BOARD OF TRUSTEES, SOUTHERN CALIFORNIA IBEW-NECA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SOUTHERN CALIFORNIA IBEW-NECA PENSION PLAN
| Measure | Date | Value |
|---|
| 2022: SOUTHERN CALIFORNIA IBEW-NECA PENSION PLAN 2022 401k membership |
|---|
| Current value of assets | 2022-06-30 | 1,445,497,092 |
| Acturial value of assets for funding standard account | 2022-06-30 | 1,445,497,092 |
| Accrued liability for plan using immediate gains methods | 2022-06-30 | 1,857,879,928 |
| Accrued liability under unit credit cost method | 2022-06-30 | 1,857,879,928 |
| RPA 94 current liability | 2022-06-30 | 3,922,376,878 |
| Expected increase in current liability due to benefits accruing during the plan year | 2022-06-30 | 119,889,938 |
| Expected release from RPA 94 current liability for plan year | 2022-06-30 | 128,432,706 |
| Expected plan disbursements for the plan year | 2022-06-30 | 134,228,049 |
| Current value of assets | 2022-06-30 | 1,445,497,092 |
| Number of retired participants and beneficiaries receiving payment | 2022-06-30 | 5,924 |
| Current liability for retired participants and beneficiaries receiving payment | 2022-06-30 | 1,745,488,402 |
| Number of terminated vested participants | 2022-06-30 | 3,246 |
| Current liability for terminated vested participants | 2022-06-30 | 516,908,218 |
| Current liability for active participants non vested benefits | 2022-06-30 | 134,567,730 |
| Current liability for active participants vested benefits | 2022-06-30 | 1,525,412,528 |
| Total number of active articipats | 2022-06-30 | 8,520 |
| Current liability for active participants | 2022-06-30 | 1,659,980,258 |
| Total participant count with liabilities | 2022-06-30 | 17,690 |
| Total current liabilitoes for participants with libailities | 2022-06-30 | 3,922,376,878 |
| Total employer contributions in plan year | 2022-06-30 | 108,787,989 |
| Prior year funding deficiency | 2022-06-30 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2022-06-30 | 39,739,569 |
| Prior year credit balance | 2022-06-30 | 227,532,019 |
| Amortization credits as of valuation date | 2022-06-30 | 54,066,293 |
| 2021: SOUTHERN CALIFORNIA IBEW-NECA PENSION PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-07-01 | 17,753 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 8,483 |
| Number of retired or separated participants receiving benefits | 2021-07-01 | 4,632 |
| Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 3,246 |
| Total of all active and inactive participants | 2021-07-01 | 16,361 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 1,419 |
| Total participants | 2021-07-01 | 17,780 |
| Number of participants with account balances | 2021-07-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 0 |
| Number of employers contributing to the scheme | 2021-07-01 | 507 |
| Current value of assets | 2021-06-30 | 1,179,711,804 |
| Acturial value of assets for funding standard account | 2021-06-30 | 1,261,064,445 |
| Accrued liability for plan using immediate gains methods | 2021-06-30 | 1,764,690,051 |
| Accrued liability under unit credit cost method | 2021-06-30 | 1,764,690,051 |
| RPA 94 current liability | 2021-06-30 | 3,595,020,643 |
| Expected increase in current liability due to benefits accruing during the plan year | 2021-06-30 | 98,786,189 |
| Expected release from RPA 94 current liability for plan year | 2021-06-30 | 125,142,894 |
| Expected plan disbursements for the plan year | 2021-06-30 | 125,124,594 |
| Current value of assets | 2021-06-30 | 1,179,711,804 |
| Number of retired participants and beneficiaries receiving payment | 2021-06-30 | 5,918 |
| Current liability for retired participants and beneficiaries receiving payment | 2021-06-30 | 1,643,756,176 |
| Number of terminated vested participants | 2021-06-30 | 3,025 |
| Current liability for terminated vested participants | 2021-06-30 | 470,033,426 |
| Current liability for active participants non vested benefits | 2021-06-30 | 212,643,691 |
| Current liability for active participants vested benefits | 2021-06-30 | 1,268,587,350 |
| Total number of active articipats | 2021-06-30 | 8,309 |
| Current liability for active participants | 2021-06-30 | 1,481,231,041 |
| Total participant count with liabilities | 2021-06-30 | 17,252 |
| Total current liabilitoes for participants with libailities | 2021-06-30 | 3,595,020,643 |
| Total employer contributions in plan year | 2021-06-30 | 105,214,797 |
| Employer’s normal cost for plan year as of valuation date | 2021-06-30 | 34,916,523 |
| Prior year credit balance | 2021-06-30 | 223,463,288 |
| Amortization credits as of valuation date | 2021-06-30 | 40,134,567 |
| 2020: SOUTHERN CALIFORNIA IBEW-NECA PENSION PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-07-01 | 17,527 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 8,713 |
| Number of retired or separated participants receiving benefits | 2020-07-01 | 4,598 |
| Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 3,025 |
| Total of all active and inactive participants | 2020-07-01 | 16,336 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 1,417 |
| Total participants | 2020-07-01 | 17,753 |
| Number of employers contributing to the scheme | 2020-07-01 | 508 |
| Current value of assets | 2020-06-30 | 1,181,851,117 |
| Acturial value of assets for funding standard account | 2020-06-30 | 1,219,510,499 |
| Accrued liability for plan using immediate gains methods | 2020-06-30 | 1,710,794,118 |
| Accrued liability under unit credit cost method | 2020-06-30 | 1,710,794,118 |
| RPA 94 current liability | 2020-06-30 | 3,273,269,806 |
| Expected increase in current liability due to benefits accruing during the plan year | 2020-06-30 | 89,608,385 |
| Expected release from RPA 94 current liability for plan year | 2020-06-30 | 122,245,787 |
| Expected plan disbursements for the plan year | 2020-06-30 | 128,568,140 |
| Current value of assets | 2020-06-30 | 1,181,851,117 |
| Number of retired participants and beneficiaries receiving payment | 2020-06-30 | 5,976 |
| Current liability for retired participants and beneficiaries receiving payment | 2020-06-30 | 1,612,782,825 |
| Number of terminated vested participants | 2020-06-30 | 2,691 |
| Current liability for terminated vested participants | 2020-06-30 | 374,420,415 |
| Current liability for active participants non vested benefits | 2020-06-30 | 129,205,539 |
| Current liability for active participants vested benefits | 2020-06-30 | 1,156,861,027 |
| Total number of active articipats | 2020-06-30 | 7,598 |
| Current liability for active participants | 2020-06-30 | 1,286,066,566 |
| Total participant count with liabilities | 2020-06-30 | 16,265 |
| Total current liabilitoes for participants with libailities | 2020-06-30 | 3,273,269,806 |
| Total employer contributions in plan year | 2020-06-30 | 110,244,003 |
| Prior year funding deficiency | 2020-06-30 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2020-06-30 | 34,970,333 |
| Prior year credit balance | 2020-06-30 | 209,368,935 |
| Amortization credits as of valuation date | 2020-06-30 | 40,134,567 |
| 2019: SOUTHERN CALIFORNIA IBEW-NECA PENSION PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-07-01 | 17,251 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 8,825 |
| Number of retired or separated participants receiving benefits | 2019-07-01 | 4,614 |
| Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 2,691 |
| Total of all active and inactive participants | 2019-07-01 | 16,130 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 1,397 |
| Total participants | 2019-07-01 | 17,527 |
| Number of participants with account balances | 2019-07-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 0 |
| Number of employers contributing to the scheme | 2019-07-01 | 486 |
| Current value of assets | 2019-06-30 | 1,156,426,469 |
| Acturial value of assets for funding standard account | 2019-06-30 | 1,178,545,942 |
| Accrued liability for plan using immediate gains methods | 2019-06-30 | 1,665,467,391 |
| Accrued liability under unit credit cost method | 2019-06-30 | 1,665,467,391 |
| RPA 94 current liability | 2019-06-30 | 3,225,790,429 |
| Expected increase in current liability due to benefits accruing during the plan year | 2019-06-30 | 104,173,072 |
| Expected release from RPA 94 current liability for plan year | 2019-06-30 | 121,626,365 |
| Expected plan disbursements for the plan year | 2019-06-30 | 121,712,957 |
| Current value of assets | 2019-06-30 | 1,156,426,469 |
| Number of retired participants and beneficiaries receiving payment | 2019-06-30 | 5,965 |
| Current liability for retired participants and beneficiaries receiving payment | 2019-06-30 | 1,590,700,126 |
| Number of terminated vested participants | 2019-06-30 | 2,622 |
| Current liability for terminated vested participants | 2019-06-30 | 371,411,424 |
| Current liability for active participants non vested benefits | 2019-06-30 | 131,427,055 |
| Current liability for active participants vested benefits | 2019-06-30 | 1,132,251,824 |
| Total number of active articipats | 2019-06-30 | 7,282 |
| Current liability for active participants | 2019-06-30 | 1,263,678,879 |
| Total participant count with liabilities | 2019-06-30 | 15,869 |
| Total current liabilitoes for participants with libailities | 2019-06-30 | 3,225,790,429 |
| Total employer contributions in plan year | 2019-06-30 | 105,726,706 |
| Prior year funding deficiency | 2019-06-30 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2019-06-30 | 37,355,392 |
| Prior year credit balance | 2019-06-30 | 173,630,905 |
| Amortization credits as of valuation date | 2019-06-30 | 65,567,379 |
| 2018: SOUTHERN CALIFORNIA IBEW-NECA PENSION PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-07-01 | 16,222 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 8,592 |
| Number of retired or separated participants receiving benefits | 2018-07-01 | 4,641 |
| Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 2,622 |
| Total of all active and inactive participants | 2018-07-01 | 15,855 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 1,396 |
| Total participants | 2018-07-01 | 17,251 |
| Number of participants with account balances | 2018-07-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 0 |
| Number of employers contributing to the scheme | 2018-07-01 | 461 |
| Current value of assets | 2018-06-30 | 1,114,856,777 |
| Acturial value of assets for funding standard account | 2018-06-30 | 1,155,517,188 |
| Accrued liability for plan using immediate gains methods | 2018-06-30 | 1,617,834,481 |
| Accrued liability under unit credit cost method | 2018-06-30 | 1,617,834,481 |
| RPA 94 current liability | 2018-06-30 | 3,015,388,498 |
| Expected increase in current liability due to benefits accruing during the plan year | 2018-06-30 | 94,507,606 |
| Expected release from RPA 94 current liability for plan year | 2018-06-30 | 117,005,115 |
| Expected plan disbursements for the plan year | 2018-06-30 | 117,005,115 |
| Current value of assets | 2018-06-30 | 1,114,856,777 |
| Number of retired participants and beneficiaries receiving payment | 2018-06-30 | 6,037 |
| Current liability for retired participants and beneficiaries receiving payment | 2018-06-30 | 1,554,824,479 |
| Number of terminated vested participants | 2018-06-30 | 2,543 |
| Current liability for terminated vested participants | 2018-06-30 | 352,553,034 |
| Current liability for active participants non vested benefits | 2018-06-30 | 91,620,478 |
| Current liability for active participants vested benefits | 2018-06-30 | 1,016,390,507 |
| Total number of active articipats | 2018-06-30 | 6,877 |
| Current liability for active participants | 2018-06-30 | 1,108,010,985 |
| Total participant count with liabilities | 2018-06-30 | 15,457 |
| Total current liabilitoes for participants with libailities | 2018-06-30 | 3,015,388,498 |
| Total employer contributions in plan year | 2018-06-30 | 93,163,181 |
| Prior year funding deficiency | 2018-06-30 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2018-06-30 | 34,068,120 |
| Prior year credit balance | 2018-06-30 | 143,958,843 |
| Amortization credits as of valuation date | 2018-06-30 | 65,567,379 |
| 2017: SOUTHERN CALIFORNIA IBEW-NECA PENSION PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-07-01 | 15,764 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 7,643 |
| Number of retired or separated participants receiving benefits | 2017-07-01 | 4,605 |
| Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 2,543 |
| Total of all active and inactive participants | 2017-07-01 | 14,791 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 1,431 |
| Total participants | 2017-07-01 | 16,222 |
| Number of employers contributing to the scheme | 2017-07-01 | 462 |
| Current value of assets | 2017-06-30 | 1,014,447,524 |
| Acturial value of assets for funding standard account | 2017-06-30 | 1,129,825,931 |
| Accrued liability for plan using immediate gains methods | 2017-06-30 | 1,562,289,894 |
| Accrued liability under unit credit cost method | 2017-06-30 | 1,562,289,894 |
| RPA 94 current liability | 2017-06-30 | 2,831,946,880 |
| Expected increase in current liability due to benefits accruing during the plan year | 2017-06-30 | 85,799,212 |
| Expected release from RPA 94 current liability for plan year | 2017-06-30 | 115,663,765 |
| Expected plan disbursements for the plan year | 2017-06-30 | 119,817,706 |
| Current value of assets | 2017-06-30 | 1,014,447,524 |
| Number of retired participants and beneficiaries receiving payment | 2017-06-30 | 6,008 |
| Current liability for retired participants and beneficiaries receiving payment | 2017-06-30 | 1,451,760,079 |
| Number of terminated vested participants | 2017-06-30 | 2,512 |
| Current liability for terminated vested participants | 2017-06-30 | 318,727,475 |
| Current liability for active participants non vested benefits | 2017-06-30 | 100,079,066 |
| Current liability for active participants vested benefits | 2017-06-30 | 961,380,260 |
| Total number of active articipats | 2017-06-30 | 6,669 |
| Current liability for active participants | 2017-06-30 | 1,061,459,326 |
| Total participant count with liabilities | 2017-06-30 | 15,189 |
| Total current liabilitoes for participants with libailities | 2017-06-30 | 2,831,946,880 |
| Total employer contributions in plan year | 2017-06-30 | 94,695,154 |
| Value in reduction in liability resulting from the reduction in benefits | 2017-06-30 | 153,935,023 |
| Employer’s normal cost for plan year as of valuation date | 2017-06-30 | 32,690,301 |
| Prior year credit balance | 2017-06-30 | 137,919,572 |
| Amortization credits as of valuation date | 2017-06-30 | 76,213,284 |
| 2016: SOUTHERN CALIFORNIA IBEW-NECA PENSION PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 15,270 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 7,112 |
| Number of retired or separated participants receiving benefits | 2016-07-01 | 4,736 |
| Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 2,512 |
| Total of all active and inactive participants | 2016-07-01 | 14,360 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 1,404 |
| Total participants | 2016-07-01 | 15,764 |
| Number of participants with account balances | 2016-07-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 0 |
| Number of employers contributing to the scheme | 2016-07-01 | 462 |
| Current value of assets | 2016-06-30 | 1,045,597,494 |
| Acturial value of assets for funding standard account | 2016-06-30 | 1,128,744,004 |
| Accrued liability for plan using immediate gains methods | 2016-06-30 | 1,491,420,349 |
| Accrued liability under unit credit cost method | 2016-06-30 | 1,491,420,349 |
| RPA 94 current liability | 2016-06-30 | 2,904,070,246 |
| Expected increase in current liability due to benefits accruing during the plan year | 2016-06-30 | 94,595,989 |
| Expected release from RPA 94 current liability for plan year | 2016-06-30 | 112,750,166 |
| Expected plan disbursements for the plan year | 2016-06-30 | 112,750,166 |
| Current value of assets | 2016-06-30 | 1,045,597,494 |
| Number of retired participants and beneficiaries receiving payment | 2016-06-30 | 5,919 |
| Current liability for retired participants and beneficiaries receiving payment | 2016-06-30 | 1,405,654,383 |
| Number of terminated vested participants | 2016-06-30 | 2,465 |
| Current liability for terminated vested participants | 2016-06-30 | 310,041,383 |
| Current liability for active participants non vested benefits | 2016-06-30 | 183,824,299 |
| Current liability for active participants vested benefits | 2016-06-30 | 1,004,550,181 |
| Total number of active articipats | 2016-06-30 | 6,590 |
| Current liability for active participants | 2016-06-30 | 1,188,374,480 |
| Total participant count with liabilities | 2016-06-30 | 14,974 |
| Total current liabilitoes for participants with libailities | 2016-06-30 | 2,904,070,246 |
| Total employer contributions in plan year | 2016-06-30 | 85,242,715 |
| Employer’s normal cost for plan year as of valuation date | 2016-06-30 | 37,450,411 |
| Prior year credit balance | 2016-06-30 | 110,377,390 |
| Amortization credits as of valuation date | 2016-06-30 | 112,634,486 |
| 2015: SOUTHERN CALIFORNIA IBEW-NECA PENSION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 15,050 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 6,820 |
| Number of retired or separated participants receiving benefits | 2015-07-01 | 4,593 |
| Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 2,465 |
| Total of all active and inactive participants | 2015-07-01 | 13,878 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 1,392 |
| Total participants | 2015-07-01 | 15,270 |
| Number of participants with account balances | 2015-07-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 0 |
| Number of employers contributing to the scheme | 2015-07-01 | 463 |
| Current value of assets | 2015-06-30 | 1,063,184,158 |
| Acturial value of assets for funding standard account | 2015-06-30 | 1,099,637,584 |
| Accrued liability for plan using immediate gains methods | 2015-06-30 | 1,455,054,604 |
| Accrued liability under unit credit cost method | 2015-06-30 | 1,455,054,604 |
| RPA 94 current liability | 2015-06-30 | 2,720,711,168 |
| Expected increase in current liability due to benefits accruing during the plan year | 2015-06-30 | 84,560,758 |
| Expected release from RPA 94 current liability for plan year | 2015-06-30 | 114,977,708 |
| Expected plan disbursements for the plan year | 2015-06-30 | 118,872,569 |
| Current value of assets | 2015-06-30 | 1,063,184,458 |
| Number of retired participants and beneficiaries receiving payment | 2015-06-30 | 5,877 |
| Current liability for retired participants and beneficiaries receiving payment | 2015-06-30 | 1,346,125,230 |
| Number of terminated vested participants | 2015-06-30 | 2,373 |
| Current liability for terminated vested participants | 2015-06-30 | 276,857,992 |
| Current liability for active participants non vested benefits | 2015-06-30 | 378,542,433 |
| Current liability for active participants vested benefits | 2015-06-30 | 719,185,513 |
| Total number of active articipats | 2015-06-30 | 6,659 |
| Current liability for active participants | 2015-06-30 | 1,097,727,946 |
| Total participant count with liabilities | 2015-06-30 | 14,909 |
| Total current liabilitoes for participants with libailities | 2015-06-30 | 2,720,711,168 |
| Total employer contributions in plan year | 2015-06-30 | 69,732,196 |
| Prior year funding deficiency | 2015-06-30 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2015-06-30 | 35,247,251 |
| Prior year credit balance | 2015-06-30 | 97,374,299 |
| Amortization credits as of valuation date | 2015-06-30 | 112,634,486 |
| 2014: SOUTHERN CALIFORNIA IBEW-NECA PENSION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 15,110 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 6,734 |
| Number of retired or separated participants receiving benefits | 2014-07-01 | 4,584 |
| Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 2,373 |
| Total of all active and inactive participants | 2014-07-01 | 13,691 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 1,359 |
| Total participants | 2014-07-01 | 15,050 |
| Number of participants with account balances | 2014-07-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 0 |
| Number of employers contributing to the scheme | 2014-07-01 | 467 |
| Current value of assets | 2014-06-30 | 963,166,370 |
| Acturial value of assets for funding standard account | 2014-06-30 | 1,060,103,955 |
| Accrued liability for plan using immediate gains methods | 2014-06-30 | 1,362,615,338 |
| Unfunded liability for methods with bases using spread gains methods | 2014-06-30 | 0 |
| Accrued liabiliy under entry age normal method | 2014-06-30 | 0 |
| Normal cost under entry age normal method | 2014-06-30 | 0 |
| Accrued liability under unit credit cost method | 2014-06-30 | 1,362,615,338 |
| Amount excluded from current liability attributable to pre-participation service | 2014-06-30 | 0 |
| RPA 94 current liability | 2014-06-30 | 2,701,216,565 |
| Expected increase in current liability due to benefits accruing during the plan year | 2014-06-30 | 84,830,883 |
| Expected release from RPA 94 current liability for plan year | 2014-06-30 | 0 |
| Expected plan disbursements for the plan year | 2014-06-30 | 106,998,873 |
| Current value of assets | 2014-06-30 | 963,166,370 |
| Number of retired participants and beneficiaries receiving payment | 2014-06-30 | 5,802 |
| Current liability for retired participants and beneficiaries receiving payment | 2014-06-30 | 1,322,334,307 |
| Number of terminated vested participants | 2014-06-30 | 2,338 |
| Current liability for terminated vested participants | 2014-06-30 | 270,102,644 |
| Current liability for active participants non vested benefits | 2014-06-30 | 173,345,495 |
| Current liability for active participants vested benefits | 2014-06-30 | 935,434,119 |
| Total number of active articipats | 2014-06-30 | 6,403 |
| Current liability for active participants | 2014-06-30 | 1,108,779,614 |
| Total participant count with liabilities | 2014-06-30 | 14,543 |
| Total current liabilitoes for participants with libailities | 2014-06-30 | 2,701,216,565 |
| Total employer contributions in plan year | 2014-06-30 | 68,534,449 |
| Prior year funding deficiency | 2014-06-30 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2014-06-30 | 34,642,942 |
| Prior year credit balance | 2014-06-30 | 83,848,103 |
| Amortization credits as of valuation date | 2014-06-30 | 112,237,726 |
| 2013: SOUTHERN CALIFORNIA IBEW-NECA PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 14,888 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 6,901 |
| Number of retired or separated participants receiving benefits | 2013-07-01 | 4,521 |
| Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 2,338 |
| Total of all active and inactive participants | 2013-07-01 | 13,760 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 1,350 |
| Total participants | 2013-07-01 | 15,110 |
| Number of participants with account balances | 2013-07-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
| Number of employers contributing to the scheme | 2013-07-01 | 486 |
| 2012: SOUTHERN CALIFORNIA IBEW-NECA PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 14,228 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 6,652 |
| Number of retired or separated participants receiving benefits | 2012-07-01 | 4,479 |
| Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 2,435 |
| Total of all active and inactive participants | 2012-07-01 | 13,566 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 1,322 |
| Total participants | 2012-07-01 | 14,888 |
| Number of employers contributing to the scheme | 2012-07-01 | 510 |
| 2011: SOUTHERN CALIFORNIA IBEW-NECA PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 14,115 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 6,192 |
| Number of retired or separated participants receiving benefits | 2011-07-01 | 4,492 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 2,266 |
| Total of all active and inactive participants | 2011-07-01 | 12,950 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 1,278 |
| Total participants | 2011-07-01 | 14,228 |
| Number of participants with account balances | 2011-07-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 0 |
| Number of employers contributing to the scheme | 2011-07-01 | 533 |
| 2009: SOUTHERN CALIFORNIA IBEW-NECA PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 14,638 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 7,004 |
| Number of retired or separated participants receiving benefits | 2009-07-01 | 4,349 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 1,788 |
| Total of all active and inactive participants | 2009-07-01 | 13,141 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 1,241 |
| Total participants | 2009-07-01 | 14,382 |
| Number of participants with account balances | 2009-07-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
| Number of employers contributing to the scheme | 2009-07-01 | 549 |
| Measure | Date | Value |
|---|
| 2022 : SOUTHERN CALIFORNIA IBEW-NECA PENSION PLAN 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-06-30 | $-91,181,109 |
| Total unrealized appreciation/depreciation of assets | 2022-06-30 | $-91,181,109 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $14,564,146 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $14,789,004 |
| Total income from all sources (including contributions) | 2022-06-30 | $34,110,987 |
| Total loss/gain on sale of assets | 2022-06-30 | $-8,025,639 |
| Total of all expenses incurred | 2022-06-30 | $137,059,811 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $125,278,671 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $108,853,944 |
| Value of total assets at end of year | 2022-06-30 | $1,355,906,214 |
| Value of total assets at beginning of year | 2022-06-30 | $1,459,079,896 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $11,781,140 |
| Total interest from all sources | 2022-06-30 | $10,665,916 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $5,211,316 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
| Assets. Real estate other than employer real property at end of year | 2022-06-30 | $27,977,522 |
| Assets. Real estate other than employer real property at beginning of year | 2022-06-30 | $25,272,965 |
| Administrative expenses professional fees incurred | 2022-06-30 | $1,078,737 |
| Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
| Value of fidelity bond cover | 2022-06-30 | $2,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2022-06-30 | $70,488,598 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-06-30 | $93,116,686 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-06-30 | $10,470,128 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-06-30 | $9,133,363 |
| Assets. Loans (other than to participants) at end of year | 2022-06-30 | $53,383,266 |
| Assets. Loans (other than to participants) at beginning of year | 2022-06-30 | $43,984,349 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-06-30 | $11,210,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-06-30 | $11,135,000 |
| Administrative expenses (other) incurred | 2022-06-30 | $4,563,448 |
| Liabilities. Value of operating payables at end of year | 2022-06-30 | $3,354,146 |
| Liabilities. Value of operating payables at beginning of year | 2022-06-30 | $3,654,004 |
| Total non interest bearing cash at end of year | 2022-06-30 | $97,738 |
| Total non interest bearing cash at beginning of year | 2022-06-30 | $1,163,640 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Value of net income/loss | 2022-06-30 | $-102,948,824 |
| Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $1,341,342,068 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $1,444,290,892 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
| Assets. partnership/joint venture interests at end of year | 2022-06-30 | $332,263,483 |
| Assets. partnership/joint venture interests at beginning of year | 2022-06-30 | $318,528,420 |
| Investment advisory and management fees | 2022-06-30 | $6,138,955 |
| Interest earned on other investments | 2022-06-30 | $9,012,779 |
| Income. Interest from US Government securities | 2022-06-30 | $362,904 |
| Income. Interest from corporate debt instruments | 2022-06-30 | $1,232,067 |
| Value of interest in common/collective trusts at end of year | 2022-06-30 | $144,488,369 |
| Value of interest in common/collective trusts at beginning of year | 2022-06-30 | $160,594,628 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-06-30 | $33,741,832 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-06-30 | $25,044,842 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-06-30 | $25,044,842 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-06-30 | $58,166 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2022-06-30 | $204,008,881 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-06-30 | $196,194,641 |
| Asset value of US Government securities at end of year | 2022-06-30 | $22,669,637 |
| Asset value of US Government securities at beginning of year | 2022-06-30 | $26,470,195 |
| Net investment gain or loss from common/collective trusts | 2022-06-30 | $-16,106,259 |
| Net gain/loss from 103.12 investment entities | 2022-06-30 | $24,692,818 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
| Contributions received in cash from employer | 2022-06-30 | $108,853,944 |
| Employer contributions (assets) at end of year | 2022-06-30 | $11,413,554 |
| Employer contributions (assets) at beginning of year | 2022-06-30 | $11,582,963 |
| Income. Dividends from common stock | 2022-06-30 | $5,211,316 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $125,278,671 |
| Asset. Corporate debt instrument preferred debt at end of year | 2022-06-30 | $11,392,121 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2022-06-30 | $3,608,340 |
| Asset. Corporate debt instrument debt (other) at end of year | 2022-06-30 | $34,017,866 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2022-06-30 | $52,116,323 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2022-06-30 | $399,419,639 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-06-30 | $492,191,642 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2022-06-30 | $73,580 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-06-30 | $76,899 |
| Did the plan have assets held for investment | 2022-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
| Aggregate proceeds on sale of assets | 2022-06-30 | $782,027,238 |
| Aggregate carrying amount (costs) on sale of assets | 2022-06-30 | $790,052,877 |
| Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
| Accountancy firm name | 2022-06-30 | MILLER KAPLAN ARASE LLP |
| Accountancy firm EIN | 2022-06-30 | 952036255 |
| 2021 : SOUTHERN CALIFORNIA IBEW-NECA PENSION PLAN 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-06-30 | $132,752,532 |
| Total unrealized appreciation/depreciation of assets | 2021-06-30 | $132,752,532 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $14,789,004 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $14,580,821 |
| Expenses. Interest paid | 2021-06-30 | $339,900 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2021-06-30 | $339,900 |
| Total income from all sources (including contributions) | 2021-06-30 | $397,430,949 |
| Total loss/gain on sale of assets | 2021-06-30 | $64,018,071 |
| Total of all expenses incurred | 2021-06-30 | $131,376,861 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $121,482,314 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $105,214,797 |
| Value of total assets at end of year | 2021-06-30 | $1,459,079,896 |
| Value of total assets at beginning of year | 2021-06-30 | $1,192,817,625 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $9,554,647 |
| Total income from rents | 2021-06-30 | $1,179,813 |
| Total interest from all sources | 2021-06-30 | $6,998,350 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-06-30 | $4,497,662 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-06-30 | $0 |
| Assets. Real estate other than employer real property at end of year | 2021-06-30 | $25,272,965 |
| Assets. Real estate other than employer real property at beginning of year | 2021-06-30 | $28,419,032 |
| Administrative expenses professional fees incurred | 2021-06-30 | $962,274 |
| Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
| Value of fidelity bond cover | 2021-06-30 | $1,500,000 |
| If this is an individual account plan, was there a blackout period | 2021-06-30 | No |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2021-06-30 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2021-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2021-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2021-06-30 | $93,116,686 |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-06-30 | $72,635,365 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-06-30 | $134,637 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-06-30 | $9,133,363 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-06-30 | $43,022,013 |
| Assets. Loans (other than to participants) at end of year | 2021-06-30 | $43,984,349 |
| Assets. Loans (other than to participants) at beginning of year | 2021-06-30 | $54,458,133 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-06-30 | $11,135,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-06-30 | $11,220,000 |
| Other income not declared elsewhere | 2021-06-30 | $183,123 |
| Administrative expenses (other) incurred | 2021-06-30 | $3,534,120 |
| Liabilities. Value of operating payables at end of year | 2021-06-30 | $3,654,004 |
| Liabilities. Value of operating payables at beginning of year | 2021-06-30 | $3,360,821 |
| Total non interest bearing cash at end of year | 2021-06-30 | $1,163,640 |
| Total non interest bearing cash at beginning of year | 2021-06-30 | $46,144,702 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
| Value of net income/loss | 2021-06-30 | $266,054,088 |
| Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $1,444,290,892 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $1,178,236,804 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
| Assets. partnership/joint venture interests at end of year | 2021-06-30 | $318,528,420 |
| Assets. partnership/joint venture interests at beginning of year | 2021-06-30 | $186,973,822 |
| Investment advisory and management fees | 2021-06-30 | $5,058,253 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-06-30 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-06-30 | $48,577,536 |
| Interest earned on other investments | 2021-06-30 | $5,256,512 |
| Income. Interest from US Government securities | 2021-06-30 | $518,146 |
| Income. Interest from corporate debt instruments | 2021-06-30 | $843,182 |
| Value of interest in common/collective trusts at end of year | 2021-06-30 | $160,594,628 |
| Value of interest in common/collective trusts at beginning of year | 2021-06-30 | $233,977,396 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-06-30 | $25,044,842 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-06-30 | $115,407,316 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-06-30 | $115,407,316 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-06-30 | $380,510 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2021-06-30 | $196,194,641 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-06-30 | $243,225,905 |
| Asset value of US Government securities at end of year | 2021-06-30 | $26,470,195 |
| Asset value of US Government securities at beginning of year | 2021-06-30 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-06-30 | $2,788,941 |
| Net investment gain or loss from common/collective trusts | 2021-06-30 | $58,712,482 |
| Net gain/loss from 103.12 investment entities | 2021-06-30 | $21,085,178 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
| Contributions received in cash from employer | 2021-06-30 | $105,080,160 |
| Employer contributions (assets) at end of year | 2021-06-30 | $11,582,963 |
| Employer contributions (assets) at beginning of year | 2021-06-30 | $10,367,144 |
| Income. Dividends from common stock | 2021-06-30 | $4,497,662 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $121,482,314 |
| Asset. Corporate debt instrument preferred debt at end of year | 2021-06-30 | $3,608,340 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2021-06-30 | $0 |
| Asset. Corporate debt instrument debt (other) at end of year | 2021-06-30 | $52,116,323 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2021-06-30 | $0 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2021-06-30 | $492,191,642 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-06-30 | $109,534,004 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2021-06-30 | $76,899 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-06-30 | $75,257 |
| Did the plan have assets held for investment | 2021-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
| Aggregate proceeds on sale of assets | 2021-06-30 | $2,222,296,489 |
| Aggregate carrying amount (costs) on sale of assets | 2021-06-30 | $2,158,278,418 |
| Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Unqualified |
| Accountancy firm name | 2021-06-30 | MILLER KAPLAN ARASE LLP |
| Accountancy firm EIN | 2021-06-30 | 952036255 |
| 2020 : SOUTHERN CALIFORNIA IBEW-NECA PENSION PLAN 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-06-30 | $491,815 |
| Total unrealized appreciation/depreciation of assets | 2020-06-30 | $491,815 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $14,580,821 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $13,976,984 |
| Expenses. Interest paid | 2020-06-30 | $440,593 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-06-30 | $440,593 |
| Total income from all sources (including contributions) | 2020-06-30 | $127,152,908 |
| Total loss/gain on sale of assets | 2020-06-30 | $-17,701,612 |
| Total of all expenses incurred | 2020-06-30 | $128,998,322 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $119,495,340 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $110,353,933 |
| Value of total assets at end of year | 2020-06-30 | $1,192,817,625 |
| Value of total assets at beginning of year | 2020-06-30 | $1,194,059,202 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $9,062,389 |
| Total income from rents | 2020-06-30 | $1,051,561 |
| Total interest from all sources | 2020-06-30 | $7,649,988 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $6,166,427 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-06-30 | $3,697,234 |
| Assets. Real estate other than employer real property at end of year | 2020-06-30 | $28,419,032 |
| Assets. Real estate other than employer real property at beginning of year | 2020-06-30 | $26,364,640 |
| Administrative expenses professional fees incurred | 2020-06-30 | $1,181,348 |
| Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
| Value of fidelity bond cover | 2020-06-30 | $1,500,000 |
| If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2020-06-30 | $72,635,365 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-06-30 | $82,070,302 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-06-30 | $109,930 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-06-30 | $43,022,013 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-06-30 | $1,916,225 |
| Assets. Loans (other than to participants) at end of year | 2020-06-30 | $54,458,133 |
| Assets. Loans (other than to participants) at beginning of year | 2020-06-30 | $30,290,349 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-06-30 | $11,220,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-06-30 | $9,145,043 |
| Other income not declared elsewhere | 2020-06-30 | $0 |
| Administrative expenses (other) incurred | 2020-06-30 | $3,506,231 |
| Liabilities. Value of operating payables at end of year | 2020-06-30 | $3,360,821 |
| Liabilities. Value of operating payables at beginning of year | 2020-06-30 | $4,831,941 |
| Total non interest bearing cash at end of year | 2020-06-30 | $46,144,702 |
| Total non interest bearing cash at beginning of year | 2020-06-30 | $66,334 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
| Value of net income/loss | 2020-06-30 | $-1,845,414 |
| Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $1,178,236,804 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $1,180,082,218 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
| Assets. partnership/joint venture interests at end of year | 2020-06-30 | $186,973,822 |
| Assets. partnership/joint venture interests at beginning of year | 2020-06-30 | $136,481,917 |
| Investment advisory and management fees | 2020-06-30 | $4,374,810 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-06-30 | $48,577,536 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-06-30 | $174,206,946 |
| Interest earned on other investments | 2020-06-30 | $7,408,223 |
| Value of interest in common/collective trusts at end of year | 2020-06-30 | $233,977,396 |
| Value of interest in common/collective trusts at beginning of year | 2020-06-30 | $298,607,275 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-06-30 | $115,407,316 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-06-30 | $23,437,398 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-06-30 | $23,437,398 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-06-30 | $241,765 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2020-06-30 | $243,225,905 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2020-06-30 | $169,317,305 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-06-30 | $-6,210,610 |
| Net investment gain or loss from common/collective trusts | 2020-06-30 | $19,742,133 |
| Net gain/loss from 103.12 investment entities | 2020-06-30 | $5,609,273 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
| Contributions received in cash from employer | 2020-06-30 | $110,244,003 |
| Employer contributions (assets) at end of year | 2020-06-30 | $10,367,144 |
| Employer contributions (assets) at beginning of year | 2020-06-30 | $11,114,550 |
| Income. Dividends from common stock | 2020-06-30 | $2,469,193 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $119,495,340 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2020-06-30 | $109,534,004 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-06-30 | $240,125,578 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2020-06-30 | $75,257 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-06-30 | $60,383 |
| Did the plan have assets held for investment | 2020-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
| Aggregate proceeds on sale of assets | 2020-06-30 | $1,228,305,566 |
| Aggregate carrying amount (costs) on sale of assets | 2020-06-30 | $1,246,007,178 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Unqualified |
| Accountancy firm name | 2020-06-30 | MILLER KAPLAN ARASE LLP |
| Accountancy firm EIN | 2020-06-30 | 952036255 |
| 2019 : SOUTHERN CALIFORNIA IBEW-NECA PENSION PLAN 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-06-30 | $11,182,598 |
| Total unrealized appreciation/depreciation of assets | 2019-06-30 | $11,182,598 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $13,976,984 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $12,006,883 |
| Expenses. Interest paid | 2019-06-30 | $291,955 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-06-30 | $291,955 |
| Total income from all sources (including contributions) | 2019-06-30 | $152,424,990 |
| Total loss/gain on sale of assets | 2019-06-30 | $-4,457,232 |
| Total of all expenses incurred | 2019-06-30 | $126,672,241 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $117,417,865 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $105,849,692 |
| Value of total assets at end of year | 2019-06-30 | $1,194,059,202 |
| Value of total assets at beginning of year | 2019-06-30 | $1,166,336,352 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $8,962,421 |
| Total income from rents | 2019-06-30 | $4,616,085 |
| Total interest from all sources | 2019-06-30 | $961,811 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $12,852,658 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-06-30 | $9,430,242 |
| Assets. Real estate other than employer real property at end of year | 2019-06-30 | $26,364,640 |
| Assets. Real estate other than employer real property at beginning of year | 2019-06-30 | $23,990,669 |
| Administrative expenses professional fees incurred | 2019-06-30 | $1,385,284 |
| Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
| Value of fidelity bond cover | 2019-06-30 | $1,500,000 |
| If this is an individual account plan, was there a blackout period | 2019-06-30 | No |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2019-06-30 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2019-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2019-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2019-06-30 | $82,070,302 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-06-30 | $100,857,567 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-06-30 | $122,986 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-06-30 | $1,916,225 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-06-30 | $620,828 |
| Assets. Loans (other than to participants) at end of year | 2019-06-30 | $30,290,349 |
| Assets. Loans (other than to participants) at beginning of year | 2019-06-30 | $9,910,010 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-06-30 | $9,145,043 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-06-30 | $9,257,048 |
| Other income not declared elsewhere | 2019-06-30 | $5,347,074 |
| Administrative expenses (other) incurred | 2019-06-30 | $3,339,350 |
| Liabilities. Value of operating payables at end of year | 2019-06-30 | $4,831,941 |
| Liabilities. Value of operating payables at beginning of year | 2019-06-30 | $2,749,835 |
| Total non interest bearing cash at end of year | 2019-06-30 | $66,334 |
| Total non interest bearing cash at beginning of year | 2019-06-30 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
| Value of net income/loss | 2019-06-30 | $25,752,749 |
| Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $1,180,082,218 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $1,154,329,469 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
| Assets. partnership/joint venture interests at end of year | 2019-06-30 | $136,481,917 |
| Assets. partnership/joint venture interests at beginning of year | 2019-06-30 | $181,754,387 |
| Investment advisory and management fees | 2019-06-30 | $4,237,787 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-06-30 | $174,206,946 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-06-30 | $184,664,280 |
| Interest earned on other investments | 2019-06-30 | $451,836 |
| Value of interest in common/collective trusts at end of year | 2019-06-30 | $298,607,275 |
| Value of interest in common/collective trusts at beginning of year | 2019-06-30 | $238,371,824 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-06-30 | $23,437,398 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-06-30 | $21,947,283 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-06-30 | $21,947,283 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-06-30 | $509,975 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2019-06-30 | $169,317,305 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-06-30 | $164,440,823 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-06-30 | $-10,373,268 |
| Net investment gain or loss from common/collective trusts | 2019-06-30 | $13,458,068 |
| Net gain/loss from 103.12 investment entities | 2019-06-30 | $12,987,504 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
| Contributions received in cash from employer | 2019-06-30 | $105,726,706 |
| Employer contributions (assets) at end of year | 2019-06-30 | $11,114,550 |
| Employer contributions (assets) at beginning of year | 2019-06-30 | $9,047,158 |
| Income. Dividends from common stock | 2019-06-30 | $3,422,416 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $117,417,865 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2019-06-30 | $240,125,578 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-06-30 | $230,544,116 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2019-06-30 | $60,383 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-06-30 | $187,407 |
| Did the plan have assets held for investment | 2019-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
| Aggregate proceeds on sale of assets | 2019-06-30 | $635,075,986 |
| Aggregate carrying amount (costs) on sale of assets | 2019-06-30 | $639,533,218 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Unqualified |
| Accountancy firm name | 2019-06-30 | MILLER KAPLAN ARASE LLP |
| Accountancy firm EIN | 2019-06-30 | 952036255 |
| 2018 : SOUTHERN CALIFORNIA IBEW-NECA PENSION PLAN 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-06-30 | $23,801,054 |
| Total unrealized appreciation/depreciation of assets | 2018-06-30 | $23,801,054 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $12,006,883 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $11,880,366 |
| Expenses. Interest paid | 2018-06-30 | $299,095 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2018-06-30 | $299,095 |
| Total income from all sources (including contributions) | 2018-06-30 | $168,994,735 |
| Total loss/gain on sale of assets | 2018-06-30 | $11,630,080 |
| Total of all expenses incurred | 2018-06-30 | $127,044,243 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $116,603,015 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $93,639,363 |
| Value of total assets at end of year | 2018-06-30 | $1,166,336,352 |
| Value of total assets at beginning of year | 2018-06-30 | $1,124,259,343 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $10,142,133 |
| Total income from rents | 2018-06-30 | $723,344 |
| Total interest from all sources | 2018-06-30 | $860,028 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-06-30 | $11,608,017 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-06-30 | $8,507,875 |
| Assets. Real estate other than employer real property at end of year | 2018-06-30 | $23,990,669 |
| Assets. Real estate other than employer real property at beginning of year | 2018-06-30 | $42,609,298 |
| Administrative expenses professional fees incurred | 2018-06-30 | $1,391,704 |
| Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
| Value of fidelity bond cover | 2018-06-30 | $1,500,000 |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2018-06-30 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2018-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2018-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2018-06-30 | $100,857,567 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-06-30 | $97,118,824 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-06-30 | $476,182 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-06-30 | $620,828 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-06-30 | $744,891 |
| Assets. Loans (other than to participants) at end of year | 2018-06-30 | $9,910,010 |
| Assets. Loans (other than to participants) at beginning of year | 2018-06-30 | $15,830,925 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-06-30 | $9,257,048 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-06-30 | $9,466,913 |
| Other income not declared elsewhere | 2018-06-30 | $2,268,821 |
| Administrative expenses (other) incurred | 2018-06-30 | $4,087,529 |
| Liabilities. Value of operating payables at end of year | 2018-06-30 | $2,749,835 |
| Liabilities. Value of operating payables at beginning of year | 2018-06-30 | $2,413,453 |
| Total non interest bearing cash at end of year | 2018-06-30 | $0 |
| Total non interest bearing cash at beginning of year | 2018-06-30 | $134,785 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
| Value of net income/loss | 2018-06-30 | $41,950,492 |
| Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $1,154,329,469 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $1,112,378,977 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
| Assets. partnership/joint venture interests at end of year | 2018-06-30 | $181,754,387 |
| Assets. partnership/joint venture interests at beginning of year | 2018-06-30 | $177,464,015 |
| Investment advisory and management fees | 2018-06-30 | $4,662,900 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-06-30 | $184,664,280 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-06-30 | $191,419,531 |
| Interest earned on other investments | 2018-06-30 | $617,226 |
| Value of interest in common/collective trusts at end of year | 2018-06-30 | $238,371,824 |
| Value of interest in common/collective trusts at beginning of year | 2018-06-30 | $219,689,985 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-06-30 | $21,947,283 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-06-30 | $21,266,158 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-06-30 | $21,266,158 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-06-30 | $242,802 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2018-06-30 | $164,440,823 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2018-06-30 | $151,287,383 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-06-30 | $1,062,966 |
| Net investment gain or loss from common/collective trusts | 2018-06-30 | $8,164,494 |
| Net gain/loss from 103.12 investment entities | 2018-06-30 | $15,236,568 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
| Contributions received in cash from employer | 2018-06-30 | $93,163,181 |
| Employer contributions (assets) at end of year | 2018-06-30 | $9,047,158 |
| Employer contributions (assets) at beginning of year | 2018-06-30 | $8,303,724 |
| Income. Dividends from common stock | 2018-06-30 | $3,100,142 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $116,603,015 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2018-06-30 | $230,544,116 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-06-30 | $198,332,471 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2018-06-30 | $187,407 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-06-30 | $57,353 |
| Did the plan have assets held for investment | 2018-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
| Aggregate proceeds on sale of assets | 2018-06-30 | $773,218,957 |
| Aggregate carrying amount (costs) on sale of assets | 2018-06-30 | $761,588,877 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Unqualified |
| Accountancy firm name | 2018-06-30 | MILLER KAPLAN ARASE LLP |
| Accountancy firm EIN | 2018-06-30 | 952036255 |
| 2017 : SOUTHERN CALIFORNIA IBEW-NECA PENSION PLAN 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-06-30 | $42,400,833 |
| Total unrealized appreciation/depreciation of assets | 2017-06-30 | $42,400,833 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $11,880,366 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $12,395,555 |
| Total income from all sources (including contributions) | 2017-06-30 | $225,654,906 |
| Total loss/gain on sale of assets | 2017-06-30 | $15,890,102 |
| Total of all expenses incurred | 2017-06-30 | $124,776,853 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $115,783,943 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $94,760,807 |
| Value of total assets at end of year | 2017-06-30 | $1,124,259,343 |
| Value of total assets at beginning of year | 2017-06-30 | $1,023,896,479 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $8,992,910 |
| Total income from rents | 2017-06-30 | $856,571 |
| Total interest from all sources | 2017-06-30 | $1,870,671 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-06-30 | $7,746,626 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-06-30 | $4,958,076 |
| Assets. Real estate other than employer real property at end of year | 2017-06-30 | $42,609,298 |
| Assets. Real estate other than employer real property at beginning of year | 2017-06-30 | $36,249,601 |
| Administrative expenses professional fees incurred | 2017-06-30 | $1,371,080 |
| Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
| Value of fidelity bond cover | 2017-06-30 | $1,500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2017-06-30 | $97,118,824 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-06-30 | $95,120,684 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-06-30 | $744,891 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-06-30 | $698,726 |
| Assets. Loans (other than to participants) at end of year | 2017-06-30 | $15,830,925 |
| Assets. Loans (other than to participants) at beginning of year | 2017-06-30 | $48,573,655 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-06-30 | $9,466,913 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-06-30 | $11,719,120 |
| Other income not declared elsewhere | 2017-06-30 | $3,899,737 |
| Administrative expenses (other) incurred | 2017-06-30 | $3,791,384 |
| Liabilities. Value of operating payables at end of year | 2017-06-30 | $2,413,453 |
| Liabilities. Value of operating payables at beginning of year | 2017-06-30 | $676,435 |
| Total non interest bearing cash at end of year | 2017-06-30 | $134,785 |
| Total non interest bearing cash at beginning of year | 2017-06-30 | $114,750 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
| Value of net income/loss | 2017-06-30 | $100,878,053 |
| Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $1,112,378,977 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $1,011,500,924 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
| Assets. partnership/joint venture interests at end of year | 2017-06-30 | $177,464,015 |
| Assets. partnership/joint venture interests at beginning of year | 2017-06-30 | $180,957,106 |
| Investment advisory and management fees | 2017-06-30 | $3,830,446 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-06-30 | $191,419,531 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-06-30 | $136,610,457 |
| Interest earned on other investments | 2017-06-30 | $1,739,909 |
| Value of interest in common/collective trusts at end of year | 2017-06-30 | $219,689,985 |
| Value of interest in common/collective trusts at beginning of year | 2017-06-30 | $241,835,391 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-06-30 | $21,266,158 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-06-30 | $24,692,091 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-06-30 | $24,692,091 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-06-30 | $130,762 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2017-06-30 | $151,287,383 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2017-06-30 | $88,162,438 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-06-30 | $22,227,027 |
| Net investment gain or loss from common/collective trusts | 2017-06-30 | $23,254,644 |
| Net gain/loss from 103.12 investment entities | 2017-06-30 | $12,747,888 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
| Contributions received in cash from employer | 2017-06-30 | $94,760,807 |
| Employer contributions (assets) at end of year | 2017-06-30 | $8,303,724 |
| Employer contributions (assets) at beginning of year | 2017-06-30 | $8,365,862 |
| Income. Dividends from common stock | 2017-06-30 | $2,788,550 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $115,783,943 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2017-06-30 | $198,332,471 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-06-30 | $162,444,881 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2017-06-30 | $57,353 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-06-30 | $70,837 |
| Did the plan have assets held for investment | 2017-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
| Aggregate proceeds on sale of assets | 2017-06-30 | $664,304,298 |
| Aggregate carrying amount (costs) on sale of assets | 2017-06-30 | $648,414,196 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Unqualified |
| Accountancy firm name | 2017-06-30 | MILLER KAPLAN ARASE LLP |
| Accountancy firm EIN | 2017-06-30 | 952036255 |
| 2016 : SOUTHERN CALIFORNIA IBEW-NECA PENSION PLAN 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-06-30 | $4,854,053 |
| Total unrealized appreciation/depreciation of assets | 2016-06-30 | $4,854,053 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $12,395,555 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $12,684,360 |
| Total income from all sources (including contributions) | 2016-06-30 | $89,898,207 |
| Total loss/gain on sale of assets | 2016-06-30 | $-11,884,825 |
| Total of all expenses incurred | 2016-06-30 | $120,497,477 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $112,166,666 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $85,320,404 |
| Value of total assets at end of year | 2016-06-30 | $1,023,896,479 |
| Value of total assets at beginning of year | 2016-06-30 | $1,054,784,554 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $8,330,811 |
| Total income from rents | 2016-06-30 | $2,172,026 |
| Total interest from all sources | 2016-06-30 | $2,705,355 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-06-30 | $5,805,960 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-06-30 | $3,006,463 |
| Assets. Real estate other than employer real property at end of year | 2016-06-30 | $36,249,601 |
| Assets. Real estate other than employer real property at beginning of year | 2016-06-30 | $33,663,414 |
| Administrative expenses professional fees incurred | 2016-06-30 | $746,990 |
| Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
| Value of fidelity bond cover | 2016-06-30 | $1,500,000 |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2016-06-30 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2016-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2016-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2016-06-30 | $95,120,684 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-06-30 | $98,546,434 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-06-30 | $698,726 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-06-30 | $522,822 |
| Assets. Loans (other than to participants) at end of year | 2016-06-30 | $48,573,655 |
| Assets. Loans (other than to participants) at beginning of year | 2016-06-30 | $51,914,096 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-06-30 | $11,719,120 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-06-30 | $11,894,247 |
| Other income not declared elsewhere | 2016-06-30 | $4,934,219 |
| Administrative expenses (other) incurred | 2016-06-30 | $3,340,602 |
| Liabilities. Value of operating payables at end of year | 2016-06-30 | $676,435 |
| Liabilities. Value of operating payables at beginning of year | 2016-06-30 | $790,113 |
| Total non interest bearing cash at end of year | 2016-06-30 | $114,750 |
| Total non interest bearing cash at beginning of year | 2016-06-30 | $140,362 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
| Value of net income/loss | 2016-06-30 | $-30,599,270 |
| Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $1,011,500,924 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $1,042,100,194 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
| Assets. partnership/joint venture interests at end of year | 2016-06-30 | $180,957,106 |
| Assets. partnership/joint venture interests at beginning of year | 2016-06-30 | $163,627,603 |
| Investment advisory and management fees | 2016-06-30 | $4,243,219 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-06-30 | $136,610,457 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-06-30 | $125,175,905 |
| Income. Interest from corporate debt instruments | 2016-06-30 | $2,676,225 |
| Value of interest in common/collective trusts at end of year | 2016-06-30 | $241,835,391 |
| Value of interest in common/collective trusts at beginning of year | 2016-06-30 | $241,932,281 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-06-30 | $24,692,091 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-06-30 | $21,615,169 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-06-30 | $21,615,169 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-06-30 | $29,130 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2016-06-30 | $88,162,438 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2016-06-30 | $97,542,416 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-06-30 | $-12,570,599 |
| Net investment gain or loss from common/collective trusts | 2016-06-30 | $1,987,760 |
| Net gain/loss from 103.12 investment entities | 2016-06-30 | $6,573,854 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
| Contributions received in cash from employer | 2016-06-30 | $85,320,404 |
| Employer contributions (assets) at end of year | 2016-06-30 | $8,365,862 |
| Employer contributions (assets) at beginning of year | 2016-06-30 | $7,637,884 |
| Income. Dividends from common stock | 2016-06-30 | $2,799,497 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $112,166,666 |
| Asset. Corporate debt instrument debt (other) at end of year | 2016-06-30 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2016-06-30 | $8,750 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2016-06-30 | $162,444,881 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-06-30 | $212,401,160 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2016-06-30 | $70,837 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2016-06-30 | $56,258 |
| Did the plan have assets held for investment | 2016-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
| Aggregate proceeds on sale of assets | 2016-06-30 | $497,423,405 |
| Aggregate carrying amount (costs) on sale of assets | 2016-06-30 | $509,308,230 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Unqualified |
| Accountancy firm name | 2016-06-30 | MILLER KAPLAN ARASE LLP |
| Accountancy firm EIN | 2016-06-30 | 952036255 |
| 2015 : SOUTHERN CALIFORNIA IBEW-NECA PENSION PLAN 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-06-30 | $21,778,732 |
| Total unrealized appreciation/depreciation of assets | 2015-06-30 | $21,778,732 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $12,684,360 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $2,249,424 |
| Total income from all sources (including contributions) | 2015-06-30 | $101,104,459 |
| Total loss/gain on sale of assets | 2015-06-30 | $66,512 |
| Total of all expenses incurred | 2015-06-30 | $118,100,823 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $110,264,924 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $69,911,481 |
| Value of total assets at end of year | 2015-06-30 | $1,054,784,554 |
| Value of total assets at beginning of year | 2015-06-30 | $1,061,345,982 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $7,835,899 |
| Total income from rents | 2015-06-30 | $2,078,121 |
| Total interest from all sources | 2015-06-30 | $2,958,672 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-06-30 | $7,068,614 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-06-30 | $3,763,252 |
| Assets. Real estate other than employer real property at end of year | 2015-06-30 | $33,663,414 |
| Assets. Real estate other than employer real property at beginning of year | 2015-06-30 | $32,694,204 |
| Administrative expenses professional fees incurred | 2015-06-30 | $633,924 |
| Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
| Value of fidelity bond cover | 2015-06-30 | $1,500,000 |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2015-06-30 | 0 |
| Minimum employer required contribution for this plan year | 2015-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2015-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2015-06-30 | $98,546,434 |
| Assets. Other investments not covered elsewhere at beginning of year | 2015-06-30 | $97,299,042 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-06-30 | $522,822 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-06-30 | $2,743,439 |
| Assets. Loans (other than to participants) at end of year | 2015-06-30 | $51,914,096 |
| Assets. Loans (other than to participants) at beginning of year | 2015-06-30 | $49,145,497 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-06-30 | $11,894,247 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-06-30 | $1,000,466 |
| Other income not declared elsewhere | 2015-06-30 | $850,128 |
| Administrative expenses (other) incurred | 2015-06-30 | $2,874,918 |
| Liabilities. Value of operating payables at end of year | 2015-06-30 | $790,113 |
| Liabilities. Value of operating payables at beginning of year | 2015-06-30 | $1,248,958 |
| Total non interest bearing cash at end of year | 2015-06-30 | $140,362 |
| Total non interest bearing cash at beginning of year | 2015-06-30 | $641,446 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
| Value of net income/loss | 2015-06-30 | $-16,996,364 |
| Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $1,042,100,194 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $1,059,096,558 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | Yes |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2015-06-30 | $696,304 |
| Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
| Assets. partnership/joint venture interests at end of year | 2015-06-30 | $163,627,603 |
| Assets. partnership/joint venture interests at beginning of year | 2015-06-30 | $133,163,234 |
| Investment advisory and management fees | 2015-06-30 | $4,327,057 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-06-30 | $125,175,905 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-06-30 | $115,562,613 |
| Income. Interest from loans (other than to participants) | 2015-06-30 | $2,939,823 |
| Value of interest in common/collective trusts at end of year | 2015-06-30 | $241,932,281 |
| Value of interest in common/collective trusts at beginning of year | 2015-06-30 | $295,194,944 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-06-30 | $21,615,169 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-06-30 | $15,530,625 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-06-30 | $15,530,625 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-06-30 | $18,849 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2015-06-30 | $97,542,416 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2015-06-30 | $75,784,221 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-06-30 | $-5,303,081 |
| Net investment gain or loss from common/collective trusts | 2015-06-30 | $-5,646,643 |
| Net gain/loss from 103.12 investment entities | 2015-06-30 | $7,341,923 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
| Contributions received in cash from employer | 2015-06-30 | $69,911,481 |
| Employer contributions (assets) at end of year | 2015-06-30 | $7,637,884 |
| Employer contributions (assets) at beginning of year | 2015-06-30 | $6,382,813 |
| Income. Dividends from common stock | 2015-06-30 | $3,305,362 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $110,264,924 |
| Asset. Corporate debt instrument debt (other) at end of year | 2015-06-30 | $8,750 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2015-06-30 | $8,750 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2015-06-30 | $212,401,160 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-06-30 | $237,155,207 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2015-06-30 | $56,258 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-06-30 | $39,947 |
| Did the plan have assets held for investment | 2015-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
| Aggregate proceeds on sale of assets | 2015-06-30 | $581,767,102 |
| Aggregate carrying amount (costs) on sale of assets | 2015-06-30 | $581,700,590 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Unqualified |
| Accountancy firm name | 2015-06-30 | MILLER KAPLAN ARASE LLP |
| Accountancy firm EIN | 2015-06-30 | 952036255 |
| 2014 : SOUTHERN CALIFORNIA IBEW-NECA PENSION PLAN 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-06-30 | $44,707,281 |
| Total unrealized appreciation/depreciation of assets | 2014-06-30 | $44,707,281 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $2,249,424 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $1,476,196 |
| Total income from all sources (including contributions) | 2014-06-30 | $214,784,801 |
| Total loss/gain on sale of assets | 2014-06-30 | $30,128,092 |
| Total of all expenses incurred | 2014-06-30 | $114,014,713 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $106,203,173 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $68,620,900 |
| Value of total assets at end of year | 2014-06-30 | $1,061,345,982 |
| Value of total assets at beginning of year | 2014-06-30 | $959,802,666 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $7,811,540 |
| Total income from rents | 2014-06-30 | $2,207,121 |
| Total interest from all sources | 2014-06-30 | $3,494,292 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-06-30 | $7,553,255 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-06-30 | $4,178,205 |
| Assets. Real estate other than employer real property at end of year | 2014-06-30 | $32,694,204 |
| Assets. Real estate other than employer real property at beginning of year | 2014-06-30 | $35,722,323 |
| Administrative expenses professional fees incurred | 2014-06-30 | $1,072,064 |
| Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
| Value of fidelity bond cover | 2014-06-30 | $1,500,000 |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2014-06-30 | 1421939 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2014-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2014-06-30 | $97,299,042 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-06-30 | $68,373,869 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-06-30 | $2,743,439 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-06-30 | $902,391 |
| Assets. Loans (other than to participants) at end of year | 2014-06-30 | $49,145,497 |
| Assets. Loans (other than to participants) at beginning of year | 2014-06-30 | $50,580,561 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-06-30 | $1,000,466 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-06-30 | $809,449 |
| Other income not declared elsewhere | 2014-06-30 | $1,531,625 |
| Administrative expenses (other) incurred | 2014-06-30 | $3,111,879 |
| Liabilities. Value of operating payables at end of year | 2014-06-30 | $1,248,958 |
| Liabilities. Value of operating payables at beginning of year | 2014-06-30 | $666,747 |
| Total non interest bearing cash at end of year | 2014-06-30 | $641,446 |
| Total non interest bearing cash at beginning of year | 2014-06-30 | $3,868,352 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Value of net income/loss | 2014-06-30 | $100,770,088 |
| Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $1,059,096,558 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $958,326,470 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | Yes |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2014-06-30 | $696,304 |
| Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
| Assets. partnership/joint venture interests at end of year | 2014-06-30 | $153,458,232 |
| Assets. partnership/joint venture interests at beginning of year | 2014-06-30 | $138,146,159 |
| Investment advisory and management fees | 2014-06-30 | $3,627,597 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-06-30 | $115,562,613 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-06-30 | $153,278,669 |
| Income. Interest from loans (other than to participants) | 2014-06-30 | $3,023,999 |
| Income. Interest from US Government securities | 2014-06-30 | $228,605 |
| Income. Interest from corporate debt instruments | 2014-06-30 | $240,354 |
| Value of interest in common/collective trusts at end of year | 2014-06-30 | $295,194,944 |
| Value of interest in common/collective trusts at beginning of year | 2014-06-30 | $234,769,534 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-06-30 | $15,530,625 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-06-30 | $13,249,932 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-06-30 | $13,249,932 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-06-30 | $1,334 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2014-06-30 | $55,489,223 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2014-06-30 | $0 |
| Asset value of US Government securities at end of year | 2014-06-30 | $0 |
| Asset value of US Government securities at beginning of year | 2014-06-30 | $10,861,667 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-06-30 | $14,484,433 |
| Net investment gain or loss from common/collective trusts | 2014-06-30 | $37,707,150 |
| Net gain/loss from 103.12 investment entities | 2014-06-30 | $4,350,652 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
| Contributions received in cash from employer | 2014-06-30 | $68,620,900 |
| Employer contributions (assets) at end of year | 2014-06-30 | $6,382,813 |
| Employer contributions (assets) at beginning of year | 2014-06-30 | $6,706,328 |
| Income. Dividends from preferred stock | 2014-06-30 | $6,349 |
| Income. Dividends from common stock | 2014-06-30 | $3,368,701 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $106,203,173 |
| Asset. Corporate debt instrument preferred debt at end of year | 2014-06-30 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2014-06-30 | $2,736,435 |
| Asset. Corporate debt instrument debt (other) at end of year | 2014-06-30 | $8,750 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2014-06-30 | $5,426,833 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2014-06-30 | $237,155,207 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-06-30 | $235,131,170 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2014-06-30 | $39,947 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-06-30 | $48,443 |
| Did the plan have assets held for investment | 2014-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
| Aggregate proceeds on sale of assets | 2014-06-30 | $709,057,461 |
| Aggregate carrying amount (costs) on sale of assets | 2014-06-30 | $678,929,369 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Unqualified |
| Accountancy firm name | 2014-06-30 | MILLER KAPLAN ARASE LLP |
| Accountancy firm EIN | 2014-06-30 | 952036255 |
| 2013 : SOUTHERN CALIFORNIA IBEW-NECA PENSION PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-06-30 | $42,691,730 |
| Total unrealized appreciation/depreciation of assets | 2013-06-30 | $42,691,730 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $1,476,196 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $2,748,969 |
| Total income from all sources (including contributions) | 2013-06-30 | $172,618,057 |
| Total loss/gain on sale of assets | 2013-06-30 | $16,544,101 |
| Total of all expenses incurred | 2013-06-30 | $110,087,884 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $103,402,687 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $73,175,348 |
| Value of total assets at end of year | 2013-06-30 | $959,802,666 |
| Value of total assets at beginning of year | 2013-06-30 | $898,545,266 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $6,685,197 |
| Total income from rents | 2013-06-30 | $1,950,581 |
| Total interest from all sources | 2013-06-30 | $6,332,357 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-06-30 | $8,941,755 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-06-30 | $5,217,680 |
| Assets. Real estate other than employer real property at end of year | 2013-06-30 | $35,722,323 |
| Assets. Real estate other than employer real property at beginning of year | 2013-06-30 | $34,637,714 |
| Administrative expenses professional fees incurred | 2013-06-30 | $610,800 |
| Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
| Value of fidelity bond cover | 2013-06-30 | $1,500,000 |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2013-06-30 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2013-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2013-06-30 | $68,373,869 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-06-30 | $57,423,693 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-06-30 | $902,391 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-06-30 | $8,699,427 |
| Assets. Loans (other than to participants) at end of year | 2013-06-30 | $50,580,561 |
| Assets. Loans (other than to participants) at beginning of year | 2013-06-30 | $67,255,215 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-06-30 | $809,449 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-06-30 | $1,840,981 |
| Other income not declared elsewhere | 2013-06-30 | $2,073,326 |
| Administrative expenses (other) incurred | 2013-06-30 | $2,917,454 |
| Liabilities. Value of operating payables at end of year | 2013-06-30 | $666,747 |
| Liabilities. Value of operating payables at beginning of year | 2013-06-30 | $907,988 |
| Total non interest bearing cash at end of year | 2013-06-30 | $3,868,352 |
| Total non interest bearing cash at beginning of year | 2013-06-30 | $-66,170 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Value of net income/loss | 2013-06-30 | $62,530,173 |
| Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $958,326,470 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $895,796,297 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | Yes |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2013-06-30 | $696,304 |
| Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
| Assets. partnership/joint venture interests at end of year | 2013-06-30 | $138,146,159 |
| Assets. partnership/joint venture interests at beginning of year | 2013-06-30 | $107,028,339 |
| Investment advisory and management fees | 2013-06-30 | $3,156,943 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-06-30 | $153,278,669 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-06-30 | $97,354,647 |
| Income. Interest from loans (other than to participants) | 2013-06-30 | $3,836,019 |
| Income. Interest from US Government securities | 2013-06-30 | $1,307,335 |
| Income. Interest from corporate debt instruments | 2013-06-30 | $1,184,798 |
| Value of interest in common/collective trusts at end of year | 2013-06-30 | $234,769,534 |
| Value of interest in common/collective trusts at beginning of year | 2013-06-30 | $224,371,146 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-06-30 | $13,249,932 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-06-30 | $15,621,481 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-06-30 | $15,621,481 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-06-30 | $4,205 |
| Asset value of US Government securities at end of year | 2013-06-30 | $10,861,667 |
| Asset value of US Government securities at beginning of year | 2013-06-30 | $36,678,852 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-06-30 | $6,212,473 |
| Net investment gain or loss from common/collective trusts | 2013-06-30 | $14,696,386 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
| Contributions received in cash from employer | 2013-06-30 | $73,175,348 |
| Employer contributions (assets) at end of year | 2013-06-30 | $6,706,328 |
| Employer contributions (assets) at beginning of year | 2013-06-30 | $6,142,101 |
| Income. Dividends from common stock | 2013-06-30 | $3,724,075 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $103,402,687 |
| Asset. Corporate debt instrument preferred debt at end of year | 2013-06-30 | $2,736,435 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2013-06-30 | $21,104,879 |
| Asset. Corporate debt instrument debt (other) at end of year | 2013-06-30 | $5,426,833 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2013-06-30 | $5,485,606 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2013-06-30 | $235,131,170 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-06-30 | $216,770,625 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2013-06-30 | $48,443 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-06-30 | $37,711 |
| Did the plan have assets held for investment | 2013-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
| Aggregate proceeds on sale of assets | 2013-06-30 | $488,051,728 |
| Aggregate carrying amount (costs) on sale of assets | 2013-06-30 | $471,507,627 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Unqualified |
| Accountancy firm name | 2013-06-30 | MILLER KAPLAN ARASE LLP |
| Accountancy firm EIN | 2013-06-30 | 952036255 |
| 2012 : SOUTHERN CALIFORNIA IBEW-NECA PENSION PLAN 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-06-30 | $2,634,149 |
| Total unrealized appreciation/depreciation of assets | 2012-06-30 | $2,634,149 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $2,748,969 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $2,511,469 |
| Total income from all sources (including contributions) | 2012-06-30 | $54,936,925 |
| Total loss/gain on sale of assets | 2012-06-30 | $-7,052,055 |
| Total of all expenses incurred | 2012-06-30 | $106,923,545 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $99,601,578 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $60,481,833 |
| Value of total assets at end of year | 2012-06-30 | $898,545,266 |
| Value of total assets at beginning of year | 2012-06-30 | $950,294,386 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $7,321,967 |
| Total income from rents | 2012-06-30 | $1,776,754 |
| Total interest from all sources | 2012-06-30 | $6,853,287 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-06-30 | $9,370,933 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-06-30 | $5,326,997 |
| Assets. Real estate other than employer real property at end of year | 2012-06-30 | $34,637,714 |
| Assets. Real estate other than employer real property at beginning of year | 2012-06-30 | $35,771,310 |
| Administrative expenses professional fees incurred | 2012-06-30 | $1,232,759 |
| Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
| Value of fidelity bond cover | 2012-06-30 | $1,500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2012-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2012-06-30 | $57,423,693 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-06-30 | $53,169,584 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-06-30 | $8,699,427 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-06-30 | $7,819,124 |
| Assets. Loans (other than to participants) at end of year | 2012-06-30 | $67,255,215 |
| Assets. Loans (other than to participants) at beginning of year | 2012-06-30 | $69,356,048 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-06-30 | $1,840,981 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-06-30 | $1,672,650 |
| Other income not declared elsewhere | 2012-06-30 | $889,844 |
| Administrative expenses (other) incurred | 2012-06-30 | $2,735,147 |
| Liabilities. Value of operating payables at end of year | 2012-06-30 | $907,988 |
| Liabilities. Value of operating payables at beginning of year | 2012-06-30 | $838,819 |
| Total non interest bearing cash at end of year | 2012-06-30 | $-66,170 |
| Total non interest bearing cash at beginning of year | 2012-06-30 | $-171,697 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Value of net income/loss | 2012-06-30 | $-51,986,620 |
| Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $895,796,297 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $947,782,917 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | Yes |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2012-06-30 | $696,304 |
| Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
| Assets. partnership/joint venture interests at end of year | 2012-06-30 | $107,028,339 |
| Assets. partnership/joint venture interests at beginning of year | 2012-06-30 | $85,838,785 |
| Investment advisory and management fees | 2012-06-30 | $3,354,061 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-06-30 | $97,354,647 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-06-30 | $117,775,514 |
| Income. Interest from loans (other than to participants) | 2012-06-30 | $4,180,558 |
| Income. Interest from US Government securities | 2012-06-30 | $1,386,953 |
| Income. Interest from corporate debt instruments | 2012-06-30 | $1,278,421 |
| Value of interest in common/collective trusts at end of year | 2012-06-30 | $224,371,146 |
| Value of interest in common/collective trusts at beginning of year | 2012-06-30 | $254,981,194 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-06-30 | $15,621,481 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-06-30 | $21,908,095 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-06-30 | $21,908,095 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-06-30 | $7,355 |
| Asset value of US Government securities at end of year | 2012-06-30 | $36,678,852 |
| Asset value of US Government securities at beginning of year | 2012-06-30 | $34,517,944 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-06-30 | $-12,778,179 |
| Net investment gain or loss from common/collective trusts | 2012-06-30 | $-7,239,641 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
| Contributions received in cash from employer | 2012-06-30 | $60,481,833 |
| Employer contributions (assets) at end of year | 2012-06-30 | $6,142,101 |
| Employer contributions (assets) at beginning of year | 2012-06-30 | $5,357,254 |
| Income. Dividends from common stock | 2012-06-30 | $4,043,936 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $99,601,578 |
| Asset. Corporate debt instrument preferred debt at end of year | 2012-06-30 | $21,104,879 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2012-06-30 | $20,961,803 |
| Asset. Corporate debt instrument debt (other) at end of year | 2012-06-30 | $5,485,606 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2012-06-30 | $4,839,284 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2012-06-30 | $216,770,625 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-06-30 | $238,120,287 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2012-06-30 | $37,711 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-06-30 | $49,857 |
| Did the plan have assets held for investment | 2012-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
| Aggregate proceeds on sale of assets | 2012-06-30 | $249,668,903 |
| Aggregate carrying amount (costs) on sale of assets | 2012-06-30 | $256,720,958 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Unqualified |
| Accountancy firm name | 2012-06-30 | MILLER KAPLAN ARASE LLP |
| Accountancy firm EIN | 2012-06-30 | 952036255 |
| 2011 : SOUTHERN CALIFORNIA IBEW-NECA PENSION PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-06-30 | $57,832,031 |
| Total unrealized appreciation/depreciation of assets | 2011-06-30 | $57,832,031 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $2,511,469 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $3,699,468 |
| Total income from all sources (including contributions) | 2011-06-30 | $241,000,233 |
| Total loss/gain on sale of assets | 2011-06-30 | $63,323,384 |
| Total of all expenses incurred | 2011-06-30 | $105,785,112 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $98,658,130 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $55,495,735 |
| Value of total assets at end of year | 2011-06-30 | $950,294,386 |
| Value of total assets at beginning of year | 2011-06-30 | $816,267,264 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $7,126,982 |
| Total income from rents | 2011-06-30 | $2,392,096 |
| Total interest from all sources | 2011-06-30 | $6,690,341 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-06-30 | $9,388,022 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-06-30 | $4,869,649 |
| Assets. Real estate other than employer real property at end of year | 2011-06-30 | $35,771,310 |
| Assets. Real estate other than employer real property at beginning of year | 2011-06-30 | $34,225,211 |
| Administrative expenses professional fees incurred | 2011-06-30 | $946,088 |
| Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
| Value of fidelity bond cover | 2011-06-30 | $1,500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2011-06-30 | $53,169,584 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-06-30 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-06-30 | $7,819,124 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-06-30 | $1,922,150 |
| Assets. Loans (other than to participants) at end of year | 2011-06-30 | $69,356,048 |
| Assets. Loans (other than to participants) at beginning of year | 2011-06-30 | $71,330,763 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-06-30 | $1,672,650 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-06-30 | $2,972,496 |
| Other income not declared elsewhere | 2011-06-30 | $1,806,664 |
| Administrative expenses (other) incurred | 2011-06-30 | $2,729,100 |
| Liabilities. Value of operating payables at end of year | 2011-06-30 | $838,819 |
| Liabilities. Value of operating payables at beginning of year | 2011-06-30 | $726,972 |
| Total non interest bearing cash at end of year | 2011-06-30 | $-171,697 |
| Total non interest bearing cash at beginning of year | 2011-06-30 | $272,145 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Value of net income/loss | 2011-06-30 | $135,215,121 |
| Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $947,782,917 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $812,567,796 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | Yes |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2011-06-30 | $696,304 |
| Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
| Assets. partnership/joint venture interests at end of year | 2011-06-30 | $85,838,785 |
| Assets. partnership/joint venture interests at beginning of year | 2011-06-30 | $21,877,281 |
| Investment advisory and management fees | 2011-06-30 | $3,451,794 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-06-30 | $117,775,514 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-06-30 | $82,015,018 |
| Income. Interest from loans (other than to participants) | 2011-06-30 | $4,133,052 |
| Income. Interest from US Government securities | 2011-06-30 | $1,329,722 |
| Income. Interest from corporate debt instruments | 2011-06-30 | $1,192,595 |
| Value of interest in common/collective trusts at end of year | 2011-06-30 | $254,981,194 |
| Value of interest in common/collective trusts at beginning of year | 2011-06-30 | $207,547,546 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-06-30 | $21,908,095 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-06-30 | $24,649,869 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-06-30 | $24,649,869 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-06-30 | $34,972 |
| Asset value of US Government securities at end of year | 2011-06-30 | $34,517,944 |
| Asset value of US Government securities at beginning of year | 2011-06-30 | $37,691,445 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-06-30 | $15,474,756 |
| Net investment gain or loss from common/collective trusts | 2011-06-30 | $28,597,204 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
| Contributions received in cash from employer | 2011-06-30 | $55,495,735 |
| Employer contributions (assets) at end of year | 2011-06-30 | $5,357,254 |
| Employer contributions (assets) at beginning of year | 2011-06-30 | $4,213,483 |
| Income. Dividends from common stock | 2011-06-30 | $4,518,373 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $98,658,130 |
| Asset. Corporate debt instrument preferred debt at end of year | 2011-06-30 | $20,961,803 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2011-06-30 | $18,577,904 |
| Asset. Corporate debt instrument debt (other) at end of year | 2011-06-30 | $4,839,284 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2011-06-30 | $6,825,342 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-06-30 | $238,120,287 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-06-30 | $305,073,919 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2011-06-30 | $49,857 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-06-30 | $45,188 |
| Did the plan have assets held for investment | 2011-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
| Aggregate proceeds on sale of assets | 2011-06-30 | $623,213,712 |
| Aggregate carrying amount (costs) on sale of assets | 2011-06-30 | $559,890,328 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Unqualified |
| Accountancy firm name | 2011-06-30 | MILLER, KAPLAN, ARASE & CO., LLP |
| Accountancy firm EIN | 2011-06-30 | 952036255 |
| 2010 : SOUTHERN CALIFORNIA IBEW-NECA PENSION PLAN 2010 401k financial data |
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| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
