?>
Logo

N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN 401k Plan overview

Plan NameN.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN
Plan identification number 001

N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BD OF TRUSTEES NECA-IBEW LOCAL UNION NO 35 has sponsored the creation of one or more 401k plans.

Company Name:BD OF TRUSTEES NECA-IBEW LOCAL UNION NO 35
Employer identification number (EIN):060008934
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-06-01MICHAEL L. NEALY2024-02-12 MICHAEL R. MOCONYI2024-02-12
0012021-06-01MICHAEL L. NEALY2023-02-03 MICHAEL R. MOCONYI2023-02-03
0012020-06-01WILLIAM MORIARTY2022-02-04 MICHAEL R. MOCONYI2022-02-04
0012019-06-01WILLIAM MORIARTY2021-01-29 MICHAEL R. MOCONYI2021-01-29
0012018-06-01WILLIAM MORIARTY2020-01-23 MICHAEL R. MOCONYI2020-01-23
0012017-06-01
0012016-06-01
0012015-06-01
0012014-06-01
0012013-06-01GERARD J. FRAME
0012012-06-01GERARD J. FRAME
0012011-06-01GERARD J. FRAME
0012009-06-01GERARD FRAME

Plan Statistics for N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN

401k plan membership statisitcs for N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN

Measure Date Value
2022: N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-06-01598
Total number of active participants reported on line 7a of the Form 55002022-06-01440
Number of retired or separated participants receiving benefits2022-06-018
Number of other retired or separated participants entitled to future benefits2022-06-01150
Total of all active and inactive participants2022-06-01598
Total participants2022-06-01598
Number of participants with account balances2022-06-01598
Number of employers contributing to the scheme2022-06-0134
2021: N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-06-01575
Total number of active participants reported on line 7a of the Form 55002021-06-01444
Number of retired or separated participants receiving benefits2021-06-018
Number of other retired or separated participants entitled to future benefits2021-06-01146
Total of all active and inactive participants2021-06-01598
Total participants2021-06-01598
Number of participants with account balances2021-06-01598
Number of employers contributing to the scheme2021-06-0139
2020: N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-06-01577
Total number of active participants reported on line 7a of the Form 55002020-06-01430
Number of retired or separated participants receiving benefits2020-06-015
Number of other retired or separated participants entitled to future benefits2020-06-01140
Total of all active and inactive participants2020-06-01575
Total participants2020-06-01575
Number of participants with account balances2020-06-01575
Number of employers contributing to the scheme2020-06-0167
2019: N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-06-01602
Total number of active participants reported on line 7a of the Form 55002019-06-01427
Number of retired or separated participants receiving benefits2019-06-016
Number of other retired or separated participants entitled to future benefits2019-06-01144
Total of all active and inactive participants2019-06-01577
Total participants2019-06-01577
Number of participants with account balances2019-06-01577
Number of employers contributing to the scheme2019-06-0134
2018: N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-06-01584
Total number of active participants reported on line 7a of the Form 55002018-06-01447
Number of retired or separated participants receiving benefits2018-06-016
Number of other retired or separated participants entitled to future benefits2018-06-01149
Total of all active and inactive participants2018-06-01602
Total participants2018-06-01602
Number of employers contributing to the scheme2018-06-0135
2017: N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-06-01596
Total number of active participants reported on line 7a of the Form 55002017-06-01415
Number of retired or separated participants receiving benefits2017-06-013
Number of other retired or separated participants entitled to future benefits2017-06-01166
Total of all active and inactive participants2017-06-01584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-06-010
Total participants2017-06-01584
Number of participants with account balances2017-06-01584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-06-010
Number of employers contributing to the scheme2017-06-0135
2016: N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-06-01572
Total number of active participants reported on line 7a of the Form 55002016-06-01409
Number of retired or separated participants receiving benefits2016-06-011
Number of other retired or separated participants entitled to future benefits2016-06-01186
Total of all active and inactive participants2016-06-01596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-06-010
Total participants2016-06-01596
Number of participants with account balances2016-06-01596
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-06-010
Number of employers contributing to the scheme2016-06-0136
2015: N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-06-01573
Total number of active participants reported on line 7a of the Form 55002015-06-01376
Number of retired or separated participants receiving benefits2015-06-011
Number of other retired or separated participants entitled to future benefits2015-06-01195
Total of all active and inactive participants2015-06-01572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-06-010
Total participants2015-06-01572
Number of participants with account balances2015-06-01572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-06-010
Number of employers contributing to the scheme2015-06-0136
2014: N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-06-01556
Total number of active participants reported on line 7a of the Form 55002014-06-01366
Number of retired or separated participants receiving benefits2014-06-011
Number of other retired or separated participants entitled to future benefits2014-06-01206
Total of all active and inactive participants2014-06-01573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-06-010
Total participants2014-06-01573
Number of participants with account balances2014-06-01573
Number of employers contributing to the scheme2014-06-0136
2013: N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-06-01578
Total number of active participants reported on line 7a of the Form 55002013-06-01350
Number of retired or separated participants receiving benefits2013-06-011
Number of other retired or separated participants entitled to future benefits2013-06-01205
Total of all active and inactive participants2013-06-01556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-010
Total participants2013-06-01556
Number of participants with account balances2013-06-01556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-06-010
Number of employers contributing to the scheme2013-06-0144
2012: N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-06-01571
Total number of active participants reported on line 7a of the Form 55002012-06-01364
Number of retired or separated participants receiving benefits2012-06-013
Number of other retired or separated participants entitled to future benefits2012-06-01211
Total of all active and inactive participants2012-06-01578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-06-010
Total participants2012-06-01578
Number of participants with account balances2012-06-01578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-06-010
Number of employers contributing to the scheme2012-06-0136
2011: N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-01625
Total number of active participants reported on line 7a of the Form 55002011-06-01393
Number of retired or separated participants receiving benefits2011-06-013
Number of other retired or separated participants entitled to future benefits2011-06-01175
Total of all active and inactive participants2011-06-01571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-010
Total participants2011-06-01571
Number of participants with account balances2011-06-01571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-06-010
Number of employers contributing to the scheme2011-06-0135
2009: N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-06-01600
Total number of active participants reported on line 7a of the Form 55002009-06-01466
Number of retired or separated participants receiving benefits2009-06-013
Number of other retired or separated participants entitled to future benefits2009-06-01163
Total of all active and inactive participants2009-06-01632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-010
Total participants2009-06-01632
Number of participants with account balances2009-06-01632
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-06-010
Number of employers contributing to the scheme2009-06-0142

Financial Data on N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN

Measure Date Value
2023 : N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-05-31$49,178
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-05-31$77,895
Total income from all sources (including contributions)2023-05-31$5,889,800
Total of all expenses incurred2023-05-31$3,570,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-05-31$3,400,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-05-31$4,943,171
Value of total assets at end of year2023-05-31$80,906,811
Value of total assets at beginning of year2023-05-31$78,616,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-05-31$170,203
Total interest from all sources2023-05-31$341,778
Total dividends received (eg from common stock, registered investment company shares)2023-05-31$943,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-05-31$943,572
Administrative expenses professional fees incurred2023-05-31$34,260
Was this plan covered by a fidelity bond2023-05-31Yes
Value of fidelity bond cover2023-05-31$2,000,000
If this is an individual account plan, was there a blackout period2023-05-31No
Were there any nonexempt tranactions with any party-in-interest2023-05-31No
Other income not declared elsewhere2023-05-31$134,429
Administrative expenses (other) incurred2023-05-31$11,642
Liabilities. Value of operating payables at end of year2023-05-31$49,178
Liabilities. Value of operating payables at beginning of year2023-05-31$77,895
Total non interest bearing cash at end of year2023-05-31$768,007
Total non interest bearing cash at beginning of year2023-05-31$593,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-05-31No
Value of net income/loss2023-05-31$2,319,089
Value of net assets at end of year (total assets less liabilities)2023-05-31$80,857,633
Value of net assets at beginning of year (total assets less liabilities)2023-05-31$78,538,544
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-05-31No
Were any leases to which the plan was party in default or uncollectible2023-05-31No
Investment advisory and management fees2023-05-31$79,432
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-05-31$43,673,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-05-31$41,555,695
Value of interest in pooled separate accounts at end of year2023-05-31$13,770,677
Value of interest in pooled separate accounts at beginning of year2023-05-31$12,799,142
Interest earned on other investments2023-05-31$341,778
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-05-31$22,221,451
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-05-31$23,090,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-05-31$-87,264
Net investment gain/loss from pooled separate accounts2023-05-31$-385,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-05-31No
Was there a failure to transmit to the plan any participant contributions2023-05-31No
Has the plan failed to provide any benefit when due under the plan2023-05-31No
Contributions received in cash from employer2023-05-31$4,943,171
Employer contributions (assets) at end of year2023-05-31$473,494
Employer contributions (assets) at beginning of year2023-05-31$577,942
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-05-31$3,400,508
Contract administrator fees2023-05-31$44,869
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-05-31No
Did the plan have assets held for investment2023-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-05-31No
Opinion of an independent qualified public accountant for this plan2023-05-31Unqualified
Accountancy firm name2023-05-31NOVAK FRANCELLA.ORG
Accountancy firm EIN2023-05-31611436956
2022 : N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$77,895
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$80,772
Total income from all sources (including contributions)2022-05-31$1,631,682
Total of all expenses incurred2022-05-31$4,562,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-05-31$4,379,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-05-31$5,103,260
Value of total assets at end of year2022-05-31$78,616,439
Value of total assets at beginning of year2022-05-31$81,549,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-05-31$182,825
Total interest from all sources2022-05-31$3,653,335
Total dividends received (eg from common stock, registered investment company shares)2022-05-31$1,642,601
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-05-31$1,642,601
Administrative expenses professional fees incurred2022-05-31$36,395
Was this plan covered by a fidelity bond2022-05-31Yes
Value of fidelity bond cover2022-05-31$2,000,000
If this is an individual account plan, was there a blackout period2022-05-31No
Were there any nonexempt tranactions with any party-in-interest2022-05-31No
Other income not declared elsewhere2022-05-31$144,698
Administrative expenses (other) incurred2022-05-31$18,385
Liabilities. Value of operating payables at end of year2022-05-31$77,895
Liabilities. Value of operating payables at beginning of year2022-05-31$80,772
Total non interest bearing cash at end of year2022-05-31$593,650
Total non interest bearing cash at beginning of year2022-05-31$531,133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Value of net income/loss2022-05-31$-2,930,503
Value of net assets at end of year (total assets less liabilities)2022-05-31$78,538,544
Value of net assets at beginning of year (total assets less liabilities)2022-05-31$81,469,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-05-31No
Were any leases to which the plan was party in default or uncollectible2022-05-31No
Investment advisory and management fees2022-05-31$84,125
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-05-31$41,555,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-05-31$43,457,296
Value of interest in pooled separate accounts at end of year2022-05-31$12,799,142
Value of interest in pooled separate accounts at beginning of year2022-05-31$15,532,586
Interest earned on other investments2022-05-31$3,653,335
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-05-31$23,090,010
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-05-31$21,531,939
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-05-31$-3,601,932
Net investment gain/loss from pooled separate accounts2022-05-31$-5,310,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-05-31No
Was there a failure to transmit to the plan any participant contributions2022-05-31No
Has the plan failed to provide any benefit when due under the plan2022-05-31No
Contributions received in cash from employer2022-05-31$5,103,260
Employer contributions (assets) at end of year2022-05-31$577,942
Employer contributions (assets) at beginning of year2022-05-31$496,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-05-31$4,379,360
Contract administrator fees2022-05-31$43,920
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-05-31No
Did the plan have assets held for investment2022-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-05-31No
Opinion of an independent qualified public accountant for this plan2022-05-31Unqualified
Accountancy firm name2022-05-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2022-05-31611436956
2021 : N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$80,772
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$66,279
Total income from all sources (including contributions)2021-05-31$20,289,314
Total of all expenses incurred2021-05-31$3,790,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-05-31$3,603,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-05-31$4,244,092
Value of total assets at end of year2021-05-31$81,549,819
Value of total assets at beginning of year2021-05-31$65,036,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-05-31$186,503
Total interest from all sources2021-05-31$344,657
Total dividends received (eg from common stock, registered investment company shares)2021-05-31$955,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-05-31$955,708
Administrative expenses professional fees incurred2021-05-31$39,414
Was this plan covered by a fidelity bond2021-05-31Yes
Value of fidelity bond cover2021-05-31$2,000,000
If this is an individual account plan, was there a blackout period2021-05-31No
Were there any nonexempt tranactions with any party-in-interest2021-05-31No
Other income not declared elsewhere2021-05-31$130,871
Administrative expenses (other) incurred2021-05-31$15,131
Liabilities. Value of operating payables at end of year2021-05-31$80,772
Liabilities. Value of operating payables at beginning of year2021-05-31$66,279
Total non interest bearing cash at end of year2021-05-31$531,133
Total non interest bearing cash at beginning of year2021-05-31$408,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Value of net income/loss2021-05-31$16,499,086
Value of net assets at end of year (total assets less liabilities)2021-05-31$81,469,047
Value of net assets at beginning of year (total assets less liabilities)2021-05-31$64,969,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-05-31No
Were any leases to which the plan was party in default or uncollectible2021-05-31No
Investment advisory and management fees2021-05-31$88,038
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-05-31$43,457,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-05-31$35,216,391
Value of interest in pooled separate accounts at end of year2021-05-31$15,532,586
Value of interest in pooled separate accounts at beginning of year2021-05-31$8,940,839
Interest earned on other investments2021-05-31$344,657
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-05-31$21,531,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-05-31$20,114,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-05-31$7,239,621
Net investment gain/loss from pooled separate accounts2021-05-31$7,374,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-05-31No
Was there a failure to transmit to the plan any participant contributions2021-05-31No
Has the plan failed to provide any benefit when due under the plan2021-05-31No
Contributions received in cash from employer2021-05-31$4,244,092
Employer contributions (assets) at end of year2021-05-31$496,865
Employer contributions (assets) at beginning of year2021-05-31$356,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-05-31$3,603,725
Contract administrator fees2021-05-31$43,920
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-05-31No
Did the plan have assets held for investment2021-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-05-31No
Opinion of an independent qualified public accountant for this plan2021-05-31Unqualified
Accountancy firm name2021-05-31NOVAK FRANCELLA LLC
Accountancy firm EIN2021-05-31611436956
2020 : N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$66,279
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$59,491
Total income from all sources (including contributions)2020-05-31$7,689,224
Total of all expenses incurred2020-05-31$5,728,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-31$5,563,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-05-31$4,642,751
Value of total assets at end of year2020-05-31$65,036,240
Value of total assets at beginning of year2020-05-31$63,068,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-31$164,557
Total interest from all sources2020-05-31$383,098
Total dividends received (eg from common stock, registered investment company shares)2020-05-31$803,658
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-05-31$803,658
Administrative expenses professional fees incurred2020-05-31$34,169
Was this plan covered by a fidelity bond2020-05-31Yes
Value of fidelity bond cover2020-05-31$2,000,000
If this is an individual account plan, was there a blackout period2020-05-31No
Were there any nonexempt tranactions with any party-in-interest2020-05-31No
Other income not declared elsewhere2020-05-31$126,994
Administrative expenses (other) incurred2020-05-31$14,044
Liabilities. Value of operating payables at end of year2020-05-31$66,279
Liabilities. Value of operating payables at beginning of year2020-05-31$59,491
Total non interest bearing cash at end of year2020-05-31$408,418
Total non interest bearing cash at beginning of year2020-05-31$498,809
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Value of net income/loss2020-05-31$1,961,015
Value of net assets at end of year (total assets less liabilities)2020-05-31$64,969,961
Value of net assets at beginning of year (total assets less liabilities)2020-05-31$63,008,946
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-05-31No
Were any leases to which the plan was party in default or uncollectible2020-05-31No
Investment advisory and management fees2020-05-31$73,634
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-05-31$35,216,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-05-31$31,571,845
Value of interest in pooled separate accounts at end of year2020-05-31$8,940,839
Value of interest in pooled separate accounts at beginning of year2020-05-31$10,622,972
Interest earned on other investments2020-05-31$383,098
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-05-31$20,114,330
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-05-31$19,797,474
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-05-31$2,390,033
Net investment gain/loss from pooled separate accounts2020-05-31$-657,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-31No
Was there a failure to transmit to the plan any participant contributions2020-05-31No
Has the plan failed to provide any benefit when due under the plan2020-05-31No
Contributions received in cash from employer2020-05-31$4,642,751
Employer contributions (assets) at end of year2020-05-31$356,262
Employer contributions (assets) at beginning of year2020-05-31$577,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-05-31$5,563,652
Contract administrator fees2020-05-31$42,710
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-05-31No
Did the plan have assets held for investment2020-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-05-31No
Opinion of an independent qualified public accountant for this plan2020-05-31Unqualified
Accountancy firm name2020-05-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2020-05-31611436956
2019 : N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$59,491
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$20,767
Total income from all sources (including contributions)2019-05-31$4,791,792
Total of all expenses incurred2019-05-31$5,897,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-05-31$5,726,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-05-31$4,735,495
Value of total assets at end of year2019-05-31$63,068,437
Value of total assets at beginning of year2019-05-31$64,135,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-05-31$170,978
Total interest from all sources2019-05-31$378,120
Total dividends received (eg from common stock, registered investment company shares)2019-05-31$641,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-05-31$641,137
Administrative expenses professional fees incurred2019-05-31$39,306
Was this plan covered by a fidelity bond2019-05-31Yes
Value of fidelity bond cover2019-05-31$2,000,000
If this is an individual account plan, was there a blackout period2019-05-31No
Were there any nonexempt tranactions with any party-in-interest2019-05-31No
Other income not declared elsewhere2019-05-31$130,586
Administrative expenses (other) incurred2019-05-31$15,937
Liabilities. Value of operating payables at end of year2019-05-31$59,491
Liabilities. Value of operating payables at beginning of year2019-05-31$20,767
Total non interest bearing cash at end of year2019-05-31$498,809
Total non interest bearing cash at beginning of year2019-05-31$374,538
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Value of net income/loss2019-05-31$-1,105,750
Value of net assets at end of year (total assets less liabilities)2019-05-31$63,008,946
Value of net assets at beginning of year (total assets less liabilities)2019-05-31$64,114,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-05-31No
Were any leases to which the plan was party in default or uncollectible2019-05-31No
Investment advisory and management fees2019-05-31$74,135
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-05-31$31,571,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-05-31$30,032,198
Value of interest in pooled separate accounts at end of year2019-05-31$10,622,972
Value of interest in pooled separate accounts at beginning of year2019-05-31$11,934,766
Interest earned on other investments2019-05-31$378,120
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-05-31$19,797,474
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-05-31$21,356,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-05-31$-117,087
Net investment gain/loss from pooled separate accounts2019-05-31$-976,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-05-31No
Was there a failure to transmit to the plan any participant contributions2019-05-31No
Has the plan failed to provide any benefit when due under the plan2019-05-31No
Contributions received in cash from employer2019-05-31$4,735,495
Employer contributions (assets) at end of year2019-05-31$577,337
Employer contributions (assets) at beginning of year2019-05-31$437,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-05-31$5,726,564
Contract administrator fees2019-05-31$41,600
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-05-31No
Did the plan have assets held for investment2019-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-05-31No
Opinion of an independent qualified public accountant for this plan2019-05-31Unqualified
Accountancy firm name2019-05-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2019-05-31611436956
2018 : N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$20,767
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$82,772
Total income from all sources (including contributions)2018-05-31$9,121,030
Total of all expenses incurred2018-05-31$4,001,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-05-31$3,835,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-05-31$4,586,861
Value of total assets at end of year2018-05-31$64,135,463
Value of total assets at beginning of year2018-05-31$59,078,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-05-31$166,347
Total interest from all sources2018-05-31$357,582
Total dividends received (eg from common stock, registered investment company shares)2018-05-31$611,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-05-31$611,595
Administrative expenses professional fees incurred2018-05-31$35,048
Was this plan covered by a fidelity bond2018-05-31Yes
Value of fidelity bond cover2018-05-31$2,000,000
If this is an individual account plan, was there a blackout period2018-05-31No
Were there any nonexempt tranactions with any party-in-interest2018-05-31No
Other income not declared elsewhere2018-05-31$127,595
Administrative expenses (other) incurred2018-05-31$17,210
Liabilities. Value of operating payables at end of year2018-05-31$20,767
Liabilities. Value of operating payables at beginning of year2018-05-31$82,772
Total non interest bearing cash at end of year2018-05-31$374,538
Total non interest bearing cash at beginning of year2018-05-31$364,368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Value of net income/loss2018-05-31$5,119,176
Value of net assets at end of year (total assets less liabilities)2018-05-31$64,114,696
Value of net assets at beginning of year (total assets less liabilities)2018-05-31$58,995,520
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-05-31No
Were any leases to which the plan was party in default or uncollectible2018-05-31No
Investment advisory and management fees2018-05-31$73,889
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-05-31$30,032,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-05-31$27,638,319
Value of interest in pooled separate accounts at end of year2018-05-31$11,934,766
Value of interest in pooled separate accounts at beginning of year2018-05-31$10,630,999
Interest earned on other investments2018-05-31$357,582
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-05-31$21,356,498
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-05-31$19,808,464
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-05-31$1,978,190
Net investment gain/loss from pooled separate accounts2018-05-31$1,459,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-05-31No
Was there a failure to transmit to the plan any participant contributions2018-05-31No
Has the plan failed to provide any benefit when due under the plan2018-05-31No
Contributions received in cash from employer2018-05-31$4,586,861
Employer contributions (assets) at end of year2018-05-31$437,463
Employer contributions (assets) at beginning of year2018-05-31$636,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-05-31$3,835,507
Contract administrator fees2018-05-31$40,200
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-05-31No
Did the plan have assets held for investment2018-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-05-31No
Opinion of an independent qualified public accountant for this plan2018-05-31Unqualified
Accountancy firm name2018-05-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2018-05-31611436956
2017 : N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$82,772
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$91,760
Total income from all sources (including contributions)2017-05-31$9,981,008
Total loss/gain on sale of assets2017-05-31$0
Total of all expenses incurred2017-05-31$2,832,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-05-31$2,678,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-05-31$4,973,205
Value of total assets at end of year2017-05-31$59,078,292
Value of total assets at beginning of year2017-05-31$51,938,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-05-31$153,772
Total interest from all sources2017-05-31$309,122
Total dividends received (eg from common stock, registered investment company shares)2017-05-31$531,756
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-05-31$531,756
Administrative expenses professional fees incurred2017-05-31$38,233
Was this plan covered by a fidelity bond2017-05-31Yes
Value of fidelity bond cover2017-05-31$2,000,000
If this is an individual account plan, was there a blackout period2017-05-31No
Were there any nonexempt tranactions with any party-in-interest2017-05-31No
Income. Received or receivable in cash from other sources (including rollovers)2017-05-31$4,277
Other income not declared elsewhere2017-05-31$85,075
Administrative expenses (other) incurred2017-05-31$15,852
Liabilities. Value of operating payables at end of year2017-05-31$82,772
Liabilities. Value of operating payables at beginning of year2017-05-31$91,760
Total non interest bearing cash at end of year2017-05-31$364,368
Total non interest bearing cash at beginning of year2017-05-31$558,251
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Value of net income/loss2017-05-31$7,148,446
Value of net assets at end of year (total assets less liabilities)2017-05-31$58,995,520
Value of net assets at beginning of year (total assets less liabilities)2017-05-31$51,847,074
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-05-31No
Were any leases to which the plan was party in default or uncollectible2017-05-31No
Investment advisory and management fees2017-05-31$59,487
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-05-31$27,638,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-05-31$22,229,803
Value of interest in pooled separate accounts at end of year2017-05-31$10,630,999
Value of interest in pooled separate accounts at beginning of year2017-05-31$9,796,116
Interest earned on other investments2017-05-31$309,122
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-05-31$19,808,464
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-05-31$18,790,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-05-31$2,570,316
Net investment gain/loss from pooled separate accounts2017-05-31$1,511,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-05-31No
Was there a failure to transmit to the plan any participant contributions2017-05-31No
Has the plan failed to provide any benefit when due under the plan2017-05-31No
Contributions received in cash from employer2017-05-31$4,968,928
Employer contributions (assets) at end of year2017-05-31$636,142
Employer contributions (assets) at beginning of year2017-05-31$564,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-05-31$2,678,790
Contract administrator fees2017-05-31$40,200
Did the plan have assets held for investment2017-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-05-31No
Opinion of an independent qualified public accountant for this plan2017-05-31Unqualified
Accountancy firm name2017-05-31NOVAK FRANCELLA LLC
Accountancy firm EIN2017-05-31611436956
2016 : N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$91,760
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$52,547
Total income from all sources (including contributions)2016-05-31$4,125,016
Total loss/gain on sale of assets2016-05-31$0
Total of all expenses incurred2016-05-31$3,199,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-31$3,055,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-05-31$4,515,762
Value of total assets at end of year2016-05-31$51,938,834
Value of total assets at beginning of year2016-05-31$50,973,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-31$143,820
Total interest from all sources2016-05-31$303,840
Total dividends received (eg from common stock, registered investment company shares)2016-05-31$624,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-05-31$624,954
Administrative expenses professional fees incurred2016-05-31$34,134
Was this plan covered by a fidelity bond2016-05-31Yes
Value of fidelity bond cover2016-05-31$2,000,000
If this is an individual account plan, was there a blackout period2016-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-05-31$0
Were there any nonexempt tranactions with any party-in-interest2016-05-31No
Other income not declared elsewhere2016-05-31$78,860
Administrative expenses (other) incurred2016-05-31$16,034
Liabilities. Value of operating payables at end of year2016-05-31$91,760
Liabilities. Value of operating payables at beginning of year2016-05-31$52,547
Total non interest bearing cash at end of year2016-05-31$558,251
Total non interest bearing cash at beginning of year2016-05-31$391,185
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Value of net income/loss2016-05-31$925,890
Value of net assets at end of year (total assets less liabilities)2016-05-31$51,847,074
Value of net assets at beginning of year (total assets less liabilities)2016-05-31$50,921,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-05-31No
Were any leases to which the plan was party in default or uncollectible2016-05-31No
Investment advisory and management fees2016-05-31$54,052
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-05-31$22,229,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-05-31$21,249,618
Value of interest in pooled separate accounts at end of year2016-05-31$9,796,116
Value of interest in pooled separate accounts at beginning of year2016-05-31$11,375,616
Interest earned on other investments2016-05-31$303,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-05-31$18,790,415
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-05-31$17,487,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-05-31$-804,939
Net investment gain/loss from pooled separate accounts2016-05-31$-593,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-05-31No
Was there a failure to transmit to the plan any participant contributions2016-05-31No
Has the plan failed to provide any benefit when due under the plan2016-05-31No
Contributions received in cash from employer2016-05-31$4,515,762
Employer contributions (assets) at end of year2016-05-31$564,249
Employer contributions (assets) at beginning of year2016-05-31$470,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-05-31$3,055,306
Contract administrator fees2016-05-31$39,600
Did the plan have assets held for investment2016-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-31No
Opinion of an independent qualified public accountant for this plan2016-05-31Unqualified
Accountancy firm name2016-05-31BUCKLEY, FRAME, BOUDREAU & CO
Accountancy firm EIN2016-05-31060931761
2015 : N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$52,547
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$64,828
Total income from all sources (including contributions)2015-05-31$6,595,956
Total loss/gain on sale of assets2015-05-31$0
Total of all expenses incurred2015-05-31$3,351,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-05-31$3,199,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-05-31$3,869,801
Value of total assets at end of year2015-05-31$50,973,731
Value of total assets at beginning of year2015-05-31$47,741,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-05-31$152,332
Total interest from all sources2015-05-31$323,900
Total dividends received (eg from common stock, registered investment company shares)2015-05-31$351,704
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-05-31$351,704
Administrative expenses professional fees incurred2015-05-31$48,188
Was this plan covered by a fidelity bond2015-05-31Yes
Value of fidelity bond cover2015-05-31$2,000,000
If this is an individual account plan, was there a blackout period2015-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-05-31$0
Were there any nonexempt tranactions with any party-in-interest2015-05-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-05-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-05-31$4,196
Other income not declared elsewhere2015-05-31$77,179
Administrative expenses (other) incurred2015-05-31$22,680
Liabilities. Value of operating payables at end of year2015-05-31$52,547
Liabilities. Value of operating payables at beginning of year2015-05-31$64,828
Total non interest bearing cash at end of year2015-05-31$391,185
Total non interest bearing cash at beginning of year2015-05-31$297,706
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Value of net income/loss2015-05-31$3,244,492
Value of net assets at end of year (total assets less liabilities)2015-05-31$50,921,184
Value of net assets at beginning of year (total assets less liabilities)2015-05-31$47,676,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-05-31No
Were any leases to which the plan was party in default or uncollectible2015-05-31No
Investment advisory and management fees2015-05-31$43,034
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-05-31$21,249,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-05-31$16,691,939
Value of interest in pooled separate accounts at end of year2015-05-31$11,375,616
Value of interest in pooled separate accounts at beginning of year2015-05-31$11,903,634
Interest earned on other investments2015-05-31$323,900
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-05-31$17,487,013
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-05-31$18,458,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-05-31$943,353
Net investment gain/loss from pooled separate accounts2015-05-31$1,030,019
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-05-31No
Was there a failure to transmit to the plan any participant contributions2015-05-31No
Has the plan failed to provide any benefit when due under the plan2015-05-31No
Contributions received in cash from employer2015-05-31$3,869,801
Employer contributions (assets) at end of year2015-05-31$470,299
Employer contributions (assets) at beginning of year2015-05-31$385,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-05-31$3,199,132
Contract administrator fees2015-05-31$38,430
Did the plan have assets held for investment2015-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-05-31No
Opinion of an independent qualified public accountant for this plan2015-05-31Unqualified
Accountancy firm name2015-05-31BUCKLEY, FRAME, BOUDREAU & CO
Accountancy firm EIN2015-05-31060931761
2014 : N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$64,828
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$7,399
Total income from all sources (including contributions)2014-05-31$8,458,389
Total loss/gain on sale of assets2014-05-31$0
Total of all expenses incurred2014-05-31$4,400,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$4,276,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-05-31$3,948,152
Value of total assets at end of year2014-05-31$47,741,520
Value of total assets at beginning of year2014-05-31$43,626,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$124,025
Total interest from all sources2014-05-31$366,749
Total dividends received (eg from common stock, registered investment company shares)2014-05-31$349,012
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-05-31$349,012
Administrative expenses professional fees incurred2014-05-31$33,648
Was this plan covered by a fidelity bond2014-05-31Yes
Value of fidelity bond cover2014-05-31$2,000,000
If this is an individual account plan, was there a blackout period2014-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-05-31$0
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-05-31$4,196
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-05-31$4,196
Other income not declared elsewhere2014-05-31$71,195
Administrative expenses (other) incurred2014-05-31$38,063
Liabilities. Value of operating payables at end of year2014-05-31$64,828
Liabilities. Value of operating payables at beginning of year2014-05-31$7,399
Total non interest bearing cash at end of year2014-05-31$297,706
Total non interest bearing cash at beginning of year2014-05-31$311,866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Value of net income/loss2014-05-31$4,058,080
Value of net assets at end of year (total assets less liabilities)2014-05-31$47,676,692
Value of net assets at beginning of year (total assets less liabilities)2014-05-31$43,618,612
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31No
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Investment advisory and management fees2014-05-31$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-05-31$16,691,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-05-31$11,910,511
Value of interest in pooled separate accounts at end of year2014-05-31$11,903,634
Value of interest in pooled separate accounts at beginning of year2014-05-31$11,689,395
Interest earned on other investments2014-05-31$366,749
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-05-31$18,458,152
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-05-31$19,297,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-05-31$1,065,059
Net investment gain/loss from pooled separate accounts2014-05-31$2,658,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-05-31No
Was there a failure to transmit to the plan any participant contributions2014-05-31No
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Contributions received in cash from employer2014-05-31$3,948,152
Employer contributions (assets) at end of year2014-05-31$385,893
Employer contributions (assets) at beginning of year2014-05-31$412,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-05-31$4,276,284
Contract administrator fees2014-05-31$37,314
Did the plan have assets held for investment2014-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31No
Opinion of an independent qualified public accountant for this plan2014-05-31Unqualified
Accountancy firm name2014-05-31BUCKLEY, FRAME, BOUDREAU & CO
Accountancy firm EIN2014-05-31060931761
2013 : N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$7,399
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$2,381
Total income from all sources (including contributions)2013-05-31$7,906,426
Total loss/gain on sale of assets2013-05-31$0
Total of all expenses incurred2013-05-31$3,559,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-05-31$3,440,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-05-31$3,030,348
Value of total assets at end of year2013-05-31$43,626,011
Value of total assets at beginning of year2013-05-31$39,273,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-05-31$119,330
Total interest from all sources2013-05-31$416,126
Total dividends received (eg from common stock, registered investment company shares)2013-05-31$245,979
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-05-31$245,979
Administrative expenses professional fees incurred2013-05-31$32,456
Was this plan covered by a fidelity bond2013-05-31Yes
Value of fidelity bond cover2013-05-31$2,000,000
If this is an individual account plan, was there a blackout period2013-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-05-31$0
Were there any nonexempt tranactions with any party-in-interest2013-05-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-05-31$4,196
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-05-31$22,149
Other income not declared elsewhere2013-05-31$64,009
Administrative expenses (other) incurred2013-05-31$35,448
Liabilities. Value of operating payables at end of year2013-05-31$7,399
Liabilities. Value of operating payables at beginning of year2013-05-31$2,381
Total non interest bearing cash at end of year2013-05-31$311,866
Total non interest bearing cash at beginning of year2013-05-31$262,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Value of net income/loss2013-05-31$4,346,995
Value of net assets at end of year (total assets less liabilities)2013-05-31$43,618,612
Value of net assets at beginning of year (total assets less liabilities)2013-05-31$39,271,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-05-31No
Were any leases to which the plan was party in default or uncollectible2013-05-31No
Investment advisory and management fees2013-05-31$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-05-31$11,910,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-05-31$11,072,148
Value of interest in pooled separate accounts at end of year2013-05-31$11,689,395
Value of interest in pooled separate accounts at beginning of year2013-05-31$9,392,224
Interest earned on other investments2013-05-31$416,126
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-05-31$19,297,740
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-05-31$18,327,913
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-05-31$1,229,897
Net investment gain/loss from pooled separate accounts2013-05-31$2,920,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-05-31No
Was there a failure to transmit to the plan any participant contributions2013-05-31No
Has the plan failed to provide any benefit when due under the plan2013-05-31No
Contributions received in cash from employer2013-05-31$3,030,348
Employer contributions (assets) at end of year2013-05-31$412,303
Employer contributions (assets) at beginning of year2013-05-31$197,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-05-31$3,440,101
Contract administrator fees2013-05-31$36,426
Did the plan have assets held for investment2013-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-05-31No
Opinion of an independent qualified public accountant for this plan2013-05-31Unqualified
Accountancy firm name2013-05-31BUCKLEY, FRAME, BOUDREAU & CO
Accountancy firm EIN2013-05-31060931761
2012 : N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$2,381
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$18,189
Total income from all sources (including contributions)2012-05-31$1,552,724
Total loss/gain on sale of assets2012-05-31$0
Total of all expenses incurred2012-05-31$4,369,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$4,261,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$2,037,871
Value of total assets at end of year2012-05-31$39,273,998
Value of total assets at beginning of year2012-05-31$42,106,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$108,286
Total interest from all sources2012-05-31$487,684
Total dividends received (eg from common stock, registered investment company shares)2012-05-31$242,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-05-31$242,847
Administrative expenses professional fees incurred2012-05-31$35,035
Was this plan covered by a fidelity bond2012-05-31Yes
Value of fidelity bond cover2012-05-31$2,000,000
If this is an individual account plan, was there a blackout period2012-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-05-31$0
Funding deficiency by the employer to the plan for this plan year2012-05-31$0
Minimum employer required contribution for this plan year2012-05-31$2,037,871
Amount contributed by the employer to the plan for this plan year2012-05-31$2,037,871
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-05-31$22,149
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-05-31$4,196
Other income not declared elsewhere2012-05-31$64,313
Administrative expenses (other) incurred2012-05-31$23,190
Liabilities. Value of operating payables at end of year2012-05-31$2,381
Liabilities. Value of operating payables at beginning of year2012-05-31$18,189
Total non interest bearing cash at end of year2012-05-31$262,325
Total non interest bearing cash at beginning of year2012-05-31$219,754
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$-2,816,636
Value of net assets at end of year (total assets less liabilities)2012-05-31$39,271,617
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$42,088,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Investment advisory and management fees2012-05-31$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-05-31$11,072,148
Value of interest in pooled separate accounts at end of year2012-05-31$9,392,224
Value of interest in pooled separate accounts at beginning of year2012-05-31$23,465,786
Interest earned on other investments2012-05-31$487,684
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-05-31$18,327,913
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-05-31$18,098,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-05-31$-122,824
Net investment gain/loss from pooled separate accounts2012-05-31$-1,157,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31No
Was there a failure to transmit to the plan any participant contributions2012-05-31No
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Contributions received in cash from employer2012-05-31$2,037,871
Employer contributions (assets) at end of year2012-05-31$197,239
Employer contributions (assets) at beginning of year2012-05-31$318,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-31$4,261,074
Contract administrator fees2012-05-31$35,061
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31No
Opinion of an independent qualified public accountant for this plan2012-05-31Unqualified
Accountancy firm name2012-05-31BUCKLEY, FRAME, BOUDREAU & CO
Accountancy firm EIN2012-05-31060931761
2011 : N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$18,189
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$22,512
Total income from all sources (including contributions)2011-05-31$8,219,056
Total loss/gain on sale of assets2011-05-31$0
Total of all expenses incurred2011-05-31$2,305,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$2,195,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$3,680,091
Value of total assets at end of year2011-05-31$42,106,442
Value of total assets at beginning of year2011-05-31$36,196,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$109,559
Total interest from all sources2011-05-31$489,693
Total dividends received (eg from common stock, registered investment company shares)2011-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-05-31No
Administrative expenses professional fees incurred2011-05-31$41,291
Was this plan covered by a fidelity bond2011-05-31Yes
Value of fidelity bond cover2011-05-31$2,000,000
If this is an individual account plan, was there a blackout period2011-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-05-31$0
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-05-31$4,196
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-05-31$4,196
Other income not declared elsewhere2011-05-31$56,795
Administrative expenses (other) incurred2011-05-31$19,557
Liabilities. Value of operating payables at end of year2011-05-31$18,189
Liabilities. Value of operating payables at beginning of year2011-05-31$22,512
Total non interest bearing cash at end of year2011-05-31$219,754
Total non interest bearing cash at beginning of year2011-05-31$230,362
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Value of net income/loss2011-05-31$5,913,849
Value of net assets at end of year (total assets less liabilities)2011-05-31$42,088,253
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$36,174,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31No
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Investment advisory and management fees2011-05-31$15,000
Value of interest in pooled separate accounts at end of year2011-05-31$23,465,786
Value of interest in pooled separate accounts at beginning of year2011-05-31$18,868,140
Interest earned on other investments2011-05-31$489,693
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-05-31$18,098,484
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-05-31$16,775,996
Net investment gain/loss from pooled separate accounts2011-05-31$3,992,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31No
Was there a failure to transmit to the plan any participant contributions2011-05-31No
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Contributions received in cash from employer2011-05-31$3,680,091
Employer contributions (assets) at end of year2011-05-31$318,222
Employer contributions (assets) at beginning of year2011-05-31$318,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-05-31$2,195,648
Contract administrator fees2011-05-31$33,711
Did the plan have assets held for investment2011-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31No
Opinion of an independent qualified public accountant for this plan2011-05-31Unqualified
Accountancy firm name2011-05-31BUCKLEY, FRAME, BOUDREAU & CO
Accountancy firm EIN2011-05-31060931761
2010 : N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-05-31$0

Form 5500 Responses for N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN

2022: N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN 2022 form 5500 responses
2022-06-01Type of plan entityMulti-employer plan
2022-06-01Plan is a collectively bargained planYes
2022-06-01Plan funding arrangement – InsuranceYes
2022-06-01Plan funding arrangement – TrustYes
2022-06-01Plan benefit arrangement – InsuranceYes
2022-06-01Plan benefit arrangement - TrustYes
2021: N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN 2021 form 5500 responses
2021-06-01Type of plan entityMulti-employer plan
2021-06-01Plan is a collectively bargained planYes
2021-06-01Plan funding arrangement – InsuranceYes
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan benefit arrangement – InsuranceYes
2021-06-01Plan benefit arrangement - TrustYes
2020: N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN 2020 form 5500 responses
2020-06-01Type of plan entityMulti-employer plan
2020-06-01Plan is a collectively bargained planYes
2020-06-01Plan funding arrangement – InsuranceYes
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement – InsuranceYes
2020-06-01Plan benefit arrangement - TrustYes
2019: N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN 2019 form 5500 responses
2019-06-01Type of plan entityMulti-employer plan
2019-06-01Plan is a collectively bargained planYes
2019-06-01Plan funding arrangement – InsuranceYes
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement – InsuranceYes
2019-06-01Plan benefit arrangement - TrustYes
2018: N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN 2018 form 5500 responses
2018-06-01Type of plan entityMulti-employer plan
2018-06-01Plan is a collectively bargained planYes
2018-06-01Plan funding arrangement – InsuranceYes
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement – InsuranceYes
2018-06-01Plan benefit arrangement - TrustYes
2017: N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN 2017 form 5500 responses
2017-06-01Type of plan entityMulti-employer plan
2017-06-01Plan is a collectively bargained planYes
2017-06-01Plan funding arrangement – InsuranceYes
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement – InsuranceYes
2017-06-01Plan benefit arrangement - TrustYes
2016: N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN 2016 form 5500 responses
2016-06-01Type of plan entityMulti-employer plan
2016-06-01Submission has been amendedNo
2016-06-01This submission is the final filingNo
2016-06-01This return/report is a short plan year return/report (less than 12 months)No
2016-06-01Plan is a collectively bargained planYes
2016-06-01Plan funding arrangement – InsuranceYes
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement – InsuranceYes
2016-06-01Plan benefit arrangement - TrustYes
2015: N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN 2015 form 5500 responses
2015-06-01Type of plan entityMulti-employer plan
2015-06-01Submission has been amendedNo
2015-06-01This submission is the final filingNo
2015-06-01This return/report is a short plan year return/report (less than 12 months)No
2015-06-01Plan is a collectively bargained planYes
2015-06-01Plan funding arrangement – InsuranceYes
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement – InsuranceYes
2015-06-01Plan benefit arrangement - TrustYes
2014: N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN 2014 form 5500 responses
2014-06-01Type of plan entityMulti-employer plan
2014-06-01Submission has been amendedNo
2014-06-01This submission is the final filingNo
2014-06-01This return/report is a short plan year return/report (less than 12 months)No
2014-06-01Plan is a collectively bargained planYes
2014-06-01Plan funding arrangement – InsuranceYes
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement – InsuranceYes
2014-06-01Plan benefit arrangement - TrustYes
2013: N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN 2013 form 5500 responses
2013-06-01Type of plan entityMulti-employer plan
2013-06-01Submission has been amendedNo
2013-06-01This submission is the final filingNo
2013-06-01This return/report is a short plan year return/report (less than 12 months)No
2013-06-01Plan is a collectively bargained planYes
2013-06-01Plan funding arrangement – InsuranceYes
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement – InsuranceYes
2013-06-01Plan benefit arrangement - TrustYes
2012: N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN 2012 form 5500 responses
2012-06-01Type of plan entityMulti-employer plan
2012-06-01Submission has been amendedNo
2012-06-01This submission is the final filingNo
2012-06-01This return/report is a short plan year return/report (less than 12 months)No
2012-06-01Plan is a collectively bargained planYes
2012-06-01Plan funding arrangement – InsuranceYes
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement – InsuranceYes
2012-06-01Plan benefit arrangement - TrustYes
2011: N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN 2011 form 5500 responses
2011-06-01Type of plan entityMulti-employer plan
2011-06-01Submission has been amendedNo
2011-06-01This submission is the final filingNo
2011-06-01This return/report is a short plan year return/report (less than 12 months)No
2011-06-01Plan is a collectively bargained planYes
2011-06-01Plan funding arrangement – InsuranceYes
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement – InsuranceYes
2011-06-01Plan benefit arrangement - TrustYes
2009: N.E.C.A.-I.B.E.W. LOCAL UNION NO. 35 ANNUITY PLAN 2009 form 5500 responses
2009-06-01Type of plan entityMulti-employer plan
2009-06-01Submission has been amendedNo
2009-06-01This submission is the final filingNo
2009-06-01This return/report is a short plan year return/report (less than 12 months)No
2009-06-01Plan is a collectively bargained planYes
2009-06-01Plan funding arrangement – InsuranceYes
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement – InsuranceYes
2009-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038491
Policy instance 1
Insurance contract or identification number038491
Number of Individuals Covered598
Insurance policy start date2022-06-01
Insurance policy end date2023-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038491
Policy instance 1
Insurance contract or identification number038491
Number of Individuals Covered598
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038491
Policy instance 1
Insurance contract or identification number038491
Number of Individuals Covered575
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038491
Policy instance 1
Insurance contract or identification number038491
Number of Individuals Covered577
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038491
Policy instance 1
Insurance contract or identification number038491
Number of Individuals Covered602
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038491
Policy instance 1
Insurance contract or identification number038491
Number of Individuals Covered584
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038491
Policy instance 1
Insurance contract or identification number038491
Number of Individuals Covered572
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038491
Policy instance 1
Insurance contract or identification number038491
Number of Individuals Covered573
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038491
Policy instance 1
Insurance contract or identification number038491
Number of Individuals Covered556
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038491
Policy instance 1
Insurance contract or identification number038491
Number of Individuals Covered578
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038491
Policy instance 1
Insurance contract or identification number038491
Number of Individuals Covered571
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038491
Policy instance 1
Insurance contract or identification number038491
Number of Individuals Covered625
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3