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INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameINSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 004

INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC.
Employer identification number (EIN):131656633
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042017-01-01STEPHEN CHINN THOMAS R. SIEGERT2018-08-15
0042016-01-01STEPHEN CHINN
0042016-01-01 THOMAS R. SIEGERT2017-10-12
0042015-01-01SHANNON JOHNSTON
0042014-01-01SHANNON JOHNSTON THOMAS R. SIEGERT2015-10-13
0042013-01-01SHANNON JOHNSTON THOMAS R. SIEGERT2014-10-13
0042012-01-01ELIZABETH DAVIS THOMAS R. SIEGERT2013-10-04
0042011-01-01SHANNON JOHNSTON THOMAS LYNCH2012-10-13
0042009-01-01ELIZABETH DAVIS

Plan Statistics for INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2017: INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,583
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,432
Total number of active participants reported on line 7a of the Form 55002016-01-011,367
Number of other retired or separated participants entitled to future benefits2016-01-01182
Total of all active and inactive participants2016-01-011,549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-011,552
Number of participants with account balances2016-01-011,492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0134
2015: INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,506
Total number of active participants reported on line 7a of the Form 55002015-01-011,222
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01206
Total of all active and inactive participants2015-01-011,428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-011,432
Number of participants with account balances2015-01-011,379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0122
2014: INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,425
Total number of active participants reported on line 7a of the Form 55002014-01-011,230
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01257
Total of all active and inactive participants2014-01-011,487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-011,492
Number of participants with account balances2014-01-011,423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0137
2013: INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,396
Total number of active participants reported on line 7a of the Form 55002013-01-011,204
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01217
Total of all active and inactive participants2013-01-011,421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-011,425
Number of participants with account balances2013-01-011,366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0134
2012: INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,308
Total number of active participants reported on line 7a of the Form 55002012-01-011,206
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01187
Total of all active and inactive participants2012-01-011,393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-011,396
Number of participants with account balances2012-01-011,333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0136
2011: INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,249
Total number of active participants reported on line 7a of the Form 55002011-01-011,151
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01155
Total of all active and inactive participants2011-01-011,306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-011,308
Number of participants with account balances2011-01-011,247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0125
2009: INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,076
Total number of active participants reported on line 7a of the Form 55002009-01-011,083
Number of other retired or separated participants entitled to future benefits2009-01-0198
Total of all active and inactive participants2009-01-011,181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-011,182
Number of participants with account balances2009-01-011,126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0132

Financial Data on INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2017 : INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-10-01$0
Total transfer of assets from this plan2017-10-01$90,470,548
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-01$0
Total income from all sources (including contributions)2017-10-01$18,834,854
Total loss/gain on sale of assets2017-10-01$0
Total of all expenses incurred2017-10-01$3,003,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-10-01$2,948,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-10-01$7,949,416
Value of total assets at end of year2017-10-01$0
Value of total assets at beginning of year2017-10-01$74,639,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-10-01$55,484
Total interest from all sources2017-10-01$0
Total dividends received (eg from common stock, registered investment company shares)2017-10-01$162,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-10-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-10-01$0
Total dividends received from registered investment company shares (eg mutual funds)2017-10-01$162,069
Was this plan covered by a fidelity bond2017-10-01Yes
Value of fidelity bond cover2017-10-01$5,000,000
If this is an individual account plan, was there a blackout period2017-10-01No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-10-01$0
Were there any nonexempt tranactions with any party-in-interest2017-10-01No
Assets. Other investments not covered elsewhere at end of year2017-10-01$0
Assets. Other investments not covered elsewhere at beginning of year2017-10-01$98,383
Other income not declared elsewhere2017-10-01$134,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-01No
Value of net income/loss2017-10-01$15,831,218
Value of net assets at end of year (total assets less liabilities)2017-10-01$0
Value of net assets at beginning of year (total assets less liabilities)2017-10-01$74,639,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-10-01No
Were any loans by the plan or fixed income obligations due to the plan in default2017-10-01No
Were any leases to which the plan was party in default or uncollectible2017-10-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-10-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-10-01$71,183,374
Value of interest in common/collective trusts at end of year2017-10-01$0
Value of interest in common/collective trusts at beginning of year2017-10-01$3,063,190
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-10-01$10,543,427
Net investment gain or loss from common/collective trusts2017-10-01$45,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-10-01No
Was there a failure to transmit to the plan any participant contributions2017-10-01No
Has the plan failed to provide any benefit when due under the plan2017-10-01No
Contributions received in cash from employer2017-10-01$7,949,416
Employer contributions (assets) at end of year2017-10-01$0
Employer contributions (assets) at beginning of year2017-10-01$294,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-10-01$2,948,152
Contract administrator fees2017-10-01$55,484
Did the plan have assets held for investment2017-10-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-10-01Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-10-01Yes
Opinion of an independent qualified public accountant for this plan2017-10-01Disclaimer
Accountancy firm name2017-10-01GRANT THORNTON LLP
Accountancy firm EIN2017-10-01366055558
2016 : INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$15,274,932
Total of all expenses incurred2016-12-31$4,959,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,921,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,010,152
Value of total assets at end of year2016-12-31$74,639,330
Value of total assets at beginning of year2016-12-31$64,323,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$37,159
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,648,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,648,861
Administrative expenses professional fees incurred2016-12-31$37,159
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$98,383
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$82,704
Other income not declared elsewhere2016-12-31$51,471
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$10,315,797
Value of net assets at end of year (total assets less liabilities)2016-12-31$74,639,330
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$64,323,533
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$71,183,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$62,130,449
Value of interest in common/collective trusts at end of year2016-12-31$3,063,190
Value of interest in common/collective trusts at beginning of year2016-12-31$2,110,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,518,745
Net investment gain or loss from common/collective trusts2016-12-31$45,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$10,010,152
Employer contributions (assets) at end of year2016-12-31$294,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,921,976
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GRANT THORNTON LLP
Accountancy firm EIN2016-12-31366055558
2015 : INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$8,646,608
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,057,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,057,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,576,685
Value of total assets at end of year2015-12-31$64,323,533
Value of total assets at beginning of year2015-12-31$59,734,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$403
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,205,593
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,205,593
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$82,704
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$72,965
Other income not declared elsewhere2015-12-31$-1,085
Administrative expenses (other) incurred2015-12-31$403
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$4,589,028
Value of net assets at end of year (total assets less liabilities)2015-12-31$64,323,533
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$59,734,505
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$62,130,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$58,017,555
Value of interest in common/collective trusts at end of year2015-12-31$2,110,380
Value of interest in common/collective trusts at beginning of year2015-12-31$1,643,985
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,150,521
Net investment gain or loss from common/collective trusts2015-12-31$15,936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$8,576,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,057,177
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GRANT THORNTON LLP
Accountancy firm EIN2015-12-31366055558
2014 : INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$11,271,920
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,477,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,475,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,143,652
Value of total assets at end of year2014-12-31$59,734,505
Value of total assets at beginning of year2014-12-31$50,939,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,174
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,395,580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,395,580
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$72,965
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$37,750
Administrative expenses (other) incurred2014-12-31$1,174
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$8,794,750
Value of net assets at end of year (total assets less liabilities)2014-12-31$59,734,505
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$50,939,755
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$58,017,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$49,503,938
Value of interest in common/collective trusts at end of year2014-12-31$1,643,985
Value of interest in common/collective trusts at beginning of year2014-12-31$1,398,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$698,570
Net investment gain or loss from common/collective trusts2014-12-31$34,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$8,143,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,475,996
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GRANT THORNTON LLP
Accountancy firm EIN2014-12-31366055558
2013 : INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$15,902,800
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,765,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,765,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,608,966
Value of total assets at end of year2013-12-31$50,939,755
Value of total assets at beginning of year2013-12-31$36,802,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,460,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,460,324
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$37,750
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$21,032
Other income not declared elsewhere2013-12-31$1,629
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$14,137,684
Value of net assets at end of year (total assets less liabilities)2013-12-31$50,939,755
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$36,802,071
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$49,503,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$35,390,989
Value of interest in common/collective trusts at end of year2013-12-31$1,398,067
Value of interest in common/collective trusts at beginning of year2013-12-31$1,390,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,839,478
Net investment gain or loss from common/collective trusts2013-12-31$-7,597
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$7,608,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,765,116
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GRANT THORNTON LLP
Accountancy firm EIN2013-12-31366055558
2012 : INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$11,431,552
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,599,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,599,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,111,064
Value of total assets at end of year2012-12-31$36,802,071
Value of total assets at beginning of year2012-12-31$26,969,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$835,243
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$835,243
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$21,032
Other income not declared elsewhere2012-12-31$2,560
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$9,832,435
Value of net assets at end of year (total assets less liabilities)2012-12-31$36,802,071
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$26,969,636
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$35,390,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$25,988,641
Value of interest in common/collective trusts at end of year2012-12-31$1,390,050
Value of interest in common/collective trusts at beginning of year2012-12-31$980,995
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,438,437
Net investment gain or loss from common/collective trusts2012-12-31$44,248
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$7,111,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,599,117
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GRANT THORNTON LLP
Accountancy firm EIN2012-12-31366055558
2011 : INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$6,142,517
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$584,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$584,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,584,594
Value of total assets at end of year2011-12-31$26,969,636
Value of total assets at beginning of year2011-12-31$21,411,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other income not declared elsewhere2011-12-31$7,896
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$5,558,128
Value of net assets at end of year (total assets less liabilities)2011-12-31$26,969,636
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$21,411,508
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$25,988,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$20,733,040
Value of interest in common/collective trusts at end of year2011-12-31$980,995
Value of interest in common/collective trusts at beginning of year2011-12-31$678,468
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-484,273
Net investment gain or loss from common/collective trusts2011-12-31$34,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$6,584,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$584,389
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2011-12-31132781641
2010 : INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$8,594,214
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$535,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$535,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,993,667
Value of total assets at end of year2010-12-31$21,411,508
Value of total assets at beginning of year2010-12-31$13,352,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$371,297
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$371,297
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other income not declared elsewhere2010-12-31$29,376
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$8,059,008
Value of net assets at end of year (total assets less liabilities)2010-12-31$21,411,508
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,352,500
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$20,733,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,876,984
Value of interest in common/collective trusts at end of year2010-12-31$678,468
Value of interest in common/collective trusts at beginning of year2010-12-31$475,516
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,166,652
Net investment gain or loss from common/collective trusts2010-12-31$33,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$5,993,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$535,206
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2010-12-31132781641

Form 5500 Responses for INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED DEFINED CONTRIBUTION RETIREMENT PLAN

2017: INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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