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IBEW LOCAL 595 PENSION PLAN 401k Plan overview

Plan NameIBEW LOCAL 595 PENSION PLAN
Plan identification number 001

IBEW LOCAL 595 PENSION PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:BOARD OF TRUSTEES, IBEW LOCAL 595 PENSION PLAN
Employer identification number (EIN):946279541
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 PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MILLER KAPLAN ARASE LLP
0012016-01-01MILLER KAPLAN ARASE LLP
0012015-01-01MILLER KAPLAN ARASE LLP MILLER KAPLAN ARASE LLP2016-10-14
0012014-01-01SANDY S GARCIA SANDY S GARCIA2015-10-09
0012014-01-01SANDY S GARCIA SANDY S GARCIA2015-10-15
0012013-01-01SANDY S GARCIA SANDY S GARCIA2014-10-01
0012012-01-01SANDY S. GARCIA SANDY S. GARCIA2013-09-27
0012011-01-01SANDY S. GARCIA SANDY S. GARCIA2012-10-13
0012009-02-01TIMOTHY CLEMEN

Plan Statistics for IBEW LOCAL 595 PENSION PLAN

401k plan membership statisitcs for IBEW LOCAL 595 PENSION PLAN

Measure Date Value
2022: IBEW LOCAL 595 PENSION PLAN 2022 401k membership
Current value of assets2022-12-31562,948,350
Acturial value of assets for funding standard account2022-12-31504,696,953
Accrued liability for plan using immediate gains methods2022-12-31534,877,455
Accrued liability under unit credit cost method2022-12-31534,877,455
RPA 94 current liability2022-12-31981,373,088
Expected increase in current liability due to benefits accruing during the plan year2022-12-3129,492,760
Expected release from RPA 94 current liability for plan year2022-12-3140,917,121
Expected plan disbursements for the plan year2022-12-3142,048,002
Current value of assets2022-12-31562,948,350
Number of retired participants and beneficiaries receiving payment2022-12-311,274
Current liability for retired participants and beneficiaries receiving payment2022-12-31548,063,491
Number of terminated vested participants2022-12-31496
Current liability for terminated vested participants2022-12-31119,039,188
Current liability for active participants non vested benefits2022-12-3118,185,307
Current liability for active participants vested benefits2022-12-31296,085,102
Total number of active articipats2022-12-311,565
Current liability for active participants2022-12-31314,270,409
Total participant count with liabilities2022-12-313,335
Total current liabilitoes for participants with libailities2022-12-31981,373,088
Total employer contributions in plan year2022-12-3126,353,466
Total employee contributions in plan year2022-12-310
Employer’s normal cost for plan year as of valuation date2022-12-3110,201,969
Prior year credit balance2022-12-31129,166,393
Amortization credits as of valuation date2022-12-3116,778,656
Total participants, beginning-of-year2022-01-013,303
Total number of active participants reported on line 7a of the Form 55002022-01-011,607
Number of retired or separated participants receiving benefits2022-01-011,060
Number of other retired or separated participants entitled to future benefits2022-01-01422
Total of all active and inactive participants2022-01-013,089
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01247
Total participants2022-01-013,336
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
Number of employers contributing to the scheme2022-01-01158
2021: IBEW LOCAL 595 PENSION PLAN 2021 401k membership
Current value of assets2021-12-31504,128,361
Acturial value of assets for funding standard account2021-12-31466,098,876
Accrued liability for plan using immediate gains methods2021-12-31529,224,899
Accrued liability under unit credit cost method2021-12-31529,224,899
RPA 94 current liability2021-12-31941,141,000
Expected increase in current liability due to benefits accruing during the plan year2021-12-3123,440,786
Expected release from RPA 94 current liability for plan year2021-12-3140,049,653
Expected plan disbursements for the plan year2021-12-3141,191,759
Current value of assets2021-12-31504,128,361
Number of retired participants and beneficiaries receiving payment2021-12-311,256
Current liability for retired participants and beneficiaries receiving payment2021-12-31532,956,873
Number of terminated vested participants2021-12-31465
Current liability for terminated vested participants2021-12-31104,572,750
Current liability for active participants non vested benefits2021-12-3115,139,353
Current liability for active participants vested benefits2021-12-31288,472,024
Total number of active articipats2021-12-311,572
Current liability for active participants2021-12-31303,611,377
Total participant count with liabilities2021-12-313,293
Total current liabilitoes for participants with libailities2021-12-31941,141,000
Total employer contributions in plan year2021-12-3123,568,528
Employer’s normal cost for plan year as of valuation date2021-12-318,757,604
Prior year credit balance2021-12-31123,786,527
Amortization credits as of valuation date2021-12-3115,360,503
Total participants, beginning-of-year2021-01-013,215
Total number of active participants reported on line 7a of the Form 55002021-01-011,602
Number of retired or separated participants receiving benefits2021-01-011,054
Number of other retired or separated participants entitled to future benefits2021-01-01423
Total of all active and inactive participants2021-01-013,079
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01224
Total participants2021-01-013,303
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-01156
2020: IBEW LOCAL 595 PENSION PLAN 2020 401k membership
Current value of assets2020-12-31463,113,989
Acturial value of assets for funding standard account2020-12-31435,121,935
Accrued liability for plan using immediate gains methods2020-12-31524,919,790
Accrued liability under unit credit cost method2020-12-31524,919,790
RPA 94 current liability2020-12-31872,753,249
Expected increase in current liability due to benefits accruing during the plan year2020-12-3117,441,855
Expected release from RPA 94 current liability for plan year2020-12-3139,176,795
Expected plan disbursements for the plan year2020-12-3140,392,007
Current value of assets2020-12-31463,113,989
Number of retired participants and beneficiaries receiving payment2020-12-311,247
Current liability for retired participants and beneficiaries receiving payment2020-12-31507,256,102
Number of terminated vested participants2020-12-31445
Current liability for terminated vested participants2020-12-3193,042,344
Current liability for active participants non vested benefits2020-12-3113,291,928
Current liability for active participants vested benefits2020-12-31259,162,875
Total number of active articipats2020-12-311,522
Current liability for active participants2020-12-31272,454,803
Total participant count with liabilities2020-12-313,214
Total current liabilitoes for participants with libailities2020-12-31872,753,249
Total employer contributions in plan year2020-12-3121,669,614
Employer’s normal cost for plan year as of valuation date2020-12-317,533,515
Prior year credit balance2020-12-31120,689,199
Amortization credits as of valuation date2020-12-3114,042,630
Total participants, beginning-of-year2020-01-013,164
Total number of active participants reported on line 7a of the Form 55002020-01-011,607
Number of retired or separated participants receiving benefits2020-01-011,051
Number of other retired or separated participants entitled to future benefits2020-01-01398
Total of all active and inactive participants2020-01-013,056
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01159
Total participants2020-01-013,215
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-01180
2019: IBEW LOCAL 595 PENSION PLAN 2019 401k membership
Current value of assets2019-12-31400,215,946
Acturial value of assets for funding standard account2019-12-31419,262,598
Accrued liability for plan using immediate gains methods2019-12-31508,270,922
Accrued liability under unit credit cost method2019-12-31508,270,922
RPA 94 current liability2019-12-31856,863,254
Expected increase in current liability due to benefits accruing during the plan year2019-12-3115,733,542
Expected release from RPA 94 current liability for plan year2019-12-3136,819,596
Expected plan disbursements for the plan year2019-12-3136,819,596
Current value of assets2019-12-31400,215,946
Number of retired participants and beneficiaries receiving payment2019-12-311,234
Current liability for retired participants and beneficiaries receiving payment2019-12-31496,109,079
Number of terminated vested participants2019-12-31480
Current liability for terminated vested participants2019-12-3197,412,584
Current liability for active participants non vested benefits2019-12-3112,283,565
Current liability for active participants vested benefits2019-12-31251,058,026
Total number of active articipats2019-12-311,318
Current liability for active participants2019-12-31263,341,591
Total participant count with liabilities2019-12-313,032
Total current liabilitoes for participants with libailities2019-12-31856,863,254
Total employer contributions in plan year2019-12-3121,717,019
Prior year funding deficiency2019-12-310
Employer’s normal cost for plan year as of valuation date2019-12-316,872,497
Prior year credit balance2019-12-31115,892,406
Amortization credits as of valuation date2019-12-3114,261,160
Total participants, beginning-of-year2019-01-013,064
Total number of active participants reported on line 7a of the Form 55002019-01-011,554
Number of retired or separated participants receiving benefits2019-01-011,047
Number of other retired or separated participants entitled to future benefits2019-01-01405
Total of all active and inactive participants2019-01-013,006
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01158
Total participants2019-01-013,164
Number of participants with account balances2019-01-010
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 scheme2019-01-01195
2018: IBEW LOCAL 595 PENSION PLAN 2018 401k membership
Current value of assets2018-12-31425,903,294
Acturial value of assets for funding standard account2018-12-31415,207,329
Accrued liability for plan using immediate gains methods2018-12-31503,020,509
Accrued liability under unit credit cost method2018-12-31503,020,509
RPA 94 current liability2018-12-31866,600,316
Expected increase in current liability due to benefits accruing during the plan year2018-12-3111,652,958
Expected release from RPA 94 current liability for plan year2018-12-3136,782,353
Expected plan disbursements for the plan year2018-12-3136,782,353
Current value of assets2018-12-31425,903,924
Number of retired participants and beneficiaries receiving payment2018-12-311,226
Current liability for retired participants and beneficiaries receiving payment2018-12-31501,165,297
Number of terminated vested participants2018-12-31491
Current liability for terminated vested participants2018-12-31104,539,927
Current liability for active participants non vested benefits2018-12-3113,702,837
Current liability for active participants vested benefits2018-12-31247,192,255
Total number of active articipats2018-12-311,247
Current liability for active participants2018-12-31260,895,092
Total participant count with liabilities2018-12-312,964
Total current liabilitoes for participants with libailities2018-12-31866,600,316
Total employer contributions in plan year2018-12-3119,578,169
Prior year funding deficiency2018-12-310
Employer’s normal cost for plan year as of valuation date2018-12-315,145,477
Prior year credit balance2018-12-31110,482,336
Amortization credits as of valuation date2018-12-3114,531,821
Total participants, beginning-of-year2018-01-013,000
Total number of active participants reported on line 7a of the Form 55002018-01-011,440
Number of retired or separated participants receiving benefits2018-01-011,047
Number of other retired or separated participants entitled to future benefits2018-01-01414
Total of all active and inactive participants2018-01-012,901
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01163
Total participants2018-01-013,064
Number of employers contributing to the scheme2018-01-01172
2017: IBEW LOCAL 595 PENSION PLAN 2017 401k membership
Current value of assets2017-12-31395,368,462
Acturial value of assets for funding standard account2017-12-31412,711,428
Accrued liability for plan using immediate gains methods2017-12-31497,469,077
Accrued liability under unit credit cost method2017-12-31497,469,077
RPA 94 current liability2017-12-31822,972,663
Expected increase in current liability due to benefits accruing during the plan year2017-12-318,750,714
Expected release from RPA 94 current liability for plan year2017-12-3135,695,620
Expected plan disbursements for the plan year2017-12-3135,695,620
Current value of assets2017-12-31395,368,462
Number of retired participants and beneficiaries receiving payment2017-12-311,217
Current liability for retired participants and beneficiaries receiving payment2017-12-31470,564,014
Number of terminated vested participants2017-12-31485
Current liability for terminated vested participants2017-12-3196,364,387
Current liability for active participants non vested benefits2017-12-3114,827,353
Current liability for active participants vested benefits2017-12-31241,216,909
Total number of active articipats2017-12-311,226
Current liability for active participants2017-12-31256,044,262
Total participant count with liabilities2017-12-312,928
Total current liabilitoes for participants with libailities2017-12-31822,972,663
Total employer contributions in plan year2017-12-3115,519,392
Prior year funding deficiency2017-12-310
Employer’s normal cost for plan year as of valuation date2017-12-314,157,043
Prior year credit balance2017-12-31107,488,767
Amortization credits as of valuation date2017-12-3114,976,041
Total participants, beginning-of-year2017-01-012,953
Total number of active participants reported on line 7a of the Form 55002017-01-011,371
Number of retired or separated participants receiving benefits2017-01-011,051
Number of other retired or separated participants entitled to future benefits2017-01-01409
Total of all active and inactive participants2017-01-012,831
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01169
Total participants2017-01-013,000
Number of employers contributing to the scheme2017-01-01169
2016: IBEW LOCAL 595 PENSION PLAN 2016 401k membership
Current value of assets2016-12-31367,801,755
Acturial value of assets for funding standard account2016-12-31414,050,662
Accrued liability for plan using immediate gains methods2016-12-31493,748,835
Accrued liability under unit credit cost method2016-12-31493,748,835
RPA 94 current liability2016-12-31796,403,457
Expected increase in current liability due to benefits accruing during the plan year2016-12-317,262,216
Expected release from RPA 94 current liability for plan year2016-12-3134,826,052
Expected plan disbursements for the plan year2016-12-3134,826,052
Current value of assets2016-12-31367,801,755
Number of retired participants and beneficiaries receiving payment2016-12-311,207
Current liability for retired participants and beneficiaries receiving payment2016-12-31459,162,647
Number of terminated vested participants2016-12-31483
Current liability for terminated vested participants2016-12-3194,187,236
Current liability for active participants non vested benefits2016-12-3115,842,772
Current liability for active participants vested benefits2016-12-31227,210,802
Total number of active articipats2016-12-311,202
Current liability for active participants2016-12-31243,053,574
Total participant count with liabilities2016-12-312,892
Total current liabilitoes for participants with libailities2016-12-31796,403,457
Total employer contributions in plan year2016-12-3114,341,905
Employer’s normal cost for plan year as of valuation date2016-12-313,719,732
Prior year credit balance2016-12-31102,048,822
Amortization credits as of valuation date2016-12-3119,981,605
Total participants, beginning-of-year2016-01-012,823
Total number of active participants reported on line 7a of the Form 55002016-01-011,328
Number of retired or separated participants receiving benefits2016-01-011,041
Number of other retired or separated participants entitled to future benefits2016-01-01403
Total of all active and inactive participants2016-01-012,772
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01181
Total participants2016-01-012,953
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-01221
2015: IBEW LOCAL 595 PENSION PLAN 2015 401k membership
Current value of assets2015-12-31399,286,702
Acturial value of assets for funding standard account2015-12-31417,146,340
Accrued liability for plan using immediate gains methods2015-12-31470,808,211
Accrued liability under unit credit cost method2015-12-31470,808,211
RPA 94 current liability2015-12-31760,348,695
Expected increase in current liability due to benefits accruing during the plan year2015-12-316,387,936
Expected release from RPA 94 current liability for plan year2015-12-3133,628,938
Expected plan disbursements for the plan year2015-12-3133,628,938
Current value of assets2015-12-31399,286,702
Number of retired participants and beneficiaries receiving payment2015-12-311,155
Current liability for retired participants and beneficiaries receiving payment2015-12-31426,756,997
Number of terminated vested participants2015-12-31519
Current liability for terminated vested participants2015-12-3199,963,635
Current liability for active participants non vested benefits2015-12-3116,162,513
Current liability for active participants vested benefits2015-12-31217,465,550
Total number of active articipats2015-12-311,130
Current liability for active participants2015-12-31233,628,063
Total participant count with liabilities2015-12-312,804
Total current liabilitoes for participants with libailities2015-12-31760,348,695
Total employer contributions in plan year2015-12-3113,939,826
Employer’s normal cost for plan year as of valuation date2015-12-312,685,584
Prior year credit balance2015-12-3195,490,824
Amortization credits as of valuation date2015-12-3120,895,242
Total participants, beginning-of-year2015-01-012,585
Total number of active participants reported on line 7a of the Form 55002015-01-011,295
Number of retired or separated participants receiving benefits2015-01-01952
Number of other retired or separated participants entitled to future benefits2015-01-01405
Total of all active and inactive participants2015-01-012,652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01171
Total participants2015-01-012,823
Number of employers contributing to the scheme2015-01-01237
2014: IBEW LOCAL 595 PENSION PLAN 2014 401k membership
Current value of assets2014-12-31394,617,034
Acturial value of assets for funding standard account2014-12-31412,356,462
Accrued liability for plan using immediate gains methods2014-12-31465,037,989
Accrued liability under unit credit cost method2014-12-31465,037,989
RPA 94 current liability2014-12-31744,112,525
Expected increase in current liability due to benefits accruing during the plan year2014-12-315,655,644
Expected release from RPA 94 current liability for plan year2014-12-3132,380,184
Expected plan disbursements for the plan year2014-12-3132,380,184
Current value of assets2014-12-31394,617,034
Number of retired participants and beneficiaries receiving payment2014-12-311,131
Current liability for retired participants and beneficiaries receiving payment2014-12-31408,033,397
Number of terminated vested participants2014-12-31480
Current liability for terminated vested participants2014-12-3191,340,433
Current liability for active participants non vested benefits2014-12-3117,555,222
Current liability for active participants vested benefits2014-12-31227,183,473
Total number of active articipats2014-12-311,197
Current liability for active participants2014-12-31244,738,695
Total participant count with liabilities2014-12-312,808
Total current liabilitoes for participants with libailities2014-12-31744,112,525
Total employer contributions in plan year2014-12-3112,209,707
Prior year funding deficiency2014-12-310
Employer’s normal cost for plan year as of valuation date2014-12-312,438,231
Prior year credit balance2014-12-3189,518,853
Amortization credits as of valuation date2014-12-3121,476,851
Total participants, beginning-of-year2014-01-012,650
Total number of active participants reported on line 7a of the Form 55002014-01-011,226
Number of retired or separated participants receiving benefits2014-01-01937
Number of other retired or separated participants entitled to future benefits2014-01-01404
Total of all active and inactive participants2014-01-012,567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0118
Total participants2014-01-012,585
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-01242
2013: IBEW LOCAL 595 PENSION PLAN 2013 401k membership
Current value of assets2013-12-31340,901,274
Acturial value of assets for funding standard account2013-12-31396,507,760
Accrued liability for plan using immediate gains methods2013-12-31446,475,455
Accrued liability under unit credit cost method2013-12-31446,475,455
RPA 94 current liability2013-12-31735,021,480
Expected increase in current liability due to benefits accruing during the plan year2013-12-316,092,186
Expected release from RPA 94 current liability for plan year2013-12-3130,895,672
Expected plan disbursements for the plan year2013-12-3130,895,672
Current value of assets2013-12-31340,901,274
Number of retired participants and beneficiaries receiving payment2013-12-311,098
Current liability for retired participants and beneficiaries receiving payment2013-12-31387,128,012
Number of terminated vested participants2013-12-31451
Current liability for terminated vested participants2013-12-3182,060,297
Current liability for active participants non vested benefits2013-12-3131,504,360
Current liability for active participants vested benefits2013-12-31234,328,811
Total number of active articipats2013-12-311,206
Current liability for active participants2013-12-31265,833,171
Total participant count with liabilities2013-12-312,755
Total current liabilitoes for participants with libailities2013-12-31735,021,480
Total employer contributions in plan year2013-12-3112,587,207
Prior year funding deficiency2013-12-310
Employer’s normal cost for plan year as of valuation date2013-12-312,712,891
Prior year credit balance2013-12-3183,117,641
Amortization credits as of valuation date2013-12-3121,401,794
Total participants, beginning-of-year2013-01-012,628
Total number of active participants reported on line 7a of the Form 55002013-01-011,274
Number of retired or separated participants receiving benefits2013-01-01953
Number of other retired or separated participants entitled to future benefits2013-01-01405
Total of all active and inactive participants2013-01-012,632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0118
Total participants2013-01-012,650
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-01242
2012: IBEW LOCAL 595 PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,833
Total number of active participants reported on line 7a of the Form 55002012-01-011,288
Number of retired or separated participants receiving benefits2012-01-01924
Number of other retired or separated participants entitled to future benefits2012-01-01388
Total of all active and inactive participants2012-01-012,600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0128
Total participants2012-01-012,628
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 PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,862
Total number of active participants reported on line 7a of the Form 55002011-01-011,359
Number of retired or separated participants receiving benefits2011-01-01936
Number of other retired or separated participants entitled to future benefits2011-01-01402
Total of all active and inactive participants2011-01-012,697
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01136
Total participants2011-01-012,833
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01121
Number of employers contributing to the scheme2011-01-01247
2009: IBEW LOCAL 595 PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-02-012,889
Total number of active participants reported on line 7a of the Form 55002009-02-011,490
Number of retired or separated participants receiving benefits2009-02-01813
Number of other retired or separated participants entitled to future benefits2009-02-01452
Total of all active and inactive participants2009-02-012,755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-02-01141
Total participants2009-02-012,896
Number of participants with account balances2009-02-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-02-01102
Number of employers contributing to the scheme2009-02-01302

Financial Data on IBEW LOCAL 595 PENSION PLAN

Measure Date Value
2022 : IBEW LOCAL 595 PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-41,846,292
Total unrealized appreciation/depreciation of assets2022-12-31$-41,846,292
Total transfer of assets to 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$403,309
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,820,938
Total income from all sources (including contributions)2022-12-31$-24,843,528
Total loss/gain on sale of assets2022-12-31$-3,052,708
Total of all expenses incurred2022-12-31$43,304,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$39,949,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$26,353,466
Value of total assets at end of year2022-12-31$497,056,763
Value of total assets at beginning of year2022-12-31$565,769,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,355,460
Total interest from all sources2022-12-31$3,455,011
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,359,172
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$81,637
Administrative expenses professional fees incurred2022-12-31$201,683
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$39,236,083
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$51,905,926
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$353,103
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$253,567
Other income not declared elsewhere2022-12-31$91,465
Administrative expenses (other) incurred2022-12-31$324,449
Liabilities. Value of operating payables at end of year2022-12-31$403,309
Liabilities. Value of operating payables at beginning of year2022-12-31$2,820,938
Total non interest bearing cash at end of year2022-12-31$2,915,268
Total non interest bearing cash at beginning of year2022-12-31$5,189,791
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-68,148,239
Value of net assets at end of year (total assets less liabilities)2022-12-31$496,653,454
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$562,948,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$162,418,402
Assets. partnership/joint venture interests at beginning of year2022-12-31$161,047,532
Investment advisory and management fees2022-12-31$2,606,195
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,602,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,749,139
Interest earned on other investments2022-12-31$2,600,416
Income. Interest from US Government securities2022-12-31$323,583
Income. Interest from corporate debt instruments2022-12-31$531,012
Value of interest in common/collective trusts at end of year2022-12-31$37,895,644
Value of interest in common/collective trusts at beginning of year2022-12-31$54,885,761
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$63,119,970
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$59,697,732
Asset value of US Government securities at end of year2022-12-31$14,797,113
Asset value of US Government securities at beginning of year2022-12-31$19,278,700
Net investment gain or loss from common/collective trusts2022-12-31$-16,731,050
Net gain/loss from 103.12 investment entities2022-12-31$4,527,408
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$26,353,466
Employer contributions (assets) at end of year2022-12-31$2,434,097
Employer contributions (assets) at beginning of year2022-12-31$2,307,520
Income. Dividends from common stock2022-12-31$2,277,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$39,949,251
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$12,053,662
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$10,616,526
Contract administrator fees2022-12-31$223,133
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$155,308,329
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$190,074,138
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$2,922,494
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$2,762,956
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 appraiser2022-12-31Yes
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$210,946,756
Aggregate carrying amount (costs) on sale of assets2022-12-31$213,999,464
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 PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$41,760,822
Total unrealized appreciation/depreciation of assets2021-12-31$41,760,822
Total transfer of assets to 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$2,820,938
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$369,089
Total income from all sources (including contributions)2021-12-31$100,821,683
Total loss/gain on sale of assets2021-12-31$21,313,247
Total of all expenses incurred2021-12-31$42,651,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$38,759,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$23,568,528
Value of total assets at end of year2021-12-31$565,769,288
Value of total assets at beginning of year2021-12-31$504,497,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,892,558
Total interest from all sources2021-12-31$2,239,790
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,439,034
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$985
Administrative expenses professional fees incurred2021-12-31$215,498
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$51,905,926
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$51,004,056
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$253,567
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$792,368
Administrative expenses (other) incurred2021-12-31$225,461
Liabilities. Value of operating payables at end of year2021-12-31$2,820,938
Liabilities. Value of operating payables at beginning of year2021-12-31$369,089
Total non interest bearing cash at end of year2021-12-31$5,189,791
Total non interest bearing cash at beginning of year2021-12-31$1,281,028
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$58,169,989
Value of net assets at end of year (total assets less liabilities)2021-12-31$562,948,350
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$504,128,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$161,047,532
Assets. partnership/joint venture interests at beginning of year2021-12-31$121,578,079
Investment advisory and management fees2021-12-31$3,244,107
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,749,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,324,504
Interest earned on other investments2021-12-31$1,544,644
Income. Interest from US Government securities2021-12-31$303,537
Income. Interest from corporate debt instruments2021-12-31$391,609
Value of interest in common/collective trusts at end of year2021-12-31$54,885,761
Value of interest in common/collective trusts at beginning of year2021-12-31$54,573,738
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$59,697,732
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$52,038,518
Asset value of US Government securities at end of year2021-12-31$19,278,700
Asset value of US Government securities at beginning of year2021-12-31$13,552,784
Net investment gain or loss from common/collective trusts2021-12-31$1,841,047
Net gain/loss from 103.12 investment entities2021-12-31$7,659,215
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$23,568,528
Employer contributions (assets) at end of year2021-12-31$2,307,520
Employer contributions (assets) at beginning of year2021-12-31$4,153,829
Income. Dividends from common stock2021-12-31$2,438,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$38,759,136
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$10,616,526
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$11,911,423
Contract administrator fees2021-12-31$207,492
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$190,074,138
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$183,594,241
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$2,762,956
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$2,692,882
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 appraiser2021-12-31Yes
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$127,952,987
Aggregate carrying amount (costs) on sale of assets2021-12-31$106,639,740
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 PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$44,497,786
Total unrealized appreciation/depreciation of assets2020-12-31$44,497,786
Total transfer of assets to 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$369,089
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$462,825
Total income from all sources (including contributions)2020-12-31$81,326,242
Total loss/gain on sale of assets2020-12-31$-2,021,028
Total of all expenses incurred2020-12-31$40,682,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$37,850,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$21,669,614
Value of total assets at end of year2020-12-31$504,497,450
Value of total assets at beginning of year2020-12-31$463,576,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,832,791
Total interest from all sources2020-12-31$1,830,531
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,375,305
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$14,028
Administrative expenses professional fees incurred2020-12-31$223,501
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2020-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$51,004,056
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$166,222,170
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$792,368
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$317,966
Other income not declared elsewhere2020-12-31$18,652
Administrative expenses (other) incurred2020-12-31$201,838
Liabilities. Value of operating payables at end of year2020-12-31$369,089
Liabilities. Value of operating payables at beginning of year2020-12-31$462,825
Total non interest bearing cash at end of year2020-12-31$1,281,028
Total non interest bearing cash at beginning of year2020-12-31$2,732,937
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$40,643,265
Value of net assets at end of year (total assets less liabilities)2020-12-31$504,128,361
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$463,113,989
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$121,578,079
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$2,206,823
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,324,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,653,068
Interest earned on other investments2020-12-31$1,047,319
Income. Interest from US Government securities2020-12-31$322,617
Income. Interest from corporate debt instruments2020-12-31$460,595
Value of interest in common/collective trusts at end of year2020-12-31$54,573,738
Value of interest in common/collective trusts at beginning of year2020-12-31$50,043,448
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$52,038,518
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$49,142,204
Asset value of US Government securities at end of year2020-12-31$13,552,784
Asset value of US Government securities at beginning of year2020-12-31$13,688,834
Net investment gain or loss from common/collective trusts2020-12-31$10,059,068
Net gain/loss from 103.12 investment entities2020-12-31$2,896,314
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$21,669,614
Employer contributions (assets) at end of year2020-12-31$4,153,829
Employer contributions (assets) at beginning of year2020-12-31$2,295,914
Income. Dividends from common stock2020-12-31$2,361,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$37,850,186
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$11,911,423
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$11,186,386
Contract administrator fees2020-12-31$200,629
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$183,594,241
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$161,662,550
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$2,692,882
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$2,631,337
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$101,226,132
Aggregate carrying amount (costs) on sale of assets2020-12-31$103,247,160
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 PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$47,455,160
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$47,455,160
Total unrealized appreciation/depreciation of assets2019-12-31$47,455,160
Total unrealized appreciation/depreciation of assets2019-12-31$47,455,160
Total transfer of assets to this plan2019-12-31$1,835,815
Total transfer of assets to 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$462,825
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$462,825
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$877,005
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$877,005
Total income from all sources (including contributions)2019-12-31$100,739,974
Total income from all sources (including contributions)2019-12-31$100,739,974
Total loss/gain on sale of assets2019-12-31$9,224,486
Total of all expenses incurred2019-12-31$39,677,746
Total of all expenses incurred2019-12-31$39,677,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$36,819,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$36,819,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$21,638,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$21,638,100
Value of total assets at end of year2019-12-31$463,576,814
Value of total assets at end of year2019-12-31$463,576,814
Value of total assets at beginning of year2019-12-31$401,092,951
Value of total assets at beginning of year2019-12-31$401,092,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,858,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,858,150
Total interest from all sources2019-12-31$2,126,968
Total interest from all sources2019-12-31$2,126,968
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,672,559
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,672,559
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$93,283
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$93,283
Administrative expenses professional fees incurred2019-12-31$206,151
Administrative expenses professional fees incurred2019-12-31$206,151
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
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$166,222,170
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$128,816,816
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$128,816,816
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$317,966
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$317,966
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$417,493
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$417,493
Other income not declared elsewhere2019-12-31$64,223
Other income not declared elsewhere2019-12-31$64,223
Administrative expenses (other) incurred2019-12-31$220,765
Administrative expenses (other) incurred2019-12-31$220,765
Liabilities. Value of operating payables at end of year2019-12-31$462,825
Liabilities. Value of operating payables at end of year2019-12-31$462,825
Liabilities. Value of operating payables at beginning of year2019-12-31$877,005
Liabilities. Value of operating payables at beginning of year2019-12-31$877,005
Total non interest bearing cash at end of year2019-12-31$2,732,937
Total non interest bearing cash at end of year2019-12-31$2,732,937
Total non interest bearing cash at beginning of year2019-12-31$2,285,153
Total non interest bearing cash at beginning of year2019-12-31$2,285,153
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$61,062,228
Value of net income/loss2019-12-31$61,062,228
Value of net assets at end of year (total assets less liabilities)2019-12-31$463,113,989
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$400,215,946
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$400,215,946
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$2,234,686
Investment advisory and management fees2019-12-31$2,234,686
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,653,068
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,653,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,777,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,777,482
Interest earned on other investments2019-12-31$997,607
Interest earned on other investments2019-12-31$997,607
Income. Interest from US Government securities2019-12-31$518,836
Income. Interest from US Government securities2019-12-31$518,836
Income. Interest from corporate debt instruments2019-12-31$610,525
Income. Interest from corporate debt instruments2019-12-31$610,525
Value of interest in common/collective trusts at end of year2019-12-31$50,043,448
Value of interest in common/collective trusts at beginning of year2019-12-31$27,648,000
Value of interest in common/collective trusts at beginning of year2019-12-31$27,648,000
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$49,142,204
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$49,142,204
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$43,979,173
Asset value of US Government securities at end of year2019-12-31$13,688,834
Asset value of US Government securities at end of year2019-12-31$13,688,834
Asset value of US Government securities at beginning of year2019-12-31$13,733,218
Net investment gain or loss from common/collective trusts2019-12-31$12,395,448
Net investment gain or loss from common/collective trusts2019-12-31$12,395,448
Net gain/loss from 103.12 investment entities2019-12-31$5,163,030
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$21,638,100
Contributions received in cash from employer2019-12-31$21,638,100
Employer contributions (assets) at end of year2019-12-31$2,295,914
Employer contributions (assets) at end of year2019-12-31$2,295,914
Employer contributions (assets) at beginning of year2019-12-31$2,023,652
Employer contributions (assets) at beginning of year2019-12-31$2,023,652
Income. Dividends from common stock2019-12-31$2,579,276
Income. Dividends from common stock2019-12-31$2,579,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$36,819,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$36,819,596
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$11,186,386
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$15,294,422
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$15,294,422
Contract administrator fees2019-12-31$196,548
Contract administrator fees2019-12-31$196,548
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$161,662,550
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$161,662,550
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$148,542,871
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$2,631,337
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$2,631,337
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$2,574,671
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$2,574,671
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 appraiser2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
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$95,517,906
Aggregate proceeds on sale of assets2019-12-31$95,517,906
Aggregate carrying amount (costs) on sale of assets2019-12-31$86,293,420
Aggregate carrying amount (costs) on sale of assets2019-12-31$86,293,420
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MILLER KAPLAN ARASE LLP
Accountancy firm name2019-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2019-12-31952036255
Accountancy firm EIN2019-12-31952036255
2018 : IBEW LOCAL 595 PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-8,495,652
Total unrealized appreciation/depreciation of assets2018-12-31$-8,495,652
Total transfer of assets to 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$877,005
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$413,193
Total income from all sources (including contributions)2018-12-31$12,841,166
Total loss/gain on sale of assets2018-12-31$-2,280,173
Total of all expenses incurred2018-12-31$39,799,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$36,782,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$19,578,169
Value of total assets at end of year2018-12-31$401,092,951
Value of total assets at beginning of year2018-12-31$426,316,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,016,847
Total interest from all sources2018-12-31$1,343,888
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,738,840
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$100,318
Administrative expenses professional fees incurred2018-12-31$184,172
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$423,192
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$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$128,816,816
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$109,295,263
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$417,493
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$5,260,963
Other income not declared elsewhere2018-12-31$7,090
Administrative expenses (other) incurred2018-12-31$361,826
Liabilities. Value of operating payables at end of year2018-12-31$877,005
Liabilities. Value of operating payables at beginning of year2018-12-31$413,193
Total non interest bearing cash at end of year2018-12-31$2,285,153
Total non interest bearing cash at beginning of year2018-12-31$1,161,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-26,958,034
Value of net assets at end of year (total assets less liabilities)2018-12-31$400,215,946
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$425,903,294
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$2,276,209
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$15,777,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$23,356,392
Interest earned on other investments2018-12-31$60,556
Income. Interest from US Government securities2018-12-31$599,876
Income. Interest from corporate debt instruments2018-12-31$683,456
Value of interest in common/collective trusts at end of year2018-12-31$27,648,000
Value of interest in common/collective trusts at beginning of year2018-12-31$31,840,000
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$43,979,173
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$40,499,936
Asset value of US Government securities at end of year2018-12-31$13,733,218
Asset value of US Government securities at beginning of year2018-12-31$19,518,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$661,767
Net investment gain or loss from common/collective trusts2018-12-31$-4,192,000
Net gain/loss from 103.12 investment entities2018-12-31$3,479,237
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$19,578,169
Employer contributions (assets) at end of year2018-12-31$2,023,652
Employer contributions (assets) at beginning of year2018-12-31$2,977,698
Income. Dividends from common stock2018-12-31$2,638,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$36,782,353
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$15,294,422
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$15,208,446
Contract administrator fees2018-12-31$194,640
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$148,542,871
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$174,256,513
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$2,574,671
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$2,518,655
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$50,945,966
Aggregate carrying amount (costs) on sale of assets2018-12-31$53,226,139
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 PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$22,970,586
Total unrealized appreciation/depreciation of assets2017-12-31$22,970,586
Total transfer of assets to 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$413,193
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$328,701
Total income from all sources (including contributions)2017-12-31$66,369,001
Total loss/gain on sale of assets2017-12-31$16,602,368
Total of all expenses incurred2017-12-31$38,094,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$35,695,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$15,519,392
Value of total assets at end of year2017-12-31$426,316,487
Value of total assets at beginning of year2017-12-31$395,697,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,398,714
Total interest from all sources2017-12-31$2,606,984
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$6,376,000
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$2,226,601
Administrative expenses professional fees incurred2017-12-31$213,597
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$423,192
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$268,528
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-310
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$109,295,263
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$42,617,964
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$5,260,963
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$508,877
Other income not declared elsewhere2017-12-31$226,659
Administrative expenses (other) incurred2017-12-31$352,862
Liabilities. Value of operating payables at end of year2017-12-31$413,193
Liabilities. Value of operating payables at beginning of year2017-12-31$328,701
Total non interest bearing cash at end of year2017-12-31$1,161,004
Total non interest bearing cash at beginning of year2017-12-31$1,470,624
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$28,274,667
Value of net assets at end of year (total assets less liabilities)2017-12-31$425,903,294
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$395,368,462
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$1,643,283
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$23,356,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$69,615,587
Interest earned on other investments2017-12-31$56,634
Income. Interest from US Government securities2017-12-31$499,857
Income. Interest from corporate debt instruments2017-12-31$2,050,493
Value of interest in common/collective trusts at end of year2017-12-31$31,840,000
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,355,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,355,268
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$40,499,936
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$12,987,503
Asset value of US Government securities at end of year2017-12-31$19,518,425
Asset value of US Government securities at beginning of year2017-12-31$11,057,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$-860,970
Net investment gain or loss from common/collective trusts2017-12-31$1,840,000
Net gain/loss from 103.12 investment entities2017-12-31$1,087,982
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$15,519,392
Employer contributions (assets) at end of year2017-12-31$2,977,698
Employer contributions (assets) at beginning of year2017-12-31$2,999,855
Income. Dividends from preferred stock2017-12-31$24,535
Income. Dividends from common stock2017-12-31$4,124,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$35,695,620
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$15,208,446
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$52,585,440
Contract administrator fees2017-12-31$188,972
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$174,256,513
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$195,782,462
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$2,518,655
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$2,447,196
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$99,298,663
Aggregate carrying amount (costs) on sale of assets2017-12-31$82,696,295
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 PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$24,450,624
Total unrealized appreciation/depreciation of assets2016-12-31$24,450,624
Total transfer of assets to 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$328,701
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$196,199
Total income from all sources (including contributions)2016-12-31$63,357,744
Total loss/gain on sale of assets2016-12-31$9,918,965
Total of all expenses incurred2016-12-31$36,698,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$34,826,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$14,341,905
Value of total assets at end of year2016-12-31$395,697,163
Value of total assets at beginning of year2016-12-31$367,997,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,872,633
Total interest from all sources2016-12-31$1,471,982
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$7,083,187
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$3,519,227
Administrative expenses professional fees incurred2016-12-31$210,720
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$268,528
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$270,296
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-310
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$42,617,964
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$36,091,761
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$508,877
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$552,723
Other income not declared elsewhere2016-12-31$47,522
Administrative expenses (other) incurred2016-12-31$343,160
Liabilities. Value of operating payables at end of year2016-12-31$328,701
Liabilities. Value of operating payables at beginning of year2016-12-31$196,199
Total non interest bearing cash at end of year2016-12-31$1,470,624
Total non interest bearing cash at beginning of year2016-12-31$2,999,471
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$26,659,059
Value of net assets at end of year (total assets less liabilities)2016-12-31$395,368,462
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$367,801,755
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$1,135,573
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$69,615,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$98,762,456
Interest earned on other investments2016-12-31$42,749
Income. Interest from US Government securities2016-12-31$336,643
Income. Interest from corporate debt instruments2016-12-31$1,092,590
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,355,268
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
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$12,987,503
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$5,046,222
Asset value of US Government securities at end of year2016-12-31$11,057,859
Asset value of US Government securities at beginning of year2016-12-31$10,434,710
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,602,456
Net gain/loss from 103.12 investment entities2016-12-31$441,103
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$14,341,905
Employer contributions (assets) at end of year2016-12-31$2,999,855
Employer contributions (assets) at beginning of year2016-12-31$1,501,111
Income. Dividends from preferred stock2016-12-31$18,432
Income. Dividends from common stock2016-12-31$3,545,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$34,826,052
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$52,585,440
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$55,736,202
Contract administrator fees2016-12-31$183,180
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$195,782,462
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$154,191,344
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$2,447,196
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$2,411,658
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$176,555,454
Aggregate carrying amount (costs) on sale of assets2016-12-31$166,636,489
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2016-12-31952036255
2015 : IBEW LOCAL 595 PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-11,611,362
Total unrealized appreciation/depreciation of assets2015-12-31$-11,611,362
Total transfer of assets to 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$196,199
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$211,191
Total income from all sources (including contributions)2015-12-31$-708,177
Total loss/gain on sale of assets2015-12-31$1,925,505
Total of all expenses incurred2015-12-31$35,250,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$33,628,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$13,939,826
Value of total assets at end of year2015-12-31$367,997,954
Value of total assets at beginning of year2015-12-31$399,497,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,621,165
Total interest from all sources2015-12-31$1,532,382
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$8,508,287
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$5,213,210
Administrative expenses professional fees incurred2015-12-31$192,661
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$270,296
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
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$36,091,761
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$31,458,305
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$552,723
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$445,007
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$66,331
Other income not declared elsewhere2015-12-31$307,879
Administrative expenses (other) incurred2015-12-31$340,615
Liabilities. Value of operating payables at end of year2015-12-31$196,199
Liabilities. Value of operating payables at beginning of year2015-12-31$144,860
Total non interest bearing cash at end of year2015-12-31$2,999,471
Total non interest bearing cash at beginning of year2015-12-31$1,876,614
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-35,958,280
Value of net assets at end of year (total assets less liabilities)2015-12-31$367,801,755
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$399,286,702
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$910,622
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$98,762,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$116,377,707
Interest earned on other investments2015-12-31$60,956
Income. Interest from US Government securities2015-12-31$392,078
Income. Interest from corporate debt instruments2015-12-31$1,079,348
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$5,046,222
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$10,434,710
Asset value of US Government securities at beginning of year2015-12-31$12,852,316
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-15,356,910
Net gain/loss from 103.12 investment entities2015-12-31$46,216
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$13,939,826
Employer contributions (assets) at end of year2015-12-31$1,501,111
Employer contributions (assets) at beginning of year2015-12-31$2,107,273
Income. Dividends from preferred stock2015-12-31$20,475
Income. Dividends from common stock2015-12-31$3,274,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$33,628,938
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$55,736,202
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$42,112,006
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$11,045,819
Contract administrator fees2015-12-31$177,267
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$154,191,344
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$178,919,894
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$2,411,658
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$2,302,952
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$99,895,849
Aggregate carrying amount (costs) on sale of assets2015-12-31$97,970,344
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 PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$17,080,776
Total unrealized appreciation/depreciation of assets2014-12-31$17,080,776
Total transfer of assets to 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$211,191
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$547,033
Total income from all sources (including contributions)2014-12-31$36,549,561
Total loss/gain on sale of assets2014-12-31$1,549,804
Total of all expenses incurred2014-12-31$33,768,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$32,380,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$12,209,707
Value of total assets at end of year2014-12-31$399,497,893
Value of total assets at beginning of year2014-12-31$395,164,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,388,000
Total interest from all sources2014-12-31$1,465,110
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$11,285,364
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$7,191,056
Administrative expenses professional fees incurred2014-12-31$195,071
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$31,458,305
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$32,037,704
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$445,007
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$949,373
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$66,331
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$360,506
Other income not declared elsewhere2014-12-31$301,943
Administrative expenses (other) incurred2014-12-31$302,703
Liabilities. Value of operating payables at end of year2014-12-31$144,860
Liabilities. Value of operating payables at beginning of year2014-12-31$186,527
Total non interest bearing cash at end of year2014-12-31$1,876,614
Total non interest bearing cash at beginning of year2014-12-31$2,122,575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,781,377
Value of net assets at end of year (total assets less liabilities)2014-12-31$399,286,702
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$394,617,034
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$718,122
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$116,377,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$121,743,839
Interest earned on other investments2014-12-31$114,506
Income. Interest from US Government securities2014-12-31$501,332
Income. Interest from corporate debt instruments2014-12-31$849,272
Asset value of US Government securities at end of year2014-12-31$12,852,316
Asset value of US Government securities at beginning of year2014-12-31$11,851,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-7,343,143
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$12,209,707
Employer contributions (assets) at end of year2014-12-31$2,107,273
Employer contributions (assets) at beginning of year2014-12-31$1,815,256
Income. Dividends from preferred stock2014-12-31$18,703
Income. Dividends from common stock2014-12-31$4,075,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$32,380,184
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$42,112,006
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$31,710,660
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$11,045,819
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$8,897,434
Contract administrator fees2014-12-31$172,104
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$178,919,894
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$181,948,763
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$2,302,952
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$2,086,775
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$98,958,173
Aggregate carrying amount (costs) on sale of assets2014-12-31$97,408,369
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 PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$49,324,064
Total unrealized appreciation/depreciation of assets2013-12-31$49,324,064
Total transfer of assets to 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$547,033
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$226,987
Total income from all sources (including contributions)2013-12-31$84,360,402
Total loss/gain on sale of assets2013-12-31$7,026,002
Total of all expenses incurred2013-12-31$32,167,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$30,895,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$12,587,207
Value of total assets at end of year2013-12-31$395,164,067
Value of total assets at beginning of year2013-12-31$341,128,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,271,348
Total interest from all sources2013-12-31$3,207,359
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$7,513,017
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$4,148,764
Administrative expenses professional fees incurred2013-12-31$189,704
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$32,037,704
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$22,984,844
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$949,373
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,876,915
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$360,506
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$155,114
Administrative expenses (other) incurred2013-12-31$272,840
Liabilities. Value of operating payables at end of year2013-12-31$186,527
Liabilities. Value of operating payables at beginning of year2013-12-31$226,987
Total non interest bearing cash at end of year2013-12-31$2,122,575
Total non interest bearing cash at beginning of year2013-12-31$1,046,552
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$52,193,382
Value of net assets at end of year (total assets less liabilities)2013-12-31$394,617,034
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$340,901,274
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$642,238
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$121,743,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$116,467,577
Interest earned on other investments2013-12-31$159,929
Income. Interest from US Government securities2013-12-31$484,126
Income. Interest from corporate debt instruments2013-12-31$2,563,304
Asset value of US Government securities at end of year2013-12-31$11,851,688
Asset value of US Government securities at beginning of year2013-12-31$10,248,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,547,639
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$12,587,207
Employer contributions (assets) at end of year2013-12-31$1,815,256
Employer contributions (assets) at beginning of year2013-12-31$1,983,592
Income. Dividends from preferred stock2013-12-31$18,113
Income. Dividends from common stock2013-12-31$3,346,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$30,895,672
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$31,710,660
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$29,600,050
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$8,897,434
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$7,655,563
Contract administrator fees2013-12-31$166,566
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$181,948,763
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$147,282,321
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$2,086,775
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$1,982,325
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$97,444,691
Aggregate carrying amount (costs) on sale of assets2013-12-31$90,418,689
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 PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$25,982,317
Total unrealized appreciation/depreciation of assets2012-12-31$25,982,317
Total transfer of assets to 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$226,987
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$187,473
Total income from all sources (including contributions)2012-12-31$57,164,232
Total loss/gain on sale of assets2012-12-31$4,257,107
Total of all expenses incurred2012-12-31$31,212,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$29,965,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$12,497,620
Value of total assets at end of year2012-12-31$341,128,261
Value of total assets at beginning of year2012-12-31$312,717,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,247,002
Total interest from all sources2012-12-31$1,695,723
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$6,164,068
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$2,869,757
Administrative expenses professional fees incurred2012-12-31$277,036
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$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$22,984,844
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$31,639,780
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,876,915
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$693,135
Other income not declared elsewhere2012-12-31$302,732
Administrative expenses (other) incurred2012-12-31$246,732
Liabilities. Value of operating payables at end of year2012-12-31$226,987
Liabilities. Value of operating payables at beginning of year2012-12-31$187,473
Total non interest bearing cash at end of year2012-12-31$1,046,552
Total non interest bearing cash at beginning of year2012-12-31$562,247
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$25,952,116
Value of net assets at end of year (total assets less liabilities)2012-12-31$340,901,274
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$312,529,698
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$563,074
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$116,467,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$114,338,708
Interest earned on other investments2012-12-31$150,334
Income. Interest from US Government securities2012-12-31$529,966
Income. Interest from corporate debt instruments2012-12-31$1,015,423
Asset value of US Government securities at end of year2012-12-31$10,248,522
Asset value of US Government securities at beginning of year2012-12-31$12,913,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,264,665
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$12,497,620
Employer contributions (assets) at end of year2012-12-31$1,983,592
Employer contributions (assets) at beginning of year2012-12-31$1,557,642
Income. Dividends from preferred stock2012-12-31$18,113
Income. Dividends from common stock2012-12-31$3,276,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$29,965,114
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$29,600,050
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$12,522,474
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$7,655,563
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Contract administrator fees2012-12-31$160,160
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$147,282,321
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$131,467,196
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$1,982,325
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$7,022,206
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$71,943,780
Aggregate carrying amount (costs) on sale of assets2012-12-31$67,686,673
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2012-12-31952036255
2011 : IBEW LOCAL 595 PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-9,360,137
Total unrealized appreciation/depreciation of assets2011-12-31$-9,360,137
Total transfer of assets to 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$187,473
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$210,815
Total income from all sources (including contributions)2011-12-31$5,134,331
Total loss/gain on sale of assets2011-12-31$2,264,565
Total of all expenses incurred2011-12-31$29,652,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$28,540,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$9,101,517
Value of total assets at end of year2011-12-31$312,717,171
Value of total assets at beginning of year2011-12-31$335,249,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,111,895
Total interest from all sources2011-12-31$3,533,391
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$7,815,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$186,120
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$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$31,639,780
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$30,623,246
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$693,135
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$845,851
Other income not declared elsewhere2011-12-31$262,326
Administrative expenses (other) incurred2011-12-31$235,450
Liabilities. Value of operating payables at end of year2011-12-31$187,473
Liabilities. Value of operating payables at beginning of year2011-12-31$210,815
Total non interest bearing cash at end of year2011-12-31$562,247
Total non interest bearing cash at beginning of year2011-12-31$1,107,739
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-24,518,388
Value of net assets at end of year (total assets less liabilities)2011-12-31$312,529,698
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$335,039,146
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$536,325
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$114,338,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$66,953,827
Interest earned on other investments2011-12-31$66,474
Income. Interest from US Government securities2011-12-31$1,036,190
Income. Interest from corporate debt instruments2011-12-31$2,430,727
Asset value of US Government securities at end of year2011-12-31$12,913,783
Asset value of US Government securities at beginning of year2011-12-31$26,687,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-8,483,208
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$9,101,517
Employer contributions (assets) at end of year2011-12-31$1,557,642
Employer contributions (assets) at beginning of year2011-12-31$1,754,724
Income. Dividends from preferred stock2011-12-31$2,967,996
Income. Dividends from common stock2011-12-31$4,847,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$28,540,824
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$12,522,474
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$54,513,594
Contract administrator fees2011-12-31$154,000
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$131,467,196
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$144,976,389
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$7,022,206
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$7,786,602
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$152,066,546
Aggregate carrying amount (costs) on sale of assets2011-12-31$149,801,981
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 PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$18,801,183
Total unrealized appreciation/depreciation of assets2010-12-31$18,801,183
Total transfer of assets to 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$210,815
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$945,352
Total income from all sources (including contributions)2010-12-31$45,102,957
Total loss/gain on sale of assets2010-12-31$2,951,753
Total of all expenses incurred2010-12-31$28,779,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$27,565,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$9,261,145
Value of total assets at end of year2010-12-31$335,249,961
Value of total assets at beginning of year2010-12-31$318,875,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,213,231
Total interest from all sources2010-12-31$5,800,001
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$4,003,296
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$1,269,974
Administrative expenses professional fees incurred2010-12-31$246,245
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$30,623,246
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$16,478,707
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$845,851
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,349,498
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$534,919
Other income not declared elsewhere2010-12-31$8,489
Administrative expenses (other) incurred2010-12-31$236,700
Liabilities. Value of operating payables at end of year2010-12-31$210,815
Liabilities. Value of operating payables at beginning of year2010-12-31$410,433
Total non interest bearing cash at end of year2010-12-31$1,107,739
Total non interest bearing cash at beginning of year2010-12-31$2,169,514
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$16,323,929
Value of net assets at end of year (total assets less liabilities)2010-12-31$335,039,146
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$317,929,704
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$566,953
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$66,953,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,326,832
Interest earned on other investments2010-12-31$95,065
Income. Interest from US Government securities2010-12-31$1,680,911
Income. Interest from corporate debt instruments2010-12-31$4,024,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,114,128
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,114,128
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$26,687,989
Asset value of US Government securities at beginning of year2010-12-31$46,361,182
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,277,090
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$9,261,145
Employer contributions (assets) at end of year2010-12-31$1,754,724
Employer contributions (assets) at beginning of year2010-12-31$1,484,254
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$2,733,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$27,565,797
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$54,513,594
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$63,024,534
Contract administrator fees2010-12-31$163,333
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$144,976,389
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$174,290,067
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$7,786,602
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$5,276,340
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$263,776,617
Aggregate carrying amount (costs) on sale of assets2010-12-31$260,824,864
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 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
Funding deficiency by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for IBEW LOCAL 595 PENSION PLAN

2022: IBEW LOCAL 595 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 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 PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedYes
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IBEW LOCAL 595 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 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 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 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 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 PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IBEW LOCAL 595 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 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 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
2009: IBEW LOCAL 595 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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