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LOCAL UNION 1710 IBEW PENSION TRUST FUND 401k Plan overview

Plan NameLOCAL UNION 1710 IBEW PENSION TRUST FUND
Plan identification number 001

LOCAL UNION 1710 IBEW PENSION TRUST FUND 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, LOCAL UNION 1710 IBEW PENSION has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, LOCAL UNION 1710 IBEW PENSION
Employer identification number (EIN):953826843
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL UNION 1710 IBEW PENSION TRUST FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01AMALIA ARROYO2020-08-19 SCOTT JONES2020-08-19
0012018-07-01AMALIA ARROYO2020-04-09 SCOTT JONES2020-04-09
0012017-07-01AMALIA ARROYO2019-04-09 SCOTT JONES2019-04-10
0012016-07-01
0012016-07-01AMALIA ARROYO2019-03-01
0012015-07-01
0012014-07-01MILLER KAPLAN ARASE LLP MILLER KAPLAN ARASE LLP2016-04-01
0012013-07-01SANDY S. GARCIA SANDY S. GARCIA2015-04-09
0012012-07-01SANDY S. GARCIA SANDY S. GARCIA2014-04-15
0012011-07-01HENRY CHAVARRIA
0012010-07-01HENRY CHAVARRIA
0012009-07-01ELLIOT ELLIS

Plan Statistics for LOCAL UNION 1710 IBEW PENSION TRUST FUND

401k plan membership statisitcs for LOCAL UNION 1710 IBEW PENSION TRUST FUND

Measure Date Value
2022: LOCAL UNION 1710 IBEW PENSION TRUST FUND 2022 401k membership
Current value of assets2022-06-3020,409,799
Acturial value of assets for funding standard account2022-06-3020,409,799
Accrued liability for plan using immediate gains methods2022-06-3023,525,606
Accrued liability under unit credit cost method2022-06-3023,525,606
RPA 94 current liability2022-06-3038,023,472
Expected increase in current liability due to benefits accruing during the plan year2022-06-305,874
Expected release from RPA 94 current liability for plan year2022-06-302,163,385
Expected plan disbursements for the plan year2022-06-302,152,621
Current value of assets2022-06-3020,409,799
Number of retired participants and beneficiaries receiving payment2022-06-30954
Current liability for retired participants and beneficiaries receiving payment2022-06-3022,133,437
Number of terminated vested participants2022-06-30747
Current liability for terminated vested participants2022-06-3015,172,112
Current liability for active participants non vested benefits2022-06-307,067
Current liability for active participants vested benefits2022-06-30710,856
Total number of active articipats2022-06-30258
Current liability for active participants2022-06-30717,923
Total participant count with liabilities2022-06-301,959
Total current liabilitoes for participants with libailities2022-06-3038,023,472
Total employer contributions in plan year2022-06-30704,383
Prior year funding deficiency2022-06-300
Employer’s normal cost for plan year as of valuation date2022-06-30341,238
Prior year credit balance2022-06-306,470,521
Amortization credits as of valuation date2022-06-30324,899
2021: LOCAL UNION 1710 IBEW PENSION TRUST FUND 2021 401k membership
Total participants, beginning-of-year2021-07-012,036
Total number of active participants reported on line 7a of the Form 55002021-07-01299
Number of retired or separated participants receiving benefits2021-07-01888
Number of other retired or separated participants entitled to future benefits2021-07-01758
Total of all active and inactive participants2021-07-011,945
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-0159
Total participants2021-07-012,004
Number of participants with account balances2021-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
Number of employers contributing to the scheme2021-07-012
Current value of assets2021-06-3018,083,252
Acturial value of assets for funding standard account2021-06-3018,713,022
Accrued liability for plan using immediate gains methods2021-06-3023,708,200
Accrued liability under unit credit cost method2021-06-3023,708,200
RPA 94 current liability2021-06-3038,161,370
Expected increase in current liability due to benefits accruing during the plan year2021-06-305,022
Expected release from RPA 94 current liability for plan year2021-06-302,169,797
Expected plan disbursements for the plan year2021-06-302,157,502
Current value of assets2021-06-3018,083,252
Number of retired participants and beneficiaries receiving payment2021-06-30958
Current liability for retired participants and beneficiaries receiving payment2021-06-3022,234,427
Number of terminated vested participants2021-06-30780
Current liability for terminated vested participants2021-06-3015,200,079
Current liability for active participants non vested benefits2021-06-306,259
Current liability for active participants vested benefits2021-06-30720,605
Total number of active articipats2021-06-30244
Current liability for active participants2021-06-30726,864
Total participant count with liabilities2021-06-301,982
Total current liabilitoes for participants with libailities2021-06-3038,161,370
Total employer contributions in plan year2021-06-30781,423
Total employee contributions in plan year2021-06-300
Employer’s normal cost for plan year as of valuation date2021-06-30340,590
Prior year credit balance2021-06-307,404,297
Amortization credits as of valuation date2021-06-3059,167
2020: LOCAL UNION 1710 IBEW PENSION TRUST FUND 2020 401k membership
Total participants, beginning-of-year2020-07-012,100
Total number of active participants reported on line 7a of the Form 55002020-07-01290
Number of retired or separated participants receiving benefits2020-07-01902
Number of other retired or separated participants entitled to future benefits2020-07-01780
Total of all active and inactive participants2020-07-011,972
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-0164
Total participants2020-07-012,036
Number of participants with account balances2020-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
Number of employers contributing to the scheme2020-07-012
Current value of assets2020-06-3019,101,277
Acturial value of assets for funding standard account2020-06-3019,252,948
Accrued liability for plan using immediate gains methods2020-06-3023,743,012
Accrued liability under unit credit cost method2020-06-3023,743,012
RPA 94 current liability2020-06-3037,152,052
Expected increase in current liability due to benefits accruing during the plan year2020-06-304,405
Expected release from RPA 94 current liability for plan year2020-06-302,100,309
Expected plan disbursements for the plan year2020-06-302,088,389
Current value of assets2020-06-3019,101,277
Number of retired participants and beneficiaries receiving payment2020-06-30934
Current liability for retired participants and beneficiaries receiving payment2020-06-3021,420,007
Number of terminated vested participants2020-06-30818
Current liability for terminated vested participants2020-06-3015,011,525
Current liability for active participants non vested benefits2020-06-3013,975
Current liability for active participants vested benefits2020-06-30706,545
Total number of active articipats2020-06-30228
Current liability for active participants2020-06-30720,520
Total participant count with liabilities2020-06-301,980
Total current liabilitoes for participants with libailities2020-06-3037,152,052
Total employer contributions in plan year2020-06-30860,781
Employer’s normal cost for plan year as of valuation date2020-06-30306,640
Prior year credit balance2020-06-308,121,054
Amortization credits as of valuation date2020-06-3059,168
2019: LOCAL UNION 1710 IBEW PENSION TRUST FUND 2019 401k membership
Total participants, beginning-of-year2019-07-012,059
Total number of active participants reported on line 7a of the Form 55002019-07-01282
Number of retired or separated participants receiving benefits2019-07-01897
Number of other retired or separated participants entitled to future benefits2019-07-01851
Total of all active and inactive participants2019-07-012,030
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-0170
Total participants2019-07-012,100
Number of participants with account balances2019-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
Number of employers contributing to the scheme2019-07-012
Current value of assets2019-06-3019,520,393
Acturial value of assets for funding standard account2019-06-3019,865,865
Accrued liability for plan using immediate gains methods2019-06-3023,866,806
Accrued liability under unit credit cost method2019-06-3023,866,806
RPA 94 current liability2019-06-3038,379,466
Expected increase in current liability due to benefits accruing during the plan year2019-06-304,338
Expected release from RPA 94 current liability for plan year2019-06-302,036,961
Expected plan disbursements for the plan year2019-06-302,024,710
Current value of assets2019-06-3019,520,393
Number of retired participants and beneficiaries receiving payment2019-06-30938
Current liability for retired participants and beneficiaries receiving payment2019-06-3022,139,641
Number of terminated vested participants2019-06-30826
Current liability for terminated vested participants2019-06-3015,479,569
Current liability for active participants non vested benefits2019-06-306,211
Current liability for active participants vested benefits2019-06-30754,045
Total number of active articipats2019-06-30195
Current liability for active participants2019-06-30760,256
Total participant count with liabilities2019-06-301,959
Total current liabilitoes for participants with libailities2019-06-3038,379,466
Total employer contributions in plan year2019-06-30724,689
Total employee contributions in plan year2019-06-300
Employer’s normal cost for plan year as of valuation date2019-06-30306,552
Prior year credit balance2019-06-307,858,017
Amortization credits as of valuation date2019-06-301,060,421
2018: LOCAL UNION 1710 IBEW PENSION TRUST FUND 2018 401k membership
Total participants, beginning-of-year2018-07-012,071
Total number of active participants reported on line 7a of the Form 55002018-07-01241
Number of retired or separated participants receiving benefits2018-07-01896
Number of other retired or separated participants entitled to future benefits2018-07-01855
Total of all active and inactive participants2018-07-011,992
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-0167
Total participants2018-07-012,059
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
Number of employers contributing to the scheme2018-07-012
Current value of assets2018-06-3019,655,540
Acturial value of assets for funding standard account2018-06-3020,635,921
Accrued liability for plan using immediate gains methods2018-06-3024,194,339
Accrued liability under unit credit cost method2018-06-3024,194,339
RPA 94 current liability2018-06-3037,503,218
Expected increase in current liability due to benefits accruing during the plan year2018-06-303,569
Expected release from RPA 94 current liability for plan year2018-06-302,012,967
Expected plan disbursements for the plan year2018-06-302,004,806
Current value of assets2018-06-3019,655,540
Number of retired participants and beneficiaries receiving payment2018-06-30929
Current liability for retired participants and beneficiaries receiving payment2018-06-3021,418,327
Number of terminated vested participants2018-06-30859
Current liability for terminated vested participants2018-06-3015,320,911
Current liability for active participants non vested benefits2018-06-305,978
Current liability for active participants vested benefits2018-06-30758,002
Total number of active articipats2018-06-30200
Current liability for active participants2018-06-30763,980
Total participant count with liabilities2018-06-301,988
Total current liabilitoes for participants with libailities2018-06-3037,503,218
Total employer contributions in plan year2018-06-30714,542
Total employee contributions in plan year2018-06-300
Employer’s normal cost for plan year as of valuation date2018-06-30306,273
Prior year credit balance2018-06-307,536,729
Amortization credits as of valuation date2018-06-301,082,725
2017: LOCAL UNION 1710 IBEW PENSION TRUST FUND 2017 401k membership
Total participants, beginning-of-year2017-07-011,980
Total number of active participants reported on line 7a of the Form 55002017-07-01211
Number of retired or separated participants receiving benefits2017-07-01911
Number of other retired or separated participants entitled to future benefits2017-07-01882
Total of all active and inactive participants2017-07-012,004
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-0167
Total participants2017-07-012,071
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-018
Number of employers contributing to the scheme2017-07-012
Current value of assets2017-06-3019,093,248
Acturial value of assets for funding standard account2017-06-3021,252,945
Accrued liability for plan using immediate gains methods2017-06-3024,307,941
Accrued liability under unit credit cost method2017-06-3024,307,941
RPA 94 current liability2017-06-3037,464,562
Expected increase in current liability due to benefits accruing during the plan year2017-06-302,472
Expected release from RPA 94 current liability for plan year2017-06-301,954,182
Expected plan disbursements for the plan year2017-06-301,946,693
Current value of assets2017-06-3019,093,248
Number of retired participants and beneficiaries receiving payment2017-06-30917
Current liability for retired participants and beneficiaries receiving payment2017-06-3020,726,515
Number of terminated vested participants2017-06-30902
Current liability for terminated vested participants2017-06-3015,939,237
Current liability for active participants non vested benefits2017-06-302,553
Current liability for active participants vested benefits2017-06-30796,257
Total number of active articipats2017-06-30173
Current liability for active participants2017-06-30798,810
Total participant count with liabilities2017-06-301,992
Total current liabilitoes for participants with libailities2017-06-3037,464,562
Total employer contributions in plan year2017-06-30643,122
Total employee contributions in plan year2017-06-300
Prior year funding deficiency2017-06-300
Employer’s normal cost for plan year as of valuation date2017-06-30305,881
Prior year credit balance2017-06-307,240,189
Amortization credits as of valuation date2017-06-301,082,725
2016: LOCAL UNION 1710 IBEW PENSION TRUST FUND 2016 401k membership
Total participants, beginning-of-year2016-07-012,042
Total number of active participants reported on line 7a of the Form 55002016-07-01212
Number of retired or separated participants receiving benefits2016-07-01823
Number of other retired or separated participants entitled to future benefits2016-07-01859
Total of all active and inactive participants2016-07-011,894
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-0186
Total participants2016-07-011,980
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0115
Number of employers contributing to the scheme2016-07-012
Current value of assets2016-06-3020,375,065
Acturial value of assets for funding standard account2016-06-3021,989,357
Accrued liability for plan using immediate gains methods2016-06-3024,063,044
Accrued liability under unit credit cost method2016-06-3024,063,044
RPA 94 current liability2016-06-3037,816,871
Expected increase in current liability due to benefits accruing during the plan year2016-06-302,359
Expected release from RPA 94 current liability for plan year2016-06-301,913,475
Expected plan disbursements for the plan year2016-06-302,187,202
Current value of assets2016-06-3020,375,065
Number of retired participants and beneficiaries receiving payment2016-06-30892
Current liability for retired participants and beneficiaries receiving payment2016-06-3019,905,445
Number of terminated vested participants2016-06-30963
Current liability for terminated vested participants2016-06-3016,895,887
Current liability for active participants non vested benefits2016-06-302,238
Current liability for active participants vested benefits2016-06-301,013,301
Total number of active articipats2016-06-30164
Current liability for active participants2016-06-301,015,539
Total participant count with liabilities2016-06-302,019
Total current liabilitoes for participants with libailities2016-06-3037,816,871
Total employer contributions in plan year2016-06-30901,244
Total employee contributions in plan year2016-06-300
Prior year funding deficiency2016-06-300
Employer’s normal cost for plan year as of valuation date2016-06-30271,579
Prior year credit balance2016-06-306,527,016
Amortization credits as of valuation date2016-06-301,085,664
2015: LOCAL UNION 1710 IBEW PENSION TRUST FUND 2015 401k membership
Total participants, beginning-of-year2015-07-012,052
Total number of active participants reported on line 7a of the Form 55002015-07-01187
Number of retired or separated participants receiving benefits2015-07-01811
Number of other retired or separated participants entitled to future benefits2015-07-01958
Total of all active and inactive participants2015-07-011,956
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-0186
Total participants2015-07-012,042
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0120
Number of employers contributing to the scheme2015-07-012
Current value of assets2015-06-3021,306,218
Acturial value of assets for funding standard account2015-06-3022,028,623
Accrued liability for plan using immediate gains methods2015-06-3023,902,344
Accrued liability under unit credit cost method2015-06-3023,902,344
RPA 94 current liability2015-06-3036,757,225
Expected increase in current liability due to benefits accruing during the plan year2015-06-301,788
Expected release from RPA 94 current liability for plan year2015-06-301,816,750
Expected plan disbursements for the plan year2015-06-302,056,750
Current value of assets2015-06-3021,306,218
Number of retired participants and beneficiaries receiving payment2015-06-30864
Current liability for retired participants and beneficiaries receiving payment2015-06-3018,892,256
Number of terminated vested participants2015-06-301,001
Current liability for terminated vested participants2015-06-3016,677,226
Current liability for active participants non vested benefits2015-06-301,309
Current liability for active participants vested benefits2015-06-301,186,434
Total number of active articipats2015-06-30130
Current liability for active participants2015-06-301,187,743
Total participant count with liabilities2015-06-301,995
Total current liabilitoes for participants with libailities2015-06-3036,757,225
Total employer contributions in plan year2015-06-30663,941
Employer’s normal cost for plan year as of valuation date2015-06-30232,743
Prior year credit balance2015-06-305,999,093
Amortization credits as of valuation date2015-06-301,085,665
2014: LOCAL UNION 1710 IBEW PENSION TRUST FUND 2014 401k membership
Total participants, beginning-of-year2014-07-012,072
Total number of active participants reported on line 7a of the Form 55002014-07-01174
Number of retired or separated participants receiving benefits2014-07-01773
Number of other retired or separated participants entitled to future benefits2014-07-011,022
Total of all active and inactive participants2014-07-011,969
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-0183
Total participants2014-07-012,052
Number of participants with account balances2014-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
Number of employers contributing to the scheme2014-07-017
Current value of assets2014-06-3019,817,361
Acturial value of assets for funding standard account2014-06-3021,896,074
Accrued liability for plan using immediate gains methods2014-06-3023,916,724
Accrued liability under unit credit cost method2014-06-3023,916,724
RPA 94 current liability2014-06-3037,125,787
Expected increase in current liability due to benefits accruing during the plan year2014-06-301,351
Expected release from RPA 94 current liability for plan year2014-06-301,825,168
Expected plan disbursements for the plan year2014-06-302,065,168
Current value of assets2014-06-3019,817,361
Number of retired participants and beneficiaries receiving payment2014-06-30858
Current liability for retired participants and beneficiaries receiving payment2014-06-3018,567,724
Number of terminated vested participants2014-06-301,001
Current liability for terminated vested participants2014-06-3016,496,054
Current liability for active participants non vested benefits2014-06-30595
Current liability for active participants vested benefits2014-06-302,061,414
Total number of active articipats2014-06-30155
Current liability for active participants2014-06-302,062,009
Total participant count with liabilities2014-06-302,014
Total current liabilitoes for participants with libailities2014-06-3037,125,787
Total employer contributions in plan year2014-06-30425,029
Value in reduction in liability resulting from the reduction in benefits2014-06-300
Prior year funding deficiency2014-06-300
Employer’s normal cost for plan year as of valuation date2014-06-30232,577
Prior year credit balance2014-06-305,746,519
Amortization credits as of valuation date2014-06-301,075,652
2013: LOCAL UNION 1710 IBEW PENSION TRUST FUND 2013 401k membership
Total participants, beginning-of-year2013-07-012,200
Total number of active participants reported on line 7a of the Form 55002013-07-01188
Number of retired or separated participants receiving benefits2013-07-01762
Number of other retired or separated participants entitled to future benefits2013-07-011,038
Total of all active and inactive participants2013-07-011,988
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-0184
Total participants2013-07-012,072
Number of participants with account balances2013-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
Number of employers contributing to the scheme2013-07-014
2012: LOCAL UNION 1710 IBEW PENSION TRUST FUND 2012 401k membership
Total participants, beginning-of-year2012-07-012,122
Total number of active participants reported on line 7a of the Form 55002012-07-01254
Number of retired or separated participants receiving benefits2012-07-01745
Number of other retired or separated participants entitled to future benefits2012-07-011,120
Total of all active and inactive participants2012-07-012,119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-0181
Total participants2012-07-012,200
Number of participants with account balances2012-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
Number of employers contributing to the scheme2012-07-015
2011: LOCAL UNION 1710 IBEW PENSION TRUST FUND 2011 401k membership
Total participants, beginning-of-year2011-07-012,163
Total number of active participants reported on line 7a of the Form 55002011-07-01260
Number of retired or separated participants receiving benefits2011-07-01788
Number of other retired or separated participants entitled to future benefits2011-07-011,074
Total of all active and inactive participants2011-07-012,122
Total participants2011-07-012,122
Number of employers contributing to the scheme2011-07-017
2010: LOCAL UNION 1710 IBEW PENSION TRUST FUND 2010 401k membership
Total participants, beginning-of-year2010-07-012,133
Total number of active participants reported on line 7a of the Form 55002010-07-01390
Number of retired or separated participants receiving benefits2010-07-01765
Number of other retired or separated participants entitled to future benefits2010-07-011,008
Total of all active and inactive participants2010-07-012,163
Total participants2010-07-012,163
Number of employers contributing to the scheme2010-07-017
2009: LOCAL UNION 1710 IBEW PENSION TRUST FUND 2009 401k membership
Total participants, beginning-of-year2009-07-012,221
Total number of active participants reported on line 7a of the Form 55002009-07-01388
Number of retired or separated participants receiving benefits2009-07-01670
Number of other retired or separated participants entitled to future benefits2009-07-011,002
Total of all active and inactive participants2009-07-012,060
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-0173
Total participants2009-07-012,133
Number of employers contributing to the scheme2009-07-019

Financial Data on LOCAL UNION 1710 IBEW PENSION TRUST FUND

Measure Date Value
2022 : LOCAL UNION 1710 IBEW PENSION TRUST FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$510,151
Total unrealized appreciation/depreciation of assets2022-06-30$510,151
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$4,534
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$9,566
Total income from all sources (including contributions)2022-06-30$-589,088
Total loss/gain on sale of assets2022-06-30$333,666
Total of all expenses incurred2022-06-30$2,200,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,817,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$704,383
Value of total assets at end of year2022-06-30$17,624,784
Value of total assets at beginning of year2022-06-30$20,419,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$382,806
Total interest from all sources2022-06-30$101,086
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$587,066
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$587,066
Administrative expenses professional fees incurred2022-06-30$96,295
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Assets. Other investments not covered elsewhere at end of year2022-06-30$2,874,795
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$3,229,895
Administrative expenses (other) incurred2022-06-30$110,873
Liabilities. Value of operating payables at end of year2022-06-30$4,534
Liabilities. Value of operating payables at beginning of year2022-06-30$9,566
Total non interest bearing cash at end of year2022-06-30$1,499,944
Total non interest bearing cash at beginning of year2022-06-30$254,788
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-2,789,549
Value of net assets at end of year (total assets less liabilities)2022-06-30$17,620,250
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$20,409,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$45,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$9,930,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$12,733,144
Interest earned on other investments2022-06-30$101,083
Value of interest in common/collective trusts at end of year2022-06-30$3,268,941
Value of interest in common/collective trusts at beginning of year2022-06-30$4,144,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$999
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$1,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$1,001
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-2,449,831
Net investment gain or loss from common/collective trusts2022-06-30$-375,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$704,383
Employer contributions (assets) at end of year2022-06-30$42,558
Employer contributions (assets) at beginning of year2022-06-30$47,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,817,655
Contract administrator fees2022-06-30$130,638
Assets. Value of buildings and other operty used in plan operation at end of year2022-06-30$7,164
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-06-30$8,418
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$6,484,238
Aggregate carrying amount (costs) on sale of assets2022-06-30$6,150,572
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2022-06-30952036255
2021 : LOCAL UNION 1710 IBEW PENSION TRUST FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$98,950
Total unrealized appreciation/depreciation of assets2021-06-30$98,950
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$9,566
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$8,118
Total income from all sources (including contributions)2021-06-30$4,568,272
Total of all expenses incurred2021-06-30$2,241,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,863,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$781,423
Value of total assets at end of year2021-06-30$20,419,365
Value of total assets at beginning of year2021-06-30$18,091,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$377,941
Total interest from all sources2021-06-30$88,222
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$148,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$148,796
Administrative expenses professional fees incurred2021-06-30$94,838
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-06-300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Minimum employer required contribution for this plan year2021-06-30$0
Amount contributed by the employer to the plan for this plan year2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Assets. Other investments not covered elsewhere at end of year2021-06-30$3,229,895
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$3,042,723
Administrative expenses (other) incurred2021-06-30$111,271
Liabilities. Value of operating payables at end of year2021-06-30$9,566
Liabilities. Value of operating payables at beginning of year2021-06-30$8,118
Total non interest bearing cash at end of year2021-06-30$254,788
Total non interest bearing cash at beginning of year2021-06-30$272,323
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$2,326,547
Value of net assets at end of year (total assets less liabilities)2021-06-30$20,409,799
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$18,083,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$45,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$12,733,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$11,025,451
Interest earned on other investments2021-06-30$88,222
Value of interest in common/collective trusts at end of year2021-06-30$4,144,550
Value of interest in common/collective trusts at beginning of year2021-06-30$3,572,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$1,001
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$1,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$1,001
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$2,138,901
Net investment gain or loss from common/collective trusts2021-06-30$1,311,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$781,423
Employer contributions (assets) at end of year2021-06-30$47,569
Employer contributions (assets) at beginning of year2021-06-30$171,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,863,784
Contract administrator fees2021-06-30$126,832
Assets. Value of buildings and other operty used in plan operation at end of year2021-06-30$8,418
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-06-30$5,523
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$73,000
Aggregate carrying amount (costs) on sale of assets2021-06-30$73,000
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2021-06-30952036255
2020 : LOCAL UNION 1710 IBEW PENSION TRUST FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$-55,306
Total unrealized appreciation/depreciation of assets2020-06-30$-55,306
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$8,118
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$6,565
Total income from all sources (including contributions)2020-06-30$1,240,608
Total of all expenses incurred2020-06-30$2,258,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,898,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$860,781
Value of total assets at end of year2020-06-30$18,091,370
Value of total assets at beginning of year2020-06-30$19,107,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$359,853
Total interest from all sources2020-06-30$117,716
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$308,629
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$308,629
Administrative expenses professional fees incurred2020-06-30$153,361
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Assets. Other investments not covered elsewhere at end of year2020-06-30$3,042,723
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$6,045
Administrative expenses (other) incurred2020-06-30$38,348
Liabilities. Value of operating payables at end of year2020-06-30$8,118
Liabilities. Value of operating payables at beginning of year2020-06-30$6,565
Total non interest bearing cash at end of year2020-06-30$272,323
Total non interest bearing cash at beginning of year2020-06-30$342,653
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-1,018,025
Value of net assets at end of year (total assets less liabilities)2020-06-30$18,083,252
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$19,101,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Assets. partnership/joint venture interests at end of year2020-06-30$0
Assets. partnership/joint venture interests at beginning of year2020-06-30$2,979,080
Investment advisory and management fees2020-06-30$45,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$11,025,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$12,129,863
Interest earned on other investments2020-06-30$117,691
Value of interest in common/collective trusts at end of year2020-06-30$3,572,571
Value of interest in common/collective trusts at beginning of year2020-06-30$3,600,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$1,001
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$2,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$2,222
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$25
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-272,972
Net investment gain or loss from common/collective trusts2020-06-30$281,760
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$860,781
Employer contributions (assets) at end of year2020-06-30$171,778
Employer contributions (assets) at beginning of year2020-06-30$47,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,898,780
Contract administrator fees2020-06-30$123,144
Assets. Value of buildings and other operty used in plan operation at end of year2020-06-30$5,523
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-06-30$0
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$3,444,439
Aggregate carrying amount (costs) on sale of assets2020-06-30$3,444,439
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2020-06-30952036255
2019 : LOCAL UNION 1710 IBEW PENSION TRUST FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$427,676
Total unrealized appreciation/depreciation of assets2019-06-30$427,676
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$6,565
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$12,489
Total income from all sources (including contributions)2019-06-30$1,762,785
Total loss/gain on sale of assets2019-06-30$138,932
Total of all expenses incurred2019-06-30$2,181,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,854,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$724,689
Value of total assets at end of year2019-06-30$19,107,842
Value of total assets at beginning of year2019-06-30$19,532,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$327,874
Total interest from all sources2019-06-30$66
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$471,422
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$471,422
Administrative expenses professional fees incurred2019-06-30$62,330
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Assets. Other investments not covered elsewhere at end of year2019-06-30$6,045
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$133,449
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$6,228
Administrative expenses (other) incurred2019-06-30$91,030
Liabilities. Value of operating payables at end of year2019-06-30$6,565
Liabilities. Value of operating payables at beginning of year2019-06-30$6,261
Total non interest bearing cash at end of year2019-06-30$342,653
Total non interest bearing cash at beginning of year2019-06-30$167,797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-419,116
Value of net assets at end of year (total assets less liabilities)2019-06-30$19,101,277
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$19,520,393
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Assets. partnership/joint venture interests at end of year2019-06-30$2,979,080
Assets. partnership/joint venture interests at beginning of year2019-06-30$2,113,608
Investment advisory and management fees2019-06-30$52,302
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$12,129,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$13,456,624
Value of interest in common/collective trusts at end of year2019-06-30$3,600,802
Value of interest in common/collective trusts at beginning of year2019-06-30$3,617,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$2,222
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$971
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$971
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$66
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$724,689
Employer contributions (assets) at end of year2019-06-30$47,177
Employer contributions (assets) at beginning of year2019-06-30$42,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,854,027
Contract administrator fees2019-06-30$122,212
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$5,150,423
Aggregate carrying amount (costs) on sale of assets2019-06-30$5,011,491
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30PKF, LLP
Accountancy firm EIN2019-06-30813391684
2018 : LOCAL UNION 1710 IBEW PENSION TRUST FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$373,295
Total unrealized appreciation/depreciation of assets2018-06-30$373,295
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$12,489
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$87,994
Total income from all sources (including contributions)2018-06-30$2,034,226
Total loss/gain on sale of assets2018-06-30$538,541
Total of all expenses incurred2018-06-30$2,169,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,842,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$714,542
Value of total assets at end of year2018-06-30$19,532,882
Value of total assets at beginning of year2018-06-30$19,743,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$327,317
Total interest from all sources2018-06-30$49
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$407,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$407,799
Administrative expenses professional fees incurred2018-06-30$62,704
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Assets. Other investments not covered elsewhere at end of year2018-06-30$133,449
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$131,560
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$6,228
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$79,265
Administrative expenses (other) incurred2018-06-30$92,195
Liabilities. Value of operating payables at end of year2018-06-30$6,261
Liabilities. Value of operating payables at beginning of year2018-06-30$8,729
Total non interest bearing cash at end of year2018-06-30$167,797
Total non interest bearing cash at beginning of year2018-06-30$248,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-135,147
Value of net assets at end of year (total assets less liabilities)2018-06-30$19,520,393
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$19,655,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Assets. partnership/joint venture interests at end of year2018-06-30$2,113,608
Assets. partnership/joint venture interests at beginning of year2018-06-30$2,575,632
Investment advisory and management fees2018-06-30$52,574
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$13,456,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$13,067,336
Value of interest in common/collective trusts at end of year2018-06-30$3,617,665
Value of interest in common/collective trusts at beginning of year2018-06-30$3,630,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$971
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$920
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$920
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$49
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$714,542
Employer contributions (assets) at end of year2018-06-30$42,768
Employer contributions (assets) at beginning of year2018-06-30$89,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,842,056
Contract administrator fees2018-06-30$119,844
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$3,547,754
Aggregate carrying amount (costs) on sale of assets2018-06-30$3,009,213
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30PKF,LLP
Accountancy firm EIN2018-06-30813391684
2017 : LOCAL UNION 1710 IBEW PENSION TRUST FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$1,381,116
Total unrealized appreciation/depreciation of assets2017-06-30$1,381,116
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$87,994
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$5,972
Total income from all sources (including contributions)2017-06-30$2,711,465
Total loss/gain on sale of assets2017-06-30$265,914
Total of all expenses incurred2017-06-30$2,149,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,835,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$643,122
Value of total assets at end of year2017-06-30$19,743,534
Value of total assets at beginning of year2017-06-30$19,099,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$313,933
Total interest from all sources2017-06-30$4
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$421,309
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$421,309
Administrative expenses professional fees incurred2017-06-30$60,812
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Assets. Other investments not covered elsewhere at end of year2017-06-30$131,560
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$5,355
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$79,265
Administrative expenses (other) incurred2017-06-30$81,858
Liabilities. Value of operating payables at end of year2017-06-30$8,729
Liabilities. Value of operating payables at beginning of year2017-06-30$5,972
Total non interest bearing cash at end of year2017-06-30$248,629
Total non interest bearing cash at beginning of year2017-06-30$342,714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$562,292
Value of net assets at end of year (total assets less liabilities)2017-06-30$19,655,540
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$19,093,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Assets. partnership/joint venture interests at end of year2017-06-30$2,575,632
Assets. partnership/joint venture interests at beginning of year2017-06-30$2,423,292
Investment advisory and management fees2017-06-30$52,595
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$13,067,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$12,764,121
Value of interest in common/collective trusts at end of year2017-06-30$3,630,302
Value of interest in common/collective trusts at beginning of year2017-06-30$3,522,529
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$920
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$902
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$902
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$4
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$643,122
Employer contributions (assets) at end of year2017-06-30$89,155
Employer contributions (assets) at beginning of year2017-06-30$40,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,835,240
Contract administrator fees2017-06-30$118,668
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$3,220,451
Aggregate carrying amount (costs) on sale of assets2017-06-30$2,954,537
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30PKF, LLP
Accountancy firm EIN2017-06-30813391684
2016 : LOCAL UNION 1710 IBEW PENSION TRUST FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$-258,176
Total unrealized appreciation/depreciation of assets2016-06-30$-258,176
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$5,972
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$8,925
Total income from all sources (including contributions)2016-06-30$843,381
Total loss/gain on sale of assets2016-06-30$-193,505
Total of all expenses incurred2016-06-30$2,125,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,803,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$901,244
Value of total assets at end of year2016-06-30$19,099,220
Value of total assets at beginning of year2016-06-30$20,383,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$321,292
Total interest from all sources2016-06-30$2
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$393,816
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$393,816
Administrative expenses professional fees incurred2016-06-30$61,677
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-06-30360226
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Assets. Other investments not covered elsewhere at end of year2016-06-30$5,355
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$4,616
Administrative expenses (other) incurred2016-06-30$89,809
Liabilities. Value of operating payables at end of year2016-06-30$5,972
Liabilities. Value of operating payables at beginning of year2016-06-30$8,925
Total non interest bearing cash at end of year2016-06-30$342,714
Total non interest bearing cash at beginning of year2016-06-30$492,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-1,281,817
Value of net assets at end of year (total assets less liabilities)2016-06-30$19,093,248
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$20,375,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Assets. partnership/joint venture interests at end of year2016-06-30$2,423,292
Assets. partnership/joint venture interests at beginning of year2016-06-30$2,486,351
Investment advisory and management fees2016-06-30$52,314
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$12,764,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$13,644,474
Value of interest in common/collective trusts at end of year2016-06-30$3,522,529
Value of interest in common/collective trusts at beginning of year2016-06-30$3,711,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$902
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$899
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$899
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$2
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$901,244
Employer contributions (assets) at end of year2016-06-30$40,307
Employer contributions (assets) at beginning of year2016-06-30$43,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,803,906
Contract administrator fees2016-06-30$117,492
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$10,734,067
Aggregate carrying amount (costs) on sale of assets2016-06-30$10,927,572
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30PKF, LLP
Accountancy firm EIN2016-06-30813391684
2015 : LOCAL UNION 1710 IBEW PENSION TRUST FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$168,325
Total unrealized appreciation/depreciation of assets2015-06-30$168,325
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$8,925
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$7,603
Total income from all sources (including contributions)2015-06-30$1,038,064
Total loss/gain on sale of assets2015-06-30$1,465
Total of all expenses incurred2015-06-30$1,969,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,686,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$663,941
Value of total assets at end of year2015-06-30$20,383,990
Value of total assets at beginning of year2015-06-30$21,313,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$282,426
Total interest from all sources2015-06-30$111,704
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$572,496
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$572,496
Administrative expenses professional fees incurred2015-06-30$64,805
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-06-30513992
Minimum employer required contribution for this plan year2015-06-30$0
Amount contributed by the employer to the plan for this plan year2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$1
Administrative expenses (other) incurred2015-06-30$47,376
Liabilities. Value of operating payables at end of year2015-06-30$8,925
Liabilities. Value of operating payables at beginning of year2015-06-30$7,603
Total non interest bearing cash at end of year2015-06-30$492,500
Total non interest bearing cash at beginning of year2015-06-30$213,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-931,153
Value of net assets at end of year (total assets less liabilities)2015-06-30$20,375,065
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$21,306,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Assets. partnership/joint venture interests at end of year2015-06-30$2,486,351
Assets. partnership/joint venture interests at beginning of year2015-06-30$2,204,858
Investment advisory and management fees2015-06-30$55,549
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$13,644,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$14,767,103
Interest earned on other investments2015-06-30$111,702
Value of interest in common/collective trusts at end of year2015-06-30$3,711,990
Value of interest in common/collective trusts at beginning of year2015-06-30$4,053,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$899
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$7,809
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$7,809
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-748,684
Net investment gain or loss from common/collective trusts2015-06-30$268,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$663,941
Employer contributions (assets) at end of year2015-06-30$43,160
Employer contributions (assets) at beginning of year2015-06-30$62,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,686,791
Contract administrator fees2015-06-30$114,696
Assets. Value of buildings and other operty used in plan operation at end of year2015-06-30$4,616
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-06-30$4,695
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$6,376,039
Aggregate carrying amount (costs) on sale of assets2015-06-30$6,374,574
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2015-06-30952036255
2014 : LOCAL UNION 1710 IBEW PENSION TRUST FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$123,131
Total unrealized appreciation/depreciation of assets2014-06-30$123,131
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$7,603
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$27,039
Total income from all sources (including contributions)2014-06-30$3,413,932
Total loss/gain on sale of assets2014-06-30$286
Total of all expenses incurred2014-06-30$1,925,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,639,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$425,029
Value of total assets at end of year2014-06-30$21,313,821
Value of total assets at beginning of year2014-06-30$19,844,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$285,189
Total interest from all sources2014-06-30$105,146
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$511,204
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$511,204
Administrative expenses professional fees incurred2014-06-30$61,701
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-06-30852277
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$0
Amount contributed by the employer to the plan for this plan year2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$80,458
Administrative expenses (other) incurred2014-06-30$54,500
Liabilities. Value of operating payables at end of year2014-06-30$7,603
Liabilities. Value of operating payables at beginning of year2014-06-30$27,039
Total non interest bearing cash at end of year2014-06-30$213,506
Total non interest bearing cash at beginning of year2014-06-30$255,591
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,488,857
Value of net assets at end of year (total assets less liabilities)2014-06-30$21,306,218
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$19,817,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Assets. partnership/joint venture interests at end of year2014-06-30$2,204,858
Assets. partnership/joint venture interests at beginning of year2014-06-30$1,980,888
Investment advisory and management fees2014-06-30$57,088
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$14,767,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$13,756,794
Interest earned on other investments2014-06-30$105,136
Value of interest in common/collective trusts at end of year2014-06-30$4,053,761
Value of interest in common/collective trusts at beginning of year2014-06-30$3,703,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$7,809
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$37,513
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$37,513
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$10
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$1,394,317
Net investment gain or loss from common/collective trusts2014-06-30$854,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$425,029
Employer contributions (assets) at end of year2014-06-30$62,088
Employer contributions (assets) at beginning of year2014-06-30$19,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,639,886
Contract administrator fees2014-06-30$111,900
Assets. Value of buildings and other operty used in plan operation at end of year2014-06-30$4,695
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-06-30$9,461
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$7,280,961
Aggregate carrying amount (costs) on sale of assets2014-06-30$7,280,675
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2014-06-30952036255
2013 : LOCAL UNION 1710 IBEW PENSION TRUST FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$91,662
Total unrealized appreciation/depreciation of assets2013-06-30$91,662
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$27,039
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$10,574
Total income from all sources (including contributions)2013-06-30$2,295,172
Total loss/gain on sale of assets2013-06-30$488
Total of all expenses incurred2013-06-30$1,930,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,645,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$354,769
Value of total assets at end of year2013-06-30$19,844,400
Value of total assets at beginning of year2013-06-30$19,462,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$284,618
Total interest from all sources2013-06-30$91,270
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$669,216
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$669,216
Administrative expenses professional fees incurred2013-06-30$60,193
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-06-30852277
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$0
Amount contributed by the employer to the plan for this plan year2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$80,458
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$1,969,976
Other income not declared elsewhere2013-06-30$2,663
Administrative expenses (other) incurred2013-06-30$55,862
Liabilities. Value of operating payables at end of year2013-06-30$27,039
Liabilities. Value of operating payables at beginning of year2013-06-30$10,574
Total non interest bearing cash at end of year2013-06-30$255,591
Total non interest bearing cash at beginning of year2013-06-30$451,713
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$364,937
Value of net assets at end of year (total assets less liabilities)2013-06-30$19,817,361
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$19,452,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Assets. partnership/joint venture interests at end of year2013-06-30$1,980,888
Assets. partnership/joint venture interests at beginning of year2013-06-30$0
Investment advisory and management fees2013-06-30$58,613
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$13,756,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$17,003,419
Interest earned on other investments2013-06-30$91,259
Value of interest in common/collective trusts at end of year2013-06-30$3,703,942
Value of interest in common/collective trusts at beginning of year2013-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$37,513
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$37,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$37,890
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$459,770
Net investment gain or loss from common/collective trusts2013-06-30$625,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$354,769
Employer contributions (assets) at end of year2013-06-30$19,753
Employer contributions (assets) at beginning of year2013-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,645,617
Contract administrator fees2013-06-30$109,950
Assets. Value of buildings and other operty used in plan operation at end of year2013-06-30$9,461
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-06-30$0
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$4,719,386
Aggregate carrying amount (costs) on sale of assets2013-06-30$4,718,898
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2013-06-30952036255
2012 : LOCAL UNION 1710 IBEW PENSION TRUST FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$-1,214,503
Total unrealized appreciation/depreciation of assets2012-06-30$-1,214,503
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$10,574
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$12,367
Total income from all sources (including contributions)2012-06-30$2,114,207
Total loss/gain on sale of assets2012-06-30$729,269
Total of all expenses incurred2012-06-30$1,851,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$1,579,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$2,008,071
Value of total assets at end of year2012-06-30$19,462,998
Value of total assets at beginning of year2012-06-30$19,201,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$271,959
Total interest from all sources2012-06-30$7
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$67,124
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$1,969,976
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$22,036
Other income not declared elsewhere2012-06-30$15,043
Administrative expenses (other) incurred2012-06-30$49,365
Liabilities. Value of operating payables at end of year2012-06-30$10,574
Liabilities. Value of operating payables at beginning of year2012-06-30$12,367
Total non interest bearing cash at end of year2012-06-30$451,713
Total non interest bearing cash at beginning of year2012-06-30$763,626
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$262,878
Value of net assets at end of year (total assets less liabilities)2012-06-30$19,452,424
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$19,189,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$77,578
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$17,003,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$18,378,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$37,890
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$37,686
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$37,686
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$576,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$2,008,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$1,579,370
Contract administrator fees2012-06-30$77,892
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$5,059,899
Aggregate carrying amount (costs) on sale of assets2012-06-30$4,330,630
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30BERNARD KOTKIN AND COMPANY LLP
Accountancy firm EIN2012-06-30952556670
2011 : LOCAL UNION 1710 IBEW PENSION TRUST FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$1,740,100
Total unrealized appreciation/depreciation of assets2011-06-30$1,740,100
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$12,367
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$21,718
Total income from all sources (including contributions)2011-06-30$3,802,893
Total loss/gain on sale of assets2011-06-30$776,369
Total of all expenses incurred2011-06-30$1,858,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$1,544,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$801,603
Value of total assets at end of year2011-06-30$19,201,913
Value of total assets at beginning of year2011-06-30$17,266,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$313,655
Total interest from all sources2011-06-30$38
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$64,118
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2011-06-30645914
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$22,036
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$22,059
Other income not declared elsewhere2011-06-30$2,008
Administrative expenses (other) incurred2011-06-30$62,702
Liabilities. Value of operating payables at end of year2011-06-30$12,367
Liabilities. Value of operating payables at beginning of year2011-06-30$21,718
Total non interest bearing cash at end of year2011-06-30$763,626
Total non interest bearing cash at beginning of year2011-06-30$137,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,944,450
Value of net assets at end of year (total assets less liabilities)2011-06-30$19,189,546
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$17,245,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$80,458
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$18,378,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$16,980,915
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$37,686
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$126,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$126,564
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$38
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$482,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$801,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$1,544,788
Contract administrator fees2011-06-30$106,377
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$9,843,514
Aggregate carrying amount (costs) on sale of assets2011-06-30$9,067,145
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30BERNARD KOTKIN AND COMPANY LLP
Accountancy firm EIN2011-06-30952556670

Form 5500 Responses for LOCAL UNION 1710 IBEW PENSION TRUST FUND

2021: LOCAL UNION 1710 IBEW PENSION TRUST FUND 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: LOCAL UNION 1710 IBEW PENSION TRUST FUND 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: LOCAL UNION 1710 IBEW PENSION TRUST FUND 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: LOCAL UNION 1710 IBEW PENSION TRUST FUND 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Submission has been amendedYes
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: LOCAL UNION 1710 IBEW PENSION TRUST FUND 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: LOCAL UNION 1710 IBEW PENSION TRUST FUND 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Submission has been amendedYes
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: LOCAL UNION 1710 IBEW PENSION TRUST FUND 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: LOCAL UNION 1710 IBEW PENSION TRUST FUND 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: LOCAL UNION 1710 IBEW PENSION TRUST FUND 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: LOCAL UNION 1710 IBEW PENSION TRUST FUND 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: LOCAL UNION 1710 IBEW PENSION TRUST FUND 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: LOCAL UNION 1710 IBEW PENSION TRUST FUND 2010 form 5500 responses
2010-07-01Type of plan entityMulti-employer plan
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: LOCAL UNION 1710 IBEW PENSION TRUST FUND 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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