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SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN 401k Plan overview

Plan NameSACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN
Plan identification number 001

SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing

401k Sponsoring company profile

BOARD OF TRUSTEES, SACRAMENTO AREA ELECTRICAL WORKERS has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, SACRAMENTO AREA ELECTRICAL WORKERS
Employer identification number (EIN):942773478
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01MILLER KAPLAN ARASE LLP
0012016-01-01MILLER KAPLAN ARASE LLP
0012015-01-01MILLER KAPLAN ARASE LLP MILLER KAPLAN ARASE LLP2016-10-05
0012014-01-01SANDY S GARCIA SANDY S GARCIA2015-09-22
0012013-01-01SANDY S. GARCIA SANDY S. GARCIA2014-08-05
0012012-01-01SANDY S. GARCIA SANDY S. GARCIA2013-10-14
0012011-01-01SANDY S. GARCIA SANDY S. GARCIA2012-10-15

Plan Statistics for SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN

401k plan membership statisitcs for SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN

Measure Date Value
2022: SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,432
Total number of active participants reported on line 7a of the Form 55002022-01-011,118
Number of retired or separated participants receiving benefits2022-01-0173
Number of other retired or separated participants entitled to future benefits2022-01-011,228
Total of all active and inactive participants2022-01-012,419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0116
Total participants2022-01-012,435
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
Number of employers contributing to the scheme2022-01-0177
2021: SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,308
Total number of active participants reported on line 7a of the Form 55002021-01-011,137
Number of retired or separated participants receiving benefits2021-01-0173
Number of other retired or separated participants entitled to future benefits2021-01-011,207
Total of all active and inactive participants2021-01-012,417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0115
Total participants2021-01-012,432
Number of participants with account balances2021-01-010
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 scheme2021-01-01210
2020: SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,142
Total number of active participants reported on line 7a of the Form 55002020-01-011,112
Number of retired or separated participants receiving benefits2020-01-0163
Number of other retired or separated participants entitled to future benefits2020-01-011,184
Total of all active and inactive participants2020-01-012,359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0112
Total participants2020-01-012,371
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-01221
2019: SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,072
Total number of active participants reported on line 7a of the Form 55002019-01-011,030
Number of retired or separated participants receiving benefits2019-01-0166
Number of other retired or separated participants entitled to future benefits2019-01-011,032
Total of all active and inactive participants2019-01-012,128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0110
Total participants2019-01-012,138
Number of participants with account balances2019-01-012,138
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 scheme2019-01-01130
2018: SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,889
Total number of active participants reported on line 7a of the Form 55002018-01-01935
Number of retired or separated participants receiving benefits2018-01-0163
Number of other retired or separated participants entitled to future benefits2018-01-011,059
Total of all active and inactive participants2018-01-012,057
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0115
Total participants2018-01-012,072
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-01130
2017: SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,907
Total number of active participants reported on line 7a of the Form 55002017-01-01828
Number of retired or separated participants receiving benefits2017-01-0156
Number of other retired or separated participants entitled to future benefits2017-01-01995
Total of all active and inactive participants2017-01-011,879
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0110
Total participants2017-01-011,889
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-01130
2016: SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,834
Total number of active participants reported on line 7a of the Form 55002016-01-01802
Number of retired or separated participants receiving benefits2016-01-0158
Number of other retired or separated participants entitled to future benefits2016-01-011,037
Total of all active and inactive participants2016-01-011,897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0110
Total participants2016-01-011,907
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-0191
2015: SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,817
Total number of active participants reported on line 7a of the Form 55002015-01-01762
Number of retired or separated participants receiving benefits2015-01-0159
Number of other retired or separated participants entitled to future benefits2015-01-011,003
Total of all active and inactive participants2015-01-011,824
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0110
Total participants2015-01-011,834
Number of participants with account balances2015-01-010
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 scheme2015-01-01110
2014: SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,971
Total number of active participants reported on line 7a of the Form 55002014-01-01735
Number of retired or separated participants receiving benefits2014-01-0159
Number of other retired or separated participants entitled to future benefits2014-01-011,023
Total of all active and inactive participants2014-01-011,817
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,817
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-0174
2013: SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,154
Total number of active participants reported on line 7a of the Form 55002013-01-01789
Number of retired or separated participants receiving benefits2013-01-0160
Number of other retired or separated participants entitled to future benefits2013-01-011,122
Total of all active and inactive participants2013-01-011,971
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,971
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-01116
2012: SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,403
Total number of active participants reported on line 7a of the Form 55002012-01-01611
Number of retired or separated participants receiving benefits2012-01-0153
Number of other retired or separated participants entitled to future benefits2012-01-011,490
Total of all active and inactive participants2012-01-012,154
Total participants2012-01-012,154
Number of participants with account balances2012-01-012,154
Number of employers contributing to the scheme2012-01-01108
2011: SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,439
Total number of active participants reported on line 7a of the Form 55002011-01-01711
Number of retired or separated participants receiving benefits2011-01-0151
Number of other retired or separated participants entitled to future benefits2011-01-011,639
Total of all active and inactive participants2011-01-012,401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-012,403
Number of participants with account balances2011-01-012,403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-01116

Financial Data on SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN

Measure Date Value
2022 : SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-46,090,875
Total unrealized appreciation/depreciation of assets2022-12-31$-46,090,875
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$179,574
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$361,780
Total income from all sources (including contributions)2022-12-31$-22,404,756
Total loss/gain on sale of assets2022-12-31$6,315,367
Total of all expenses incurred2022-12-31$16,047,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$14,545,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$16,252,102
Value of total assets at end of year2022-12-31$252,526,850
Value of total assets at beginning of year2022-12-31$291,161,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,502,080
Total interest from all sources2022-12-31$1,572,560
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,396,223
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$439,015
Administrative expenses professional fees incurred2022-12-31$184,089
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$28,433
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$8,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$957,230
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$467,172
Administrative expenses (other) incurred2022-12-31$51,266
Liabilities. Value of operating payables at end of year2022-12-31$179,574
Liabilities. Value of operating payables at beginning of year2022-12-31$361,780
Total non interest bearing cash at end of year2022-12-31$824,413
Total non interest bearing cash at beginning of year2022-12-31$620,268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-38,452,625
Value of net assets at end of year (total assets less liabilities)2022-12-31$252,347,276
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$290,799,901
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 default2022-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2022-12-31$250,000
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$4,609,258
Assets. partnership/joint venture interests at beginning of year2022-12-31$4,652,668
Investment advisory and management fees2022-12-31$1,160,798
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,407,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,542,497
Income. Interest from US Government securities2022-12-31$1,015,694
Income. Interest from corporate debt instruments2022-12-31$415,728
Value of interest in common/collective trusts at end of year2022-12-31$21,524,509
Value of interest in common/collective trusts at beginning of year2022-12-31$19,789,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$12,497,820
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$12,826,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$12,826,710
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$141,138
Asset value of US Government securities at end of year2022-12-31$55,045,498
Asset value of US Government securities at beginning of year2022-12-31$40,224,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,819,637
Net investment gain or loss from common/collective trusts2022-12-31$1,969,504
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$16,252,102
Employer contributions (assets) at end of year2022-12-31$1,815,300
Employer contributions (assets) at beginning of year2022-12-31$1,626,666
Income. Dividends from preferred stock2022-12-31$826
Income. Dividends from common stock2022-12-31$1,956,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$14,545,789
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$8,162,548
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$12,599,061
Contract administrator fees2022-12-31$105,927
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$133,682,373
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$179,783,916
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$509,940,158
Aggregate carrying amount (costs) on sale of assets2022-12-31$503,624,791
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2022-12-31952036255
2021 : SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$22,014,493
Total unrealized appreciation/depreciation of assets2021-12-31$22,014,493
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$361,780
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$319,886
Total income from all sources (including contributions)2021-12-31$53,851,390
Total loss/gain on sale of assets2021-12-31$11,308,726
Total of all expenses incurred2021-12-31$16,295,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$14,644,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$14,099,604
Value of total assets at end of year2021-12-31$291,161,681
Value of total assets at beginning of year2021-12-31$253,563,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,650,927
Total interest from all sources2021-12-31$1,129,468
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,222,653
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,428,946
Administrative expenses professional fees incurred2021-12-31$216,846
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$28,433
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$35,415
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$8,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-12-310
Minimum employer required contribution for this plan year2021-12-31$14,099,604
Amount contributed by the employer to the plan for this plan year2021-12-31$14,099,604
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$467,172
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$604,183
Administrative expenses (other) incurred2021-12-31$28,422
Liabilities. Value of operating payables at end of year2021-12-31$361,780
Liabilities. Value of operating payables at beginning of year2021-12-31$319,886
Total non interest bearing cash at end of year2021-12-31$620,268
Total non interest bearing cash at beginning of year2021-12-31$631,387
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$37,556,096
Value of net assets at end of year (total assets less liabilities)2021-12-31$290,799,901
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$253,243,805
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 default2021-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2021-12-31$250,000
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$4,652,668
Assets. partnership/joint venture interests at beginning of year2021-12-31$4,238,056
Investment advisory and management fees2021-12-31$1,309,074
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$18,542,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,627,153
Income. Interest from US Government securities2021-12-31$742,430
Income. Interest from corporate debt instruments2021-12-31$384,647
Value of interest in common/collective trusts at end of year2021-12-31$19,789,617
Value of interest in common/collective trusts at beginning of year2021-12-31$17,404,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$12,826,710
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$12,780,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$12,780,029
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,391
Asset value of US Government securities at end of year2021-12-31$40,224,673
Asset value of US Government securities at beginning of year2021-12-31$30,051,625
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$238,234
Net investment gain or loss from common/collective trusts2021-12-31$1,838,212
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$14,099,604
Employer contributions (assets) at end of year2021-12-31$1,626,666
Employer contributions (assets) at beginning of year2021-12-31$1,834,229
Income. Dividends from preferred stock2021-12-31$735
Income. Dividends from common stock2021-12-31$1,792,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$14,644,367
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$12,599,061
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$23,906,292
Contract administrator fees2021-12-31$96,585
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$179,783,916
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$145,450,591
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$150,265,884
Aggregate carrying amount (costs) on sale of assets2021-12-31$138,957,158
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2021-12-31952036255
2020 : SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$14,405,035
Total unrealized appreciation/depreciation of assets2020-12-31$14,405,035
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$319,886
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$364,077
Total income from all sources (including contributions)2020-12-31$49,929,528
Total loss/gain on sale of assets2020-12-31$14,072,556
Total of all expenses incurred2020-12-31$12,206,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$10,765,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$14,278,959
Value of total assets at end of year2020-12-31$253,563,691
Value of total assets at beginning of year2020-12-31$215,885,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,440,884
Total interest from all sources2020-12-31$1,074,114
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,644,025
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$935,230
Administrative expenses professional fees incurred2020-12-31$213,644
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$35,415
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$37,627
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$8,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2020-12-310
Minimum employer required contribution for this plan year2020-12-31$14,278,959
Amount contributed by the employer to the plan for this plan year2020-12-31$14,278,959
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$604,183
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$369,571
Administrative expenses (other) incurred2020-12-31$38,598
Liabilities. Value of operating payables at end of year2020-12-31$319,886
Liabilities. Value of operating payables at beginning of year2020-12-31$364,077
Total non interest bearing cash at end of year2020-12-31$631,387
Total non interest bearing cash at beginning of year2020-12-31$-138,529
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$37,722,725
Value of net assets at end of year (total assets less liabilities)2020-12-31$253,243,805
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$215,521,080
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 default2020-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$250,000
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$4,238,056
Assets. partnership/joint venture interests at beginning of year2020-12-31$4,570,241
Investment advisory and management fees2020-12-31$1,100,496
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$16,627,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,387,855
Interest earned on other investments2020-12-31$88,052
Income. Interest from US Government securities2020-12-31$198,630
Income. Interest from corporate debt instruments2020-12-31$759,162
Value of interest in common/collective trusts at end of year2020-12-31$17,404,731
Value of interest in common/collective trusts at beginning of year2020-12-31$15,165,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$12,780,029
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$15,351,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$15,351,232
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$28,270
Asset value of US Government securities at end of year2020-12-31$30,051,625
Asset value of US Government securities at beginning of year2020-12-31$21,065,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,829,193
Net investment gain or loss from common/collective trusts2020-12-31$625,646
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$14,278,959
Employer contributions (assets) at end of year2020-12-31$1,834,229
Employer contributions (assets) at beginning of year2020-12-31$1,648,489
Income. Dividends from preferred stock2020-12-31$799
Income. Dividends from common stock2020-12-31$1,707,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$10,765,919
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$23,906,292
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$28,747,778
Contract administrator fees2020-12-31$88,146
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$145,450,591
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$114,679,178
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$192,826,992
Aggregate carrying amount (costs) on sale of assets2020-12-31$178,754,436
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2020-12-31952036255
2019 : SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$22,055,516
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$22,055,516
Total unrealized appreciation/depreciation of assets2019-12-31$22,055,516
Total unrealized appreciation/depreciation of assets2019-12-31$22,055,516
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$364,077
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$364,077
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$333,160
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$333,160
Total income from all sources (including contributions)2019-12-31$48,596,257
Total income from all sources (including contributions)2019-12-31$48,596,257
Total loss/gain on sale of assets2019-12-31$6,119,817
Total loss/gain on sale of assets2019-12-31$6,119,817
Total of all expenses incurred2019-12-31$9,774,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,447,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,447,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,717,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,717,190
Value of total assets at end of year2019-12-31$215,885,157
Value of total assets at end of year2019-12-31$215,885,157
Value of total assets at beginning of year2019-12-31$177,032,580
Value of total assets at beginning of year2019-12-31$177,032,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,327,497
Total interest from all sources2019-12-31$1,557,688
Total interest from all sources2019-12-31$1,557,688
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,546,701
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,546,701
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$726,115
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$726,115
Administrative expenses professional fees incurred2019-12-31$154,050
Administrative expenses professional fees incurred2019-12-31$154,050
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$37,627
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$37,627
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$8,000,000
Value of fidelity bond cover2019-12-31$8,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-12-310
Minimum employer required contribution for this plan year2019-12-31$12,717,190
Amount contributed by the employer to the plan for this plan year2019-12-31$12,717,190
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$369,571
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$369,571
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$535,597
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$535,597
Administrative expenses (other) incurred2019-12-31$38,719
Liabilities. Value of operating payables at end of year2019-12-31$364,077
Liabilities. Value of operating payables at end of year2019-12-31$364,077
Liabilities. Value of operating payables at beginning of year2019-12-31$333,160
Liabilities. Value of operating payables at beginning of year2019-12-31$333,160
Total non interest bearing cash at end of year2019-12-31$-138,529
Total non interest bearing cash at end of year2019-12-31$-138,529
Total non interest bearing cash at beginning of year2019-12-31$1,478,780
Total non interest bearing cash at beginning of year2019-12-31$1,478,780
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
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$38,821,660
Value of net assets at end of year (total assets less liabilities)2019-12-31$215,521,080
Value of net assets at end of year (total assets less liabilities)2019-12-31$215,521,080
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$176,699,420
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$176,699,420
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 default2019-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$250,000
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$4,570,241
Assets. partnership/joint venture interests at end of year2019-12-31$4,570,241
Assets. partnership/joint venture interests at beginning of year2019-12-31$3,767,171
Assets. partnership/joint venture interests at beginning of year2019-12-31$3,767,171
Investment advisory and management fees2019-12-31$1,042,794
Investment advisory and management fees2019-12-31$1,042,794
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,387,855
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,387,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,116,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,116,237
Interest earned on other investments2019-12-31$64,445
Interest earned on other investments2019-12-31$64,445
Income. Interest from US Government securities2019-12-31$502,958
Income. Interest from US Government securities2019-12-31$502,958
Income. Interest from corporate debt instruments2019-12-31$853,015
Income. Interest from corporate debt instruments2019-12-31$853,015
Value of interest in common/collective trusts at end of year2019-12-31$15,165,939
Value of interest in common/collective trusts at end of year2019-12-31$15,165,939
Value of interest in common/collective trusts at beginning of year2019-12-31$14,557,006
Value of interest in common/collective trusts at beginning of year2019-12-31$14,557,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$15,351,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$15,351,232
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$9,272,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$9,272,954
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$9,272,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$9,272,954
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$137,270
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$137,270
Asset value of US Government securities at end of year2019-12-31$21,065,776
Asset value of US Government securities at end of year2019-12-31$21,065,776
Asset value of US Government securities at beginning of year2019-12-31$25,662,949
Asset value of US Government securities at beginning of year2019-12-31$25,662,949
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,962,705
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,962,705
Net investment gain or loss from common/collective trusts2019-12-31$636,640
Net investment gain or loss from common/collective trusts2019-12-31$636,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$12,717,190
Contributions received in cash from employer2019-12-31$12,717,190
Employer contributions (assets) at end of year2019-12-31$1,648,489
Employer contributions (assets) at end of year2019-12-31$1,648,489
Employer contributions (assets) at beginning of year2019-12-31$1,514,473
Employer contributions (assets) at beginning of year2019-12-31$1,514,473
Income. Dividends from preferred stock2019-12-31$576
Income. Dividends from preferred stock2019-12-31$576
Income. Dividends from common stock2019-12-31$1,820,010
Income. Dividends from common stock2019-12-31$1,820,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,447,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,447,100
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$28,747,778
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$28,747,778
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$20,168,811
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$20,168,811
Contract administrator fees2019-12-31$91,934
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$114,679,178
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$114,679,178
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$85,958,602
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$85,958,602
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$112,135,803
Aggregate proceeds on sale of assets2019-12-31$112,135,803
Aggregate carrying amount (costs) on sale of assets2019-12-31$106,015,986
Aggregate carrying amount (costs) on sale of assets2019-12-31$106,015,986
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2019-12-31952036255
Accountancy firm EIN2019-12-31952036255
2018 : SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-10,942,809
Total unrealized appreciation/depreciation of assets2018-12-31$-10,942,809
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$333,160
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$219,923
Total income from all sources (including contributions)2018-12-31$5,928,644
Total loss/gain on sale of assets2018-12-31$2,973,481
Total of all expenses incurred2018-12-31$11,484,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$10,169,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$11,098,129
Value of total assets at end of year2018-12-31$177,032,580
Value of total assets at beginning of year2018-12-31$182,475,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,315,679
Total interest from all sources2018-12-31$1,297,896
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,688,030
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$862,016
Administrative expenses professional fees incurred2018-12-31$192,349
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-12-310
Minimum employer required contribution for this plan year2018-12-31$11,098,129
Amount contributed by the employer to the plan for this plan year2018-12-31$11,098,129
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$535,597
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$748,481
Administrative expenses (other) incurred2018-12-31$46,536
Liabilities. Value of operating payables at end of year2018-12-31$333,160
Liabilities. Value of operating payables at beginning of year2018-12-31$219,923
Total non interest bearing cash at end of year2018-12-31$1,478,780
Total non interest bearing cash at beginning of year2018-12-31$770,269
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,556,264
Value of net assets at end of year (total assets less liabilities)2018-12-31$176,699,420
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$182,255,684
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 default2018-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$250,000
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$3,767,171
Assets. partnership/joint venture interests at beginning of year2018-12-31$3,799,659
Investment advisory and management fees2018-12-31$996,538
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,116,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,966,334
Interest earned on other investments2018-12-31$56,507
Income. Interest from US Government securities2018-12-31$605,383
Income. Interest from corporate debt instruments2018-12-31$545,865
Value of interest in common/collective trusts at end of year2018-12-31$14,557,006
Value of interest in common/collective trusts at beginning of year2018-12-31$16,014,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$9,272,954
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$5,289,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$5,289,139
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$90,141
Asset value of US Government securities at end of year2018-12-31$25,662,949
Asset value of US Government securities at beginning of year2018-12-31$30,229,849
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,056,561
Net investment gain or loss from common/collective trusts2018-12-31$870,478
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$11,098,129
Employer contributions (assets) at end of year2018-12-31$1,514,473
Employer contributions (assets) at beginning of year2018-12-31$1,584,237
Income. Dividends from common stock2018-12-31$1,826,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$10,169,229
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$20,168,811
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$16,217,684
Contract administrator fees2018-12-31$80,256
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$85,958,602
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$93,855,805
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$124,866,631
Aggregate carrying amount (costs) on sale of assets2018-12-31$121,893,150
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 name2018-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2018-12-31952036255
2017 : SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$10,358,736
Total unrealized appreciation/depreciation of assets2017-12-31$10,358,736
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$219,923
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$149,180
Total income from all sources (including contributions)2017-12-31$31,467,776
Total loss/gain on sale of assets2017-12-31$4,925,376
Total of all expenses incurred2017-12-31$8,656,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,569,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,558,366
Value of total assets at end of year2017-12-31$182,475,607
Value of total assets at beginning of year2017-12-31$159,593,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,086,971
Total interest from all sources2017-12-31$1,375,139
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,427,412
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$985,735
Administrative expenses professional fees incurred2017-12-31$155,251
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-310
Minimum employer required contribution for this plan year2017-12-31$9,553,646
Amount contributed by the employer to the plan for this plan year2017-12-31$9,553,646
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,720
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$748,481
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$649,468
Other income not declared elsewhere2017-12-31$3,138
Administrative expenses (other) incurred2017-12-31$58,420
Liabilities. Value of operating payables at end of year2017-12-31$219,923
Liabilities. Value of operating payables at beginning of year2017-12-31$149,180
Total non interest bearing cash at end of year2017-12-31$770,269
Total non interest bearing cash at beginning of year2017-12-31$1,443,016
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$22,811,219
Value of net assets at end of year (total assets less liabilities)2017-12-31$182,255,684
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$159,444,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$3,799,659
Assets. partnership/joint venture interests at beginning of year2017-12-31$3,691,242
Investment advisory and management fees2017-12-31$797,296
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,966,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,513,577
Interest earned on other investments2017-12-31$71,604
Income. Interest from US Government securities2017-12-31$210,898
Income. Interest from corporate debt instruments2017-12-31$1,073,836
Value of interest in common/collective trusts at end of year2017-12-31$16,014,150
Value of interest in common/collective trusts at beginning of year2017-12-31$12,800,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$5,289,139
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$12,020,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$12,020,911
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$18,801
Asset value of US Government securities at end of year2017-12-31$30,229,849
Asset value of US Government securities at beginning of year2017-12-31$7,819,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,644,758
Net investment gain or loss from common/collective trusts2017-12-31$1,174,851
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$9,553,646
Employer contributions (assets) at end of year2017-12-31$1,584,237
Employer contributions (assets) at beginning of year2017-12-31$1,171,316
Income. Dividends from common stock2017-12-31$1,441,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,569,586
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$16,217,684
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$32,221,275
Contract administrator fees2017-12-31$76,004
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$93,855,805
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$76,262,097
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$155,106,211
Aggregate carrying amount (costs) on sale of assets2017-12-31$150,180,835
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 name2017-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2017-12-31952036255
2016 : SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$5,665,379
Total unrealized appreciation/depreciation of assets2016-12-31$5,665,379
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$149,180
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$414,926
Total income from all sources (including contributions)2016-12-31$20,793,727
Total loss/gain on sale of assets2016-12-31$1,310,795
Total of all expenses incurred2016-12-31$7,917,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,067,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,525,005
Value of total assets at end of year2016-12-31$159,593,645
Value of total assets at beginning of year2016-12-31$146,983,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$849,983
Total interest from all sources2016-12-31$1,647,254
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,985,704
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$615,544
Administrative expenses professional fees incurred2016-12-31$114,216
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-310
Minimum employer required contribution for this plan year2016-12-31$8,510,795
Amount contributed by the employer to the plan for this plan year2016-12-31$8,510,795
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$649,468
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,244,575
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$225,240
Administrative expenses (other) incurred2016-12-31$52,326
Liabilities. Value of operating payables at end of year2016-12-31$149,180
Liabilities. Value of operating payables at beginning of year2016-12-31$189,686
Total non interest bearing cash at end of year2016-12-31$1,443,016
Total non interest bearing cash at beginning of year2016-12-31$823,405
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$12,876,282
Value of net assets at end of year (total assets less liabilities)2016-12-31$159,444,465
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$146,568,183
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 default2016-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$250,000
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$3,691,242
Assets. partnership/joint venture interests at beginning of year2016-12-31$3,718,897
Investment advisory and management fees2016-12-31$618,792
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,513,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,132,831
Income. Interest from US Government securities2016-12-31$61,088
Income. Interest from corporate debt instruments2016-12-31$1,517,225
Value of interest in common/collective trusts at end of year2016-12-31$12,800,987
Value of interest in common/collective trusts at beginning of year2016-12-31$14,138,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$12,020,911
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$11,954,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$11,954,939
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$68,941
Asset value of US Government securities at end of year2016-12-31$7,819,756
Asset value of US Government securities at beginning of year2016-12-31$172
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$755,854
Net investment gain or loss from common/collective trusts2016-12-31$903,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$8,525,005
Employer contributions (assets) at end of year2016-12-31$1,171,316
Employer contributions (assets) at beginning of year2016-12-31$871,235
Income. Dividends from common stock2016-12-31$1,370,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,067,462
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$32,221,275
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$35,090,714
Contract administrator fees2016-12-31$64,649
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$76,262,097
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$68,007,374
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$192,938,892
Aggregate carrying amount (costs) on sale of assets2016-12-31$191,628,097
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2016-12-31952036255
2015 : SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,738,598
Total unrealized appreciation/depreciation of assets2015-12-31$-1,738,598
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$414,926
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$446,945
Total income from all sources (including contributions)2015-12-31$7,623,522
Total loss/gain on sale of assets2015-12-31$-1,575,414
Total of all expenses incurred2015-12-31$7,672,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,764,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,507,825
Value of total assets at end of year2015-12-31$146,983,109
Value of total assets at beginning of year2015-12-31$147,063,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$907,541
Total interest from all sources2015-12-31$1,884,243
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,442,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,225,827
Administrative expenses professional fees incurred2015-12-31$166,646
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-310
Minimum employer required contribution for this plan year2015-12-31$7,507,825
Amount contributed by the employer to the plan for this plan year2015-12-31$7,507,825
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$553,642
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$549,053
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$225,240
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$225,240
Administrative expenses (other) incurred2015-12-31$54,242
Liabilities. Value of operating payables at end of year2015-12-31$189,686
Liabilities. Value of operating payables at beginning of year2015-12-31$221,705
Total non interest bearing cash at end of year2015-12-31$823,405
Total non interest bearing cash at beginning of year2015-12-31$648,044
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-48,705
Value of net assets at end of year (total assets less liabilities)2015-12-31$146,568,183
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$146,616,888
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 default2015-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$250,000
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$3,718,897
Assets. partnership/joint venture interests at beginning of year2015-12-31$3,739,061
Investment advisory and management fees2015-12-31$623,708
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,132,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,868,890
Income. Interest from corporate debt instruments2015-12-31$1,791,598
Value of interest in common/collective trusts at end of year2015-12-31$14,138,967
Value of interest in common/collective trusts at beginning of year2015-12-31$13,470,707
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$11,954,939
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$7,762,411
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$7,762,411
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$92,645
Asset value of US Government securities at end of year2015-12-31$172
Asset value of US Government securities at beginning of year2015-12-31$338
Net investment gain/loss from pooled separate accounts2015-12-31$-1,213,132
Net investment gain or loss from common/collective trusts2015-12-31$316,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$7,507,825
Employer contributions (assets) at end of year2015-12-31$871,235
Employer contributions (assets) at beginning of year2015-12-31$782,730
Income. Dividends from common stock2015-12-31$1,216,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,764,686
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$2,312,646
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$35,090,714
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$35,519,429
Contract administrator fees2015-12-31$62,945
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$68,007,374
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$70,936,521
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$690,933
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$474,003
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$75,258,929
Aggregate carrying amount (costs) on sale of assets2015-12-31$76,834,343
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 name2015-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2015-12-31952036255
2014 : SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$4,935,829
Total unrealized appreciation/depreciation of assets2014-12-31$4,935,829
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$446,945
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$388,534
Total income from all sources (including contributions)2014-12-31$16,207,695
Total loss/gain on sale of assets2014-12-31$604,367
Total of all expenses incurred2014-12-31$9,280,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,471,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,962,823
Value of total assets at end of year2014-12-31$147,063,833
Value of total assets at beginning of year2014-12-31$140,078,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$808,705
Total interest from all sources2014-12-31$2,055,175
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,111,042
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$991,095
Administrative expenses professional fees incurred2014-12-31$140,638
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$5,958,635
Amount contributed by the employer to the plan for this plan year2014-12-31$5,958,635
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,188
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$549,053
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$557,445
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$225,240
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$224,096
Administrative expenses (other) incurred2014-12-31$68,431
Liabilities. Value of operating payables at end of year2014-12-31$221,705
Liabilities. Value of operating payables at beginning of year2014-12-31$164,438
Total non interest bearing cash at end of year2014-12-31$648,044
Total non interest bearing cash at beginning of year2014-12-31$721,983
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$6,927,173
Value of net assets at end of year (total assets less liabilities)2014-12-31$146,616,888
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$139,689,715
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 default2014-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$250,000
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$3,739,061
Assets. partnership/joint venture interests at beginning of year2014-12-31$2,780,920
Investment advisory and management fees2014-12-31$552,782
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,868,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,810,380
Income. Interest from US Government securities2014-12-31$35
Income. Interest from corporate debt instruments2014-12-31$2,033,206
Value of interest in common/collective trusts at end of year2014-12-31$13,470,707
Value of interest in common/collective trusts at beginning of year2014-12-31$12,684,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$7,762,411
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$8,711,630
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$8,711,630
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$21,934
Asset value of US Government securities at end of year2014-12-31$338
Asset value of US Government securities at beginning of year2014-12-31$513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-379,408
Net investment gain or loss from common/collective trusts2014-12-31$917,867
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$5,958,635
Employer contributions (assets) at end of year2014-12-31$782,730
Employer contributions (assets) at beginning of year2014-12-31$684,441
Income. Dividends from common stock2014-12-31$1,119,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,471,817
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$2,312,646
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$5,452,317
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$35,519,429
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$31,837,251
Contract administrator fees2014-12-31$46,854
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$70,936,521
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$65,392,719
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$474,003
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$444,503
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$52,446,902
Aggregate carrying amount (costs) on sale of assets2014-12-31$51,842,535
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 name2014-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2014-12-31952036255
2013 : SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$10,894,312
Total unrealized appreciation/depreciation of assets2013-12-31$10,894,312
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$388,534
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$328,660
Total income from all sources (including contributions)2013-12-31$27,588,472
Total loss/gain on sale of assets2013-12-31$3,900,789
Total of all expenses incurred2013-12-31$9,661,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,915,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,225,574
Value of total assets at end of year2013-12-31$140,078,249
Value of total assets at beginning of year2013-12-31$122,091,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$746,261
Total interest from all sources2013-12-31$1,995,111
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,644,206
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$607,818
Administrative expenses professional fees incurred2013-12-31$177,755
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
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$6,225,574
Amount contributed by the employer to the plan for this plan year2013-12-31$6,225,574
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$557,445
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,208,792
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$224,096
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$221,697
Administrative expenses (other) incurred2013-12-31$42,720
Liabilities. Value of operating payables at end of year2013-12-31$164,438
Liabilities. Value of operating payables at beginning of year2013-12-31$106,963
Total non interest bearing cash at end of year2013-12-31$721,983
Total non interest bearing cash at beginning of year2013-12-31$799,121
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$17,926,858
Value of net assets at end of year (total assets less liabilities)2013-12-31$139,689,715
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$121,762,857
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 default2013-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$250,000
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$2,780,920
Assets. partnership/joint venture interests at beginning of year2013-12-31$2,536,502
Investment advisory and management fees2013-12-31$468,812
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,810,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,930,898
Income. Interest from US Government securities2013-12-31$53
Income. Interest from corporate debt instruments2013-12-31$1,945,308
Value of interest in common/collective trusts at end of year2013-12-31$12,684,147
Value of interest in common/collective trusts at beginning of year2013-12-31$11,610,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$8,711,630
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$10,507,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$10,507,489
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$49,750
Asset value of US Government securities at end of year2013-12-31$513
Asset value of US Government securities at beginning of year2013-12-31$733
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,495,038
Net investment gain or loss from common/collective trusts2013-12-31$1,433,442
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$6,225,574
Employer contributions (assets) at end of year2013-12-31$684,441
Employer contributions (assets) at beginning of year2013-12-31$774,648
Income. Dividends from common stock2013-12-31$1,036,388
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,915,353
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$5,452,317
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$8,199,215
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$31,837,251
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$27,362,167
Contract administrator fees2013-12-31$56,974
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$65,392,719
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$49,614,279
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$444,503
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$547,004
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$60,501,783
Aggregate carrying amount (costs) on sale of assets2013-12-31$56,600,994
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 name2013-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2013-12-31952036255
2012 : SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$78,141
Total unrealized appreciation/depreciation of assets2012-12-31$78,141
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$328,660
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$389,707
Total income from all sources (including contributions)2012-12-31$17,393,962
Total loss/gain on sale of assets2012-12-31$5,860,997
Total of all expenses incurred2012-12-31$7,596,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,042,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,920,522
Value of total assets at end of year2012-12-31$122,091,517
Value of total assets at beginning of year2012-12-31$112,354,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$553,799
Total interest from all sources2012-12-31$2,190,081
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,474,925
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$444,757
Administrative expenses professional fees incurred2012-12-31$82,673
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
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-310
Minimum employer required contribution for this plan year2012-12-31$5,920,451
Amount contributed by the employer to the plan for this plan year2012-12-31$5,920,451
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,115,907
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$71
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,208,792
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$656,605
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$221,697
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$211,273
Other income not declared elsewhere2012-12-31$98,536
Administrative expenses (other) incurred2012-12-31$55,076
Liabilities. Value of operating payables at end of year2012-12-31$106,963
Liabilities. Value of operating payables at beginning of year2012-12-31$178,434
Total non interest bearing cash at end of year2012-12-31$799,121
Total non interest bearing cash at beginning of year2012-12-31$633,818
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$9,797,675
Value of net assets at end of year (total assets less liabilities)2012-12-31$121,762,857
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$111,965,182
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 default2012-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$250,000
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$2,536,502
Assets. partnership/joint venture interests at beginning of year2012-12-31$2,373,306
Investment advisory and management fees2012-12-31$360,897
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,930,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,926,189
Interest earned on other investments2012-12-31$10,083
Income. Interest from US Government securities2012-12-31$14,020
Income. Interest from corporate debt instruments2012-12-31$1,835,301
Value of interest in common/collective trusts at end of year2012-12-31$11,610,669
Value of interest in common/collective trusts at beginning of year2012-12-31$10,647,058
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$10,507,489
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$11,695,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$11,695,855
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$330,677
Asset value of US Government securities at end of year2012-12-31$733
Asset value of US Government securities at beginning of year2012-12-31$356,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$985,973
Net investment gain or loss from common/collective trusts2012-12-31$784,787
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$5,920,451
Employer contributions (assets) at end of year2012-12-31$774,648
Employer contributions (assets) at beginning of year2012-12-31$502,298
Income. Dividends from common stock2012-12-31$1,030,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,042,488
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$8,199,215
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$14,044,640
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$27,362,167
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$17,345,710
Contract administrator fees2012-12-31$55,153
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$49,614,279
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$44,344,153
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$547,004
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$712,592
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$177,332,572
Aggregate carrying amount (costs) on sale of assets2012-12-31$171,471,575
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2012-12-31952036255
2011 : SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,477,446
Total unrealized appreciation/depreciation of assets2011-12-31$-1,477,446
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$389,707
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$848,050
Total income from all sources (including contributions)2011-12-31$5,154,696
Total loss/gain on sale of assets2011-12-31$-1,193,444
Total of all expenses incurred2011-12-31$9,006,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,445,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,565,992
Value of total assets at end of year2011-12-31$112,354,889
Value of total assets at beginning of year2011-12-31$116,665,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$560,948
Total interest from all sources2011-12-31$2,270,061
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,074,859
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$302,189
Administrative expenses professional fees incurred2011-12-31$80,806
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
Minimum employer required contribution for this plan year2011-12-31$4,565,992
Amount contributed by the employer to the plan for this plan year2011-12-31$4,565,992
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,115,907
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$991,514
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,352
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$656,605
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$621,971
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$211,273
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$695,025
Administrative expenses (other) incurred2011-12-31$58,500
Liabilities. Value of operating payables at end of year2011-12-31$178,434
Liabilities. Value of operating payables at beginning of year2011-12-31$153,025
Total non interest bearing cash at end of year2011-12-31$633,818
Total non interest bearing cash at beginning of year2011-12-31$840,797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-3,851,837
Value of net assets at end of year (total assets less liabilities)2011-12-31$111,965,182
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$115,817,019
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 default2011-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$250,000
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$2,373,306
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Investment advisory and management fees2011-12-31$367,030
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,926,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,958,265
Interest earned on other investments2011-12-31$142,729
Income. Interest from US Government securities2011-12-31$26,252
Income. Interest from corporate debt instruments2011-12-31$1,746,887
Value of interest in common/collective trusts at end of year2011-12-31$10,647,058
Value of interest in common/collective trusts at beginning of year2011-12-31$4,125,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$11,695,855
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$13,391,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$13,391,067
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$354,193
Asset value of US Government securities at end of year2011-12-31$356,758
Asset value of US Government securities at beginning of year2011-12-31$1,090,419
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-657,461
Net investment gain or loss from common/collective trusts2011-12-31$572,135
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$4,564,640
Employer contributions (assets) at end of year2011-12-31$502,298
Employer contributions (assets) at beginning of year2011-12-31$454,005
Income. Dividends from common stock2011-12-31$772,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,445,585
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$14,044,640
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$14,437,703
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$17,345,710
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$19,015,529
Contract administrator fees2011-12-31$54,612
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$44,344,153
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$49,532,705
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$712,592
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$205,774
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$72,745,840
Aggregate carrying amount (costs) on sale of assets2011-12-31$73,939,284
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 name2011-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2011-12-31952036255

Form 5500 Responses for SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN

2022: SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedYes
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SACRAMENTO AREA ELECTRICAL WORKERS PENSION AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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