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LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN 401k Plan overview

Plan NameLOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN
Plan identification number 001

LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

BOARD OF TRUSTEES I.B.E.W. LOCAL UNION NO. 90 ANNUITY FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES I.B.E.W. LOCAL UNION NO. 90 ANNUITY FUND
Employer identification number (EIN):066284210
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SEAN DALY2023-10-12 WILLIAM MACKEY2023-10-12
0012021-01-01SEAN DALY MICHAEL MOCONYI
0012020-01-01SEAN DALY2021-10-14 MICHAEL MOCONYI2021-10-14
0012019-01-01SEAN DALY2020-09-10 MICHAEL MOCONYI2020-09-10
0012018-01-01SEAN DALY2019-09-12
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01FRANK J. HALLORAN, JR
0012011-01-01FRANK J. HALLORAN, JR
0012009-01-01FRANK J. HALLORAN, JR

Plan Statistics for LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN

401k plan membership statisitcs for LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN

Measure Date Value
2022: LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01619
Total number of active participants reported on line 7a of the Form 55002022-01-01642
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-0195
Total of all active and inactive participants2022-01-01742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0110
Total participants2022-01-01752
Number of participants with account balances2022-01-01715
Number of employers contributing to the scheme2022-01-0139
2021: LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01627
Total number of active participants reported on line 7a of the Form 55002021-01-01619
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-0139
Total of all active and inactive participants2021-01-01663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01665
Number of participants with account balances2021-01-01657
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-0145
2020: LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01629
Total number of active participants reported on line 7a of the Form 55002020-01-01627
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-0140
Total of all active and inactive participants2020-01-01672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01672
Number of participants with account balances2020-01-01666
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-0140
2019: LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01605
Total number of active participants reported on line 7a of the Form 55002019-01-01629
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-0134
Total of all active and inactive participants2019-01-01669
Total participants2019-01-01669
Number of participants with account balances2019-01-01659
Number of employers contributing to the scheme2019-01-0139
2018: LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01645
Total number of active participants reported on line 7a of the Form 55002018-01-01605
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0127
Total of all active and inactive participants2018-01-01636
Total participants2018-01-01636
Number of participants with account balances2018-01-01631
Number of employers contributing to the scheme2018-01-0142
2017: LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01651
Total number of active participants reported on line 7a of the Form 55002017-01-01645
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-01651
Total participants2017-01-01651
Number of participants with account balances2017-01-01651
Number of employers contributing to the scheme2017-01-0142
2016: LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01643
Total number of active participants reported on line 7a of the Form 55002016-01-01448
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-01200
Total of all active and inactive participants2016-01-01651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01651
Number of participants with account balances2016-01-01651
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-0141
2015: LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01640
Total number of active participants reported on line 7a of the Form 55002015-01-01429
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-01211
Total of all active and inactive participants2015-01-01643
Total participants2015-01-01643
Number of participants with account balances2015-01-01643
Number of employers contributing to the scheme2015-01-0138
2014: LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01646
Total number of active participants reported on line 7a of the Form 55002014-01-01431
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-01205
Total of all active and inactive participants2014-01-01640
Total participants2014-01-01640
Number of participants with account balances2014-01-01640
Number of employers contributing to the scheme2014-01-0141
2013: LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01674
Total number of active participants reported on line 7a of the Form 55002013-01-01456
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-01186
Total of all active and inactive participants2013-01-01646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01646
Number of participants with account balances2013-01-01646
Number of employers contributing to the scheme2013-01-0141
2012: LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01684
Total number of active participants reported on line 7a of the Form 55002012-01-01477
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-01193
Total of all active and inactive participants2012-01-01674
Total participants2012-01-01674
Number of participants with account balances2012-01-01674
Number of employers contributing to the scheme2012-01-0138
2011: LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01668
Total number of active participants reported on line 7a of the Form 55002011-01-01507
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-01173
Total of all active and inactive participants2011-01-01684
Total participants2011-01-01684
Number of participants with account balances2011-01-01684
Number of employers contributing to the scheme2011-01-0142
2009: LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01691
Total number of active participants reported on line 7a of the Form 55002009-01-01568
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-01138
Total of all active and inactive participants2009-01-01708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01709
Number of participants with account balances2009-01-01709
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-0141

Financial Data on LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN

Measure Date Value
2022 : LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$299,666
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$68,093
Total income from all sources (including contributions)2022-12-31$-4,336,646
Total of all expenses incurred2022-12-31$3,661,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,510,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,301,614
Value of total assets at end of year2022-12-31$75,622,302
Value of total assets at beginning of year2022-12-31$83,388,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$151,134
Total interest from all sources2022-12-31$3,488,167
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$56,414
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$9,704
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$10,283
Other income not declared elsewhere2022-12-31$148,045
Administrative expenses (other) incurred2022-12-31$19,532
Liabilities. Value of operating payables at end of year2022-12-31$299,666
Liabilities. Value of operating payables at beginning of year2022-12-31$68,093
Total non interest bearing cash at end of year2022-12-31$1,255,670
Total non interest bearing cash at beginning of year2022-12-31$307,051
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,998,018
Value of net assets at end of year (total assets less liabilities)2022-12-31$75,322,636
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$83,320,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$28,640
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$43,814,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$54,795,251
Interest earned on other investments2022-12-31$3,488,167
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$28,329,166
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$25,870,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-13,274,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$5,301,614
Employer contributions (assets) at end of year2022-12-31$776,000
Employer contributions (assets) at beginning of year2022-12-31$559,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,510,238
Contract administrator fees2022-12-31$46,548
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$1,437,038
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$1,846,022
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BEERS, HAMERMAN, COHEN & BURGER PC
Accountancy firm EIN2022-12-31472517893
2021 : LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$68,093
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$83,462
Total income from all sources (including contributions)2021-12-31$13,490,312
Total of all expenses incurred2021-12-31$6,090,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,935,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,156,564
Value of total assets at end of year2021-12-31$83,388,747
Value of total assets at beginning of year2021-12-31$76,004,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$155,188
Total interest from all sources2021-12-31$7,194,057
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$64,412
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$10,283
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$7,397
Other income not declared elsewhere2021-12-31$217,603
Administrative expenses (other) incurred2021-12-31$18,330
Liabilities. Value of operating payables at end of year2021-12-31$68,093
Liabilities. Value of operating payables at beginning of year2021-12-31$83,462
Total non interest bearing cash at end of year2021-12-31$307,051
Total non interest bearing cash at beginning of year2021-12-31$156,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,399,667
Value of net assets at end of year (total assets less liabilities)2021-12-31$83,320,654
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$75,920,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$25,898
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$54,795,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$47,290,181
Interest earned on other investments2021-12-31$7,194,057
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$25,870,469
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$26,639,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,922,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$4,156,564
Employer contributions (assets) at end of year2021-12-31$559,671
Employer contributions (assets) at beginning of year2021-12-31$487,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,935,457
Contract administrator fees2021-12-31$46,548
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$1,846,022
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$1,423,582
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BEERS, HAMERMAN, COHEN & BURGER PC
Accountancy firm EIN2021-12-31472517893
2020 : LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$83,462
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$62,755
Total income from all sources (including contributions)2020-12-31$12,705,479
Total of all expenses incurred2020-12-31$3,985,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,821,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,369,828
Value of total assets at end of year2020-12-31$76,004,449
Value of total assets at beginning of year2020-12-31$67,263,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$163,913
Total interest from all sources2020-12-31$2,860,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$65,191
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$7,397
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$349,650
Other income not declared elsewhere2020-12-31$164,360
Administrative expenses (other) incurred2020-12-31$21,862
Liabilities. Value of operating payables at end of year2020-12-31$83,462
Liabilities. Value of operating payables at beginning of year2020-12-31$62,755
Total non interest bearing cash at end of year2020-12-31$156,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$8,720,189
Value of net assets at end of year (total assets less liabilities)2020-12-31$75,920,987
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$67,200,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$30,536
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$47,290,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$39,960,870
Interest earned on other investments2020-12-31$2,860,043
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$307,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$307,430
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$26,639,937
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$25,053,394
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,311,248
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,369,828
Employer contributions (assets) at end of year2020-12-31$487,069
Employer contributions (assets) at beginning of year2020-12-31$578,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,821,377
Contract administrator fees2020-12-31$46,324
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$1,423,582
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$1,013,627
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BEERS, HAMERMAN, COHEN & BURGER, P.
Accountancy firm EIN2020-12-31472517893
2019 : LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$22,812
Total unrealized appreciation/depreciation of assets2019-12-31$22,812
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$62,755
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$68,460
Total income from all sources (including contributions)2019-12-31$14,373,808
Total of all expenses incurred2019-12-31$3,929,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,775,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,686,741
Value of total assets at end of year2019-12-31$67,263,553
Value of total assets at beginning of year2019-12-31$56,825,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$154,480
Total interest from all sources2019-12-31$3,561,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$61,250
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$349,650
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$263,473
Other income not declared elsewhere2019-12-31$154,831
Administrative expenses (other) incurred2019-12-31$20,534
Liabilities. Value of operating payables at end of year2019-12-31$62,755
Liabilities. Value of operating payables at beginning of year2019-12-31$68,460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$10,444,201
Value of net assets at end of year (total assets less liabilities)2019-12-31$67,200,798
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$56,756,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$27,714
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$39,960,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$31,086,240
Interest earned on other investments2019-12-31$3,561,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$307,430
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$182,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$182,061
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$25,053,394
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$24,096,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,948,218
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,686,741
Employer contributions (assets) at end of year2019-12-31$578,582
Employer contributions (assets) at beginning of year2019-12-31$454,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,775,127
Contract administrator fees2019-12-31$44,982
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$1,013,627
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$743,117
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BEERS, HAMERMAN, COHEN & BURGER, PC
Accountancy firm EIN2019-12-31472517893
2018 : LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$51,464
Total unrealized appreciation/depreciation of assets2018-12-31$51,464
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$68,460
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$55,045
Total income from all sources (including contributions)2018-12-31$2,504,188
Total of all expenses incurred2018-12-31$3,860,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,710,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,854,020
Value of total assets at end of year2018-12-31$56,825,057
Value of total assets at beginning of year2018-12-31$58,168,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$150,951
Total interest from all sources2018-12-31$3,933,899
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$55,830
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$263,473
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$111,067
Other income not declared elsewhere2018-12-31$147,132
Administrative expenses (other) incurred2018-12-31$24,643
Liabilities. Value of operating payables at end of year2018-12-31$68,460
Liabilities. Value of operating payables at beginning of year2018-12-31$55,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,356,782
Value of net assets at end of year (total assets less liabilities)2018-12-31$56,756,597
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$58,113,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$26,818
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$31,086,240
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$30,917,003
Interest earned on other investments2018-12-31$3,933,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$182,061
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$231,486
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$231,486
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$24,096,022
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$25,575,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,482,327
Net investment gain/loss from pooled separate accounts2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,854,020
Employer contributions (assets) at end of year2018-12-31$454,144
Employer contributions (assets) at beginning of year2018-12-31$378,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,710,019
Contract administrator fees2018-12-31$43,660
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$743,117
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$953,968
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BEERS, HAMERMAN, COHEN & BURGER, PC
Accountancy firm EIN2018-12-31472517893
2017 : LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$70,876
Total unrealized appreciation/depreciation of assets2017-12-31$70,876
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$55,045
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$37,654
Total income from all sources (including contributions)2017-12-31$8,853,103
Total of all expenses incurred2017-12-31$2,842,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,688,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,626,016
Value of total assets at end of year2017-12-31$58,168,424
Value of total assets at beginning of year2017-12-31$52,140,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$153,149
Total interest from all sources2017-12-31$2,253,408
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$73,326
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$111,067
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$9,818
Other income not declared elsewhere2017-12-31$60,603
Administrative expenses (other) incurred2017-12-31$26,410
Liabilities. Value of operating payables at end of year2017-12-31$55,045
Liabilities. Value of operating payables at beginning of year2017-12-31$37,654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,011,017
Value of net assets at end of year (total assets less liabilities)2017-12-31$58,113,379
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$52,102,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$11,398
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$30,917,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,317,376
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$22,476,358
Interest earned on other investments2017-12-31$2,253,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$231,486
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$220,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$220,912
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$25,575,909
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$26,064,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$-400,844
Net investment gain/loss from pooled separate accounts2017-12-31$3,243,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,626,016
Employer contributions (assets) at end of year2017-12-31$378,991
Employer contributions (assets) at beginning of year2017-12-31$398,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,688,937
Contract administrator fees2017-12-31$42,015
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$953,968
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$651,933
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BEERS, HAMERMAN, COHEN & BURGER P.C
Accountancy firm EIN2017-12-31472517893
2016 : LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$9,957
Total unrealized appreciation/depreciation of assets2016-12-31$9,957
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$37,654
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$56,030
Total income from all sources (including contributions)2016-12-31$6,180,152
Total of all expenses incurred2016-12-31$2,953,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,825,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,579,774
Value of total assets at end of year2016-12-31$52,140,016
Value of total assets at beginning of year2016-12-31$48,931,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$127,605
Total interest from all sources2016-12-31$474,494
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$55,332
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$9,818
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$8,902
Other income not declared elsewhere2016-12-31$64,142
Administrative expenses (other) incurred2016-12-31$28,233
Liabilities. Value of operating payables at end of year2016-12-31$37,654
Liabilities. Value of operating payables at beginning of year2016-12-31$56,030
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,227,090
Value of net assets at end of year (total assets less liabilities)2016-12-31$52,102,362
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$48,875,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$2,200
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,317,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,187,667
Value of interest in pooled separate accounts at end of year2016-12-31$22,476,358
Value of interest in pooled separate accounts at beginning of year2016-12-31$22,085,596
Interest earned on other investments2016-12-31$474,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$220,912
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$169,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$169,417
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$26,064,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$23,429,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$34,109
Net investment gain/loss from pooled separate accounts2016-12-31$2,017,676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,579,774
Employer contributions (assets) at end of year2016-12-31$398,676
Employer contributions (assets) at beginning of year2016-12-31$391,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,825,457
Contract administrator fees2016-12-31$41,840
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$651,933
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$658,757
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BEERS, HAMERMAN, COHEN & BURGER P.C
Accountancy firm EIN2016-12-31472517893
2015 : LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-3,808
Total unrealized appreciation/depreciation of assets2015-12-31$-3,808
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$56,030
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$26,909
Total income from all sources (including contributions)2015-12-31$3,470,078
Total of all expenses incurred2015-12-31$3,267,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,128,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,057,972
Value of total assets at end of year2015-12-31$48,931,302
Value of total assets at beginning of year2015-12-31$48,699,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$138,786
Total interest from all sources2015-12-31$458,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$67,625
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$8,902
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$6,162
Other income not declared elsewhere2015-12-31$64,899
Administrative expenses (other) incurred2015-12-31$25,305
Liabilities. Value of operating payables at end of year2015-12-31$56,030
Liabilities. Value of operating payables at beginning of year2015-12-31$26,909
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$202,350
Value of net assets at end of year (total assets less liabilities)2015-12-31$48,875,272
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$48,672,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$2,014
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,187,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,416,550
Value of interest in pooled separate accounts at end of year2015-12-31$22,085,596
Value of interest in pooled separate accounts at beginning of year2015-12-31$21,949,857
Interest earned on other investments2015-12-31$458,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$169,417
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$138,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$138,473
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$23,429,682
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$23,253,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-228,756
Net investment gain/loss from pooled separate accounts2015-12-31$121,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,057,972
Employer contributions (assets) at end of year2015-12-31$391,281
Employer contributions (assets) at beginning of year2015-12-31$264,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,128,942
Contract administrator fees2015-12-31$43,842
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$658,757
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$670,642
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BEERS, HAMERMAN, COHEN & BURGER, P.
Accountancy firm EIN2015-12-31472517893
2014 : LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$56,605
Total unrealized appreciation/depreciation of assets2014-12-31$56,605
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$26,909
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$9,855
Total income from all sources (including contributions)2014-12-31$4,416,388
Total of all expenses incurred2014-12-31$4,911,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,776,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,746,203
Value of total assets at end of year2014-12-31$48,699,831
Value of total assets at beginning of year2014-12-31$49,178,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$135,753
Total interest from all sources2014-12-31$480,616
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$67,891
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$6,162
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$7,147
Other income not declared elsewhere2014-12-31$60,039
Administrative expenses (other) incurred2014-12-31$23,509
Liabilities. Value of operating payables at end of year2014-12-31$26,909
Liabilities. Value of operating payables at beginning of year2014-12-31$9,855
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-495,573
Value of net assets at end of year (total assets less liabilities)2014-12-31$48,672,922
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$49,168,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$3,090
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,416,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,447,348
Value of interest in pooled separate accounts at end of year2014-12-31$21,949,857
Value of interest in pooled separate accounts at beginning of year2014-12-31$21,685,642
Interest earned on other investments2014-12-31$480,616
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$138,473
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$131,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$131,885
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$23,253,882
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$24,004,717
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-149,913
Net investment gain/loss from pooled separate accounts2014-12-31$1,222,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,746,203
Employer contributions (assets) at end of year2014-12-31$264,265
Employer contributions (assets) at beginning of year2014-12-31$285,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,776,208
Contract administrator fees2014-12-31$41,263
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$670,642
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$616,604
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BEERS, HAMERMAN, COHEN & BURGER P.C
Accountancy firm EIN2014-12-31472517893
2013 : LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$176,117
Total unrealized appreciation/depreciation of assets2013-12-31$176,117
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$9,855
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$11,317
Total income from all sources (including contributions)2013-12-31$9,265,073
Total of all expenses incurred2013-12-31$3,372,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,254,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,564,309
Value of total assets at end of year2013-12-31$49,178,350
Value of total assets at beginning of year2013-12-31$43,287,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$118,035
Total interest from all sources2013-12-31$553,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$56,883
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$7,147
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$6,719
Other income not declared elsewhere2013-12-31$55,353
Administrative expenses (other) incurred2013-12-31$20,147
Liabilities. Value of operating payables at end of year2013-12-31$9,855
Liabilities. Value of operating payables at beginning of year2013-12-31$11,317
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,892,081
Value of net assets at end of year (total assets less liabilities)2013-12-31$49,168,495
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$43,276,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$2,180
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,447,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,986,534
Value of interest in pooled separate accounts at end of year2013-12-31$21,685,642
Value of interest in pooled separate accounts at beginning of year2013-12-31$15,573,022
Interest earned on other investments2013-12-31$553,404
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$131,885
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$105,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$105,050
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$24,004,717
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$24,755,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$558,020
Net investment gain/loss from pooled separate accounts2013-12-31$5,357,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,564,309
Employer contributions (assets) at end of year2013-12-31$285,007
Employer contributions (assets) at beginning of year2013-12-31$289,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,254,957
Contract administrator fees2013-12-31$38,825
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$616,604
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$571,427
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BEERS, HAMERMAN & COMPANY P.C.
Accountancy firm EIN2013-12-31060971924
2012 : LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$76,514
Total unrealized appreciation/depreciation of assets2012-12-31$76,514
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$11,317
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$27,954
Total income from all sources (including contributions)2012-12-31$5,799,036
Total of all expenses incurred2012-12-31$3,942,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,824,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,743,288
Value of total assets at end of year2012-12-31$43,287,731
Value of total assets at beginning of year2012-12-31$41,448,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$118,696
Total interest from all sources2012-12-31$658,415
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$56,404
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$6,719
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$4,989
Other income not declared elsewhere2012-12-31$52,882
Administrative expenses (other) incurred2012-12-31$21,282
Liabilities. Value of operating payables at end of year2012-12-31$11,317
Liabilities. Value of operating payables at beginning of year2012-12-31$27,954
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,856,337
Value of net assets at end of year (total assets less liabilities)2012-12-31$43,276,414
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$41,420,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$1,590
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,986,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,916,662
Value of interest in pooled separate accounts at end of year2012-12-31$15,573,022
Value of interest in pooled separate accounts at beginning of year2012-12-31$13,889,644
Interest earned on other investments2012-12-31$658,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$105,050
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$37,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$37,816
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$24,755,605
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$24,730,942
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$180,358
Net investment gain/loss from pooled separate accounts2012-12-31$2,087,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,743,288
Employer contributions (assets) at end of year2012-12-31$289,374
Employer contributions (assets) at beginning of year2012-12-31$310,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,824,003
Contract administrator fees2012-12-31$39,420
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$571,427
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$557,556
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BEERS, HAMERMAN & COMPANY, P.C.
Accountancy firm EIN2012-12-31060971924
2011 : LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-49,145
Total unrealized appreciation/depreciation of assets2011-12-31$-49,145
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$27,954
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$30,640
Total income from all sources (including contributions)2011-12-31$2,670,548
Total of all expenses incurred2011-12-31$3,008,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,884,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,395,329
Value of total assets at end of year2011-12-31$41,448,031
Value of total assets at beginning of year2011-12-31$41,788,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$124,000
Total interest from all sources2011-12-31$707,203
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$55,894
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$4,989
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$6,875
Other income not declared elsewhere2011-12-31$58,457
Administrative expenses (other) incurred2011-12-31$27,085
Liabilities. Value of operating payables at end of year2011-12-31$27,954
Liabilities. Value of operating payables at beginning of year2011-12-31$30,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-338,001
Value of net assets at end of year (total assets less liabilities)2011-12-31$41,420,077
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$41,758,078
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$2,770
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,916,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,185,700
Value of interest in pooled separate accounts at end of year2011-12-31$13,889,644
Value of interest in pooled separate accounts at beginning of year2011-12-31$15,242,917
Interest earned on other investments2011-12-31$707,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$37,816
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$50,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$50,051
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$24,730,942
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$23,449,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-129,913
Net investment gain/loss from pooled separate accounts2011-12-31$-311,383
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,395,329
Employer contributions (assets) at end of year2011-12-31$310,422
Employer contributions (assets) at beginning of year2011-12-31$250,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,884,549
Contract administrator fees2011-12-31$38,251
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$557,556
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$603,551
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BEERS, HAMERMAN & COMPANY, P.C.
Accountancy firm EIN2011-12-31060971924
2010 : LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$90,323
Total unrealized appreciation/depreciation of assets2010-12-31$90,323
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$30,640
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$29,592
Total income from all sources (including contributions)2010-12-31$6,019,433
Total of all expenses incurred2010-12-31$2,898,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,776,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,731,419
Value of total assets at end of year2010-12-31$41,788,718
Value of total assets at beginning of year2010-12-31$38,666,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$121,514
Total interest from all sources2010-12-31$740,169
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,359
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,359
Administrative expenses professional fees incurred2010-12-31$54,203
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$6,875
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$25,229
Other income not declared elsewhere2010-12-31$52,128
Administrative expenses (other) incurred2010-12-31$27,813
Liabilities. Value of operating payables at end of year2010-12-31$30,640
Liabilities. Value of operating payables at beginning of year2010-12-31$29,592
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,121,380
Value of net assets at end of year (total assets less liabilities)2010-12-31$41,758,078
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$38,636,698
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$1,927
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,185,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,119,954
Value of interest in pooled separate accounts at end of year2010-12-31$15,242,917
Value of interest in pooled separate accounts at beginning of year2010-12-31$13,092,995
Interest earned on other investments2010-12-31$740,169
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$50,051
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$44,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$44,519
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$23,449,622
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$22,496,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$238,132
Net investment gain/loss from pooled separate accounts2010-12-31$2,165,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,731,419
Employer contributions (assets) at end of year2010-12-31$250,002
Employer contributions (assets) at beginning of year2010-12-31$375,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,776,539
Contract administrator fees2010-12-31$37,571
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$603,551
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$511,975
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BEERS, HAMERMAN & COMPANY, P.C
Accountancy firm EIN2010-12-31060971924

Form 5500 Responses for LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN

2022: LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LOCAL UNION NO. 90 I.B.E.W. ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62654-1
Policy instance 1
Insurance contract or identification numberMR 62654-1
Number of Individuals Covered446
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62654-1
Policy instance 1
Insurance contract or identification numberMR 62654-1
Number of Individuals Covered619
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62654-1
Policy instance 1
Insurance contract or identification numberMR 62654-1
Number of Individuals Covered627
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62654-1
Policy instance 1
Insurance contract or identification numberMR 62654-1
Number of Individuals Covered669
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62654-1
Policy instance 2
Insurance contract or identification numberMR 62654-1
Number of Individuals Covered645
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker name
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number766380
Policy instance 1
Insurance contract or identification number766380
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-09-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker name
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038292
Policy instance 1
Insurance contract or identification number038292
Number of Individuals Covered643
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker name
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038292
Policy instance 1
Insurance contract or identification number038292
Number of Individuals Covered640
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker name
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038292
Policy instance 1
Insurance contract or identification number038292
Number of Individuals Covered646
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker name
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038292
Policy instance 1
Insurance contract or identification number038292
Number of Individuals Covered674
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker name
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038292
Policy instance 1
Insurance contract or identification number038292
Number of Individuals Covered684
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038292
Policy instance 1
Insurance contract or identification number038292
Number of Individuals Covered668
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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