BOARD OF TRUSTEES-SOUTHERN CT IBEW PENSION FUND has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2022: SOUTHERN CT IBEW PENSION PLAN 2022 401k membership |
|---|
| Current value of assets | 2022-12-31 | 59,015,635 |
| Acturial value of assets for funding standard account | 2022-12-31 | 54,069,022 |
| Accrued liability for plan using immediate gains methods | 2022-12-31 | 88,646,837 |
| Accrued liability under unit credit cost method | 2022-12-31 | 86,178,810 |
| RPA 94 current liability | 2022-12-31 | 181,092,795 |
| Expected increase in current liability due to benefits accruing during the plan year | 2022-12-31 | 2,419,311 |
| Expected release from RPA 94 current liability for plan year | 2022-12-31 | 7,394,638 |
| Expected plan disbursements for the plan year | 2022-12-31 | 7,619,638 |
| Current value of assets | 2022-12-31 | 59,015,635 |
| Number of retired participants and beneficiaries receiving payment | 2022-12-31 | 425 |
| Current liability for retired participants and beneficiaries receiving payment | 2022-12-31 | 90,203,422 |
| Number of terminated vested participants | 2022-12-31 | 237 |
| Current liability for terminated vested participants | 2022-12-31 | 32,575,568 |
| Current liability for active participants non vested benefits | 2022-12-31 | 6,943,858 |
| Current liability for active participants vested benefits | 2022-12-31 | 51,369,947 |
| Total number of active articipats | 2022-12-31 | 364 |
| Current liability for active participants | 2022-12-31 | 58,313,805 |
| Total participant count with liabilities | 2022-12-31 | 1,026 |
| Total current liabilitoes for participants with libailities | 2022-12-31 | 181,092,795 |
| Total employer contributions in plan year | 2022-12-31 | 5,517,231 |
| Total employee contributions in plan year | 2022-12-31 | 0 |
| Prior year funding deficiency | 2022-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2022-12-31 | 721,144 |
| Prior year credit balance | 2022-12-31 | 3,395,941 |
| Amortization credits as of valuation date | 2022-12-31 | 1,768,236 |
| Total participants, beginning-of-year | 2022-01-01 | 1,014 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 358 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 299 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 239 |
| Total of all active and inactive participants | 2022-01-01 | 896 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 116 |
| Total participants | 2022-01-01 | 1,012 |
| Number of employers contributing to the scheme | 2022-01-01 | 30 |
| 2021: SOUTHERN CT IBEW PENSION PLAN 2021 401k membership |
|---|
| Current value of assets | 2021-12-31 | 53,013,630 |
| Acturial value of assets for funding standard account | 2021-12-31 | 51,187,909 |
| Accrued liability for plan using immediate gains methods | 2021-12-31 | 88,181,674 |
| Accrued liability under unit credit cost method | 2021-12-31 | 86,042,696 |
| RPA 94 current liability | 2021-12-31 | 175,702,843 |
| Expected increase in current liability due to benefits accruing during the plan year | 2021-12-31 | 2,177,574 |
| Expected release from RPA 94 current liability for plan year | 2021-12-31 | 7,307,075 |
| Expected plan disbursements for the plan year | 2021-12-31 | 7,532,075 |
| Current value of assets | 2021-12-31 | 53,013,630 |
| Number of retired participants and beneficiaries receiving payment | 2021-12-31 | 425 |
| Current liability for retired participants and beneficiaries receiving payment | 2021-12-31 | 85,751,200 |
| Number of terminated vested participants | 2021-12-31 | 224 |
| Current liability for terminated vested participants | 2021-12-31 | 28,861,655 |
| Current liability for active participants non vested benefits | 2021-12-31 | 6,642,017 |
| Current liability for active participants vested benefits | 2021-12-31 | 54,447,971 |
| Total number of active articipats | 2021-12-31 | 418 |
| Current liability for active participants | 2021-12-31 | 61,089,988 |
| Total participant count with liabilities | 2021-12-31 | 1,067 |
| Total current liabilitoes for participants with libailities | 2021-12-31 | 175,702,843 |
| Total employer contributions in plan year | 2021-12-31 | 5,003,651 |
| Total employee contributions in plan year | 2021-12-31 | 0 |
| Prior year funding deficiency | 2021-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2021-12-31 | 674,125 |
| Prior year credit balance | 2021-12-31 | 3,878,216 |
| Amortization credits as of valuation date | 2021-12-31 | 1,570,616 |
| Total participants, beginning-of-year | 2021-01-01 | 1,055 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 364 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 299 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 237 |
| Total of all active and inactive participants | 2021-01-01 | 900 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 114 |
| Total participants | 2021-01-01 | 1,014 |
| Number of employers contributing to the scheme | 2021-01-01 | 31 |
| 2020: SOUTHERN CT IBEW PENSION PLAN 2020 401k membership |
|---|
| Current value of assets | 2020-12-31 | 49,907,791 |
| Acturial value of assets for funding standard account | 2020-12-31 | 49,142,502 |
| Accrued liability for plan using immediate gains methods | 2020-12-31 | 85,418,942 |
| Accrued liability under unit credit cost method | 2020-12-31 | 81,977,450 |
| RPA 94 current liability | 2020-12-31 | 163,499,163 |
| Expected increase in current liability due to benefits accruing during the plan year | 2020-12-31 | 2,701,617 |
| Expected release from RPA 94 current liability for plan year | 2020-12-31 | 7,197,384 |
| Expected plan disbursements for the plan year | 2020-12-31 | 7,412,384 |
| Current value of assets | 2020-12-31 | 49,907,791 |
| Number of retired participants and beneficiaries receiving payment | 2020-12-31 | 424 |
| Current liability for retired participants and beneficiaries receiving payment | 2020-12-31 | 81,768,236 |
| Number of terminated vested participants | 2020-12-31 | 226 |
| Current liability for terminated vested participants | 2020-12-31 | 26,153,549 |
| Current liability for active participants non vested benefits | 2020-12-31 | 5,506,077 |
| Current liability for active participants vested benefits | 2020-12-31 | 50,071,301 |
| Total number of active articipats | 2020-12-31 | 430 |
| Current liability for active participants | 2020-12-31 | 55,577,378 |
| Total participant count with liabilities | 2020-12-31 | 1,080 |
| Total current liabilitoes for participants with libailities | 2020-12-31 | 163,499,163 |
| Total employer contributions in plan year | 2020-12-31 | 4,682,354 |
| Total employee contributions in plan year | 2020-12-31 | 0 |
| Prior year funding deficiency | 2020-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2020-12-31 | 454,769 |
| Prior year credit balance | 2020-12-31 | 2,564,576 |
| Amortization credits as of valuation date | 2020-12-31 | 946,506 |
| Total participants, beginning-of-year | 2020-01-01 | 1,068 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 418 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 295 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 224 |
| Total of all active and inactive participants | 2020-01-01 | 937 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 118 |
| Total participants | 2020-01-01 | 1,055 |
| Number of employers contributing to the scheme | 2020-01-01 | 31 |
| 2019: SOUTHERN CT IBEW PENSION PLAN 2019 401k membership |
|---|
| Current value of assets | 2019-12-31 | 42,518,183 |
| Acturial value of assets for funding standard account | 2019-12-31 | 46,256,225 |
| Accrued liability for plan using immediate gains methods | 2019-12-31 | 84,583,681 |
| Accrued liability under unit credit cost method | 2019-12-31 | 80,909,635 |
| RPA 94 current liability | 2019-12-31 | 159,477,208 |
| Expected increase in current liability due to benefits accruing during the plan year | 2019-12-31 | 2,687,730 |
| Expected release from RPA 94 current liability for plan year | 2019-12-31 | 6,945,089 |
| Expected plan disbursements for the plan year | 2019-12-31 | 7,155,089 |
| Current value of assets | 2019-12-31 | 42,518,183 |
| Number of retired participants and beneficiaries receiving payment | 2019-12-31 | 432 |
| Current liability for retired participants and beneficiaries receiving payment | 2019-12-31 | 81,597,687 |
| Number of terminated vested participants | 2019-12-31 | 211 |
| Current liability for terminated vested participants | 2019-12-31 | 23,251,639 |
| Current liability for active participants non vested benefits | 2019-12-31 | 5,057,779 |
| Current liability for active participants vested benefits | 2019-12-31 | 49,570,103 |
| Total number of active articipats | 2019-12-31 | 415 |
| Current liability for active participants | 2019-12-31 | 54,627,882 |
| Total participant count with liabilities | 2019-12-31 | 1,058 |
| Total current liabilitoes for participants with libailities | 2019-12-31 | 159,477,208 |
| Total employer contributions in plan year | 2019-12-31 | 6,963,579 |
| Total employee contributions in plan year | 2019-12-31 | 0 |
| Prior year funding deficiency | 2019-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2019-12-31 | 724,881 |
| Prior year credit balance | 2019-12-31 | 1,058,479 |
| Amortization credits as of valuation date | 2019-12-31 | 1,525,517 |
| Total participants, beginning-of-year | 2019-01-01 | 1,046 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 430 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 297 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 226 |
| Total of all active and inactive participants | 2019-01-01 | 953 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 115 |
| Total participants | 2019-01-01 | 1,068 |
| Number of employers contributing to the scheme | 2019-01-01 | 36 |
| 2018: SOUTHERN CT IBEW PENSION PLAN 2018 401k membership |
|---|
| Current value of assets | 2018-12-31 | 44,513,732 |
| Acturial value of assets for funding standard account | 2018-12-31 | 44,597,837 |
| Accrued liability for plan using immediate gains methods | 2018-12-31 | 82,936,568 |
| Accrued liability under unit credit cost method | 2018-12-31 | 79,312,901 |
| RPA 94 current liability | 2018-12-31 | 159,868,835 |
| Expected increase in current liability due to benefits accruing during the plan year | 2018-12-31 | 2,561,248 |
| Expected release from RPA 94 current liability for plan year | 2018-12-31 | 6,701,887 |
| Expected plan disbursements for the plan year | 2018-12-31 | 6,911,887 |
| Current value of assets | 2018-12-31 | 44,513,732 |
| Number of retired participants and beneficiaries receiving payment | 2018-12-31 | 422 |
| Current liability for retired participants and beneficiaries receiving payment | 2018-12-31 | 81,837,053 |
| Number of terminated vested participants | 2018-12-31 | 220 |
| Current liability for terminated vested participants | 2018-12-31 | 24,266,857 |
| Current liability for active participants non vested benefits | 2018-12-31 | 4,821,781 |
| Current liability for active participants vested benefits | 2018-12-31 | 48,943,144 |
| Total number of active articipats | 2018-12-31 | 386 |
| Current liability for active participants | 2018-12-31 | 53,764,925 |
| Total participant count with liabilities | 2018-12-31 | 1,028 |
| Total current liabilitoes for participants with libailities | 2018-12-31 | 159,868,835 |
| Total employer contributions in plan year | 2018-12-31 | 6,441,136 |
| Total employee contributions in plan year | 2018-12-31 | 0 |
| Prior year funding deficiency | 2018-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2018-12-31 | 803,422 |
| Prior year credit balance | 2018-12-31 | 930,300 |
| Amortization credits as of valuation date | 2018-12-31 | 1,687,457 |
| Total participants, beginning-of-year | 2018-01-01 | 1,016 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 415 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 303 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 211 |
| Total of all active and inactive participants | 2018-01-01 | 929 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 117 |
| Total participants | 2018-01-01 | 1,046 |
| Number of employers contributing to the scheme | 2018-01-01 | 43 |
| 2017: SOUTHERN CT IBEW PENSION PLAN 2017 401k membership |
|---|
| Current value of assets | 2017-12-31 | 41,433,389 |
| Acturial value of assets for funding standard account | 2017-12-31 | 44,540,209 |
| Accrued liability for plan using immediate gains methods | 2017-12-31 | 81,304,796 |
| Accrued liability under unit credit cost method | 2017-12-31 | 77,927,565 |
| RPA 94 current liability | 2017-12-31 | 150,386,954 |
| Expected increase in current liability due to benefits accruing during the plan year | 2017-12-31 | 2,013,677 |
| Expected release from RPA 94 current liability for plan year | 2017-12-31 | 6,564,833 |
| Expected plan disbursements for the plan year | 2017-12-31 | 6,764,833 |
| Current value of assets | 2017-12-31 | 41,433,389 |
| Number of retired participants and beneficiaries receiving payment | 2017-12-31 | 421 |
| Current liability for retired participants and beneficiaries receiving payment | 2017-12-31 | 78,829,883 |
| Number of terminated vested participants | 2017-12-31 | 220 |
| Current liability for terminated vested participants | 2017-12-31 | 22,618,060 |
| Current liability for active participants non vested benefits | 2017-12-31 | 4,227,076 |
| Current liability for active participants vested benefits | 2017-12-31 | 44,711,935 |
| Total number of active articipats | 2017-12-31 | 318 |
| Current liability for active participants | 2017-12-31 | 48,939,011 |
| Total participant count with liabilities | 2017-12-31 | 959 |
| Total current liabilitoes for participants with libailities | 2017-12-31 | 150,386,954 |
| Total employer contributions in plan year | 2017-12-31 | 4,791,736 |
| Total employee contributions in plan year | 2017-12-31 | 0 |
| Value in reduction in liability resulting from the reduction in benefits | 2017-12-31 | 4,911 |
| Prior year funding deficiency | 2017-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2017-12-31 | 662,817 |
| Prior year credit balance | 2017-12-31 | 2,265,871 |
| Amortization credits as of valuation date | 2017-12-31 | 1,626,613 |
| Total participants, beginning-of-year | 2017-01-01 | 950 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 386 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 303 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 217 |
| Total of all active and inactive participants | 2017-01-01 | 906 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 110 |
| Total participants | 2017-01-01 | 1,016 |
| Number of employers contributing to the scheme | 2017-01-01 | 43 |
| 2016: SOUTHERN CT IBEW PENSION PLAN 2016 401k membership |
|---|
| Current value of assets | 2016-12-31 | 40,837,542 |
| Acturial value of assets for funding standard account | 2016-12-31 | 45,608,680 |
| Accrued liability for plan using immediate gains methods | 2016-12-31 | 79,599,073 |
| Accrued liability under unit credit cost method | 2016-12-31 | 76,553,601 |
| RPA 94 current liability | 2016-12-31 | 144,094,214 |
| Expected increase in current liability due to benefits accruing during the plan year | 2016-12-31 | 1,815,176 |
| Expected release from RPA 94 current liability for plan year | 2016-12-31 | 6,322,880 |
| Expected plan disbursements for the plan year | 2016-12-31 | 6,522,880 |
| Current value of assets | 2016-12-31 | 40,837,542 |
| Number of retired participants and beneficiaries receiving payment | 2016-12-31 | 418 |
| Current liability for retired participants and beneficiaries receiving payment | 2016-12-31 | 75,968,788 |
| Number of terminated vested participants | 2016-12-31 | 222 |
| Current liability for terminated vested participants | 2016-12-31 | 21,270,297 |
| Current liability for active participants non vested benefits | 2016-12-31 | 4,011,138 |
| Current liability for active participants vested benefits | 2016-12-31 | 42,843,991 |
| Total number of active articipats | 2016-12-31 | 321 |
| Current liability for active participants | 2016-12-31 | 46,855,129 |
| Total participant count with liabilities | 2016-12-31 | 961 |
| Total current liabilitoes for participants with libailities | 2016-12-31 | 144,094,214 |
| Total employer contributions in plan year | 2016-12-31 | 3,686,925 |
| Total employee contributions in plan year | 2016-12-31 | 0 |
| Prior year funding deficiency | 2016-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2016-12-31 | 527,192 |
| Prior year credit balance | 2016-12-31 | 2,624,758 |
| Amortization credits as of valuation date | 2016-12-31 | 1,538,767 |
| Total participants, beginning-of-year | 2016-01-01 | 954 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 318 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 304 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 219 |
| Total of all active and inactive participants | 2016-01-01 | 841 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 109 |
| Total participants | 2016-01-01 | 950 |
| Number of employers contributing to the scheme | 2016-01-01 | 44 |
| 2015: SOUTHERN CT IBEW PENSION PLAN 2015 401k membership |
|---|
| Current value of assets | 2015-12-31 | 43,615,258 |
| Acturial value of assets for funding standard account | 2015-12-31 | 46,859,615 |
| Accrued liability for plan using immediate gains methods | 2015-12-31 | 74,696,112 |
| Accrued liability under unit credit cost method | 2015-12-31 | 71,845,813 |
| RPA 94 current liability | 2015-12-31 | 137,628,588 |
| Expected increase in current liability due to benefits accruing during the plan year | 2015-12-31 | 1,643,608 |
| Expected release from RPA 94 current liability for plan year | 2015-12-31 | 6,111,288 |
| Expected plan disbursements for the plan year | 2015-12-31 | 6,311,288 |
| Current value of assets | 2015-12-31 | 43,615,258 |
| Number of retired participants and beneficiaries receiving payment | 2015-12-31 | 408 |
| Current liability for retired participants and beneficiaries receiving payment | 2015-12-31 | 72,558,706 |
| Number of terminated vested participants | 2015-12-31 | 217 |
| Current liability for terminated vested participants | 2015-12-31 | 19,583,954 |
| Current liability for active participants non vested benefits | 2015-12-31 | 3,775,210 |
| Current liability for active participants vested benefits | 2015-12-31 | 41,710,718 |
| Total number of active articipats | 2015-12-31 | 326 |
| Current liability for active participants | 2015-12-31 | 45,485,928 |
| Total participant count with liabilities | 2015-12-31 | 951 |
| Total current liabilitoes for participants with libailities | 2015-12-31 | 137,628,588 |
| Total employer contributions in plan year | 2015-12-31 | 3,567,054 |
| Total employee contributions in plan year | 2015-12-31 | 0 |
| Prior year funding deficiency | 2015-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2015-12-31 | 510,514 |
| Prior year credit balance | 2015-12-31 | 4,240,901 |
| Amortization credits as of valuation date | 2015-12-31 | 1,861,319 |
| Total participants, beginning-of-year | 2015-01-01 | 944 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 321 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 302 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 221 |
| Total of all active and inactive participants | 2015-01-01 | 844 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 110 |
| Total participants | 2015-01-01 | 954 |
| Number of employers contributing to the scheme | 2015-01-01 | 35 |
| 2014: SOUTHERN CT IBEW PENSION PLAN 2014 401k membership |
|---|
| Current value of assets | 2014-12-31 | 43,997,331 |
| Acturial value of assets for funding standard account | 2014-12-31 | 47,507,680 |
| Accrued liability for plan using immediate gains methods | 2014-12-31 | 73,744,686 |
| Accrued liability under unit credit cost method | 2014-12-31 | 70,634,533 |
| RPA 94 current liability | 2014-12-31 | 133,526,507 |
| Expected increase in current liability due to benefits accruing during the plan year | 2014-12-31 | 1,726,451 |
| Expected release from RPA 94 current liability for plan year | 2014-12-31 | 5,980,330 |
| Expected plan disbursements for the plan year | 2014-12-31 | 6,170,330 |
| Current value of assets | 2014-12-31 | 43,997,331 |
| Number of retired participants and beneficiaries receiving payment | 2014-12-31 | 405 |
| Current liability for retired participants and beneficiaries receiving payment | 2014-12-31 | 72,108,104 |
| Number of terminated vested participants | 2014-12-31 | 217 |
| Current liability for terminated vested participants | 2014-12-31 | 17,934,760 |
| Current liability for active participants non vested benefits | 2014-12-31 | 3,975,578 |
| Current liability for active participants vested benefits | 2014-12-31 | 39,508,065 |
| Total number of active articipats | 2014-12-31 | 332 |
| Current liability for active participants | 2014-12-31 | 43,483,643 |
| Total participant count with liabilities | 2014-12-31 | 954 |
| Total current liabilitoes for participants with libailities | 2014-12-31 | 133,526,507 |
| Total employer contributions in plan year | 2014-12-31 | 3,277,536 |
| Total employee contributions in plan year | 2014-12-31 | 0 |
| Prior year funding deficiency | 2014-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2014-12-31 | 458,993 |
| Prior year credit balance | 2014-12-31 | 5,307,444 |
| Amortization credits as of valuation date | 2014-12-31 | 1,691,106 |
| Total participants, beginning-of-year | 2014-01-01 | 948 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 326 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 295 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 216 |
| Total of all active and inactive participants | 2014-01-01 | 837 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 107 |
| Total participants | 2014-01-01 | 944 |
| Number of employers contributing to the scheme | 2014-01-01 | 38 |
| 2013: SOUTHERN CT IBEW PENSION PLAN 2013 401k membership |
|---|
| Current value of assets | 2013-12-31 | 39,854,494 |
| Acturial value of assets for funding standard account | 2013-12-31 | 47,825,393 |
| Accrued liability for plan using immediate gains methods | 2013-12-31 | 71,413,753 |
| Accrued liability under unit credit cost method | 2013-12-31 | 69,051,785 |
| RPA 94 current liability | 2013-12-31 | 131,284,643 |
| Expected increase in current liability due to benefits accruing during the plan year | 2013-12-31 | 1,564,233 |
| Expected release from RPA 94 current liability for plan year | 2013-12-31 | 5,686,495 |
| Expected plan disbursements for the plan year | 2013-12-31 | 5,876,495 |
| Current value of assets | 2013-12-31 | 39,854,494 |
| Number of retired participants and beneficiaries receiving payment | 2013-12-31 | 391 |
| Current liability for retired participants and beneficiaries receiving payment | 2013-12-31 | 67,909,550 |
| Number of terminated vested participants | 2013-12-31 | 207 |
| Current liability for terminated vested participants | 2013-12-31 | 16,613,657 |
| Current liability for active participants non vested benefits | 2013-12-31 | 6,368,781 |
| Current liability for active participants vested benefits | 2013-12-31 | 40,392,655 |
| Total number of active articipats | 2013-12-31 | 351 |
| Current liability for active participants | 2013-12-31 | 46,761,436 |
| Total participant count with liabilities | 2013-12-31 | 949 |
| Total current liabilitoes for participants with libailities | 2013-12-31 | 131,284,643 |
| Total employer contributions in plan year | 2013-12-31 | 3,290,007 |
| Total employee contributions in plan year | 2013-12-31 | 0 |
| Prior year funding deficiency | 2013-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2013-12-31 | 510,458 |
| Prior year credit balance | 2013-12-31 | 6,190,569 |
| Amortization credits as of valuation date | 2013-12-31 | 2,154,655 |
| Total participants, beginning-of-year | 2013-01-01 | 943 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 332 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 297 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 217 |
| Total of all active and inactive participants | 2013-01-01 | 846 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 102 |
| Total participants | 2013-01-01 | 948 |
| Number of employers contributing to the scheme | 2013-01-01 | 35 |
| 2012: SOUTHERN CT IBEW PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 957 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 351 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 287 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 207 |
| Total of all active and inactive participants | 2012-01-01 | 845 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 98 |
| Total participants | 2012-01-01 | 943 |
| Number of employers contributing to the scheme | 2012-01-01 | 39 |
| 2011: SOUTHERN CT IBEW PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 973 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 385 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 276 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 205 |
| Total of all active and inactive participants | 2011-01-01 | 866 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 91 |
| Total participants | 2011-01-01 | 957 |
| Number of employers contributing to the scheme | 2011-01-01 | 43 |
| 2010: SOUTHERN CT IBEW PENSION PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 996 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 417 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 269 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 194 |
| Total of all active and inactive participants | 2010-01-01 | 880 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 93 |
| Total participants | 2010-01-01 | 973 |
| Number of employers contributing to the scheme | 2010-01-01 | 53 |
| 2009: SOUTHERN CT IBEW PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 997 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 460 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 261 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 186 |
| Total of all active and inactive participants | 2009-01-01 | 907 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 89 |
| Total participants | 2009-01-01 | 996 |
| Number of employers contributing to the scheme | 2009-01-01 | 52 |
| Measure | Date | Value |
|---|
| 2022 : SOUTHERN CT IBEW PENSION PLAN 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-1,567,812 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-1,567,812 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $111,505 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $47,109 |
| Total income from all sources (including contributions) | 2022-12-31 | $-1,684,305 |
| Total of all expenses incurred | 2022-12-31 | $7,165,715 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $6,859,779 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $5,517,231 |
| Value of total assets at end of year | 2022-12-31 | $50,277,120 |
| Value of total assets at beginning of year | 2022-12-31 | $59,062,744 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $305,936 |
| Total interest from all sources | 2022-12-31 | $15,599 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,121,070 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,121,070 |
| Administrative expenses professional fees incurred | 2022-12-31 | $113,377 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $980,720 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $1,636,675 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $5,543 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $10,699 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $98,469 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $36,606 |
| Administrative expenses (other) incurred | 2022-12-31 | $52,407 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $13,036 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $10,503 |
| Total non interest bearing cash at end of year | 2022-12-31 | $1,318,773 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $1,103,119 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-8,850,020 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $50,165,615 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $59,015,635 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2022-12-31 | $2,223,294 |
| Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $2,530,229 |
| Investment advisory and management fees | 2022-12-31 | $73,114 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $39,607,042 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $47,788,185 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $9,894 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $68,403 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $5,558,282 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $5,436,909 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $5,436,909 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $15,599 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-6,763,982 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $-6,411 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $5,517,231 |
| Employer contributions (assets) at end of year | 2022-12-31 | $573,572 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $488,525 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $6,859,779 |
| Contract administrator fees | 2022-12-31 | $67,038 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | NOVAK FRANCELLA, LLC |
| Accountancy firm EIN | 2022-12-31 | 611436956 |
| 2021 : SOUTHERN CT IBEW PENSION PLAN 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $1,081,624 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $1,081,624 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $47,109 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $29,236 |
| Total income from all sources (including contributions) | 2021-12-31 | $13,088,882 |
| Total of all expenses incurred | 2021-12-31 | $7,086,877 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $6,794,727 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $5,003,651 |
| Value of total assets at end of year | 2021-12-31 | $59,062,744 |
| Value of total assets at beginning of year | 2021-12-31 | $53,042,866 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $292,150 |
| Total interest from all sources | 2021-12-31 | $23,350 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,306,526 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,306,526 |
| Administrative expenses professional fees incurred | 2021-12-31 | $107,514 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $1,636,675 |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $1,945,007 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $10,699 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $5,543 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $36,606 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $17,966 |
| Other income not declared elsewhere | 2021-12-31 | $77 |
| Administrative expenses (other) incurred | 2021-12-31 | $47,653 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $10,503 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $11,270 |
| Total non interest bearing cash at end of year | 2021-12-31 | $1,103,119 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $808,107 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $6,002,005 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $59,015,635 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $53,013,630 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2021-12-31 | $2,530,229 |
| Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $2,808,322 |
| Investment advisory and management fees | 2021-12-31 | $71,523 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $47,788,185 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $41,993,777 |
| Interest earned on other investments | 2021-12-31 | $7,558 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $68,403 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $317,313 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $5,436,909 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $4,661,701 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $4,661,701 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $15,792 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $5,647,056 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $26,598 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $5,003,651 |
| Employer contributions (assets) at end of year | 2021-12-31 | $488,525 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $503,096 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $6,794,727 |
| Contract administrator fees | 2021-12-31 | $65,460 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | NOVAK FRANCELLA, LLC |
| Accountancy firm EIN | 2021-12-31 | 611436956 |
| 2020 : SOUTHERN CT IBEW PENSION PLAN 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $687,572 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $687,572 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $29,236 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $83,657 |
| Total income from all sources (including contributions) | 2020-12-31 | $9,909,026 |
| Total of all expenses incurred | 2020-12-31 | $6,803,187 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $6,502,876 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $4,682,354 |
| Value of total assets at end of year | 2020-12-31 | $53,042,866 |
| Value of total assets at beginning of year | 2020-12-31 | $49,991,448 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $300,311 |
| Total interest from all sources | 2020-12-31 | $10,595 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $914,446 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $914,446 |
| Administrative expenses professional fees incurred | 2020-12-31 | $109,679 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $1,945,007 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $1,695,939 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $5,543 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $5,543 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $17,966 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $74,946 |
| Other income not declared elsewhere | 2020-12-31 | $1,717 |
| Administrative expenses (other) incurred | 2020-12-31 | $49,565 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $11,270 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $8,711 |
| Total non interest bearing cash at end of year | 2020-12-31 | $808,107 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $1,667,394 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $3,105,839 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $53,013,630 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $49,907,791 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2020-12-31 | $2,808,322 |
| Assets. partnership/joint venture interests at beginning of year | 2020-12-31 | $2,549,809 |
| Investment advisory and management fees | 2020-12-31 | $75,082 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $41,993,777 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $38,097,790 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $317,313 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $467,898 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $4,661,701 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $4,943,904 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $4,943,904 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $10,595 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $3,714,097 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $-101,755 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $4,682,354 |
| Employer contributions (assets) at end of year | 2020-12-31 | $503,096 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $563,171 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $6,502,876 |
| Contract administrator fees | 2020-12-31 | $65,985 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | NOVAK FRANCELLA, LLC |
| Accountancy firm EIN | 2020-12-31 | 611436956 |
| 2019 : SOUTHERN CT IBEW PENSION PLAN 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $312,831 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $312,831 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $83,657 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $209,029 |
| Total income from all sources (including contributions) | 2019-12-31 | $14,148,814 |
| Total of all expenses incurred | 2019-12-31 | $6,759,206 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $6,470,005 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $6,963,579 |
| Value of total assets at end of year | 2019-12-31 | $49,991,448 |
| Value of total assets at beginning of year | 2019-12-31 | $42,727,212 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $289,201 |
| Total interest from all sources | 2019-12-31 | $12,652 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $953,418 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $953,418 |
| Administrative expenses professional fees incurred | 2019-12-31 | $102,705 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $1,695,939 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $1,780,603 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $5,543 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $5,543 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $74,946 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $199,342 |
| Other income not declared elsewhere | 2019-12-31 | $24 |
| Administrative expenses (other) incurred | 2019-12-31 | $49,002 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $8,711 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $9,687 |
| Total non interest bearing cash at end of year | 2019-12-31 | $1,667,394 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $941,133 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $7,389,608 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $49,907,791 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $42,518,183 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2019-12-31 | $2,549,809 |
| Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $2,533,695 |
| Investment advisory and management fees | 2019-12-31 | $74,264 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $38,097,790 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $31,018,843 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $467,898 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $932,930 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $4,943,904 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $4,581,022 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $4,581,022 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $12,652 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $6,032,323 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $-126,013 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $6,963,579 |
| Employer contributions (assets) at end of year | 2019-12-31 | $563,171 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $933,443 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $6,470,005 |
| Contract administrator fees | 2019-12-31 | $63,230 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | NOVAK FRANCELLA, LLC |
| Accountancy firm EIN | 2019-12-31 | 611436956 |
| 2018 : SOUTHERN CT IBEW PENSION PLAN 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $90,773 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $90,773 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $209,029 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $151,905 |
| Total income from all sources (including contributions) | 2018-12-31 | $4,617,950 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $6,613,499 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $6,331,526 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $6,441,136 |
| Value of total assets at end of year | 2018-12-31 | $42,727,212 |
| Value of total assets at beginning of year | 2018-12-31 | $44,665,637 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $281,973 |
| Total interest from all sources | 2018-12-31 | $11,812 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $787,129 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $787,129 |
| Administrative expenses professional fees incurred | 2018-12-31 | $101,218 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $1,780,603 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $2,784,567 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $5,543 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $5,543 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $199,342 |
| Other income not declared elsewhere | 2018-12-31 | $36 |
| Administrative expenses (other) incurred | 2018-12-31 | $48,253 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $9,687 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $151,905 |
| Total non interest bearing cash at end of year | 2018-12-31 | $941,133 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $868,976 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-1,995,549 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $42,518,183 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $44,513,732 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2018-12-31 | $2,533,695 |
| Assets. partnership/joint venture interests at beginning of year | 2018-12-31 | $2,335,347 |
| Investment advisory and management fees | 2018-12-31 | $71,128 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $31,018,843 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $33,037,656 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $932,930 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $974,208 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $4,581,022 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $3,997,869 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $3,997,869 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $11,812 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,681,447 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $-31,489 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $6,441,136 |
| Employer contributions (assets) at end of year | 2018-12-31 | $933,443 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $661,471 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $6,331,526 |
| Contract administrator fees | 2018-12-31 | $61,374 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Aggregate proceeds on sale of assets | 2018-12-31 | $190,982 |
| Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $190,982 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | NOVAK FRANCELLA LLC |
| Accountancy firm EIN | 2018-12-31 | 611436956 |
| 2017 : SOUTHERN CT IBEW PENSION PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $151,905 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $58,020 |
| Total income from all sources (including contributions) | 2017-12-31 | $9,635,358 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $6,555,015 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $6,261,270 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $4,791,736 |
| Value of total assets at end of year | 2017-12-31 | $44,665,637 |
| Value of total assets at beginning of year | 2017-12-31 | $41,491,409 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $293,745 |
| Total interest from all sources | 2017-12-31 | $10,320 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $590,804 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $590,804 |
| Administrative expenses professional fees incurred | 2017-12-31 | $103,840 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $2,784,567 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $5,004,506 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $5,543 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $5,543 |
| Other income not declared elsewhere | 2017-12-31 | $594,799 |
| Administrative expenses (other) incurred | 2017-12-31 | $48,614 |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $151,905 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $58,020 |
| Total non interest bearing cash at end of year | 2017-12-31 | $868,976 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $732,607 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $3,080,343 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $44,513,732 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $41,433,389 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2017-12-31 | $2,335,347 |
| Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $3,062,081 |
| Investment advisory and management fees | 2017-12-31 | $81,447 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $33,037,656 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $14,250,286 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $974,208 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $4,982,559 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $3,997,869 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $248,422 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $248,422 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $10,320 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2017-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2017-12-31 | $12,842,367 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $3,558,750 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $34,568 |
| Net gain/loss from 103.12 investment entities | 2017-12-31 | $54,381 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $4,791,736 |
| Employer contributions (assets) at end of year | 2017-12-31 | $661,471 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $363,038 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $6,261,270 |
| Contract administrator fees | 2017-12-31 | $59,844 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | NOVAK FRANCELLA, LLC |
| Accountancy firm EIN | 2017-12-31 | 611436956 |
| 2016 : SOUTHERN CT IBEW PENSION PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $58,020 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $47,759 |
| Total income from all sources (including contributions) | 2016-12-31 | $7,181,880 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $6,586,033 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $6,116,213 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $3,686,925 |
| Value of total assets at end of year | 2016-12-31 | $41,491,409 |
| Value of total assets at beginning of year | 2016-12-31 | $40,885,301 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $469,820 |
| Total interest from all sources | 2016-12-31 | $8,956 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Administrative expenses professional fees incurred | 2016-12-31 | $99,120 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2016-12-31 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $5,004,506 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $4,541,493 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $5,543 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $5,543 |
| Other income not declared elsewhere | 2016-12-31 | $567,897 |
| Administrative expenses (other) incurred | 2016-12-31 | $45,960 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $58,020 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $47,759 |
| Total non interest bearing cash at end of year | 2016-12-31 | $732,607 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $731,773 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $595,847 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $41,433,389 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $40,837,542 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2016-12-31 | $3,062,081 |
| Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $3,829,265 |
| Investment advisory and management fees | 2016-12-31 | $264,896 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $14,250,286 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $0 |
| Interest earned on other investments | 2016-12-31 | $8,249 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $4,982,559 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $3,354,077 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $248,422 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $393,286 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $393,286 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $707 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2016-12-31 | $12,842,367 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2016-12-31 | $27,606,294 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $3,278 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $263,490 |
| Net gain/loss from 103.12 investment entities | 2016-12-31 | $2,651,334 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $3,686,925 |
| Employer contributions (assets) at end of year | 2016-12-31 | $363,038 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $423,570 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $6,116,213 |
| Contract administrator fees | 2016-12-31 | $59,844 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | BUCKLEY, FRAME, BOUDREAU |
| Accountancy firm EIN | 2016-12-31 | 060931761 |
| 2015 : SOUTHERN CT IBEW PENSION PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $47,759 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $65,542 |
| Total income from all sources (including contributions) | 2015-12-31 | $3,638,174 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $6,415,890 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $5,929,472 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,567,054 |
| Value of total assets at end of year | 2015-12-31 | $40,885,301 |
| Value of total assets at beginning of year | 2015-12-31 | $43,680,800 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $486,418 |
| Total interest from all sources | 2015-12-31 | $8,967 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Administrative expenses professional fees incurred | 2015-12-31 | $119,123 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2015-12-31 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $4,541,493 |
| Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $6,122,518 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $5,543 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $5,543 |
| Other income not declared elsewhere | 2015-12-31 | $46,214 |
| Administrative expenses (other) incurred | 2015-12-31 | $43,864 |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $47,759 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $65,542 |
| Total non interest bearing cash at end of year | 2015-12-31 | $731,773 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $699,241 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-2,777,716 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $40,837,542 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $43,615,258 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2015-12-31 | $3,829,265 |
| Assets. partnership/joint venture interests at beginning of year | 2015-12-31 | $3,218,223 |
| Investment advisory and management fees | 2015-12-31 | $263,587 |
| Interest earned on other investments | 2015-12-31 | $8,714 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $3,354,077 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $3,933,667 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $393,286 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $107,610 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $107,610 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $253 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2015-12-31 | $27,606,294 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2015-12-31 | $29,237,769 |
| Net investment gain or loss from common/collective trusts | 2015-12-31 | $347,413 |
| Net gain/loss from 103.12 investment entities | 2015-12-31 | $-331,474 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $3,567,054 |
| Employer contributions (assets) at end of year | 2015-12-31 | $423,570 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $356,229 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $5,929,472 |
| Contract administrator fees | 2015-12-31 | $59,844 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | BUCKLEY, FRAME, BOUDREAU |
| Accountancy firm EIN | 2015-12-31 | 060931761 |
| 2014 : SOUTHERN CT IBEW PENSION PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $65,542 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $46,400 |
| Total income from all sources (including contributions) | 2014-12-31 | $6,040,535 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $6,422,608 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $5,925,249 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $3,277,536 |
| Value of total assets at end of year | 2014-12-31 | $43,680,800 |
| Value of total assets at beginning of year | 2014-12-31 | $44,043,731 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $497,359 |
| Total interest from all sources | 2014-12-31 | $8,914 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Administrative expenses professional fees incurred | 2014-12-31 | $102,908 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2014-12-31 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $6,122,518 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $4,839,942 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $5,543 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $3,405,543 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $0 |
| Other income not declared elsewhere | 2014-12-31 | $587,443 |
| Administrative expenses (other) incurred | 2014-12-31 | $36,100 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $65,542 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $46,400 |
| Total non interest bearing cash at end of year | 2014-12-31 | $699,241 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $729,358 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $-382,073 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $43,615,258 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $43,997,331 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2014-12-31 | $3,218,223 |
| Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $0 |
| Investment advisory and management fees | 2014-12-31 | $298,507 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2014-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $0 |
| Interest earned on other investments | 2014-12-31 | $8,686 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $3,933,667 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $6,081,481 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $107,610 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $2,552,567 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $2,552,567 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $228 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2014-12-31 | $29,237,769 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2014-12-31 | $26,129,823 |
| Net investment gain or loss from common/collective trusts | 2014-12-31 | $448,697 |
| Net gain/loss from 103.12 investment entities | 2014-12-31 | $1,717,945 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $3,277,536 |
| Employer contributions (assets) at end of year | 2014-12-31 | $356,229 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $305,017 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $5,925,249 |
| Contract administrator fees | 2014-12-31 | $59,844 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $0 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | BUCKLEY, FRAME, BOUDREAU |
| Accountancy firm EIN | 2014-12-31 | 060931761 |
| 2013 : SOUTHERN CT IBEW PENSION PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2013-12-31 | $2,830,821 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $2,830,821 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $46,400 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $81,307 |
| Total income from all sources (including contributions) | 2013-12-31 | $10,304,775 |
| Total loss/gain on sale of assets | 2013-12-31 | $930,963 |
| Total of all expenses incurred | 2013-12-31 | $6,161,938 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $5,721,408 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,290,007 |
| Value of total assets at end of year | 2013-12-31 | $44,043,731 |
| Value of total assets at beginning of year | 2013-12-31 | $39,935,801 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $440,530 |
| Total interest from all sources | 2013-12-31 | $8,494 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $200,901 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Administrative expenses professional fees incurred | 2013-12-31 | $103,056 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2013-12-31 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $4,839,942 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $4,369,743 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $3,405,543 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $50,793 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $32,196 |
| Other income not declared elsewhere | 2013-12-31 | $553,799 |
| Administrative expenses (other) incurred | 2013-12-31 | $32,323 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $46,400 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $49,111 |
| Total non interest bearing cash at end of year | 2013-12-31 | $729,358 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $627,971 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $4,142,837 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $43,997,331 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $39,854,494 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Investment advisory and management fees | 2013-12-31 | $245,307 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2013-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $7,874,983 |
| Interest earned on other investments | 2013-12-31 | $8,408 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $6,081,481 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $10,558,519 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $2,552,567 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $269,075 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $269,075 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $86 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2013-12-31 | $26,129,823 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2013-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2013-12-31 | $-144,774 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $1,360,407 |
| Net gain/loss from 103.12 investment entities | 2013-12-31 | $1,274,157 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $3,290,007 |
| Employer contributions (assets) at end of year | 2013-12-31 | $305,017 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $296,929 |
| Income. Dividends from common stock | 2013-12-31 | $200,901 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $5,721,408 |
| Contract administrator fees | 2013-12-31 | $59,844 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $15,887,788 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Aggregate proceeds on sale of assets | 2013-12-31 | $11,307,900 |
| Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $10,376,937 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | BUCKLEY, FRAME, BOUDREAU |
| Accountancy firm EIN | 2013-12-31 | 060931761 |
| 2012 : SOUTHERN CT IBEW PENSION PLAN 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $1,659,967 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $1,659,967 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $86,511 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $73,081 |
| Total income from all sources (including contributions) | 2012-12-31 | $7,028,668 |
| Total loss/gain on sale of assets | 2012-12-31 | $810,337 |
| Total of all expenses incurred | 2012-12-31 | $5,722,352 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $5,299,314 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,580,164 |
| Value of total assets at end of year | 2012-12-31 | $39,935,801 |
| Value of total assets at beginning of year | 2012-12-31 | $38,616,055 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $423,038 |
| Total interest from all sources | 2012-12-31 | $6,692 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $310,159 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Administrative expenses professional fees incurred | 2012-12-31 | $99,383 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $4,369,743 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $4,069,686 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $50,793 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $70,117 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $32,196 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $19,503 |
| Other income not declared elsewhere | 2012-12-31 | $353,445 |
| Administrative expenses (other) incurred | 2012-12-31 | $34,974 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $54,315 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $53,578 |
| Total non interest bearing cash at end of year | 2012-12-31 | $627,971 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $523,137 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $1,306,316 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $39,849,290 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $38,542,974 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Investment advisory and management fees | 2012-12-31 | $229,287 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $4,493,431 |
| Value of interest in pooled separate accounts at end of year | 2012-12-31 | $7,874,983 |
| Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $7,453,650 |
| Interest earned on other investments | 2012-12-31 | $6,528 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $10,558,519 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $5,198,522 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $269,075 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $370,190 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $370,190 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $164 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $-119,625 |
| Net investment gain/loss from pooled separate accounts | 2012-12-31 | $421,333 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $1,006,196 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $2,580,164 |
| Employer contributions (assets) at end of year | 2012-12-31 | $296,929 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $238,118 |
| Income. Dividends from common stock | 2012-12-31 | $310,159 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $5,299,314 |
| Contract administrator fees | 2012-12-31 | $59,394 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $15,887,788 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $16,199,204 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Aggregate proceeds on sale of assets | 2012-12-31 | $13,950,488 |
| Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $13,140,151 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | BUCKLEY, FRAME, BOUDREAU |
| Accountancy firm EIN | 2012-12-31 | 060931761 |
| 2011 : SOUTHERN CT IBEW PENSION PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $54,689 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $54,689 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $73,081 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $140,744 |
| Total income from all sources (including contributions) | 2011-12-31 | $2,583,255 |
| Total loss/gain on sale of assets | 2011-12-31 | $-738,613 |
| Total of all expenses incurred | 2011-12-31 | $5,474,479 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $5,047,810 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,162,435 |
| Value of total assets at end of year | 2011-12-31 | $38,616,055 |
| Value of total assets at beginning of year | 2011-12-31 | $41,574,942 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $426,669 |
| Total interest from all sources | 2011-12-31 | $224 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $440,510 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $191,225 |
| Administrative expenses professional fees incurred | 2011-12-31 | $104,449 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $4,069,686 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $5,768,349 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $70,117 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $25,558 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $19,503 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $66,936 |
| Other income not declared elsewhere | 2011-12-31 | $-132,361 |
| Administrative expenses (other) incurred | 2011-12-31 | $34,764 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $53,578 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $73,808 |
| Total non interest bearing cash at end of year | 2011-12-31 | $523,137 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $532,033 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-2,891,224 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $38,542,974 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $41,434,198 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Investment advisory and management fees | 2011-12-31 | $229,862 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $4,493,431 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $4,682,326 |
| Value of interest in pooled separate accounts at end of year | 2011-12-31 | $7,453,650 |
| Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $8,244,034 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $5,198,522 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $4,651,646 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $370,190 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $433,302 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $433,302 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $224 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-380,120 |
| Net investment gain/loss from pooled separate accounts | 2011-12-31 | $609,616 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $566,875 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $2,162,435 |
| Employer contributions (assets) at end of year | 2011-12-31 | $238,118 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $248,894 |
| Income. Dividends from common stock | 2011-12-31 | $249,285 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $5,047,810 |
| Contract administrator fees | 2011-12-31 | $57,594 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $16,199,204 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $16,988,800 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Aggregate proceeds on sale of assets | 2011-12-31 | $31,722,726 |
| Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $32,461,339 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | BUCKLEY, FRAME, BOUDREAU |
| Accountancy firm EIN | 2011-12-31 | 060931761 |
| 2010 : SOUTHERN CT IBEW PENSION PLAN 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $1,806,804 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $1,806,804 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $140,744 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $3,181,626 |
| Total income from all sources (including contributions) | 2010-12-31 | $6,169,985 |
| Total loss/gain on sale of assets | 2010-12-31 | $656,689 |
| Total of all expenses incurred | 2010-12-31 | $5,510,501 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $5,070,367 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,147,266 |
| Value of total assets at end of year | 2010-12-31 | $41,574,942 |
| Value of total assets at beginning of year | 2010-12-31 | $43,956,340 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $440,134 |
| Total interest from all sources | 2010-12-31 | $4,582 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $379,058 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $140,688 |
| Administrative expenses professional fees incurred | 2010-12-31 | $107,257 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $5,768,349 |
| Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $5,203,817 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $25,558 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $3,331,701 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $66,936 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $3,133,587 |
| Other income not declared elsewhere | 2010-12-31 | $639,693 |
| Administrative expenses (other) incurred | 2010-12-31 | $33,827 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $73,808 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $48,039 |
| Total non interest bearing cash at end of year | 2010-12-31 | $532,033 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $237,403 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $659,484 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $41,434,198 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $40,774,714 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Investment advisory and management fees | 2010-12-31 | $243,436 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $4,682,326 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $4,574,109 |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $8,244,034 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $9,070,916 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $4,651,646 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $4,776,400 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $433,302 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $461,104 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $461,104 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $4,582 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $-32,471 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $673,118 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $-104,754 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $2,147,266 |
| Employer contributions (assets) at end of year | 2010-12-31 | $248,894 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $152,358 |
| Income. Dividends from common stock | 2010-12-31 | $238,370 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $5,070,367 |
| Contract administrator fees | 2010-12-31 | $55,614 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $16,988,800 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $16,148,532 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Aggregate proceeds on sale of assets | 2010-12-31 | $24,688,170 |
| Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $24,031,481 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | BUCKLEY, FRAME, BOUDREAU |
| Accountancy firm EIN | 2010-12-31 | 060931761 |
| 2009 : SOUTHERN CT IBEW PENSION PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
