of total assets at end of year	2016-06-30	$268,379
Value of total assets at beginning of year	2016-06-30	$301,576
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$22,520
Total interest from all sources	2016-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$5,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$5,258
Administrative expenses professional fees incurred	2016-06-30	$15,000
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$700,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Administrative expenses (other) incurred	2016-06-30	$1,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-33,197
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$268,379
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$301,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Investment advisory and management fees	2016-06-30	$6,272
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$163,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$207,242
Value of interest in common/collective trusts at end of year	2016-06-30	$56,594
Value of interest in common/collective trusts at beginning of year	2016-06-30	$54,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$7,875
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$39,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$39,912
Assets. Value of investments in 103.12 investment entities at end of year	2016-06-30	$40,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-4,484
Net investment gain or loss from common/collective trusts	2016-06-30	$2,172
Net gain/loss from 103.12 investment entities	2016-06-30	$742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$14,365
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	No
Opinion of an independent qualified public accountant for this plan	2016-06-30	Unqualified
Accountancy firm name	2016-06-30	BERRY & CO., CPA'S LTD
Accountancy firm EIN	2016-06-30	880400174
2015 : I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$4,750
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$45,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$24,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$0
Value of total assets at end of year	2015-06-30	$301,576
Value of total assets at beginning of year	2015-06-30	$342,400
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$21,131
Total interest from all sources	2015-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$7,808
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$7,808
Administrative expenses professional fees incurred	2015-06-30	$13,500
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$700,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Other income not declared elsewhere	2015-06-30	$47
Administrative expenses (other) incurred	2015-06-30	$1,378
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$-40,824
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$301,576
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$342,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Investment advisory and management fees	2015-06-30	$6,253
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$207,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$241,790
Value of interest in common/collective trusts at end of year	2015-06-30	$54,422
Value of interest in common/collective trusts at beginning of year	2015-06-30	$66,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$39,912
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-06-30	$34,308
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$34,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$-8,225
Net investment gain or loss from common/collective trusts	2015-06-30	$5,120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$24,443
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	No
Opinion of an independent qualified public accountant for this plan	2015-06-30	Unqualified
Accountancy firm name	2015-06-30	BERRY & CO., CPA'S LTD
Accountancy firm EIN	2015-06-30	880400174
2014 : I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$32,378
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$219,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$198,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$0
Value of total assets at end of year	2014-06-30	$342,400
Value of total assets at beginning of year	2014-06-30	$529,635
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$21,244
Total interest from all sources	2014-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$7,440
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$7,440
Administrative expenses professional fees incurred	2014-06-30	$13,500
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$700,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Administrative expenses (other) incurred	2014-06-30	$1,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$-187,235
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$342,400
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$529,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Investment advisory and management fees	2014-06-30	$6,227
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$241,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$367,139
Value of interest in common/collective trusts at end of year	2014-06-30	$66,302
Value of interest in common/collective trusts at beginning of year	2014-06-30	$108,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-06-30	$34,308
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$53,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$53,932
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$7,010
Net investment gain or loss from common/collective trusts	2014-06-30	$17,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$198,369
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	No
Opinion of an independent qualified public accountant for this plan	2014-06-30	Unqualified
Accountancy firm name	2014-06-30	BERRY & CO., CPA'S LTD
Accountancy firm EIN	2014-06-30	880400174
2013 : I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$35,975
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$23,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$1,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$0
Value of total assets at end of year	2013-06-30	$529,635
Value of total assets at beginning of year	2013-06-30	$516,884
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$21,540
Total interest from all sources	2013-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$14,305
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$14,305
Administrative expenses professional fees incurred	2013-06-30	$13,500
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$700,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Administrative expenses (other) incurred	2013-06-30	$1,936
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$12,751
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$529,635
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$516,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Investment advisory and management fees	2013-06-30	$6,104
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$367,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$386,776
Value of interest in common/collective trusts at end of year	2013-06-30	$108,564
Value of interest in common/collective trusts at beginning of year	2013-06-30	$113,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-06-30	$53,932
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$16,959
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$16,959
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$1,185
Net investment gain or loss from common/collective trusts	2013-06-30	$20,485
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$1,684
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	No
Opinion of an independent qualified public accountant for this plan	2013-06-30	Unqualified
Accountancy firm name	2013-06-30	BERRY & CO, CPA'S LTD
Accountancy firm EIN	2013-06-30	880400174
2012 : I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B 2012 401k financial data
Total income from all sources (including contributions)	2012-06-30	$37,451
Total of all expenses incurred	2012-06-30	$129,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$108,722
Value of total assets at end of year	2012-06-30	$516,884
Value of total assets at beginning of year	2012-06-30	$609,295
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$21,140
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$16,075
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$16,075
Administrative expenses professional fees incurred	2012-06-30	$13,500
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$700,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Administrative expenses (other) incurred	2012-06-30	$2,088
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$-92,411
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$516,884
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$609,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Investment advisory and management fees	2012-06-30	$5,552
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$386,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$442,753
Value of interest in common/collective trusts at end of year	2012-06-30	$113,149
Value of interest in common/collective trusts at beginning of year	2012-06-30	$141,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-06-30	$16,959
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$25,052
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$25,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$18,267
Net investment gain or loss from common/collective trusts	2012-06-30	$3,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$108,722
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	No
Opinion of an independent qualified public accountant for this plan	2012-06-30	Unqualified
Accountancy firm name	2012-06-30	BERRY & CO., CPA'S LTD
Accountancy firm EIN	2012-06-30	880040174
2011 : I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B 2011 401k financial data
Total income from all sources (including contributions)	2011-06-30	$85,659
Total of all expenses incurred	2011-06-30	$109,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$93,720
Value of total assets at end of year	2011-06-30	$609,295
Value of total assets at beginning of year	2011-06-30	$633,594
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$16,238
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$14,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$14,934
Administrative expenses professional fees incurred	2011-06-30	$9,750
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$840,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Administrative expenses (other) incurred	2011-06-30	$2,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$-24,299
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$609,295
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$633,594
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Investment advisory and management fees	2011-06-30	$4,223
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$442,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$421,128
Value of interest in common/collective trusts at end of year	2011-06-30	$141,490
Value of interest in common/collective trusts at beginning of year	2011-06-30	$146,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$25,052
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$65,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$65,932
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$25,290
Net investment gain or loss from common/collective trusts	2011-06-30	$45,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$93,720
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	No
Opinion of an independent qualified public accountant for this plan	2011-06-30	Unqualified
Accountancy firm name	2011-06-30	BERRY & CO., CPA'S LTD
Accountancy firm EIN	2011-06-30	880400174
2010 : I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B

2018: I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B 2018 form 5500 responses
2018-07-01	Type of plan entity	Multi-employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	Yes
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B 2017 form 5500 responses
2017-07-01	Type of plan entity	Multi-employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B 2016 form 5500 responses
2016-07-01	Type of plan entity	Multi-employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B 2015 form 5500 responses
2015-07-01	Type of plan entity	Multi-employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B 2014 form 5500 responses
2014-07-01	Type of plan entity	Multi-employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B 2013 form 5500 responses
2013-07-01	Type of plan entity	Multi-employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B 2012 form 5500 responses
2012-07-01	Type of plan entity	Multi-employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B 2011 form 5500 responses
2011-07-01	Type of plan entity	Multi-employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: I.B.E.W. LOCAL 769 MANAGEMENT PENSION PLAN B 2009 form 5500 responses
2009-07-01	Type of plan entity	Multi-employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BOARD OF TRUSTEES I.B.E.W. LOCAL 769 MGMT PENSION PLAN A
Employer identification number (EIN):	866049763
NAIC Classification:	236200