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IBEW LOCAL UNION NO 102 SURETY PLAN 401k Plan overview

Plan NameIBEW LOCAL UNION NO 102 SURETY PLAN
Plan identification number 002

IBEW LOCAL UNION NO 102 SURETY 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.
  • 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

IBEW LOCAL UNION NO 102 SURETY PLAN has sponsored the creation of one or more 401k plans.

Company Name:IBEW LOCAL UNION NO 102 SURETY PLAN
Employer identification number (EIN):222347484
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL UNION NO 102 SURETY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01BERNIE CORRIGAN JAMES K. ESTABROOK2018-10-11
0022016-01-01BERNIE CORRIGAN JAMES K. ESTABROOK2017-10-13
0022015-01-01BERNIE CORRIGAN JAMES K. ESTABROOK2016-10-13
0022014-01-01BERNIE CORRIGAN JAMES K. ESTABROOK2015-10-14
0022013-01-01BERNIE CORRIGAN JAMES K. ESTABROOK2014-10-07
0022012-01-01BERNIE CORRIGAN JAMES K. ESTABROOK2013-10-14
0022011-01-01BERNIE CORRIGAN JAMES K ESTABROOK2012-10-12
0022009-01-01BERNIE CORRIGAN JAMES K ESTABROOK2010-10-20

Plan Statistics for IBEW LOCAL UNION NO 102 SURETY PLAN

401k plan membership statisitcs for IBEW LOCAL UNION NO 102 SURETY PLAN

Measure Date Value
2022: IBEW LOCAL UNION NO 102 SURETY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,823
Total number of active participants reported on line 7a of the Form 55002022-01-012,283
Number of retired or separated participants receiving benefits2022-01-01111
Number of other retired or separated participants entitled to future benefits2022-01-011,495
Total of all active and inactive participants2022-01-013,889
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-013,890
Number of participants with account balances2022-01-013,890
Number of employers contributing to the scheme2022-01-01237
2021: IBEW LOCAL UNION NO 102 SURETY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,747
Total number of active participants reported on line 7a of the Form 55002021-01-013,061
Number of retired or separated participants receiving benefits2021-01-01103
Number of other retired or separated participants entitled to future benefits2021-01-01658
Total of all active and inactive participants2021-01-013,822
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-013,823
Number of participants with account balances2021-01-013,823
Number of employers contributing to the scheme2021-01-01231
2020: IBEW LOCAL UNION NO 102 SURETY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,631
Total number of active participants reported on line 7a of the Form 55002020-01-012,967
Number of retired or separated participants receiving benefits2020-01-0196
Number of other retired or separated participants entitled to future benefits2020-01-01683
Total of all active and inactive participants2020-01-013,746
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-013,747
Number of participants with account balances2020-01-013,747
Number of employers contributing to the scheme2020-01-01245
2019: IBEW LOCAL UNION NO 102 SURETY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,986
Total number of active participants reported on line 7a of the Form 55002019-01-013,133
Number of retired or separated participants receiving benefits2019-01-0199
Number of other retired or separated participants entitled to future benefits2019-01-01398
Total of all active and inactive participants2019-01-013,630
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-013,631
Number of participants with account balances2019-01-013,631
Number of employers contributing to the scheme2019-01-01245
2018: IBEW LOCAL UNION NO 102 SURETY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,002
Total number of active participants reported on line 7a of the Form 55002018-01-013,400
Number of retired or separated participants receiving benefits2018-01-01102
Number of other retired or separated participants entitled to future benefits2018-01-01483
Total of all active and inactive participants2018-01-013,985
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-013,986
Number of participants with account balances2018-01-013,986
Number of employers contributing to the scheme2018-01-01236
2017: IBEW LOCAL UNION NO 102 SURETY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,955
Total number of active participants reported on line 7a of the Form 55002017-01-013,387
Number of retired or separated participants receiving benefits2017-01-01106
Number of other retired or separated participants entitled to future benefits2017-01-01509
Total of all active and inactive participants2017-01-014,002
Total participants2017-01-014,002
Number of participants with account balances2017-01-014,002
Number of employers contributing to the scheme2017-01-01230
2016: IBEW LOCAL UNION NO 102 SURETY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,924
Total number of active participants reported on line 7a of the Form 55002016-01-013,309
Number of retired or separated participants receiving benefits2016-01-01105
Number of other retired or separated participants entitled to future benefits2016-01-01541
Total of all active and inactive participants2016-01-013,955
Total participants2016-01-013,955
Number of participants with account balances2016-01-013,955
Number of employers contributing to the scheme2016-01-01232
2015: IBEW LOCAL UNION NO 102 SURETY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,018
Total number of active participants reported on line 7a of the Form 55002015-01-013,261
Number of retired or separated participants receiving benefits2015-01-01105
Number of other retired or separated participants entitled to future benefits2015-01-01558
Total of all active and inactive participants2015-01-013,924
Total participants2015-01-013,924
Number of participants with account balances2015-01-013,924
Number of employers contributing to the scheme2015-01-01250
2014: IBEW LOCAL UNION NO 102 SURETY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,064
Total number of active participants reported on line 7a of the Form 55002014-01-013,301
Number of retired or separated participants receiving benefits2014-01-01102
Number of other retired or separated participants entitled to future benefits2014-01-01615
Total of all active and inactive participants2014-01-014,018
Total participants2014-01-014,018
Number of participants with account balances2014-01-014,018
Number of employers contributing to the scheme2014-01-01265
2013: IBEW LOCAL UNION NO 102 SURETY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,117
Total number of active participants reported on line 7a of the Form 55002013-01-013,229
Number of retired or separated participants receiving benefits2013-01-01107
Number of other retired or separated participants entitled to future benefits2013-01-01728
Total of all active and inactive participants2013-01-014,064
Total participants2013-01-014,064
Number of participants with account balances2013-01-014,064
Number of employers contributing to the scheme2013-01-01263
2012: IBEW LOCAL UNION NO 102 SURETY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,103
Total number of active participants reported on line 7a of the Form 55002012-01-013,203
Number of retired or separated participants receiving benefits2012-01-01104
Number of other retired or separated participants entitled to future benefits2012-01-01810
Total of all active and inactive participants2012-01-014,117
Total participants2012-01-014,117
Number of participants with account balances2012-01-014,117
Number of employers contributing to the scheme2012-01-01269
2011: IBEW LOCAL UNION NO 102 SURETY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,071
Total number of active participants reported on line 7a of the Form 55002011-01-013,145
Number of retired or separated participants receiving benefits2011-01-01101
Number of other retired or separated participants entitled to future benefits2011-01-01857
Total of all active and inactive participants2011-01-014,103
Total participants2011-01-014,103
Number of employers contributing to the scheme2011-01-01281
2009: IBEW LOCAL UNION NO 102 SURETY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,277
Total number of active participants reported on line 7a of the Form 55002009-01-013,245
Number of retired or separated participants receiving benefits2009-01-0186
Number of other retired or separated participants entitled to future benefits2009-01-01781
Total of all active and inactive participants2009-01-014,112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-014,113
Number of participants with account balances2009-01-014,113
Number of employers contributing to the scheme2009-01-01279

Financial Data on IBEW LOCAL UNION NO 102 SURETY PLAN

Measure Date Value
2022 : IBEW LOCAL UNION NO 102 SURETY PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$468,801
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$357,442
Total income from all sources (including contributions)2022-12-31$-6,388,056
Total of all expenses incurred2022-12-31$24,366,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$24,073,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$27,820,601
Value of total assets at end of year2022-12-31$592,706,172
Value of total assets at beginning of year2022-12-31$623,349,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$292,998
Total interest from all sources2022-12-31$12,504,067
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$15,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$15,535
Administrative expenses professional fees incurred2022-12-31$100,484
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$325,062
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$68,715
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$78,755
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$441,131
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$329,170
Other income not declared elsewhere2022-12-31$295,840
Administrative expenses (other) incurred2022-12-31$37,838
Liabilities. Value of operating payables at end of year2022-12-31$27,670
Liabilities. Value of operating payables at beginning of year2022-12-31$28,272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-30,755,026
Value of net assets at end of year (total assets less liabilities)2022-12-31$592,237,371
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$622,992,397
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$31,364
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$687,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$894,945
Value of interest in pooled separate accounts at end of year2022-12-31$585,340,478
Value of interest in pooled separate accounts at beginning of year2022-12-31$616,268,169
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,417,786
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,336,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,336,970
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$12,504,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-198,333
Net investment gain/loss from pooled separate accounts2022-12-31$-46,825,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$27,495,539
Employer contributions (assets) at end of year2022-12-31$3,191,400
Employer contributions (assets) at beginning of year2022-12-31$2,771,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$24,073,972
Contract administrator fees2022-12-31$123,312
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
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 name2022-12-31SHAUGHNESSY GIELLA, CPA, P.C.
Accountancy firm EIN2022-12-31223010525
2021 : IBEW LOCAL UNION NO 102 SURETY PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$357,442
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$368,381
Total income from all sources (including contributions)2021-12-31$77,681,474
Total of all expenses incurred2021-12-31$29,640,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$29,353,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$25,019,532
Value of total assets at end of year2021-12-31$623,349,839
Value of total assets at beginning of year2021-12-31$575,320,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$287,092
Total interest from all sources2021-12-31$10,665,097
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$104,430
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$20,133
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$78,755
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$99,604
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$329,170
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$341,840
Other income not declared elsewhere2021-12-31$339,413
Administrative expenses (other) incurred2021-12-31$38,105
Liabilities. Value of operating payables at end of year2021-12-31$28,272
Liabilities. Value of operating payables at beginning of year2021-12-31$26,541
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$48,040,655
Value of net assets at end of year (total assets less liabilities)2021-12-31$622,992,397
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$574,951,742
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$31,364
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$894,945
Value of interest in pooled separate accounts at end of year2021-12-31$616,268,169
Value of interest in pooled separate accounts at beginning of year2021-12-31$569,299,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,336,970
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,183,372
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,183,372
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$10,665,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$45,518
Net investment gain/loss from pooled separate accounts2021-12-31$41,611,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$24,999,399
Employer contributions (assets) at end of year2021-12-31$2,771,000
Employer contributions (assets) at beginning of year2021-12-31$2,738,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$29,353,727
Contract administrator fees2021-12-31$113,193
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
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 name2021-12-31SHAUGHNESSY GIELLA, CPA, P.C.
Accountancy firm EIN2021-12-31223010525
2020 : IBEW LOCAL UNION NO 102 SURETY PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$368,381
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$356,567
Total income from all sources (including contributions)2020-12-31$68,460,649
Total of all expenses incurred2020-12-31$28,932,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$28,619,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$23,097,968
Value of total assets at end of year2020-12-31$575,320,123
Value of total assets at beginning of year2020-12-31$535,779,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$312,976
Total interest from all sources2020-12-31$11,683,161
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$125,306
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$20,502
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$99,604
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$410,915
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$341,840
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$328,546
Other income not declared elsewhere2020-12-31$396,924
Administrative expenses (other) incurred2020-12-31$47,151
Liabilities. Value of operating payables at end of year2020-12-31$26,541
Liabilities. Value of operating payables at beginning of year2020-12-31$28,021
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$39,528,588
Value of net assets at end of year (total assets less liabilities)2020-12-31$574,951,742
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$535,423,154
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$31,364
Value of interest in pooled separate accounts at end of year2020-12-31$569,299,147
Value of interest in pooled separate accounts at beginning of year2020-12-31$528,709,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,183,372
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,937,145
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,937,145
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$11,683,161
Net investment gain/loss from pooled separate accounts2020-12-31$33,282,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$23,077,466
Employer contributions (assets) at end of year2020-12-31$2,738,000
Employer contributions (assets) at beginning of year2020-12-31$2,721,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$28,619,085
Contract administrator fees2020-12-31$109,155
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
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 name2020-12-31SHAUGHNESSY GIELLA, CPA, P.C.
Accountancy firm EIN2020-12-31223010525
2019 : IBEW LOCAL UNION NO 102 SURETY PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$356,567
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$356,567
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$283,442
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$283,442
Total income from all sources (including contributions)2019-12-31$85,502,404
Total income from all sources (including contributions)2019-12-31$85,502,404
Total of all expenses incurred2019-12-31$27,668,557
Total of all expenses incurred2019-12-31$27,668,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$27,357,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$27,357,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$25,477,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$25,477,150
Value of total assets at end of year2019-12-31$535,779,721
Value of total assets at end of year2019-12-31$535,779,721
Value of total assets at beginning of year2019-12-31$477,872,749
Value of total assets at beginning of year2019-12-31$477,872,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$311,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$311,182
Total interest from all sources2019-12-31$11,599,457
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$119,192
Administrative expenses professional fees incurred2019-12-31$119,192
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$559,256
Contributions received from participants2019-12-31$559,256
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$410,915
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$410,915
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$328,546
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$328,546
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$252,449
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$252,449
Other income not declared elsewhere2019-12-31$433,566
Other income not declared elsewhere2019-12-31$433,566
Administrative expenses (other) incurred2019-12-31$42,516
Administrative expenses (other) incurred2019-12-31$42,516
Liabilities. Value of operating payables at end of year2019-12-31$28,021
Liabilities. Value of operating payables at end of year2019-12-31$28,021
Liabilities. Value of operating payables at beginning of year2019-12-31$30,993
Liabilities. Value of operating payables at beginning of year2019-12-31$30,993
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
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$57,833,847
Value of net income/loss2019-12-31$57,833,847
Value of net assets at end of year (total assets less liabilities)2019-12-31$535,423,154
Value of net assets at end of year (total assets less liabilities)2019-12-31$535,423,154
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$477,589,307
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$477,589,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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$31,364
Value of interest in pooled separate accounts at end of year2019-12-31$528,709,861
Value of interest in pooled separate accounts at end of year2019-12-31$528,709,861
Value of interest in pooled separate accounts at beginning of year2019-12-31$155,127,165
Value of interest in pooled separate accounts at beginning of year2019-12-31$155,127,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,937,145
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,937,145
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,900,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,900,131
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,900,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,900,131
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$11,599,457
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$11,599,457
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$316,376,153
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$316,376,153
Net investment gain/loss from pooled separate accounts2019-12-31$47,992,231
Net investment gain/loss from pooled separate accounts2019-12-31$47,992,231
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$24,917,894
Contributions received in cash from employer2019-12-31$24,917,894
Employer contributions (assets) at end of year2019-12-31$2,721,800
Employer contributions (assets) at end of year2019-12-31$2,721,800
Employer contributions (assets) at beginning of year2019-12-31$2,469,300
Employer contributions (assets) at beginning of year2019-12-31$2,469,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$27,357,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$27,357,375
Contract administrator fees2019-12-31$118,110
Contract administrator fees2019-12-31$118,110
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31SHAUGHNESSY GIELLA, CPA, P.C.
Accountancy firm name2019-12-31SHAUGHNESSY GIELLA, CPA, P.C.
Accountancy firm EIN2019-12-31223010525
Accountancy firm EIN2019-12-31223010525
2018 : IBEW LOCAL UNION NO 102 SURETY PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-9,540,614
Total unrealized appreciation/depreciation of assets2018-12-31$-9,540,614
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$283,442
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$193,139
Total income from all sources (including contributions)2018-12-31$23,169,797
Total of all expenses incurred2018-12-31$26,754,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$26,447,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$24,038,507
Value of total assets at end of year2018-12-31$477,872,749
Value of total assets at beginning of year2018-12-31$481,366,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$306,944
Total interest from all sources2018-12-31$8,146,790
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$105,875
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$748,307
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$252,449
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$165,701
Other income not declared elsewhere2018-12-31$525,114
Administrative expenses (other) incurred2018-12-31$52,716
Liabilities. Value of operating payables at end of year2018-12-31$30,993
Liabilities. Value of operating payables at beginning of year2018-12-31$27,438
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,584,533
Value of net assets at end of year (total assets less liabilities)2018-12-31$477,589,307
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$481,173,840
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$30,682
Value of interest in pooled separate accounts at end of year2018-12-31$155,127,165
Value of interest in pooled separate accounts at beginning of year2018-12-31$162,219,148
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,900,131
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,703,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,703,543
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$8,146,790
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$316,376,153
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$312,452,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$23,290,200
Employer contributions (assets) at end of year2018-12-31$2,469,300
Employer contributions (assets) at beginning of year2018-12-31$2,991,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$26,447,386
Contract administrator fees2018-12-31$117,671
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
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 name2018-12-31SHAUGHNESSY GIELLA, CPA, P.C.
Accountancy firm EIN2018-12-31223010525
2017 : IBEW LOCAL UNION NO 102 SURETY PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$27,052,042
Total unrealized appreciation/depreciation of assets2017-12-31$27,052,042
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$193,139
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$28,799
Total income from all sources (including contributions)2017-12-31$60,090,939
Total of all expenses incurred2017-12-31$22,186,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$21,913,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$24,347,432
Value of total assets at end of year2017-12-31$481,366,979
Value of total assets at beginning of year2017-12-31$443,298,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$273,468
Total interest from all sources2017-12-31$8,076,467
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$95,924
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$257,860
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$165,701
Other income not declared elsewhere2017-12-31$614,998
Administrative expenses (other) incurred2017-12-31$39,207
Liabilities. Value of operating payables at end of year2017-12-31$27,438
Liabilities. Value of operating payables at beginning of year2017-12-31$28,799
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$37,903,975
Value of net assets at end of year (total assets less liabilities)2017-12-31$481,173,840
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$443,269,865
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$30,000
Value of interest in pooled separate accounts at end of year2017-12-31$162,219,148
Value of interest in pooled separate accounts at beginning of year2017-12-31$130,404,375
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,703,543
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,381,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,381,897
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$8,076,467
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$312,452,788
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$307,121,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$24,089,572
Employer contributions (assets) at end of year2017-12-31$2,991,500
Employer contributions (assets) at beginning of year2017-12-31$2,390,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$21,913,496
Contract administrator fees2017-12-31$108,337
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
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 name2017-12-31SHAUGHNESSY GIELLA, CPA, P.C.
Accountancy firm EIN2017-12-31223010525
2016 : IBEW LOCAL UNION NO 102 SURETY PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$13,450,244
Total unrealized appreciation/depreciation of assets2016-12-31$13,450,244
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$28,799
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$33,816
Total income from all sources (including contributions)2016-12-31$43,626,292
Total of all expenses incurred2016-12-31$18,307,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$18,015,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$21,343,562
Value of total assets at end of year2016-12-31$443,298,664
Value of total assets at beginning of year2016-12-31$417,985,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$292,437
Total interest from all sources2016-12-31$8,277,717
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$115,623
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$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
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$223,544
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$3,634
Other income not declared elsewhere2016-12-31$554,769
Administrative expenses (other) incurred2016-12-31$39,966
Liabilities. Value of operating payables at end of year2016-12-31$28,799
Liabilities. Value of operating payables at beginning of year2016-12-31$33,816
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$25,318,366
Value of net assets at end of year (total assets less liabilities)2016-12-31$443,269,865
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$417,951,499
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$30,000
Value of interest in pooled separate accounts at end of year2016-12-31$130,404,375
Value of interest in pooled separate accounts at beginning of year2016-12-31$118,716,713
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,381,897
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,999,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,999,612
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$8,277,717
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$307,121,592
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$294,124,356
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$21,120,018
Employer contributions (assets) at end of year2016-12-31$2,390,800
Employer contributions (assets) at beginning of year2016-12-31$2,141,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$18,015,489
Contract administrator fees2016-12-31$106,848
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 name2016-12-31SHAUGHNESSY GIELLA, CPA, P.C.
Accountancy firm EIN2016-12-31223010525
2015 : IBEW LOCAL UNION NO 102 SURETY PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$1,457,597
Total unrealized appreciation/depreciation of assets2015-12-31$1,457,597
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$33,816
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$28,326
Total income from all sources (including contributions)2015-12-31$30,413,009
Total of all expenses incurred2015-12-31$20,071,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$19,757,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$19,599,605
Value of total assets at end of year2015-12-31$417,985,315
Value of total assets at beginning of year2015-12-31$407,638,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$314,211
Total interest from all sources2015-12-31$8,815,765
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$142,950
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$8,513
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$3,634
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$6,924
Other income not declared elsewhere2015-12-31$540,042
Administrative expenses (other) incurred2015-12-31$43,327
Liabilities. Value of operating payables at end of year2015-12-31$33,816
Liabilities. Value of operating payables at beginning of year2015-12-31$28,326
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$10,341,128
Value of net assets at end of year (total assets less liabilities)2015-12-31$417,951,499
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$407,610,371
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$30,000
Value of interest in pooled separate accounts at end of year2015-12-31$118,716,713
Value of interest in pooled separate accounts at beginning of year2015-12-31$149,426,154
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,999,612
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,684,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,684,601
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$8,815,765
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$294,124,356
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$253,603,918
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$19,591,092
Employer contributions (assets) at end of year2015-12-31$2,141,000
Employer contributions (assets) at beginning of year2015-12-31$1,917,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$19,757,670
Contract administrator fees2015-12-31$97,934
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 name2015-12-31SHAUGHNESSY GIELLA, CPA, P.C.
Accountancy firm EIN2015-12-31223010525
2014 : IBEW LOCAL UNION NO 102 SURETY PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$7,313,797
Total unrealized appreciation/depreciation of assets2014-12-31$7,313,797
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$28,326
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$27,839
Total income from all sources (including contributions)2014-12-31$34,858,259
Total of all expenses incurred2014-12-31$23,694,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$23,417,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$18,360,272
Value of total assets at end of year2014-12-31$407,638,697
Value of total assets at beginning of year2014-12-31$396,474,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$276,721
Total interest from all sources2014-12-31$8,696,646
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$95,900
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$252,256
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$6,924
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$16,570
Other income not declared elsewhere2014-12-31$487,544
Administrative expenses (other) incurred2014-12-31$49,492
Liabilities. Value of operating payables at end of year2014-12-31$28,326
Liabilities. Value of operating payables at beginning of year2014-12-31$27,839
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$11,164,076
Value of net assets at end of year (total assets less liabilities)2014-12-31$407,610,371
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$396,446,295
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$30,000
Value of interest in pooled separate accounts at end of year2014-12-31$149,426,154
Value of interest in pooled separate accounts at beginning of year2014-12-31$138,525,986
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,684,601
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,370,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,370,388
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$8,696,646
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$253,603,918
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$253,505,990
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$18,108,016
Employer contributions (assets) at end of year2014-12-31$1,917,100
Employer contributions (assets) at beginning of year2014-12-31$2,055,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$23,417,462
Contract administrator fees2014-12-31$101,329
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 name2014-12-31SHAUGHNESSY GIELLA, CPA, P.C.
Accountancy firm EIN2014-12-31223010525
2013 : IBEW LOCAL UNION NO 102 SURETY PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$26,910,233
Total unrealized appreciation/depreciation of assets2013-12-31$26,910,233
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$27,839
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$33,471
Total income from all sources (including contributions)2013-12-31$55,847,880
Total of all expenses incurred2013-12-31$24,654,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$24,363,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$19,271,772
Value of total assets at end of year2013-12-31$396,474,134
Value of total assets at beginning of year2013-12-31$365,286,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$291,730
Total interest from all sources2013-12-31$9,213,378
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$120,122
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
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$16,570
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$36,950
Other income not declared elsewhere2013-12-31$452,497
Administrative expenses (other) incurred2013-12-31$37,996
Liabilities. Value of operating payables at end of year2013-12-31$27,839
Liabilities. Value of operating payables at beginning of year2013-12-31$33,471
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$31,192,924
Value of net assets at end of year (total assets less liabilities)2013-12-31$396,446,295
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$365,253,371
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$30,000
Value of interest in pooled separate accounts at end of year2013-12-31$138,525,986
Value of interest in pooled separate accounts at beginning of year2013-12-31$106,730,302
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,370,388
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,246,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,246,034
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$9,213,378
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$253,505,990
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$253,831,356
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$19,271,772
Employer contributions (assets) at end of year2013-12-31$2,055,200
Employer contributions (assets) at beginning of year2013-12-31$2,442,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$24,363,226
Contract administrator fees2013-12-31$103,612
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 name2013-12-31SHAUGHNESSY GIELLA, CPA, P.C.
Accountancy firm EIN2013-12-31223010525
2012 : IBEW LOCAL UNION NO 102 SURETY PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$12,400,242
Total unrealized appreciation/depreciation of assets2012-12-31$12,400,242
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$33,471
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$19,712
Total income from all sources (including contributions)2012-12-31$41,191,796
Total of all expenses incurred2012-12-31$25,679,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$25,375,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$17,931,027
Value of total assets at end of year2012-12-31$365,286,842
Value of total assets at beginning of year2012-12-31$349,760,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$303,198
Total interest from all sources2012-12-31$10,432,193
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$134,905
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
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$36,950
Other income not declared elsewhere2012-12-31$428,334
Administrative expenses (other) incurred2012-12-31$35,290
Liabilities. Value of operating payables at end of year2012-12-31$33,471
Liabilities. Value of operating payables at beginning of year2012-12-31$19,712
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$15,512,768
Value of net assets at end of year (total assets less liabilities)2012-12-31$365,253,371
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$349,740,603
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$30,000
Value of interest in pooled separate accounts at end of year2012-12-31$106,730,302
Value of interest in pooled separate accounts at beginning of year2012-12-31$96,117,542
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,246,034
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,500,279
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,500,279
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$10,432,193
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$253,831,356
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$249,039,194
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$17,931,027
Employer contributions (assets) at end of year2012-12-31$2,442,200
Employer contributions (assets) at beginning of year2012-12-31$2,103,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$25,375,830
Contract administrator fees2012-12-31$103,003
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31SHAUGHNESSY GIELLA, CPA, P.C.
Accountancy firm EIN2012-12-31223010525
2011 : IBEW LOCAL UNION NO 102 SURETY PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,515,951
Total unrealized appreciation/depreciation of assets2011-12-31$-1,515,951
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$19,712
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$26,476
Total income from all sources (including contributions)2011-12-31$28,855,605
Total of all expenses incurred2011-12-31$25,137,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$24,852,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$19,653,258
Value of total assets at end of year2011-12-31$349,760,315
Value of total assets at beginning of year2011-12-31$346,048,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$284,973
Total interest from all sources2011-12-31$10,214,496
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$132,822
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$123,000
Other income not declared elsewhere2011-12-31$503,802
Administrative expenses (other) incurred2011-12-31$19,963
Liabilities. Value of operating payables at end of year2011-12-31$19,712
Liabilities. Value of operating payables at beginning of year2011-12-31$26,476
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$3,718,386
Value of net assets at end of year (total assets less liabilities)2011-12-31$349,740,603
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$346,022,217
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$30,000
Value of interest in pooled separate accounts at end of year2011-12-31$96,117,542
Value of interest in pooled separate accounts at beginning of year2011-12-31$97,467,250
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,500,279
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,069,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,069,838
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$10,214,496
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$249,039,194
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$244,757,405
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$19,530,258
Employer contributions (assets) at end of year2011-12-31$2,103,300
Employer contributions (assets) at beginning of year2011-12-31$1,754,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$24,852,246
Contract administrator fees2011-12-31$102,188
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 name2011-12-31SHAUGHNESSY GIELLA, CPA, P.C.
Accountancy firm EIN2011-12-31223010525
2010 : IBEW LOCAL UNION NO 102 SURETY PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$11,889,472
Total unrealized appreciation/depreciation of assets2010-12-31$11,889,472
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$26,476
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$30,759
Total income from all sources (including contributions)2010-12-31$39,448,675
Total of all expenses incurred2010-12-31$23,580,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$23,322,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$16,494,936
Value of total assets at end of year2010-12-31$346,048,693
Value of total assets at beginning of year2010-12-31$330,185,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$258,466
Total interest from all sources2010-12-31$10,734,396
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$89,317
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at beginning of year2010-12-31$30,750
Other income not declared elsewhere2010-12-31$329,871
Administrative expenses (other) incurred2010-12-31$36,612
Liabilities. Value of operating payables at end of year2010-12-31$26,476
Liabilities. Value of operating payables at beginning of year2010-12-31$30,759
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$15,867,758
Value of net assets at end of year (total assets less liabilities)2010-12-31$346,022,217
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$330,154,459
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$30,000
Value of interest in pooled separate accounts at end of year2010-12-31$97,467,250
Value of interest in pooled separate accounts at beginning of year2010-12-31$82,208,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,069,838
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,944,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,944,292
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$10,734,396
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$244,757,405
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$244,266,726
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$16,494,936
Employer contributions (assets) at end of year2010-12-31$1,754,200
Employer contributions (assets) at beginning of year2010-12-31$1,735,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$23,322,451
Contract administrator fees2010-12-31$102,537
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 name2010-12-31SHAUGHNESSY GIELLA, CPA, P.C.
Accountancy firm EIN2010-12-31223010525
2009 : IBEW LOCAL UNION NO 102 SURETY PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for IBEW LOCAL UNION NO 102 SURETY PLAN

2022: IBEW LOCAL UNION NO 102 SURETY PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IBEW LOCAL UNION NO 102 SURETY PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IBEW LOCAL UNION NO 102 SURETY PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IBEW LOCAL UNION NO 102 SURETY PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IBEW LOCAL UNION NO 102 SURETY PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IBEW LOCAL UNION NO 102 SURETY 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 – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IBEW LOCAL UNION NO 102 SURETY 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 – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IBEW LOCAL UNION NO 102 SURETY 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 – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IBEW LOCAL UNION NO 102 SURETY 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 – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IBEW LOCAL UNION NO 102 SURETY 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 – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IBEW LOCAL UNION NO 102 SURETY 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 – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IBEW LOCAL UNION NO 102 SURETY 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 – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: IBEW LOCAL UNION NO 102 SURETY PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038447
Policy instance 2
Insurance contract or identification number038447
Number of Individuals Covered3890
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 numberSGIC 21100
Policy instance 1
Insurance contract or identification numberSGIC 21100
Number of Individuals Covered3890
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038447
Policy instance 2
Insurance contract or identification number038447
Number of Individuals Covered3823
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 numberSGIC 21100
Policy instance 1
Insurance contract or identification numberSGIC 21100
Number of Individuals Covered3823
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 number038447
Policy instance 2
Insurance contract or identification number038447
Number of Individuals Covered3747
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 numberSGIC 21100
Policy instance 1
Insurance contract or identification numberSGIC 21100
Number of Individuals Covered3747
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 numberSGIC 21100
Policy instance 2
Insurance contract or identification numberSGIC 21100
Number of Individuals Covered3631
Insurance policy start date2019-03-01
Insurance policy end date2019-12-31
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 number038447
Policy instance 1
Insurance contract or identification number038447
Number of Individuals Covered3631
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 number038447
Policy instance 1
Insurance contract or identification number038447
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 number038447
Policy instance 1
Insurance contract or identification number038447
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 number038447
Policy instance 1
Insurance contract or identification number038447
Number of Individuals Covered3924
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 number038447
Policy instance 1
Insurance contract or identification number038447
Number of Individuals Covered4018
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 number038447
Policy instance 1
Insurance contract or identification number038447
Number of Individuals Covered4064
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 number038447
Policy instance 1
Insurance contract or identification number038447
Number of Individuals Covered4117
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 number038447
Policy instance 1
Insurance contract or identification number038447
Number of Individuals Covered4103
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 number038447
Policy instance 1
Insurance contract or identification number038447
Number of Individuals Covered4071
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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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