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I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B 401k Plan overview

Plan NameI.B.E.W. LOCAL UNION NO 357 PENSION PLAN B
Plan identification number 002

I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

I.B.E.W. BOARD OF TRUSTEES FOR LOCAL NO 357 PENSION TRUST has sponsored the creation of one or more 401k plans.

Company Name:I.B.E.W. BOARD OF TRUSTEES FOR LOCAL NO 357 PENSION TRUST
Employer identification number (EIN):886023284
NAIC Classification:236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MAX CARTER II
0022016-01-01MAX CARTER II
0022015-01-01MAX CARTER II
0022014-01-01MAX CARTER II
0022013-01-01MAX CARTER II
0022012-01-01MAX CARTER II
0022011-01-01MAX CARTER II
0022010-01-01MAX CARTER II
0022009-01-01MAX CARTER II
0022009-01-01 MAX CARTER II2010-10-11

Plan Statistics for I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B

401k plan membership statisitcs for I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B

Measure Date Value
2022: I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B 2022 401k membership
Total participants, beginning-of-year2022-01-016,451
Total number of active participants reported on line 7a of the Form 55002022-01-014,139
Number of retired or separated participants receiving benefits2022-01-01201
Number of other retired or separated participants entitled to future benefits2022-01-012,140
Total of all active and inactive participants2022-01-016,480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01138
Total participants2022-01-016,618
Number of participants with account balances2022-01-016,618
Number of employers contributing to the scheme2022-01-0190
2021: I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B 2021 401k membership
Total participants, beginning-of-year2021-01-015,959
Total number of active participants reported on line 7a of the Form 55002021-01-014,188
Number of retired or separated participants receiving benefits2021-01-01194
Number of other retired or separated participants entitled to future benefits2021-01-011,946
Total of all active and inactive participants2021-01-016,328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01123
Total participants2021-01-016,451
Number of participants with account balances2021-01-016,451
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 scheme2021-01-0188
2020: I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B 2020 401k membership
Total participants, beginning-of-year2020-01-015,875
Total number of active participants reported on line 7a of the Form 55002020-01-013,954
Number of retired or separated participants receiving benefits2020-01-01183
Number of other retired or separated participants entitled to future benefits2020-01-011,713
Total of all active and inactive participants2020-01-015,850
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01109
Total participants2020-01-015,959
Number of participants with account balances2020-01-015,959
Number of employers contributing to the scheme2020-01-0189
2019: I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B 2019 401k membership
Total participants, beginning-of-year2019-01-015,583
Total number of active participants reported on line 7a of the Form 55002019-01-013,887
Number of retired or separated participants receiving benefits2019-01-01193
Number of other retired or separated participants entitled to future benefits2019-01-011,688
Total of all active and inactive participants2019-01-015,768
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01107
Total participants2019-01-015,875
Number of participants with account balances2019-01-015,875
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-0192
2018: I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B 2018 401k membership
Total participants, beginning-of-year2018-01-015,501
Total number of active participants reported on line 7a of the Form 55002018-01-013,387
Number of retired or separated participants receiving benefits2018-01-01183
Number of other retired or separated participants entitled to future benefits2018-01-011,939
Total of all active and inactive participants2018-01-015,509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0174
Total participants2018-01-015,583
Number of participants with account balances2018-01-015,583
Number of employers contributing to the scheme2018-01-0183
2017: I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B 2017 401k membership
Total participants, beginning-of-year2017-01-014,594
Total number of active participants reported on line 7a of the Form 55002017-01-013,484
Number of retired or separated participants receiving benefits2017-01-01175
Number of other retired or separated participants entitled to future benefits2017-01-011,784
Total of all active and inactive participants2017-01-015,443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0158
Total participants2017-01-015,501
Number of employers contributing to the scheme2017-01-0174
2016: I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B 2016 401k membership
Total participants, beginning-of-year2016-01-0110,363
Total number of active participants reported on line 7a of the Form 55002016-01-013,506
Number of retired or separated participants receiving benefits2016-01-01664
Number of other retired or separated participants entitled to future benefits2016-01-01287
Total of all active and inactive participants2016-01-014,457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01137
Total participants2016-01-014,594
Number of participants with account balances2016-01-015,359
Number of employers contributing to the scheme2016-01-0173
2015: I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B 2015 401k membership
Total participants, beginning-of-year2015-01-019,852
Total number of active participants reported on line 7a of the Form 55002015-01-013,469
Number of retired or separated participants receiving benefits2015-01-01643
Number of other retired or separated participants entitled to future benefits2015-01-016,125
Total of all active and inactive participants2015-01-0110,237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01126
Total participants2015-01-0110,363
Number of participants with account balances2015-01-015,324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-0184
2014: I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B 2014 401k membership
Total participants, beginning-of-year2014-01-019,590
Total number of active participants reported on line 7a of the Form 55002014-01-013,226
Number of retired or separated participants receiving benefits2014-01-01261
Number of other retired or separated participants entitled to future benefits2014-01-016,265
Total of all active and inactive participants2014-01-019,752
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01100
Total participants2014-01-019,852
Number of participants with account balances2014-01-015,341
Number of employers contributing to the scheme2014-01-0154
2013: I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B 2013 401k membership
Total participants, beginning-of-year2013-01-019,576
Total number of active participants reported on line 7a of the Form 55002013-01-012,757
Number of retired or separated participants receiving benefits2013-01-01196
Number of other retired or separated participants entitled to future benefits2013-01-016,549
Total of all active and inactive participants2013-01-019,502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0188
Total participants2013-01-019,590
Number of participants with account balances2013-01-015,317
Number of employers contributing to the scheme2013-01-01108
2012: I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B 2012 401k membership
Total participants, beginning-of-year2012-01-019,435
Total number of active participants reported on line 7a of the Form 55002012-01-012,780
Number of retired or separated participants receiving benefits2012-01-01292
Number of other retired or separated participants entitled to future benefits2012-01-016,422
Total of all active and inactive participants2012-01-019,494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0182
Total participants2012-01-019,576
Number of participants with account balances2012-01-019,576
Number of employers contributing to the scheme2012-01-01132
2011: I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B 2011 401k membership
Total participants, beginning-of-year2011-01-019,299
Total number of active participants reported on line 7a of the Form 55002011-01-013,252
Number of retired or separated participants receiving benefits2011-01-01293
Number of other retired or separated participants entitled to future benefits2011-01-015,823
Total of all active and inactive participants2011-01-019,368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0167
Total participants2011-01-019,435
Number of participants with account balances2011-01-016,062
Number of employers contributing to the scheme2011-01-01130
2010: I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B 2010 401k membership
Total participants, beginning-of-year2010-01-019,046
Total number of active participants reported on line 7a of the Form 55002010-01-019,157
Number of retired or separated participants receiving benefits2010-01-0199
Number of other retired or separated participants entitled to future benefits2010-01-019
Total of all active and inactive participants2010-01-019,265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0134
Total participants2010-01-019,299
Number of participants with account balances2010-01-016,655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
Number of employers contributing to the scheme2010-01-01140
2009: I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B 2009 401k membership
Total participants, beginning-of-year2009-01-016,783
Total number of active participants reported on line 7a of the Form 55002009-01-018,877
Number of retired or separated participants receiving benefits2009-01-0135
Number of other retired or separated participants entitled to future benefits2009-01-01111
Total of all active and inactive participants2009-01-019,023
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0123
Total participants2009-01-019,046
Number of participants with account balances2009-01-016,910
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-01120

Financial Data on I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B

Measure Date Value
2022 : I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$392,950
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$113,710
Total income from all sources (including contributions)2022-12-31$-40,859,368
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$31,877,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$22,866,070
Expenses. Certain deemed distributions of participant loans2022-12-31$8,621,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$27,782,189
Value of total assets at end of year2022-12-31$401,327,026
Value of total assets at beginning of year2022-12-31$473,784,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$389,172
Total interest from all sources2022-12-31$1,304,800
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,134,816
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$3,134,816
Administrative expenses professional fees incurred2022-12-31$143,377
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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
Participant contributions at end of year2022-12-31$11,620,438
Participant contributions at beginning of year2022-12-31$19,274,778
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$12,190
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$146,248
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$206,764
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$309,784
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$74,562
Other income not declared elsewhere2022-12-31$596,341
Administrative expenses (other) incurred2022-12-31$76,779
Liabilities. Value of operating payables at end of year2022-12-31$83,166
Liabilities. Value of operating payables at beginning of year2022-12-31$39,148
Total non interest bearing cash at end of year2022-12-31$4,407,796
Total non interest bearing cash at beginning of year2022-12-31$1,346,262
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-72,736,475
Value of net assets at end of year (total assets less liabilities)2022-12-31$400,934,076
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$473,670,551
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
Investment advisory and management fees2022-12-31$36,717
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$69,417,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$94,546,896
Interest on participant loans2022-12-31$1,288,271
Value of interest in common/collective trusts at end of year2022-12-31$311,522,793
Value of interest in common/collective trusts at beginning of year2022-12-31$355,519,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,074,641
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,086,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,086,728
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$16,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-23,820,329
Net investment gain or loss from common/collective trusts2022-12-31$-49,857,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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$27,769,999
Employer contributions (assets) at end of year2022-12-31$3,137,757
Employer contributions (assets) at beginning of year2022-12-31$1,803,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$22,866,070
Contract administrator fees2022-12-31$132,299
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BERRY & CO, CPA'S LTD
Accountancy firm EIN2022-12-31880400174
2021 : I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$113,710
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$346,688
Total income from all sources (including contributions)2021-12-31$73,355,683
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$25,151,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$22,613,740
Expenses. Certain deemed distributions of participant loans2021-12-31$2,151,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$21,189,867
Value of total assets at end of year2021-12-31$473,784,261
Value of total assets at beginning of year2021-12-31$425,812,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$386,122
Total interest from all sources2021-12-31$1,500,973
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,764,521
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$5,764,521
Administrative expenses professional fees incurred2021-12-31$152,465
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$19,274,778
Participant contributions at beginning of year2021-12-31$19,956,969
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$49,902
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$206,764
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$165,610
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$74,562
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$330,928
Other income not declared elsewhere2021-12-31$730,129
Administrative expenses (other) incurred2021-12-31$67,699
Liabilities. Value of operating payables at end of year2021-12-31$39,148
Liabilities. Value of operating payables at beginning of year2021-12-31$15,760
Total non interest bearing cash at end of year2021-12-31$1,346,262
Total non interest bearing cash at beginning of year2021-12-31$1,148,863
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$48,204,303
Value of net assets at end of year (total assets less liabilities)2021-12-31$473,670,551
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$425,466,248
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
Investment advisory and management fees2021-12-31$36,228
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$94,546,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$80,941,047
Interest on participant loans2021-12-31$1,500,862
Value of interest in common/collective trusts at end of year2021-12-31$355,519,463
Value of interest in common/collective trusts at beginning of year2021-12-31$320,524,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,086,728
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,115,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,115,345
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$111
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,585,726
Net investment gain or loss from common/collective trusts2021-12-31$36,584,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$21,139,965
Employer contributions (assets) at end of year2021-12-31$1,803,370
Employer contributions (assets) at beginning of year2021-12-31$1,960,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$22,613,740
Contract administrator fees2021-12-31$129,730
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BERRY & CO., CPA'S LTD
Accountancy firm EIN2021-12-31880400174
2020 : I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$346,688
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$311,488
Total income from all sources (including contributions)2020-12-31$68,614,610
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$12,005,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,145,755
Expenses. Certain deemed distributions of participant loans2020-12-31$521,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$24,151,796
Value of total assets at end of year2020-12-31$425,812,936
Value of total assets at beginning of year2020-12-31$369,169,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$338,567
Total interest from all sources2020-12-31$1,251,379
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,484,124
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$2,484,124
Administrative expenses professional fees incurred2020-12-31$138,525
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$19,956,969
Participant contributions at beginning of year2020-12-31$10,296,230
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$165,610
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$148,208
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$330,928
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$310,895
Other income not declared elsewhere2020-12-31$557,792
Administrative expenses (other) incurred2020-12-31$40,118
Liabilities. Value of operating payables at end of year2020-12-31$15,760
Liabilities. Value of operating payables at beginning of year2020-12-31$593
Total non interest bearing cash at end of year2020-12-31$1,148,863
Total non interest bearing cash at beginning of year2020-12-31$739,938
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$56,608,734
Value of net assets at end of year (total assets less liabilities)2020-12-31$425,466,248
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$368,857,514
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
Investment advisory and management fees2020-12-31$34,773
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$80,941,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$69,592,728
Interest on participant loans2020-12-31$1,248,608
Value of interest in common/collective trusts at end of year2020-12-31$320,524,219
Value of interest in common/collective trusts at beginning of year2020-12-31$284,824,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,115,345
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,139,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,139,847
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,771
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$9,321,402
Net investment gain or loss from common/collective trusts2020-12-31$30,848,117
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$24,151,796
Employer contributions (assets) at end of year2020-12-31$1,960,883
Employer contributions (assets) at beginning of year2020-12-31$2,427,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,145,755
Contract administrator fees2020-12-31$125,151
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 appraiser2020-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BERRY & CO., CPA'S LTD
Accountancy firm EIN2020-12-31880400174
2019 : I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$311,488
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$73,864
Total income from all sources (including contributions)2019-12-31$83,067,486
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$18,606,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$17,337,662
Expenses. Certain deemed distributions of participant loans2019-12-31$941,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$24,696,116
Value of total assets at end of year2019-12-31$369,169,002
Value of total assets at beginning of year2019-12-31$304,470,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$327,453
Total interest from all sources2019-12-31$1,146,274
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,286,850
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$2,286,850
Administrative expenses professional fees incurred2019-12-31$138,165
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$10,296,230
Participant contributions at beginning of year2019-12-31$10,083,232
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$148,208
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$7,037
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$310,895
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$52,882
Other income not declared elsewhere2019-12-31$693,779
Administrative expenses (other) incurred2019-12-31$33,374
Liabilities. Value of operating payables at end of year2019-12-31$593
Liabilities. Value of operating payables at beginning of year2019-12-31$20,982
Total non interest bearing cash at end of year2019-12-31$739,938
Total non interest bearing cash at beginning of year2019-12-31$519,356
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$64,461,343
Value of net assets at end of year (total assets less liabilities)2019-12-31$368,857,514
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$304,396,171
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
Investment advisory and management fees2019-12-31$33,610
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$69,592,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$243,810,943
Interest on participant loans2019-12-31$1,126,014
Value of interest in common/collective trusts at end of year2019-12-31$284,824,855
Value of interest in common/collective trusts at beginning of year2019-12-31$47,042,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,139,847
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,145,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,145,697
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$20,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$29,765,866
Net investment gain or loss from common/collective trusts2019-12-31$24,478,601
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$24,696,116
Employer contributions (assets) at end of year2019-12-31$2,427,196
Employer contributions (assets) at beginning of year2019-12-31$1,860,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$17,337,662
Contract administrator fees2019-12-31$122,304
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 appraiser2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BERRY & CO., CPA'S LTD
Accountancy firm EIN2019-12-31880400174
2018 : I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$73,864
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$58,785
Total income from all sources (including contributions)2018-12-31$191,675
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$19,868,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$17,507,065
Expenses. Certain deemed distributions of participant loans2018-12-31$2,036,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$18,778,475
Value of total assets at end of year2018-12-31$304,470,035
Value of total assets at beginning of year2018-12-31$324,131,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$324,443
Total interest from all sources2018-12-31$1,069,686
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$22,560,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$22,560,210
Administrative expenses professional fees incurred2018-12-31$133,435
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$10,083,232
Participant contributions at beginning of year2018-12-31$9,959,267
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$7,037
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$10,561
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$52,882
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$57,483
Other income not declared elsewhere2018-12-31$860,267
Administrative expenses (other) incurred2018-12-31$36,603
Liabilities. Value of operating payables at end of year2018-12-31$20,982
Liabilities. Value of operating payables at beginning of year2018-12-31$1,302
Total non interest bearing cash at end of year2018-12-31$519,356
Total non interest bearing cash at beginning of year2018-12-31$629,765
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-19,676,675
Value of net assets at end of year (total assets less liabilities)2018-12-31$304,396,171
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$324,072,846
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
Investment advisory and management fees2018-12-31$34,501
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$243,810,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$274,912,485
Interest on participant loans2018-12-31$1,057,606
Value of interest in common/collective trusts at end of year2018-12-31$47,042,833
Value of interest in common/collective trusts at beginning of year2018-12-31$36,159,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,145,697
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$660,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$660,618
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$12,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-42,752,491
Net investment gain or loss from common/collective trusts2018-12-31$-324,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$18,778,475
Employer contributions (assets) at end of year2018-12-31$1,860,937
Employer contributions (assets) at beginning of year2018-12-31$1,799,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$17,507,065
Contract administrator fees2018-12-31$119,904
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 appraiser2018-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BERRY & CO, CPA'S LTD
Accountancy firm EIN2018-12-31880400174
2017 : I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$58,785
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$51,949
Total income from all sources (including contributions)2017-12-31$63,777,494
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$16,791,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$16,000,561
Expenses. Certain deemed distributions of participant loans2017-12-31$438,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$18,653,257
Value of total assets at end of year2017-12-31$324,131,631
Value of total assets at beginning of year2017-12-31$277,138,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$352,224
Total interest from all sources2017-12-31$924,417
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$17,125,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$17,125,273
Administrative expenses professional fees incurred2017-12-31$139,659
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$9,959,267
Participant contributions at beginning of year2017-12-31$9,575,164
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$10,561
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$5,669
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$57,483
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$48,142
Other income not declared elsewhere2017-12-31$583,727
Administrative expenses (other) incurred2017-12-31$35,412
Liabilities. Value of operating payables at end of year2017-12-31$1,302
Liabilities. Value of operating payables at beginning of year2017-12-31$3,807
Total non interest bearing cash at end of year2017-12-31$629,765
Total non interest bearing cash at beginning of year2017-12-31$46,845
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$46,986,064
Value of net assets at end of year (total assets less liabilities)2017-12-31$324,072,846
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$277,086,782
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
Investment advisory and management fees2017-12-31$57,249
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$274,912,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$227,553,221
Interest on participant loans2017-12-31$920,143
Value of interest in common/collective trusts at end of year2017-12-31$36,159,843
Value of interest in common/collective trusts at beginning of year2017-12-31$35,766,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$660,618
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,463,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,463,713
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4,274
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$24,784,079
Net investment gain or loss from common/collective trusts2017-12-31$1,706,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$18,653,257
Employer contributions (assets) at end of year2017-12-31$1,799,092
Employer contributions (assets) at beginning of year2017-12-31$1,727,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$16,000,561
Contract administrator fees2017-12-31$119,904
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 appraiser2017-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BERRY & CO, CPA'S LTD
Accountancy firm EIN2017-12-31880400174
2016 : I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$51,949
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$138,216
Total income from all sources (including contributions)2016-12-31$34,134,467
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$16,945,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$16,586,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$18,113,661
Value of total assets at end of year2016-12-31$277,138,731
Value of total assets at beginning of year2016-12-31$260,036,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$359,321
Total interest from all sources2016-12-31$879,503
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$9,376,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$9,376,136
Administrative expenses professional fees incurred2016-12-31$142,521
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$9,575,164
Participant contributions at beginning of year2016-12-31$8,194,320
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$5,669
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$6,529
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$48,142
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$124,184
Other income not declared elsewhere2016-12-31$298,304
Administrative expenses (other) incurred2016-12-31$41,310
Liabilities. Value of operating payables at end of year2016-12-31$3,807
Liabilities. Value of operating payables at beginning of year2016-12-31$14,032
Total non interest bearing cash at end of year2016-12-31$46,845
Total non interest bearing cash at beginning of year2016-12-31$70,133
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$17,188,816
Value of net assets at end of year (total assets less liabilities)2016-12-31$277,086,782
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$259,897,966
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
Investment advisory and management fees2016-12-31$57,041
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$227,553,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$216,877,010
Value of interest in pooled separate accounts at beginning of year2016-12-31$28,310,687
Interest on participant loans2016-12-31$879,468
Value of interest in common/collective trusts at end of year2016-12-31$35,766,195
Value of interest in common/collective trusts at beginning of year2016-12-31$3,695,983
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,463,713
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,087,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,087,302
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$35
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,422,873
Net investment gain/loss from pooled separate accounts2016-12-31$293,683
Net investment gain or loss from common/collective trusts2016-12-31$750,307
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$18,113,661
Employer contributions (assets) at end of year2016-12-31$1,727,924
Employer contributions (assets) at beginning of year2016-12-31$1,794,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$16,586,330
Contract administrator fees2016-12-31$118,449
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 appraiser2016-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BERRY & CO., CPA'S LTD
Accountancy firm EIN2016-12-31880400174
2015 : I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$138,216
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$52,414
Total income from all sources (including contributions)2015-12-31$16,747,888
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$23,057,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$22,654,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$16,562,547
Value of total assets at end of year2015-12-31$260,036,182
Value of total assets at beginning of year2015-12-31$266,259,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$402,737
Total interest from all sources2015-12-31$660,668
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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$170,775
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$8,194,320
Participant contributions at beginning of year2015-12-31$7,668,786
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$6,529
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$4,604
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$124,184
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$38,547
Other income not declared elsewhere2015-12-31$798,793
Administrative expenses (other) incurred2015-12-31$56,100
Liabilities. Value of operating payables at end of year2015-12-31$14,032
Liabilities. Value of operating payables at beginning of year2015-12-31$13,867
Total non interest bearing cash at end of year2015-12-31$70,133
Total non interest bearing cash at beginning of year2015-12-31$98,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-6,309,205
Value of net assets at end of year (total assets less liabilities)2015-12-31$259,897,966
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$266,207,171
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
Investment advisory and management fees2015-12-31$60,860
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$216,877,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$222,306,995
Value of interest in pooled separate accounts at end of year2015-12-31$28,310,687
Value of interest in pooled separate accounts at beginning of year2015-12-31$28,092,908
Interest on participant loans2015-12-31$660,539
Value of interest in common/collective trusts at end of year2015-12-31$3,695,983
Value of interest in common/collective trusts at beginning of year2015-12-31$4,566,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,087,302
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,083,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,083,293
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,805,206
Net investment gain/loss from pooled separate accounts2015-12-31$452,367
Net investment gain or loss from common/collective trusts2015-12-31$78,719
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$16,562,547
Employer contributions (assets) at end of year2015-12-31$1,794,218
Employer contributions (assets) at beginning of year2015-12-31$1,438,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$22,654,356
Contract administrator fees2015-12-31$115,002
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
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 name2015-12-31BERRY & CO., CPA'S LTD
Accountancy firm EIN2015-12-31880400174
2014 : I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$52,414
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$96,883
Total income from all sources (including contributions)2014-12-31$31,974,588
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$18,910,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$18,381,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$15,613,286
Value of total assets at end of year2014-12-31$266,259,585
Value of total assets at beginning of year2014-12-31$253,239,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$528,716
Total interest from all sources2014-12-31$166
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$14,831,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$14,831,630
Administrative expenses professional fees incurred2014-12-31$130,547
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$7,668,786
Participant contributions at beginning of year2014-12-31$8,229,725
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$4,604
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$38,547
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$96,883
Other income not declared elsewhere2014-12-31$464,667
Administrative expenses (other) incurred2014-12-31$53,477
Liabilities. Value of operating payables at end of year2014-12-31$13,867
Total non interest bearing cash at end of year2014-12-31$98,223
Total non interest bearing cash at beginning of year2014-12-31$135,347
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$13,064,405
Value of net assets at end of year (total assets less liabilities)2014-12-31$266,207,171
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$253,142,766
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
Investment advisory and management fees2014-12-31$219,797
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$222,306,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$208,405,753
Value of interest in pooled separate accounts at end of year2014-12-31$28,092,908
Value of interest in pooled separate accounts at beginning of year2014-12-31$29,522,644
Value of interest in common/collective trusts at end of year2014-12-31$4,566,215
Value of interest in common/collective trusts at beginning of year2014-12-31$3,532,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,083,293
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,076,703
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,076,703
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$166
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$44,141
Net investment gain/loss from pooled separate accounts2014-12-31$483,784
Net investment gain or loss from common/collective trusts2014-12-31$536,914
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$15,613,286
Employer contributions (assets) at end of year2014-12-31$1,438,561
Employer contributions (assets) at beginning of year2014-12-31$1,336,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$18,381,467
Contract administrator fees2014-12-31$124,895
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
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 name2014-12-31BERRY & CO., CPA'S LTD
Accountancy firm EIN2014-12-31880400174
2013 : I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$96,883
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$120,500
Total income from all sources (including contributions)2013-12-31$42,439,367
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$25,102,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$24,187,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$14,147,776
Value of total assets at end of year2013-12-31$253,239,649
Value of total assets at beginning of year2013-12-31$235,926,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$915,031
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$14,811,959
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$14,811,959
Administrative expenses professional fees incurred2013-12-31$153,062
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$8,229,725
Participant contributions at beginning of year2013-12-31$12,384,348
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$96,883
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$120,500
Other income not declared elsewhere2013-12-31$371,104
Administrative expenses (other) incurred2013-12-31$50,875
Total non interest bearing cash at end of year2013-12-31$135,347
Total non interest bearing cash at beginning of year2013-12-31$209,119
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$17,337,098
Value of net assets at end of year (total assets less liabilities)2013-12-31$253,142,766
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$235,805,668
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
Investment advisory and management fees2013-12-31$597,094
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$208,405,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$187,050,412
Value of interest in pooled separate accounts at end of year2013-12-31$29,522,644
Value of interest in pooled separate accounts at beginning of year2013-12-31$30,924,943
Value of interest in common/collective trusts at end of year2013-12-31$3,532,781
Value of interest in common/collective trusts at beginning of year2013-12-31$2,203,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,076,703
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,787,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,787,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$11,793,175
Net investment gain/loss from pooled separate accounts2013-12-31$528,438
Net investment gain or loss from common/collective trusts2013-12-31$786,915
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$14,147,776
Employer contributions (assets) at end of year2013-12-31$1,336,696
Employer contributions (assets) at beginning of year2013-12-31$1,365,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$24,187,238
Contract administrator fees2013-12-31$114,000
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
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 name2013-12-31BERRY & CO., CPA'S LTD
Accountancy firm EIN2013-12-31880400174
2012 : I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$120,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$128,447
Total income from all sources (including contributions)2012-12-31$35,940,017
Total of all expenses incurred2012-12-31$28,704,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$27,929,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$13,076,254
Value of total assets at end of year2012-12-31$235,926,168
Value of total assets at beginning of year2012-12-31$228,698,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$774,443
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$7,602,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$7,602,620
Administrative expenses professional fees incurred2012-12-31$161,094
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$12,384,348
Participant contributions at beginning of year2012-12-31$14,674,216
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$120,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$128,447
Other income not declared elsewhere2012-12-31$383,363
Administrative expenses (other) incurred2012-12-31$65,909
Total non interest bearing cash at end of year2012-12-31$209,119
Total non interest bearing cash at beginning of year2012-12-31$137,847
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$7,235,919
Value of net assets at end of year (total assets less liabilities)2012-12-31$235,805,668
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$228,569,749
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
Investment advisory and management fees2012-12-31$433,440
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$187,050,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$175,941,951
Value of interest in pooled separate accounts at end of year2012-12-31$30,924,943
Value of interest in pooled separate accounts at beginning of year2012-12-31$33,322,889
Value of interest in common/collective trusts at end of year2012-12-31$2,203,790
Value of interest in common/collective trusts at beginning of year2012-12-31$1,836,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,787,621
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,697,466
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,697,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$13,842,611
Net investment gain/loss from pooled separate accounts2012-12-31$739,441
Net investment gain or loss from common/collective trusts2012-12-31$295,728
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$13,076,254
Employer contributions (assets) at end of year2012-12-31$1,365,935
Employer contributions (assets) at beginning of year2012-12-31$1,087,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$27,929,655
Contract administrator fees2012-12-31$114,000
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
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 name2012-12-31BERRY & CO., CPA'S, LTD
Accountancy firm EIN2012-12-31880400174
2011 : I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$128,447
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$217,759
Total income from all sources (including contributions)2011-12-31$12,292,741
Total of all expenses incurred2011-12-31$38,152,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$37,548,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$12,885,518
Value of total assets at end of year2011-12-31$228,698,196
Value of total assets at beginning of year2011-12-31$254,647,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$604,373
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$6,684,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$6,684,533
Administrative expenses professional fees incurred2011-12-31$134,426
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$14,674,216
Participant contributions at beginning of year2011-12-31$21,284,101
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$128,447
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$217,759
Other income not declared elsewhere2011-12-31$384,055
Administrative expenses (other) incurred2011-12-31$50,812
Total non interest bearing cash at end of year2011-12-31$137,847
Total non interest bearing cash at beginning of year2011-12-31$97,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-25,860,073
Value of net assets at end of year (total assets less liabilities)2011-12-31$228,569,749
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$254,429,822
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
Investment advisory and management fees2011-12-31$305,135
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$175,941,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$194,321,859
Value of interest in pooled separate accounts at end of year2011-12-31$33,322,889
Value of interest in pooled separate accounts at beginning of year2011-12-31$32,443,158
Value of interest in common/collective trusts at end of year2011-12-31$1,836,310
Value of interest in common/collective trusts at beginning of year2011-12-31$2,477,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,697,466
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,407,965
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,407,965
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-8,353,055
Net investment gain/loss from pooled separate accounts2011-12-31$638,367
Net investment gain or loss from common/collective trusts2011-12-31$53,323
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$12,885,518
Employer contributions (assets) at end of year2011-12-31$1,087,517
Employer contributions (assets) at beginning of year2011-12-31$1,615,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$37,548,441
Contract administrator fees2011-12-31$114,000
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
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 name2011-12-31BERRY & CO., CPA'S, LTD
Accountancy firm EIN2011-12-31880400174
2010 : I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$217,759
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,067,492
Total income from all sources (including contributions)2010-12-31$41,017,383
Total of all expenses incurred2010-12-31$20,032,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$19,640,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$18,413,163
Value of total assets at end of year2010-12-31$254,647,581
Value of total assets at beginning of year2010-12-31$234,512,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$391,284
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$4,172,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$4,172,520
Administrative expenses professional fees incurred2010-12-31$167,591
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$21,284,101
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$43,649
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$888,431
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$217,759
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$642,560
Other income not declared elsewhere2010-12-31$355,021
Administrative expenses (other) incurred2010-12-31$43,239
Liabilities. Value of operating payables at beginning of year2010-12-31$424,932
Total non interest bearing cash at end of year2010-12-31$97,248
Total non interest bearing cash at beginning of year2010-12-31$135,078
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$20,985,180
Value of net assets at end of year (total assets less liabilities)2010-12-31$254,429,822
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$233,444,642
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
Investment advisory and management fees2010-12-31$56,954
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$194,321,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$190,309,739
Value of interest in pooled separate accounts at end of year2010-12-31$32,443,158
Value of interest in pooled separate accounts at beginning of year2010-12-31$35,820,465
Value of interest in common/collective trusts at end of year2010-12-31$2,477,666
Value of interest in common/collective trusts at beginning of year2010-12-31$2,478,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,407,965
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,805,785
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,805,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$17,196,082
Net investment gain/loss from pooled separate accounts2010-12-31$572,317
Net investment gain or loss from common/collective trusts2010-12-31$308,280
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$18,413,163
Employer contributions (assets) at end of year2010-12-31$1,571,935
Employer contributions (assets) at beginning of year2010-12-31$2,074,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$19,640,919
Contract administrator fees2010-12-31$123,500
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
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 name2010-12-31BERRY & CO., CPA'S LTD
Accountancy firm EIN2010-12-31880400174

Form 5500 Responses for I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B

2022: I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: I.B.E.W. LOCAL UNION NO 357 PENSION PLAN B 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31513
Policy instance 1
Insurance contract or identification numberGA31513
Number of Individuals Covered5324
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31513
Policy instance 1
Insurance contract or identification numberGA31513
Number of Individuals Covered5341
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31513
Policy instance 1
Insurance contract or identification numberGA31513
Number of Individuals Covered5317
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31513
Policy instance 1
Insurance contract or identification numberGA31513
Number of Individuals Covered9576
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31513
Policy instance 1
Insurance contract or identification numberGA31513
Number of Individuals Covered6062
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31513
Policy instance 1
Insurance contract or identification numberGA31513
Number of Individuals Covered6655
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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