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IBEW LOCAL 595 MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameIBEW LOCAL 595 MONEY PURCHASE PENSION PLAN
Plan identification number 002

IBEW LOCAL 595 MONEY PURCHASE PENSION PLAN Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES, IBEW LOCAL 595 MONEY PURCHASE has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, IBEW LOCAL 595 MONEY PURCHASE
Employer identification number (EIN):946125583
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL 595 MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MILLER KAPLAN ARASE LLP
0022016-01-01MILLER KAPLAN ARASE LLP
0022015-01-01MILLER KAPLAN ARASE LLP MILLER KAPLAN ARASE LLP2016-10-14
0022014-01-01SANDY S GARCIA SANDY S GARCIA2015-10-09
0022013-01-01SANDY S. GARCIA SANDY S. GARCIA2014-09-18
0022012-01-01SANDY S. GARCIA SANDY S. GARCIA2013-09-27
0022011-01-01SANDY S. GARCIA SANDY S. GARCIA2012-10-10
0022010-01-01TIMOTHY CLEMEN
0022009-02-01TIMOTHY CLEMEN

Plan Statistics for IBEW LOCAL 595 MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for IBEW LOCAL 595 MONEY PURCHASE PENSION PLAN

Measure Date Value
2022: IBEW LOCAL 595 MONEY PURCHASE PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,244
Total number of active participants reported on line 7a of the Form 55002022-01-011,728
Number of retired or separated participants receiving benefits2022-01-01301
Number of other retired or separated participants entitled to future benefits2022-01-011,305
Total of all active and inactive participants2022-01-013,334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-013,337
Number of participants with account balances2022-01-013,254
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 scheme2022-01-01157
2021: IBEW LOCAL 595 MONEY PURCHASE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,203
Total number of active participants reported on line 7a of the Form 55002021-01-011,714
Number of retired or separated participants receiving benefits2021-01-01270
Number of other retired or separated participants entitled to future benefits2021-01-011,291
Total of all active and inactive participants2021-01-013,275
Total participants2021-01-013,275
Number of participants with account balances2021-01-013,244
Number of employers contributing to the scheme2021-01-01194
2020: IBEW LOCAL 595 MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,431
Total number of active participants reported on line 7a of the Form 55002020-01-011,716
Number of retired or separated participants receiving benefits2020-01-01273
Number of other retired or separated participants entitled to future benefits2020-01-011,214
Total of all active and inactive participants2020-01-013,203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013,203
Number of participants with account balances2020-01-013,166
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 scheme2020-01-01180
2019: IBEW LOCAL 595 MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,210
Total number of active participants reported on line 7a of the Form 55002019-01-011,677
Number of retired or separated participants receiving benefits2019-01-01326
Number of other retired or separated participants entitled to future benefits2019-01-011,428
Total of all active and inactive participants2019-01-013,431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013,431
Number of participants with account balances2019-01-013,431
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 scheme2019-01-01185
2018: IBEW LOCAL 595 MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,158
Total number of active participants reported on line 7a of the Form 55002018-01-011,480
Number of retired or separated participants receiving benefits2018-01-01489
Number of other retired or separated participants entitled to future benefits2018-01-011,241
Total of all active and inactive participants2018-01-013,210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013,210
Number of participants with account balances2018-01-013,210
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 scheme2018-01-01181
2017: IBEW LOCAL 595 MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,034
Total number of active participants reported on line 7a of the Form 55002017-01-011,482
Number of retired or separated participants receiving benefits2017-01-01435
Number of other retired or separated participants entitled to future benefits2017-01-011,241
Total of all active and inactive participants2017-01-013,158
Total participants2017-01-013,158
Number of participants with account balances2017-01-013,158
Number of employers contributing to the scheme2017-01-01207
2016: IBEW LOCAL 595 MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,017
Total number of active participants reported on line 7a of the Form 55002016-01-011,402
Number of retired or separated participants receiving benefits2016-01-01360
Number of other retired or separated participants entitled to future benefits2016-01-011,272
Total of all active and inactive participants2016-01-013,034
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013,034
Number of participants with account balances2016-01-013,034
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 scheme2016-01-01233
2015: IBEW LOCAL 595 MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,064
Total number of active participants reported on line 7a of the Form 55002015-01-011,342
Number of retired or separated participants receiving benefits2015-01-01381
Number of other retired or separated participants entitled to future benefits2015-01-011,294
Total of all active and inactive participants2015-01-013,017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013,017
Number of participants with account balances2015-01-013,017
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 scheme2015-01-01237
2014: IBEW LOCAL 595 MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,032
Total number of active participants reported on line 7a of the Form 55002014-01-011,283
Number of retired or separated participants receiving benefits2014-01-01457
Number of other retired or separated participants entitled to future benefits2014-01-011,324
Total of all active and inactive participants2014-01-013,064
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013,064
Number of participants with account balances2014-01-013,064
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 scheme2014-01-01242
2013: IBEW LOCAL 595 MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,088
Total number of active participants reported on line 7a of the Form 55002013-01-011,361
Number of retired or separated participants receiving benefits2013-01-01362
Number of other retired or separated participants entitled to future benefits2013-01-011,309
Total of all active and inactive participants2013-01-013,032
Total participants2013-01-013,032
Number of employers contributing to the scheme2013-01-01242
2012: IBEW LOCAL 595 MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,895
Total number of active participants reported on line 7a of the Form 55002012-01-011,398
Number of retired or separated participants receiving benefits2012-01-01415
Number of other retired or separated participants entitled to future benefits2012-01-011,275
Total of all active and inactive participants2012-01-013,088
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013,088
Number of participants with account balances2012-01-013,088
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-01235
2011: IBEW LOCAL 595 MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,994
Total number of active participants reported on line 7a of the Form 55002011-01-011,358
Number of retired or separated participants receiving benefits2011-01-01162
Number of other retired or separated participants entitled to future benefits2011-01-011,375
Total of all active and inactive participants2011-01-012,895
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,895
Number of participants with account balances2011-01-012,895
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 scheme2011-01-01247
2010: IBEW LOCAL 595 MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013,052
Total number of active participants reported on line 7a of the Form 55002010-01-011,560
Number of retired or separated participants receiving benefits2010-01-01167
Number of other retired or separated participants entitled to future benefits2010-01-011,267
Total of all active and inactive participants2010-01-012,994
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012,994
Number of participants with account balances2010-01-012,994
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
Number of employers contributing to the scheme2010-01-01301
2009: IBEW LOCAL 595 MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-02-013,120
Total number of active participants reported on line 7a of the Form 55002009-02-011,353
Number of retired or separated participants receiving benefits2009-02-01168
Number of other retired or separated participants entitled to future benefits2009-02-011,531
Total of all active and inactive participants2009-02-013,052
Total participants2009-02-013,052
Number of participants with account balances2009-02-013,052

Financial Data on IBEW LOCAL 595 MONEY PURCHASE PENSION PLAN

Measure Date Value
2022 : IBEW LOCAL 595 MONEY PURCHASE PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-44,997,888
Total unrealized appreciation/depreciation of assets2022-12-31$-44,997,888
Total transfer of assets from this plan2022-12-31$1,853,343
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$464,343
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,402,385
Total income from all sources (including contributions)2022-12-31$-31,579,953
Total loss/gain on sale of assets2022-12-31$273,432
Total of all expenses incurred2022-12-31$37,500,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$35,673,926
Expenses. Certain deemed distributions of participant loans2022-12-31$447,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$15,151,075
Value of total assets at end of year2022-12-31$471,676,616
Value of total assets at beginning of year2022-12-31$547,548,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,379,845
Total interest from all sources2022-12-31$4,513,446
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,021,210
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$1,095,943
Administrative expenses professional fees incurred2022-12-31$95,505
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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
Participant contributions at end of year2022-12-31$3,346,866
Participant contributions at beginning of year2022-12-31$3,673,018
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,345,471
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,537,173
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$65,214
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,802,610
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,378,040
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$5,002,724
Other income not declared elsewhere2022-12-31$-1,227,805
Administrative expenses (other) incurred2022-12-31$203,365
Liabilities. Value of operating payables at end of year2022-12-31$464,343
Liabilities. Value of operating payables at beginning of year2022-12-31$399,661
Total non interest bearing cash at end of year2022-12-31$193,586
Total non interest bearing cash at beginning of year2022-12-31$1,406,621
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-69,080,906
Value of net assets at end of year (total assets less liabilities)2022-12-31$471,212,273
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$542,146,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$641,213
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$46,704,536
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$64,598,479
Interest on participant loans2022-12-31$164,984
Interest earned on other investments2022-12-31$97,372
Income. Interest from US Government securities2022-12-31$1,383,373
Income. Interest from corporate debt instruments2022-12-31$2,867,717
Value of interest in common/collective trusts at end of year2022-12-31$101,866,527
Value of interest in common/collective trusts at beginning of year2022-12-31$99,486,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$169,667
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$149,973
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$149,973
Asset value of US Government securities at end of year2022-12-31$57,126,059
Asset value of US Government securities at beginning of year2022-12-31$88,425,659
Net investment gain or loss from common/collective trusts2022-12-31$-10,313,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$15,085,861
Employer contributions (assets) at end of year2022-12-31$1,684,444
Employer contributions (assets) at beginning of year2022-12-31$1,658,158
Income. Dividends from common stock2022-12-31$3,925,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$35,673,926
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$76,978,139
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$64,700,586
Contract administrator fees2022-12-31$439,762
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$180,358,743
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$220,441,036
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$99,968
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$93,840
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$155,532,279
Aggregate carrying amount (costs) on sale of assets2022-12-31$155,258,847
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 : IBEW LOCAL 595 MONEY PURCHASE PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$22,190,071
Total unrealized appreciation/depreciation of assets2021-12-31$22,190,071
Total transfer of assets from this plan2021-12-31$650,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,402,385
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,571,983
Total income from all sources (including contributions)2021-12-31$90,489,332
Total loss/gain on sale of assets2021-12-31$9,828,259
Total of all expenses incurred2021-12-31$27,353,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$25,317,509
Expenses. Certain deemed distributions of participant loans2021-12-31$766,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$14,264,798
Value of total assets at end of year2021-12-31$547,548,907
Value of total assets at beginning of year2021-12-31$483,232,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,269,292
Total interest from all sources2021-12-31$4,175,838
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,547,813
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$1,267,953
Administrative expenses professional fees incurred2021-12-31$80,040
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$14,081,975
Amount contributed by the employer to the plan for this plan year2021-12-31$14,081,975
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$3,673,018
Participant contributions at beginning of year2021-12-31$3,954,429
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,537,173
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,737,778
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$182,823
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,378,040
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,029,238
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$5,002,724
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$3,408,170
Administrative expenses (other) incurred2021-12-31$121,648
Liabilities. Value of operating payables at end of year2021-12-31$399,661
Liabilities. Value of operating payables at beginning of year2021-12-31$163,813
Total non interest bearing cash at end of year2021-12-31$1,406,621
Total non interest bearing cash at beginning of year2021-12-31$144,241
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$63,135,985
Value of net assets at end of year (total assets less liabilities)2021-12-31$542,146,522
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$479,660,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$658,336
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$64,598,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$57,726,038
Interest on participant loans2021-12-31$217,727
Interest earned on other investments2021-12-31$25,376
Income. Interest from US Government securities2021-12-31$1,622,222
Income. Interest from corporate debt instruments2021-12-31$2,310,513
Value of interest in common/collective trusts at end of year2021-12-31$99,486,324
Value of interest in common/collective trusts at beginning of year2021-12-31$72,511,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$149,973
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$103,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$103,230
Asset value of US Government securities at end of year2021-12-31$88,425,659
Asset value of US Government securities at beginning of year2021-12-31$78,097,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$11,283,900
Net investment gain or loss from common/collective trusts2021-12-31$23,198,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$14,081,975
Employer contributions (assets) at end of year2021-12-31$1,658,158
Employer contributions (assets) at beginning of year2021-12-31$2,836,140
Income. Dividends from common stock2021-12-31$4,279,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$25,317,509
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$64,700,586
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$73,537,246
Contract administrator fees2021-12-31$409,268
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$220,441,036
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$191,473,103
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$93,840
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$81,987
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$156,642,089
Aggregate carrying amount (costs) on sale of assets2021-12-31$146,813,830
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 : IBEW LOCAL 595 MONEY PURCHASE PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$8,327,220
Total unrealized appreciation/depreciation of assets2020-12-31$8,327,220
Total transfer of assets from this plan2020-12-31$371,107
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,571,983
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$212,384
Total income from all sources (including contributions)2020-12-31$44,708,025
Total loss/gain on sale of assets2020-12-31$2,248,449
Total of all expenses incurred2020-12-31$23,299,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$21,866,370
Expenses. Certain deemed distributions of participant loans2020-12-31$147,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$13,655,535
Value of total assets at end of year2020-12-31$483,232,520
Value of total assets at beginning of year2020-12-31$458,835,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,285,470
Total interest from all sources2020-12-31$5,249,686
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,948,259
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$805,965
Administrative expenses professional fees incurred2020-12-31$134,094
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$13,637,083
Amount contributed by the employer to the plan for this plan year2020-12-31$13,637,083
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$3,954,429
Participant contributions at beginning of year2020-12-31$2,822,024
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,737,778
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,127,328
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$18,452
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,029,238
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,525,309
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$3,408,170
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$111,440
Liabilities. Value of operating payables at end of year2020-12-31$163,813
Liabilities. Value of operating payables at beginning of year2020-12-31$212,384
Total non interest bearing cash at end of year2020-12-31$144,241
Total non interest bearing cash at beginning of year2020-12-31$-85,146
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$21,408,240
Value of net assets at end of year (total assets less liabilities)2020-12-31$479,660,537
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$458,623,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$37,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$57,726,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$42,710,361
Interest on participant loans2020-12-31$138,102
Interest earned on other investments2020-12-31$267,205
Income. Interest from US Government securities2020-12-31$2,107,267
Income. Interest from corporate debt instruments2020-12-31$2,737,112
Value of interest in common/collective trusts at end of year2020-12-31$72,511,492
Value of interest in common/collective trusts at beginning of year2020-12-31$40,642,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$103,230
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$84,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$84,858
Asset value of US Government securities at end of year2020-12-31$78,097,598
Asset value of US Government securities at beginning of year2020-12-31$90,544,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,072,598
Net investment gain or loss from common/collective trusts2020-12-31$7,206,278
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$13,637,083
Employer contributions (assets) at end of year2020-12-31$2,836,140
Employer contributions (assets) at beginning of year2020-12-31$1,706,035
Income. Dividends from common stock2020-12-31$4,142,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$21,866,370
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$73,537,246
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$72,259,713
Contract administrator fees2020-12-31$1,002,436
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$191,473,103
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$204,435,590
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$81,987
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$62,834
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$162,740,305
Aggregate carrying amount (costs) on sale of assets2020-12-31$160,491,856
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 : IBEW LOCAL 595 MONEY PURCHASE PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$35,855,289
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$35,855,289
Total unrealized appreciation/depreciation of assets2019-12-31$35,855,289
Total unrealized appreciation/depreciation of assets2019-12-31$35,855,289
Total transfer of assets from this plan2019-12-31$1,835,815
Total transfer of assets from this plan2019-12-31$1,835,815
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$212,384
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$212,384
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$155,126
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$155,126
Total income from all sources (including contributions)2019-12-31$79,074,287
Total income from all sources (including contributions)2019-12-31$79,074,287
Total loss/gain on sale of assets2019-12-31$9,588,777
Total loss/gain on sale of assets2019-12-31$9,588,777
Total of all expenses incurred2019-12-31$18,273,884
Total of all expenses incurred2019-12-31$18,273,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$16,758,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$16,758,123
Expenses. Certain deemed distributions of participant loans2019-12-31$238,383
Expenses. Certain deemed distributions of participant loans2019-12-31$238,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,554,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,554,516
Value of total assets at end of year2019-12-31$458,835,788
Value of total assets at end of year2019-12-31$458,835,788
Value of total assets at beginning of year2019-12-31$399,813,942
Value of total assets at beginning of year2019-12-31$399,813,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,277,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,277,378
Total interest from all sources2019-12-31$5,452,145
Total interest from all sources2019-12-31$5,452,145
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,993,935
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,993,935
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$1,248,935
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,248,935
Administrative expenses professional fees incurred2019-12-31$96,388
Administrative expenses professional fees incurred2019-12-31$96,388
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
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$14,554,516
Amount contributed by the employer to the plan for this plan year2019-12-31$14,554,516
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$2,822,024
Participant contributions at end of year2019-12-31$2,822,024
Participant contributions at beginning of year2019-12-31$2,424,462
Participant contributions at beginning of year2019-12-31$2,424,462
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,127,328
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,127,328
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,041,034
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,041,034
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$65,577
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$65,577
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,525,309
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,525,309
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,521,177
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,521,177
Other income not declared elsewhere2019-12-31$4,047
Other income not declared elsewhere2019-12-31$4,047
Administrative expenses (other) incurred2019-12-31$119,563
Administrative expenses (other) incurred2019-12-31$119,563
Liabilities. Value of operating payables at end of year2019-12-31$212,384
Liabilities. Value of operating payables at end of year2019-12-31$212,384
Liabilities. Value of operating payables at beginning of year2019-12-31$155,126
Liabilities. Value of operating payables at beginning of year2019-12-31$155,126
Total non interest bearing cash at end of year2019-12-31$-85,146
Total non interest bearing cash at end of year2019-12-31$-85,146
Total non interest bearing cash at beginning of year2019-12-31$1,312,300
Total non interest bearing cash at beginning of year2019-12-31$1,312,300
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$60,800,403
Value of net income/loss2019-12-31$60,800,403
Value of net assets at end of year (total assets less liabilities)2019-12-31$458,623,404
Value of net assets at end of year (total assets less liabilities)2019-12-31$458,623,404
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$399,658,816
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$399,658,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$37,500
Investment advisory and management fees2019-12-31$37,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$42,710,361
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$42,710,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$35,149,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$35,149,635
Interest on participant loans2019-12-31$141,664
Interest on participant loans2019-12-31$141,664
Interest earned on other investments2019-12-31$44,025
Interest earned on other investments2019-12-31$44,025
Income. Interest from US Government securities2019-12-31$2,711,308
Income. Interest from US Government securities2019-12-31$2,711,308
Income. Interest from corporate debt instruments2019-12-31$2,555,148
Income. Interest from corporate debt instruments2019-12-31$2,555,148
Value of interest in common/collective trusts at end of year2019-12-31$40,642,666
Value of interest in common/collective trusts at end of year2019-12-31$40,642,666
Value of interest in common/collective trusts at beginning of year2019-12-31$7,960,069
Value of interest in common/collective trusts at beginning of year2019-12-31$7,960,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$84,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$84,858
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$25,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$25,452
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$25,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$25,452
Asset value of US Government securities at end of year2019-12-31$90,544,216
Asset value of US Government securities at end of year2019-12-31$90,544,216
Asset value of US Government securities at beginning of year2019-12-31$81,432,078
Asset value of US Government securities at beginning of year2019-12-31$81,432,078
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,048,514
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,048,514
Net investment gain or loss from common/collective trusts2019-12-31$2,577,064
Net investment gain or loss from common/collective trusts2019-12-31$2,577,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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$14,488,939
Contributions received in cash from employer2019-12-31$14,488,939
Employer contributions (assets) at end of year2019-12-31$1,706,035
Employer contributions (assets) at end of year2019-12-31$1,706,035
Employer contributions (assets) at beginning of year2019-12-31$1,653,645
Employer contributions (assets) at beginning of year2019-12-31$1,653,645
Income. Dividends from common stock2019-12-31$4,745,000
Income. Dividends from common stock2019-12-31$4,745,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$16,758,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$16,758,123
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$72,259,713
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$72,259,713
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$88,441,336
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$88,441,336
Contract administrator fees2019-12-31$1,023,927
Contract administrator fees2019-12-31$1,023,927
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$204,435,590
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$204,435,590
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$177,797,400
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$177,797,400
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$62,834
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$62,834
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$55,354
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$55,354
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
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$129,938,182
Aggregate proceeds on sale of assets2019-12-31$129,938,182
Aggregate carrying amount (costs) on sale of assets2019-12-31$120,349,405
Aggregate carrying amount (costs) on sale of assets2019-12-31$120,349,405
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MILLER KAPLAN ARASE LLP
Accountancy firm name2019-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2019-12-31952036255
Accountancy firm EIN2019-12-31952036255
2018 : IBEW LOCAL 595 MONEY PURCHASE PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-21,741,764
Total unrealized appreciation/depreciation of assets2018-12-31$-21,741,764
Total transfer of assets from this plan2018-12-31$1,270,686
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$155,126
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$201,119
Total income from all sources (including contributions)2018-12-31$-2,457,478
Total loss/gain on sale of assets2018-12-31$1,040,884
Total of all expenses incurred2018-12-31$23,931,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$22,366,863
Expenses. Certain deemed distributions of participant loans2018-12-31$247,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$12,265,680
Value of total assets at end of year2018-12-31$399,813,942
Value of total assets at beginning of year2018-12-31$427,519,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,316,955
Total interest from all sources2018-12-31$6,211,905
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,077,819
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$790,726
Administrative expenses professional fees incurred2018-12-31$87,044
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$665,016
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$12,265,680
Amount contributed by the employer to the plan for this plan year2018-12-31$12,265,680
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$2,424,462
Participant contributions at beginning of year2018-12-31$2,460,640
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,041,034
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$3,963,691
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$54,073
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,521,177
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,208,038
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$30,484
Other income not declared elsewhere2018-12-31$30,094
Administrative expenses (other) incurred2018-12-31$276,930
Liabilities. Value of operating payables at end of year2018-12-31$155,126
Liabilities. Value of operating payables at beginning of year2018-12-31$170,635
Total non interest bearing cash at end of year2018-12-31$1,312,300
Total non interest bearing cash at beginning of year2018-12-31$1,123,613
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-26,388,757
Value of net assets at end of year (total assets less liabilities)2018-12-31$399,658,816
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$427,318,259
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$703,708
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$35,149,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$34,367,470
Interest on participant loans2018-12-31$119,211
Interest earned on other investments2018-12-31$125,724
Income. Interest from US Government securities2018-12-31$2,516,195
Income. Interest from corporate debt instruments2018-12-31$3,450,759
Value of interest in common/collective trusts at end of year2018-12-31$7,960,069
Value of interest in common/collective trusts at beginning of year2018-12-31$6,978,304
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$25,452
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$145,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$145,625
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$16
Asset value of US Government securities at end of year2018-12-31$81,432,078
Asset value of US Government securities at beginning of year2018-12-31$88,873,115
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,476,320
Net investment gain or loss from common/collective trusts2018-12-31$134,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$12,211,607
Employer contributions (assets) at end of year2018-12-31$1,653,645
Employer contributions (assets) at beginning of year2018-12-31$2,617,855
Income. Dividends from preferred stock2018-12-31$55,950
Income. Dividends from common stock2018-12-31$4,231,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$22,366,863
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$88,441,336
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$75,323,659
Contract administrator fees2018-12-31$249,273
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$177,797,400
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$209,564,115
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$55,354
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$228,237
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$116,683,254
Aggregate carrying amount (costs) on sale of assets2018-12-31$115,642,370
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 : IBEW LOCAL 595 MONEY PURCHASE PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$26,612,492
Total unrealized appreciation/depreciation of assets2017-12-31$26,612,492
Total transfer of assets from this plan2017-12-31$2,260,165
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$201,119
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$184,311
Total income from all sources (including contributions)2017-12-31$57,236,027
Total loss/gain on sale of assets2017-12-31$2,541,706
Total of all expenses incurred2017-12-31$16,615,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$15,166,149
Expenses. Certain deemed distributions of participant loans2017-12-31$165,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$12,550,851
Value of total assets at end of year2017-12-31$427,519,378
Value of total assets at beginning of year2017-12-31$389,141,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,283,566
Total interest from all sources2017-12-31$5,464,014
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,087,610
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$804,330
Administrative expenses professional fees incurred2017-12-31$73,732
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$665,016
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$624,844
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$12,550,851
Amount contributed by the employer to the plan for this plan year2017-12-31$12,550,851
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$2,460,640
Participant contributions at beginning of year2017-12-31$2,417,028
Assets. Other investments not covered elsewhere at end of year2017-12-31$3,963,691
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$4,818,635
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,208,038
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,842,876
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$30,484
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$174,037
Administrative expenses (other) incurred2017-12-31$257,642
Liabilities. Value of operating payables at end of year2017-12-31$170,635
Liabilities. Value of operating payables at beginning of year2017-12-31$184,311
Total non interest bearing cash at end of year2017-12-31$1,123,613
Total non interest bearing cash at beginning of year2017-12-31$886,483
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$40,620,879
Value of net assets at end of year (total assets less liabilities)2017-12-31$427,318,259
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$388,957,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$699,139
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$34,367,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$24,614,088
Interest on participant loans2017-12-31$108,271
Interest earned on other investments2017-12-31$182,554
Income. Interest from US Government securities2017-12-31$2,283,275
Income. Interest from corporate debt instruments2017-12-31$2,889,884
Value of interest in common/collective trusts at end of year2017-12-31$6,978,304
Value of interest in common/collective trusts at beginning of year2017-12-31$5,772,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$145,625
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$9,534,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$9,534,482
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$30
Asset value of US Government securities at end of year2017-12-31$88,873,115
Asset value of US Government securities at beginning of year2017-12-31$92,896,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,756,045
Net investment gain or loss from common/collective trusts2017-12-31$49,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$12,550,851
Employer contributions (assets) at end of year2017-12-31$2,617,855
Employer contributions (assets) at beginning of year2017-12-31$2,364,074
Income. Dividends from preferred stock2017-12-31$45,716
Income. Dividends from common stock2017-12-31$4,237,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$15,166,149
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$75,323,659
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$60,449,569
Contract administrator fees2017-12-31$253,053
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$209,564,115
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$182,700,153
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$228,237
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$220,878
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$96,701,725
Aggregate carrying amount (costs) on sale of assets2017-12-31$94,160,019
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 : IBEW LOCAL 595 MONEY PURCHASE PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$27,235,374
Total unrealized appreciation/depreciation of assets2016-12-31$27,235,374
Total transfer of assets from this plan2016-12-31$907,648
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$184,311
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$201,199
Total income from all sources (including contributions)2016-12-31$53,270,440
Total loss/gain on sale of assets2016-12-31$3,002,761
Total of all expenses incurred2016-12-31$23,486,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$22,199,795
Expenses. Certain deemed distributions of participant loans2016-12-31$90,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$11,151,865
Value of total assets at end of year2016-12-31$389,141,856
Value of total assets at beginning of year2016-12-31$360,282,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,196,348
Total interest from all sources2016-12-31$5,486,506
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,638,538
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$832,299
Administrative expenses professional fees incurred2016-12-31$78,721
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$624,844
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$628,958
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$11,151,865
Amount contributed by the employer to the plan for this plan year2016-12-31$11,151,865
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$2,417,028
Participant contributions at beginning of year2016-12-31$2,606,088
Assets. Other investments not covered elsewhere at end of year2016-12-31$4,818,635
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$5,968,852
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,842,876
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,269,967
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$31,822
Other income not declared elsewhere2016-12-31$36,920
Administrative expenses (other) incurred2016-12-31$239,949
Liabilities. Value of operating payables at end of year2016-12-31$184,311
Liabilities. Value of operating payables at beginning of year2016-12-31$169,377
Total non interest bearing cash at end of year2016-12-31$886,483
Total non interest bearing cash at beginning of year2016-12-31$1,550,938
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$29,783,630
Value of net assets at end of year (total assets less liabilities)2016-12-31$388,957,545
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$360,081,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$632,128
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$24,614,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$36,545,073
Interest on participant loans2016-12-31$107,046
Interest earned on other investments2016-12-31$266,109
Income. Interest from US Government securities2016-12-31$1,892,990
Income. Interest from corporate debt instruments2016-12-31$3,220,346
Value of interest in common/collective trusts at end of year2016-12-31$5,772,728
Value of interest in common/collective trusts at beginning of year2016-12-31$3,681,530
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$9,534,482
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$15
Asset value of US Government securities at end of year2016-12-31$92,896,018
Asset value of US Government securities at beginning of year2016-12-31$76,495,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,697,129
Net investment gain or loss from common/collective trusts2016-12-31$21,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$11,151,865
Employer contributions (assets) at end of year2016-12-31$2,364,074
Employer contributions (assets) at beginning of year2016-12-31$1,121,283
Income. Dividends from preferred stock2016-12-31$42,889
Income. Dividends from common stock2016-12-31$3,763,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$22,199,795
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$60,449,569
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$68,342,439
Contract administrator fees2016-12-31$245,550
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$182,700,153
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$161,844,311
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$220,878
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$227,476
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$233,456,589
Aggregate carrying amount (costs) on sale of assets2016-12-31$230,453,828
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2016-12-31952036255
2015 : IBEW LOCAL 595 MONEY PURCHASE PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-12,949,326
Total unrealized appreciation/depreciation of assets2015-12-31$-12,949,326
Total transfer of assets from this plan2015-12-31$4,473,333
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$201,199
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$591,186
Total income from all sources (including contributions)2015-12-31$3,900,144
Total loss/gain on sale of assets2015-12-31$177,899
Total of all expenses incurred2015-12-31$24,297,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$23,061,898
Expenses. Certain deemed distributions of participant loans2015-12-31$51,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$10,328,956
Value of total assets at end of year2015-12-31$360,282,762
Value of total assets at beginning of year2015-12-31$385,543,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,184,298
Total interest from all sources2015-12-31$5,646,112
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,221,737
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$699,552
Administrative expenses professional fees incurred2015-12-31$83,133
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$628,958
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$10,293,165
Amount contributed by the employer to the plan for this plan year2015-12-31$10,293,165
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$2,606,088
Participant contributions at beginning of year2015-12-31$2,417,954
Assets. Other investments not covered elsewhere at end of year2015-12-31$5,968,852
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$8,136,975
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$35,791
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,269,967
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,539,141
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$31,822
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$423,468
Other income not declared elsewhere2015-12-31$171,481
Administrative expenses (other) incurred2015-12-31$231,989
Liabilities. Value of operating payables at end of year2015-12-31$169,377
Liabilities. Value of operating payables at beginning of year2015-12-31$167,718
Total non interest bearing cash at end of year2015-12-31$1,550,938
Total non interest bearing cash at beginning of year2015-12-31$496,309
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-20,397,352
Value of net assets at end of year (total assets less liabilities)2015-12-31$360,081,563
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$384,952,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$632,416
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$36,545,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$37,772,012
Interest on participant loans2015-12-31$103,467
Interest earned on other investments2015-12-31$313,497
Income. Interest from US Government securities2015-12-31$1,852,917
Income. Interest from corporate debt instruments2015-12-31$3,376,189
Value of interest in common/collective trusts at end of year2015-12-31$3,681,530
Value of interest in common/collective trusts at beginning of year2015-12-31$2,258,442
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$42
Asset value of US Government securities at end of year2015-12-31$76,495,847
Asset value of US Government securities at beginning of year2015-12-31$81,503,135
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,698,306
Net investment gain or loss from common/collective trusts2015-12-31$1,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$10,293,165
Employer contributions (assets) at end of year2015-12-31$1,121,283
Employer contributions (assets) at beginning of year2015-12-31$1,522,014
Income. Dividends from preferred stock2015-12-31$47,644
Income. Dividends from common stock2015-12-31$3,474,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$23,061,898
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$68,342,439
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$25,303,613
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$45,407,353
Contract administrator fees2015-12-31$236,760
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$161,844,311
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$178,958,021
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$227,476
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$228,465
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$123,506,006
Aggregate carrying amount (costs) on sale of assets2015-12-31$123,328,107
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 : IBEW LOCAL 595 MONEY PURCHASE PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$13,609,713
Total unrealized appreciation/depreciation of assets2014-12-31$13,609,713
Total transfer of assets from this plan2014-12-31$1,888,291
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$591,186
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,702,191
Total income from all sources (including contributions)2014-12-31$32,421,322
Total loss/gain on sale of assets2014-12-31$558,777
Total of all expenses incurred2014-12-31$19,080,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$17,726,614
Expenses. Certain deemed distributions of participant loans2014-12-31$162,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,310,441
Value of total assets at end of year2014-12-31$385,543,434
Value of total assets at beginning of year2014-12-31$375,201,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,191,203
Total interest from all sources2014-12-31$5,578,596
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,531,697
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$809,551
Administrative expenses professional fees incurred2014-12-31$89,147
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$8,238,290
Amount contributed by the employer to the plan for this plan year2014-12-31$8,238,290
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$2,417,954
Participant contributions at beginning of year2014-12-31$2,658,732
Assets. Other investments not covered elsewhere at end of year2014-12-31$8,136,975
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$8,245,941
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$72,151
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,539,141
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,419,353
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$423,468
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,465,134
Other income not declared elsewhere2014-12-31$96,453
Administrative expenses (other) incurred2014-12-31$249,471
Liabilities. Value of operating payables at end of year2014-12-31$167,718
Liabilities. Value of operating payables at beginning of year2014-12-31$237,057
Total non interest bearing cash at end of year2014-12-31$496,309
Total non interest bearing cash at beginning of year2014-12-31$1,177,634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$13,341,149
Value of net assets at end of year (total assets less liabilities)2014-12-31$384,952,248
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$373,499,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$628,207
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$37,772,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$40,686,961
Interest on participant loans2014-12-31$113,227
Interest earned on other investments2014-12-31$393,525
Income. Interest from US Government securities2014-12-31$2,099,525
Income. Interest from corporate debt instruments2014-12-31$2,972,319
Value of interest in common/collective trusts at end of year2014-12-31$2,258,442
Value of interest in common/collective trusts at beginning of year2014-12-31$4,093,903
Asset value of US Government securities at end of year2014-12-31$81,503,135
Asset value of US Government securities at beginning of year2014-12-31$84,821,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-264,567
Net investment gain or loss from common/collective trusts2014-12-31$212
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$8,238,290
Employer contributions (assets) at end of year2014-12-31$1,522,014
Employer contributions (assets) at beginning of year2014-12-31$1,152,639
Income. Dividends from preferred stock2014-12-31$42,328
Income. Dividends from common stock2014-12-31$3,679,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$17,726,614
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$25,303,613
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$29,549,163
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$45,407,353
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$39,071,399
Contract administrator fees2014-12-31$224,378
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$178,958,021
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$162,084,571
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$228,465
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$239,682
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$107,137,264
Aggregate carrying amount (costs) on sale of assets2014-12-31$106,578,487
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 : IBEW LOCAL 595 MONEY PURCHASE PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$39,781,057
Total unrealized appreciation/depreciation of assets2013-12-31$39,781,057
Total transfer of assets from this plan2013-12-31$1,522,378
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,702,191
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,551,529
Total income from all sources (including contributions)2013-12-31$67,101,407
Total loss/gain on sale of assets2013-12-31$4,412,743
Total of all expenses incurred2013-12-31$12,909,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$11,605,833
Expenses. Certain deemed distributions of participant loans2013-12-31$179,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,128,674
Value of total assets at end of year2013-12-31$375,201,581
Value of total assets at beginning of year2013-12-31$326,381,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,124,563
Total interest from all sources2013-12-31$5,949,174
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,540,016
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$639,965
Administrative expenses professional fees incurred2013-12-31$84,354
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
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$8,049,878
Amount contributed by the employer to the plan for this plan year2013-12-31$8,049,878
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$2,658,732
Participant contributions at beginning of year2013-12-31$2,370,624
Assets. Other investments not covered elsewhere at end of year2013-12-31$8,245,941
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$9,122,992
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$78,796
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,419,353
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,373,121
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,465,134
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$5,383,483
Other income not declared elsewhere2013-12-31$46,143
Administrative expenses (other) incurred2013-12-31$229,225
Liabilities. Value of operating payables at end of year2013-12-31$237,057
Liabilities. Value of operating payables at beginning of year2013-12-31$168,046
Total non interest bearing cash at end of year2013-12-31$1,177,634
Total non interest bearing cash at beginning of year2013-12-31$1,196,425
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$54,191,555
Value of net assets at end of year (total assets less liabilities)2013-12-31$373,499,390
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$320,830,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$606,113
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$40,686,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$31,973,018
Interest on participant loans2013-12-31$111,718
Interest earned on other investments2013-12-31$416,126
Income. Interest from US Government securities2013-12-31$2,297,446
Income. Interest from corporate debt instruments2013-12-31$3,123,884
Value of interest in common/collective trusts at end of year2013-12-31$4,093,903
Value of interest in common/collective trusts at beginning of year2013-12-31$1,472,161
Asset value of US Government securities at end of year2013-12-31$84,821,603
Asset value of US Government securities at beginning of year2013-12-31$93,570,807
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,242,829
Net investment gain or loss from common/collective trusts2013-12-31$771
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$8,049,878
Employer contributions (assets) at end of year2013-12-31$1,152,639
Employer contributions (assets) at beginning of year2013-12-31$1,268,028
Income. Dividends from preferred stock2013-12-31$31,697
Income. Dividends from common stock2013-12-31$2,868,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$11,605,833
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$29,549,163
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$28,532,897
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$39,071,399
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$26,902,481
Contract administrator fees2013-12-31$204,871
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$162,084,571
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$128,395,931
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$239,682
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$203,257
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$120,444,094
Aggregate carrying amount (costs) on sale of assets2013-12-31$116,031,351
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 : IBEW LOCAL 595 MONEY PURCHASE PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$20,571,159
Total unrealized appreciation/depreciation of assets2012-12-31$20,571,159
Total transfer of assets from this plan2012-12-31$2,419,460
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,551,529
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$177,637
Total income from all sources (including contributions)2012-12-31$43,945,478
Total loss/gain on sale of assets2012-12-31$1,773,707
Total of all expenses incurred2012-12-31$18,233,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$16,965,528
Expenses. Certain deemed distributions of participant loans2012-12-31$231,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,801,099
Value of total assets at end of year2012-12-31$326,381,742
Value of total assets at beginning of year2012-12-31$297,715,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,036,588
Total interest from all sources2012-12-31$6,370,091
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,179,006
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$465,225
Administrative expenses professional fees incurred2012-12-31$87,322
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$8,801,099
Amount contributed by the employer to the plan for this plan year2012-12-31$8,801,099
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$2,370,624
Participant contributions at beginning of year2012-12-31$2,718,240
Assets. Other investments not covered elsewhere at end of year2012-12-31$9,122,992
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,373,121
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,543,143
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$5,383,483
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$31,577
Administrative expenses (other) incurred2012-12-31$222,516
Liabilities. Value of operating payables at end of year2012-12-31$168,046
Liabilities. Value of operating payables at beginning of year2012-12-31$177,637
Total non interest bearing cash at end of year2012-12-31$1,196,425
Total non interest bearing cash at beginning of year2012-12-31$1,475,718
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$25,711,746
Value of net assets at end of year (total assets less liabilities)2012-12-31$320,830,213
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$297,537,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$555,913
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$31,973,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$22,208,676
Interest on participant loans2012-12-31$111,948
Interest earned on other investments2012-12-31$443,054
Income. Interest from US Government securities2012-12-31$3,051,613
Income. Interest from corporate debt instruments2012-12-31$2,763,476
Value of interest in common/collective trusts at end of year2012-12-31$1,472,161
Value of interest in common/collective trusts at beginning of year2012-12-31$1,752,650
Asset value of US Government securities at end of year2012-12-31$93,570,807
Asset value of US Government securities at beginning of year2012-12-31$111,895,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,217,377
Net investment gain or loss from common/collective trusts2012-12-31$1,462
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$8,801,099
Employer contributions (assets) at end of year2012-12-31$1,268,028
Employer contributions (assets) at beginning of year2012-12-31$1,243,055
Income. Dividends from preferred stock2012-12-31$28,744
Income. Dividends from common stock2012-12-31$2,685,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$16,965,528
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$28,532,897
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$48,485,456
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$26,902,481
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Contract administrator fees2012-12-31$170,837
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$128,395,931
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$106,024,570
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$203,257
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$368,933
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$104,552,453
Aggregate carrying amount (costs) on sale of assets2012-12-31$102,778,746
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2012-12-31952036255
2011 : IBEW LOCAL 595 MONEY PURCHASE PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-8,303,160
Total unrealized appreciation/depreciation of assets2011-12-31$-8,303,160
Total transfer of assets from this plan2011-12-31$2,008,940
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$177,637
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$321,571
Total income from all sources (including contributions)2011-12-31$5,954,622
Total loss/gain on sale of assets2011-12-31$988,101
Total of all expenses incurred2011-12-31$19,862,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$17,905,520
Expenses. Certain deemed distributions of participant loans2011-12-31$991,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,191,180
Value of total assets at end of year2011-12-31$297,715,564
Value of total assets at beginning of year2011-12-31$313,776,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$965,310
Total interest from all sources2011-12-31$7,014,083
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,813,812
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$462,151
Administrative expenses professional fees incurred2011-12-31$64,094
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$7,191,180
Amount contributed by the employer to the plan for this plan year2011-12-31$7,191,180
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$2,718,240
Participant contributions at beginning of year2011-12-31$3,415,135
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$215
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,543,143
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,557,211
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$20,341
Other income not declared elsewhere2011-12-31$55,846
Administrative expenses (other) incurred2011-12-31$199,253
Liabilities. Value of operating payables at end of year2011-12-31$177,637
Liabilities. Value of operating payables at beginning of year2011-12-31$301,230
Total non interest bearing cash at end of year2011-12-31$1,475,718
Total non interest bearing cash at beginning of year2011-12-31$939,605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-13,907,798
Value of net assets at end of year (total assets less liabilities)2011-12-31$297,537,927
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$313,454,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$537,696
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$22,208,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$34,450,786
Interest on participant loans2011-12-31$122,205
Income. Interest from US Government securities2011-12-31$3,982,282
Income. Interest from corporate debt instruments2011-12-31$2,909,596
Value of interest in common/collective trusts at end of year2011-12-31$1,752,650
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$689,329
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$689,329
Asset value of US Government securities at end of year2011-12-31$111,895,123
Asset value of US Government securities at beginning of year2011-12-31$97,720,594
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,806,655
Net investment gain or loss from common/collective trusts2011-12-31$1,415
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$7,190,965
Employer contributions (assets) at end of year2011-12-31$1,243,055
Employer contributions (assets) at beginning of year2011-12-31$1,149,100
Income. Dividends from common stock2011-12-31$2,351,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$17,905,520
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$48,485,456
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$58,675,000
Contract administrator fees2011-12-31$164,267
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$106,024,570
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$114,739,436
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$368,933
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$440,040
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$141,368,764
Aggregate carrying amount (costs) on sale of assets2011-12-31$140,380,663
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
2010 : IBEW LOCAL 595 MONEY PURCHASE PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$12,805,272
Total unrealized appreciation/depreciation of assets2010-12-31$12,805,272
Total transfer of assets from this plan2010-12-31$785,513
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$321,571
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$530,797
Total income from all sources (including contributions)2010-12-31$32,414,095
Total loss/gain on sale of assets2010-12-31$267,460
Total of all expenses incurred2010-12-31$19,444,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$17,879,127
Expenses. Certain deemed distributions of participant loans2010-12-31$585,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,730,776
Value of total assets at end of year2010-12-31$313,776,236
Value of total assets at beginning of year2010-12-31$301,801,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$980,686
Total interest from all sources2010-12-31$7,917,871
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,033,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$299,662
Administrative expenses professional fees incurred2010-12-31$91,546
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$6,730,776
Amount contributed by the employer to the plan for this plan year2010-12-31$6,730,776
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$3,415,135
Participant contributions at beginning of year2010-12-31$3,081,707
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$6,511,851
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$85,407
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,557,211
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,892,963
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$20,341
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$210,394
Administrative expenses (other) incurred2010-12-31$201,185
Liabilities. Value of operating payables at end of year2010-12-31$301,230
Liabilities. Value of operating payables at beginning of year2010-12-31$320,403
Total non interest bearing cash at end of year2010-12-31$939,605
Total non interest bearing cash at beginning of year2010-12-31$2,957,003
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$12,969,171
Value of net assets at end of year (total assets less liabilities)2010-12-31$313,454,665
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$301,271,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$528,826
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$34,450,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$16,545,173
Interest on participant loans2010-12-31$160,890
Interest earned on other investments2010-12-31$179,279
Income. Interest from US Government securities2010-12-31$4,014,328
Income. Interest from corporate debt instruments2010-12-31$3,560,859
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$2,461,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$689,329
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$6,118,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$6,118,838
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,515
Asset value of US Government securities at end of year2010-12-31$97,720,594
Asset value of US Government securities at beginning of year2010-12-31$100,681,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,478,800
Net investment gain or loss from common/collective trusts2010-12-31$180,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$6,645,369
Employer contributions (assets) at end of year2010-12-31$1,149,100
Employer contributions (assets) at beginning of year2010-12-31$921,643
Income. Dividends from common stock2010-12-31$1,734,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$17,879,127
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$58,675,000
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$64,111,870
Contract administrator fees2010-12-31$159,129
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$114,739,436
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$95,846,648
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$440,040
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$671,122
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$202,953,982
Aggregate carrying amount (costs) on sale of assets2010-12-31$202,686,522
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2010-12-31952036255
2009 : IBEW LOCAL 595 MONEY PURCHASE PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$5,449,057
Amount contributed by the employer to the plan for this plan year2009-12-31$5,449,057

Form 5500 Responses for IBEW LOCAL 595 MONEY PURCHASE PENSION PLAN

2022: IBEW LOCAL 595 MONEY PURCHASE PENSION 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: IBEW LOCAL 595 MONEY PURCHASE PENSION 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: IBEW LOCAL 595 MONEY PURCHASE PENSION 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: IBEW LOCAL 595 MONEY PURCHASE PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IBEW LOCAL 595 MONEY PURCHASE PENSION 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: IBEW LOCAL 595 MONEY PURCHASE PENSION 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: IBEW LOCAL 595 MONEY PURCHASE PENSION 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: IBEW LOCAL 595 MONEY PURCHASE PENSION 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: IBEW LOCAL 595 MONEY PURCHASE PENSION 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: IBEW LOCAL 595 MONEY PURCHASE PENSION 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: IBEW LOCAL 595 MONEY PURCHASE PENSION 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: IBEW LOCAL 595 MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: IBEW LOCAL 595 MONEY PURCHASE PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: IBEW LOCAL 595 MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-02-01Type of plan entityMulti-employer plan
2009-02-01This return/report is a short plan year return/report (less than 12 months)Yes
2009-02-01Plan is a collectively bargained planYes
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement - TrustYes

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