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SOUTHERN CT IBEW ANNUITY PLAN 401k Plan overview

Plan NameSOUTHERN CT IBEW ANNUITY PLAN
Plan identification number 001

SOUTHERN CT IBEW ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 - SOUTHERN CT IBEW ANNUITY FUND has sponsored the creation of one or more 401k plans.

Company Name:BD OF TRUSTEES - SOUTHERN CT IBEW ANNUITY FUND
Employer identification number (EIN):060932220
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN CT IBEW ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DANIEL MCINERNEY2023-09-21 MICHAEL MOCONYI2023-09-21
0012021-01-01DANIEL MCINERNEY2022-09-15 MICHAEL MOCONYI2022-09-15
0012020-01-01DANIEL MCINERNEY2021-09-24 MICHAEL MOCONYI2021-09-24
0012019-01-01DANIEL MCINERNEY2020-09-29 MICHAEL MOCONYI2020-09-30
0012018-01-01ANTHONY SOTER2019-09-19 MICHAEL MOCONYI2019-09-19
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01GERARD J. FRAME
0012013-01-01GERARD J. FRAME
0012012-01-01GERARD J. FRAME
0012011-01-01GERARD J. FRAME
0012009-01-01GERARD FRAME

Plan Statistics for SOUTHERN CT IBEW ANNUITY PLAN

401k plan membership statisitcs for SOUTHERN CT IBEW ANNUITY PLAN

Measure Date Value
2022: SOUTHERN CT IBEW ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01645
Total number of active participants reported on line 7a of the Form 55002022-01-01467
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01166
Total of all active and inactive participants2022-01-01635
Total participants2022-01-01635
Number of participants with account balances2022-01-01635
Number of employers contributing to the scheme2022-01-0120
2021: SOUTHERN CT IBEW ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01649
Total number of active participants reported on line 7a of the Form 55002021-01-01479
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-01163
Total of all active and inactive participants2021-01-01645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01645
Number of participants with account balances2021-01-01645
Number of employers contributing to the scheme2021-01-0120
2020: SOUTHERN CT IBEW ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01671
Total number of active participants reported on line 7a of the Form 55002020-01-01482
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01164
Total of all active and inactive participants2020-01-01649
Total participants2020-01-01649
Number of participants with account balances2020-01-01649
Number of employers contributing to the scheme2020-01-0129
2019: SOUTHERN CT IBEW ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01650
Total number of active participants reported on line 7a of the Form 55002019-01-01504
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01164
Total of all active and inactive participants2019-01-01671
Total participants2019-01-01671
Number of participants with account balances2019-01-01671
Number of employers contributing to the scheme2019-01-0136
2018: SOUTHERN CT IBEW ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01611
Total number of active participants reported on line 7a of the Form 55002018-01-01479
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-01168
Total of all active and inactive participants2018-01-01650
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01650
Number of participants with account balances2018-01-01650
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-0142
2017: SOUTHERN CT IBEW ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01551
Total number of active participants reported on line 7a of the Form 55002017-01-01438
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-01170
Total of all active and inactive participants2017-01-01611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01611
Number of participants with account balances2017-01-01611
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-0145
2016: SOUTHERN CT IBEW ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01552
Total number of active participants reported on line 7a of the Form 55002016-01-01352
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-01196
Total of all active and inactive participants2016-01-01551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01551
Number of participants with account balances2016-01-01551
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-0144
2015: SOUTHERN CT IBEW ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01558
Total number of active participants reported on line 7a of the Form 55002015-01-01352
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01198
Total of all active and inactive participants2015-01-01552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01552
Number of participants with account balances2015-01-01552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-0135
2014: SOUTHERN CT IBEW ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01570
Total number of active participants reported on line 7a of the Form 55002014-01-01352
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01206
Total of all active and inactive participants2014-01-01558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01558
Number of participants with account balances2014-01-01558
Number of employers contributing to the scheme2014-01-0137
2013: SOUTHERN CT IBEW ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01576
Total number of active participants reported on line 7a of the Form 55002013-01-01370
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01200
Total of all active and inactive participants2013-01-01570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01570
Number of participants with account balances2013-01-01570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-0135
2012: SOUTHERN CT IBEW ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01598
Total number of active participants reported on line 7a of the Form 55002012-01-01380
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01196
Total of all active and inactive participants2012-01-01576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01576
Number of participants with account balances2012-01-01576
Number of employers contributing to the scheme2012-01-0137
2011: SOUTHERN CT IBEW ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01618
Total number of active participants reported on line 7a of the Form 55002011-01-01414
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01184
Total of all active and inactive participants2011-01-01598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01598
Number of participants with account balances2011-01-01598
Number of employers contributing to the scheme2011-01-0142
2009: SOUTHERN CT IBEW ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01703
Total number of active participants reported on line 7a of the Form 55002009-01-01531
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01127
Total of all active and inactive participants2009-01-01659
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01659
Number of participants with account balances2009-01-01659
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SOUTHERN CT IBEW ANNUITY PLAN

Measure Date Value
2022 : SOUTHERN CT IBEW ANNUITY PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-77,601
Total unrealized appreciation/depreciation of assets2022-12-31$-77,601
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$51,938
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$48,425
Total income from all sources (including contributions)2022-12-31$-7,914,312
Total of all expenses incurred2022-12-31$3,509,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,260,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,916,143
Value of total assets at end of year2022-12-31$70,657,052
Value of total assets at beginning of year2022-12-31$82,077,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$249,112
Total interest from all sources2022-12-31$194,140
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,013,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,013,348
Administrative expenses professional fees incurred2022-12-31$38,881
Was this plan covered by a fidelity bond2022-12-31No
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$586,757
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$654,358
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$27,606
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$21,335
Other income not declared elsewhere2022-12-31$109,001
Administrative expenses (other) incurred2022-12-31$19,284
Liabilities. Value of operating payables at end of year2022-12-31$24,332
Liabilities. Value of operating payables at beginning of year2022-12-31$27,090
Total non interest bearing cash at end of year2022-12-31$731,884
Total non interest bearing cash at beginning of year2022-12-31$374,492
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-11,424,288
Value of net assets at end of year (total assets less liabilities)2022-12-31$70,605,114
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$82,029,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$125,499
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$46,025,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$55,090,113
Value of interest in pooled separate accounts at end of year2022-12-31$9,227,598
Value of interest in pooled separate accounts at beginning of year2022-12-31$11,708,075
Interest earned on other investments2022-12-31$194,140
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$13,708,625
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$13,947,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,105,846
Net investment gain/loss from pooled separate accounts2022-12-31$-1,963,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,916,143
Employer contributions (assets) at end of year2022-12-31$376,327
Employer contributions (assets) at beginning of year2022-12-31$302,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,260,864
Contract administrator fees2022-12-31$65,448
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2022-12-31611436956
2021 : SOUTHERN CT IBEW ANNUITY PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$48,425
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$51,080
Total income from all sources (including contributions)2021-12-31$10,261,653
Total of all expenses incurred2021-12-31$4,979,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,720,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,908,838
Value of total assets at end of year2021-12-31$82,077,827
Value of total assets at beginning of year2021-12-31$76,798,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$259,243
Total interest from all sources2021-12-31$214,010
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,081,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,081,950
Administrative expenses professional fees incurred2021-12-31$35,602
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$2,908,838
Amount contributed by the employer to the plan for this plan year2021-12-31$2,908,838
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$654,358
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$600,775
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$21,335
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$14,873
Other income not declared elsewhere2021-12-31$173,314
Administrative expenses (other) incurred2021-12-31$17,914
Liabilities. Value of operating payables at end of year2021-12-31$27,090
Liabilities. Value of operating payables at beginning of year2021-12-31$36,207
Total non interest bearing cash at end of year2021-12-31$374,492
Total non interest bearing cash at beginning of year2021-12-31$307,758
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,281,777
Value of net assets at end of year (total assets less liabilities)2021-12-31$82,029,402
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$76,747,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$142,187
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$55,090,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$49,874,901
Value of interest in pooled separate accounts at end of year2021-12-31$11,708,075
Value of interest in pooled separate accounts at beginning of year2021-12-31$10,539,700
Interest earned on other investments2021-12-31$214,010
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$13,947,870
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$15,190,009
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,394,672
Net investment gain/loss from pooled separate accounts2021-12-31$1,488,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,908,838
Employer contributions (assets) at end of year2021-12-31$302,919
Employer contributions (assets) at beginning of year2021-12-31$285,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,720,633
Contract administrator fees2021-12-31$63,540
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2021-12-31611436956
2020 : SOUTHERN CT IBEW ANNUITY PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$51,080
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$93,043
Total income from all sources (including contributions)2020-12-31$10,640,556
Total of all expenses incurred2020-12-31$4,934,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,683,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,589,077
Value of total assets at end of year2020-12-31$76,798,705
Value of total assets at beginning of year2020-12-31$71,134,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$250,522
Total interest from all sources2020-12-31$267,922
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$757,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$757,707
Administrative expenses professional fees incurred2020-12-31$39,141
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$2,589,077
Amount contributed by the employer to the plan for this plan year2020-12-31$2,589,077
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$600,775
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$446,723
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$14,873
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$63,039
Other income not declared elsewhere2020-12-31$254,855
Administrative expenses (other) incurred2020-12-31$18,082
Liabilities. Value of operating payables at end of year2020-12-31$36,207
Liabilities. Value of operating payables at beginning of year2020-12-31$30,004
Total non interest bearing cash at end of year2020-12-31$307,758
Total non interest bearing cash at beginning of year2020-12-31$442,193
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,706,206
Value of net assets at end of year (total assets less liabilities)2020-12-31$76,747,625
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$71,041,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$130,069
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$49,874,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$45,293,466
Value of interest in pooled separate accounts at end of year2020-12-31$10,539,700
Value of interest in pooled separate accounts at beginning of year2020-12-31$10,431,683
Interest earned on other investments2020-12-31$267,922
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$15,190,009
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$14,190,254
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,488,941
Net investment gain/loss from pooled separate accounts2020-12-31$1,282,054
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,589,077
Employer contributions (assets) at end of year2020-12-31$285,562
Employer contributions (assets) at beginning of year2020-12-31$330,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,683,828
Contract administrator fees2020-12-31$63,230
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2020-12-31611436956
2019 : SOUTHERN CT IBEW ANNUITY PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$93,043
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$104,731
Total income from all sources (including contributions)2019-12-31$13,200,875
Total of all expenses incurred2019-12-31$2,601,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,350,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,551,737
Value of total assets at end of year2019-12-31$71,134,462
Value of total assets at beginning of year2019-12-31$60,546,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$250,606
Total interest from all sources2019-12-31$281,627
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,017,058
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,017,058
Administrative expenses professional fees incurred2019-12-31$38,905
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$3,551,737
Amount contributed by the employer to the plan for this plan year2019-12-31$3,551,737
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$446,723
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$391,330
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$63,039
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$93,138
Other income not declared elsewhere2019-12-31$176,620
Administrative expenses (other) incurred2019-12-31$26,068
Liabilities. Value of operating payables at end of year2019-12-31$30,004
Liabilities. Value of operating payables at beginning of year2019-12-31$11,593
Total non interest bearing cash at end of year2019-12-31$442,193
Total non interest bearing cash at beginning of year2019-12-31$274,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$10,599,521
Value of net assets at end of year (total assets less liabilities)2019-12-31$71,041,419
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$60,441,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$124,253
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$45,293,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$36,918,651
Value of interest in pooled separate accounts at end of year2019-12-31$10,431,683
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,794,088
Interest earned on other investments2019-12-31$281,627
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$14,190,254
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$13,686,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,093,689
Net investment gain/loss from pooled separate accounts2019-12-31$2,080,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,551,737
Employer contributions (assets) at end of year2019-12-31$330,143
Employer contributions (assets) at beginning of year2019-12-31$481,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,350,748
Contract administrator fees2019-12-31$61,380
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2019-12-31611436956
2018 : SOUTHERN CT IBEW ANNUITY PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$104,731
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$119,511
Total income from all sources (including contributions)2018-12-31$1,418,051
Total of all expenses incurred2018-12-31$2,750,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,517,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,477,436
Value of total assets at end of year2018-12-31$60,546,629
Value of total assets at beginning of year2018-12-31$61,894,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$233,627
Total interest from all sources2018-12-31$253,515
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$897,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$897,652
Administrative expenses professional fees incurred2018-12-31$39,251
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$3,477,436
Amount contributed by the employer to the plan for this plan year2018-12-31$3,477,436
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$391,330
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$453,208
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$93,138
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$73,004
Other income not declared elsewhere2018-12-31$64,084
Administrative expenses (other) incurred2018-12-31$18,708
Liabilities. Value of operating payables at end of year2018-12-31$11,593
Liabilities. Value of operating payables at beginning of year2018-12-31$46,507
Total non interest bearing cash at end of year2018-12-31$274,579
Total non interest bearing cash at beginning of year2018-12-31$371,880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,332,856
Value of net assets at end of year (total assets less liabilities)2018-12-31$60,441,898
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$61,774,754
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$116,094
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$36,918,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$36,621,360
Value of interest in pooled separate accounts at end of year2018-12-31$8,794,088
Value of interest in pooled separate accounts at beginning of year2018-12-31$10,117,529
Interest earned on other investments2018-12-31$253,515
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$13,686,934
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$13,949,691
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,609,711
Net investment gain/loss from pooled separate accounts2018-12-31$-664,925
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,477,436
Employer contributions (assets) at end of year2018-12-31$481,047
Employer contributions (assets) at beginning of year2018-12-31$380,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,517,280
Contract administrator fees2018-12-31$59,574
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2018-12-31611436956
2017 : SOUTHERN CT IBEW ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$119,511
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$12,900
Total income from all sources (including contributions)2017-12-31$8,855,436
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,802,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,576,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,882,988
Value of total assets at end of year2017-12-31$61,894,265
Value of total assets at beginning of year2017-12-31$54,734,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$226,205
Total interest from all sources2017-12-31$234,207
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$707,074
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$707,074
Administrative expenses professional fees incurred2017-12-31$39,207
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$2,882,988
Amount contributed by the employer to the plan for this plan year2017-12-31$2,882,988
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$453,208
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$428,726
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$73,004
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$12,525
Other income not declared elsewhere2017-12-31$107,342
Administrative expenses (other) incurred2017-12-31$20,324
Liabilities. Value of operating payables at end of year2017-12-31$46,507
Liabilities. Value of operating payables at beginning of year2017-12-31$375
Total non interest bearing cash at end of year2017-12-31$371,880
Total non interest bearing cash at beginning of year2017-12-31$290,059
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,053,153
Value of net assets at end of year (total assets less liabilities)2017-12-31$61,774,754
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$54,721,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$108,630
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$36,621,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$30,312,215
Value of interest in pooled separate accounts at end of year2017-12-31$10,117,529
Value of interest in pooled separate accounts at beginning of year2017-12-31$8,546,714
Interest earned on other investments2017-12-31$234,207
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$13,949,691
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$14,921,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,484,902
Net investment gain/loss from pooled separate accounts2017-12-31$1,438,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,882,988
Employer contributions (assets) at end of year2017-12-31$380,597
Employer contributions (assets) at beginning of year2017-12-31$235,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,576,078
Contract administrator fees2017-12-31$58,044
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2017-12-31611436956
2016 : SOUTHERN CT IBEW ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$12,900
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$24,310
Total income from all sources (including contributions)2016-12-31$5,208,238
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,746,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,552,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,164,862
Value of total assets at end of year2016-12-31$54,734,501
Value of total assets at beginning of year2016-12-31$53,283,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$193,289
Total interest from all sources2016-12-31$228,913
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$587,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$587,019
Administrative expenses professional fees incurred2016-12-31$35,220
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$2,164,862
Amount contributed by the employer to the plan for this plan year2016-12-31$2,164,862
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$428,726
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$292,455
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$12,525
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$21,701
Other income not declared elsewhere2016-12-31$197,420
Administrative expenses (other) incurred2016-12-31$19,169
Liabilities. Value of operating payables at end of year2016-12-31$375
Liabilities. Value of operating payables at beginning of year2016-12-31$2,609
Total non interest bearing cash at end of year2016-12-31$290,059
Total non interest bearing cash at beginning of year2016-12-31$279,318
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,462,224
Value of net assets at end of year (total assets less liabilities)2016-12-31$54,721,601
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$53,259,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$80,856
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$30,312,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$29,175,910
Value of interest in pooled separate accounts at end of year2016-12-31$8,546,714
Value of interest in pooled separate accounts at beginning of year2016-12-31$8,749,808
Interest earned on other investments2016-12-31$228,913
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$14,921,327
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$14,523,638
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,301,646
Net investment gain/loss from pooled separate accounts2016-12-31$728,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,164,862
Employer contributions (assets) at end of year2016-12-31$235,460
Employer contributions (assets) at beginning of year2016-12-31$262,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,552,725
Contract administrator fees2016-12-31$58,044
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BUCKLEY, FRAME, BOUDREAU
Accountancy firm EIN2016-12-31060931761
2015 : SOUTHERN CT IBEW ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$24,310
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$20,209
Total income from all sources (including contributions)2015-12-31$2,298,463
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,156,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,939,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,178,671
Value of total assets at end of year2015-12-31$53,283,687
Value of total assets at beginning of year2015-12-31$55,138,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$217,754
Total interest from all sources2015-12-31$262,858
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$990,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$990,260
Administrative expenses professional fees incurred2015-12-31$52,737
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$2,178,671
Amount contributed by the employer to the plan for this plan year2015-12-31$2,178,671
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$292,455
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$266,991
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$21,701
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$18,761
Other income not declared elsewhere2015-12-31$46,521
Administrative expenses (other) incurred2015-12-31$20,157
Liabilities. Value of operating payables at end of year2015-12-31$2,609
Liabilities. Value of operating payables at beginning of year2015-12-31$1,448
Total non interest bearing cash at end of year2015-12-31$279,318
Total non interest bearing cash at beginning of year2015-12-31$323,665
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,858,506
Value of net assets at end of year (total assets less liabilities)2015-12-31$53,259,377
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$55,117,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$86,816
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$29,175,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$29,340,442
Value of interest in pooled separate accounts at end of year2015-12-31$8,749,808
Value of interest in pooled separate accounts at beginning of year2015-12-31$9,719,586
Interest earned on other investments2015-12-31$262,858
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$14,523,638
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$15,267,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,123,987
Net investment gain/loss from pooled separate accounts2015-12-31$-55,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,178,671
Employer contributions (assets) at end of year2015-12-31$262,558
Employer contributions (assets) at beginning of year2015-12-31$219,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,939,215
Contract administrator fees2015-12-31$58,044
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BUCKLEY, FRAME, BOUDREAU
Accountancy firm EIN2015-12-31060931761
2014 : SOUTHERN CT IBEW ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$20,209
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$23,768
Total income from all sources (including contributions)2014-12-31$4,657,741
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,436,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,230,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,109,120
Value of total assets at end of year2014-12-31$55,138,092
Value of total assets at beginning of year2014-12-31$53,920,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$206,037
Total interest from all sources2014-12-31$280,416
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$605,466
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$605,466
Administrative expenses professional fees incurred2014-12-31$37,677
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$2,109,120
Amount contributed by the employer to the plan for this plan year2014-12-31$2,109,120
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$266,991
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$244,609
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$18,761
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$22,652
Other income not declared elsewhere2014-12-31$46,172
Administrative expenses (other) incurred2014-12-31$22,718
Liabilities. Value of operating payables at end of year2014-12-31$1,448
Liabilities. Value of operating payables at beginning of year2014-12-31$1,116
Total non interest bearing cash at end of year2014-12-31$323,665
Total non interest bearing cash at beginning of year2014-12-31$343,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,221,637
Value of net assets at end of year (total assets less liabilities)2014-12-31$55,117,883
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$53,896,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$87,598
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$29,340,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$28,284,897
Value of interest in pooled separate accounts at end of year2014-12-31$9,719,586
Value of interest in pooled separate accounts at beginning of year2014-12-31$9,524,432
Interest earned on other investments2014-12-31$280,416
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$15,267,598
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$15,310,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,220,998
Net investment gain/loss from pooled separate accounts2014-12-31$395,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,109,120
Employer contributions (assets) at end of year2014-12-31$219,810
Employer contributions (assets) at beginning of year2014-12-31$212,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,230,067
Contract administrator fees2014-12-31$58,044
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BUCKLEY, FRAME, BOUDREAU
Accountancy firm EIN2014-12-31060931761
2013 : SOUTHERN CT IBEW ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$23,768
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$9,473
Total income from all sources (including contributions)2013-12-31$7,780,651
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,113,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,912,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,310,618
Value of total assets at end of year2013-12-31$53,920,014
Value of total assets at beginning of year2013-12-31$49,238,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$200,737
Total interest from all sources2013-12-31$310,120
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$729,999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$729,999
Administrative expenses professional fees incurred2013-12-31$37,587
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$2,310,618
Amount contributed by the employer to the plan for this plan year2013-12-31$2,310,618
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$244,609
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$214,068
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$22,652
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$7,863
Other income not declared elsewhere2013-12-31$102,589
Administrative expenses (other) incurred2013-12-31$21,511
Liabilities. Value of operating payables at end of year2013-12-31$1,116
Liabilities. Value of operating payables at beginning of year2013-12-31$1,610
Total non interest bearing cash at end of year2013-12-31$343,408
Total non interest bearing cash at beginning of year2013-12-31$315,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,666,955
Value of net assets at end of year (total assets less liabilities)2013-12-31$53,896,246
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$49,229,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$83,595
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$28,284,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$24,724,681
Value of interest in pooled separate accounts at end of year2013-12-31$9,524,432
Value of interest in pooled separate accounts at beginning of year2013-12-31$8,646,597
Interest earned on other investments2013-12-31$310,120
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$15,310,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$15,050,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,021,903
Net investment gain/loss from pooled separate accounts2013-12-31$2,305,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,310,618
Employer contributions (assets) at end of year2013-12-31$212,066
Employer contributions (assets) at beginning of year2013-12-31$287,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,912,959
Contract administrator fees2013-12-31$58,044
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BUCKLEY, FRAME, BOUDREAU
Accountancy firm EIN2013-12-31060931761
2012 : SOUTHERN CT IBEW ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$9,473
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$15,854
Total income from all sources (including contributions)2012-12-31$5,755,463
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,364,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,206,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,011,504
Value of total assets at end of year2012-12-31$49,238,764
Value of total assets at beginning of year2012-12-31$46,854,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$158,171
Total interest from all sources2012-12-31$366,591
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$562,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$562,014
Administrative expenses professional fees incurred2012-12-31$33,814
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$2,011,504
Amount contributed by the employer to the plan for this plan year2012-12-31$2,011,504
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$214,068
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$209,213
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,711
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$7,863
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$14,644
Other income not declared elsewhere2012-12-31$53,596
Administrative expenses (other) incurred2012-12-31$18,041
Liabilities. Value of operating payables at end of year2012-12-31$1,610
Liabilities. Value of operating payables at beginning of year2012-12-31$1,210
Total non interest bearing cash at end of year2012-12-31$315,141
Total non interest bearing cash at beginning of year2012-12-31$215,523
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,390,677
Value of net assets at end of year (total assets less liabilities)2012-12-31$49,229,291
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$46,838,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$48,722
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$24,724,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$23,754,343
Value of interest in pooled separate accounts at end of year2012-12-31$8,646,597
Value of interest in pooled separate accounts at beginning of year2012-12-31$7,208,885
Interest earned on other investments2012-12-31$366,591
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$15,050,422
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$15,247,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,709,286
Net investment gain/loss from pooled separate accounts2012-12-31$1,052,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,011,504
Employer contributions (assets) at end of year2012-12-31$287,855
Employer contributions (assets) at beginning of year2012-12-31$216,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,206,615
Contract administrator fees2012-12-31$57,594
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BUCKLEY, FRAME, BOUDREAU
Accountancy firm EIN2012-12-31060931761
2011 : SOUTHERN CT IBEW ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$15,854
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$35,057
Total income from all sources (including contributions)2011-12-31$3,181,245
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,858,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,714,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,016,932
Value of total assets at end of year2011-12-31$46,854,468
Value of total assets at beginning of year2011-12-31$47,551,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$144,188
Total interest from all sources2011-12-31$330,540
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$432,911
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$432,911
Administrative expenses professional fees incurred2011-12-31$38,449
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$2,016,932
Amount contributed by the employer to the plan for this plan year2011-12-31$2,016,932
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$209,213
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$210,379
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,711
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,716
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$14,644
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$33,148
Other income not declared elsewhere2011-12-31$70,393
Administrative expenses (other) incurred2011-12-31$17,805
Liabilities. Value of operating payables at end of year2011-12-31$1,210
Liabilities. Value of operating payables at beginning of year2011-12-31$1,909
Total non interest bearing cash at end of year2011-12-31$215,523
Total non interest bearing cash at beginning of year2011-12-31$234,815
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-677,467
Value of net assets at end of year (total assets less liabilities)2011-12-31$46,838,614
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$47,516,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$31,540
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$23,754,343
Value of interest in pooled separate accounts at end of year2011-12-31$7,208,885
Value of interest in pooled separate accounts at beginning of year2011-12-31$32,916,288
Interest earned on other investments2011-12-31$330,540
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$15,247,473
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$13,975,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$1,019,948
Net investment gain/loss from pooled separate accounts2011-12-31$-689,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,016,932
Employer contributions (assets) at end of year2011-12-31$216,320
Employer contributions (assets) at beginning of year2011-12-31$210,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,714,524
Contract administrator fees2011-12-31$56,394
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BUCKLEY, FRAME, BOUDREAU
Accountancy firm EIN2011-12-31060931761
2010 : SOUTHERN CT IBEW ANNUITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$35,057
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$18,774
Total income from all sources (including contributions)2010-12-31$5,885,691
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,074,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,924,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,988,300
Value of total assets at end of year2010-12-31$47,551,138
Value of total assets at beginning of year2010-12-31$45,723,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$149,789
Total interest from all sources2010-12-31$411,328
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$42,137
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$1,988,300
Amount contributed by the employer to the plan for this plan year2010-12-31$1,988,300
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$210,379
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$225,787
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,716
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$4,062
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$33,148
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$17,955
Other income not declared elsewhere2010-12-31$70,930
Administrative expenses (other) incurred2010-12-31$19,844
Liabilities. Value of operating payables at end of year2010-12-31$1,909
Liabilities. Value of operating payables at beginning of year2010-12-31$819
Total non interest bearing cash at end of year2010-12-31$234,815
Total non interest bearing cash at beginning of year2010-12-31$167,436
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,811,474
Value of net assets at end of year (total assets less liabilities)2010-12-31$47,516,081
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$45,704,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$33,964
Value of interest in pooled separate accounts at end of year2010-12-31$32,916,288
Value of interest in pooled separate accounts at beginning of year2010-12-31$31,011,172
Interest earned on other investments2010-12-31$411,328
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$13,975,418
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$14,175,321
Net investment gain/loss from pooled separate accounts2010-12-31$3,415,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,988,300
Employer contributions (assets) at end of year2010-12-31$210,522
Employer contributions (assets) at beginning of year2010-12-31$139,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,924,428
Contract administrator fees2010-12-31$53,844
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BUCKLEY, FRAME, BOUDREAU
Accountancy firm EIN2010-12-31060931761
2009 : SOUTHERN CT IBEW ANNUITY PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$1,940,150
Amount contributed by the employer to the plan for this plan year2009-12-31$1,940,150

Form 5500 Responses for SOUTHERN CT IBEW ANNUITY PLAN

2022: SOUTHERN CT IBEW ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SOUTHERN CT IBEW ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SOUTHERN CT IBEW ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SOUTHERN CT IBEW ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SOUTHERN CT IBEW ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOUTHERN CT IBEW ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOUTHERN CT IBEW ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUTHERN CT IBEW ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUTHERN CT IBEW ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOUTHERN CT IBEW ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUTHERN CT IBEW ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOUTHERN CT IBEW ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SOUTHERN CT IBEW ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan 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 number38413
Policy instance 1
Insurance contract or identification number38413
Number of Individuals Covered635
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 number38413
Policy instance 1
Insurance contract or identification number38413
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 number38413
Policy instance 1
Insurance contract or identification number38413
Number of Individuals Covered649
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 number38413
Policy instance 1
Insurance contract or identification number38413
Number of Individuals Covered671
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 number38413
Policy instance 1
Insurance contract or identification number38413
Number of Individuals Covered650
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 number38413
Policy instance 1
Insurance contract or identification number38413
Number of Individuals Covered611
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
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 number38413
Policy instance 1
Insurance contract or identification number38413
Number of Individuals Covered552
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 number38413
Policy instance 1
Insurance contract or identification number38413
Number of Individuals Covered558
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 number38413
Policy instance 1
Insurance contract or identification number38413
Number of Individuals Covered570
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 number38413
Policy instance 1
Insurance contract or identification number38413
Number of Individuals Covered576
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 number38413
Policy instance 1
Insurance contract or identification number38413
Number of Individuals Covered598
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 number38413
Policy instance 1
Insurance contract or identification number38413
Number of Individuals Covered618
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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

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