?>
Logo

IBEW LOCAL UNION 269 ANNUITY FUND 401k Plan overview

Plan NameIBEW LOCAL UNION 269 ANNUITY FUND
Plan identification number 002

IBEW LOCAL UNION 269 ANNUITY FUND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

IBEW LOCAL UNION 269 ANNUITY FUND has sponsored the creation of one or more 401k plans.

Company Name:IBEW LOCAL UNION 269 ANNUITY FUND
Employer identification number (EIN):222393763
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 269 ANNUITY FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01STEPHEN ALDRICH2023-10-02 JOSEPH KNECHT JR.2023-10-02
0022021-01-01STEPHEN ALDRICH2022-10-14 JOSEPH KNECHT JR.2022-10-14
0022020-01-01STEPHEN ALDRICH2021-10-14 JOSEPH KNECHT JR2021-10-14
0022019-01-01STEPHEN ALDRICH2020-10-12 JOSEPH KNECHT JR2020-10-12
0022018-01-01STEPHEN ALDRICH2019-10-10 JOSEPH KNECHT JR2019-10-10
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01WAYNE P. DEANGELO
0022011-01-01WAYNE P. DEANGELO
0022009-01-01RICHARD T. AICHER, JR.

Plan Statistics for IBEW LOCAL UNION 269 ANNUITY FUND

401k plan membership statisitcs for IBEW LOCAL UNION 269 ANNUITY FUND

Measure Date Value
2022: IBEW LOCAL UNION 269 ANNUITY FUND 2022 401k membership
Total participants, beginning-of-year2022-01-011,848
Total number of active participants reported on line 7a of the Form 55002022-01-01868
Number of retired or separated participants receiving benefits2022-01-0115
Number of other retired or separated participants entitled to future benefits2022-01-011,007
Total of all active and inactive participants2022-01-011,890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,890
Number of participants with account balances2022-01-011,890
Number of employers contributing to the scheme2022-01-01172
2021: IBEW LOCAL UNION 269 ANNUITY FUND 2021 401k membership
Total participants, beginning-of-year2021-01-011,856
Total number of active participants reported on line 7a of the Form 55002021-01-01847
Number of retired or separated participants receiving benefits2021-01-018
Number of other retired or separated participants entitled to future benefits2021-01-01993
Total of all active and inactive participants2021-01-011,848
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,848
Number of participants with account balances2021-01-011,848
Number of employers contributing to the scheme2021-01-01195
2020: IBEW LOCAL UNION 269 ANNUITY FUND 2020 401k membership
Total participants, beginning-of-year2020-01-011,934
Total number of active participants reported on line 7a of the Form 55002020-01-01903
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01938
Total of all active and inactive participants2020-01-011,843
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0113
Total participants2020-01-011,856
Number of participants with account balances2020-01-011,856
Number of employers contributing to the scheme2020-01-01181
2019: IBEW LOCAL UNION 269 ANNUITY FUND 2019 401k membership
Total participants, beginning-of-year2019-01-011,941
Total number of active participants reported on line 7a of the Form 55002019-01-011,459
Number of retired or separated participants receiving benefits2019-01-0141
Number of other retired or separated participants entitled to future benefits2019-01-01434
Total of all active and inactive participants2019-01-011,934
Total participants2019-01-011,934
Number of participants with account balances2019-01-011,934
Number of employers contributing to the scheme2019-01-01186
2018: IBEW LOCAL UNION 269 ANNUITY FUND 2018 401k membership
Total participants, beginning-of-year2018-01-011,955
Total number of active participants reported on line 7a of the Form 55002018-01-011,481
Number of retired or separated participants receiving benefits2018-01-0137
Number of other retired or separated participants entitled to future benefits2018-01-01423
Total of all active and inactive participants2018-01-011,941
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,941
Number of participants with account balances2018-01-011,941
Number of employers contributing to the scheme2018-01-01172
2017: IBEW LOCAL UNION 269 ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year2017-01-011,967
Total number of active participants reported on line 7a of the Form 55002017-01-011,539
Number of retired or separated participants receiving benefits2017-01-0159
Number of other retired or separated participants entitled to future benefits2017-01-01354
Total of all active and inactive participants2017-01-011,952
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-011,955
Number of participants with account balances2017-01-011,955
Number of employers contributing to the scheme2017-01-01194
2016: IBEW LOCAL UNION 269 ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year2016-01-011,970
Total number of active participants reported on line 7a of the Form 55002016-01-011,521
Number of retired or separated participants receiving benefits2016-01-01103
Number of other retired or separated participants entitled to future benefits2016-01-01343
Total of all active and inactive participants2016-01-011,967
Total participants2016-01-011,967
Number of participants with account balances2016-01-011,967
Number of employers contributing to the scheme2016-01-01207
2015: IBEW LOCAL UNION 269 ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year2015-01-012,939
Total number of active participants reported on line 7a of the Form 55002015-01-011,659
Number of retired or separated participants receiving benefits2015-01-01107
Number of other retired or separated participants entitled to future benefits2015-01-01178
Total of all active and inactive participants2015-01-011,944
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0126
Total participants2015-01-011,970
Number of participants with account balances2015-01-011,970
Number of employers contributing to the scheme2015-01-01192
2014: IBEW LOCAL UNION 269 ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year2014-01-012,603
Total number of active participants reported on line 7a of the Form 55002014-01-012,631
Number of retired or separated participants receiving benefits2014-01-01111
Number of other retired or separated participants entitled to future benefits2014-01-01154
Total of all active and inactive participants2014-01-012,896
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0143
Total participants2014-01-012,939
Number of participants with account balances2014-01-011,958
Number of employers contributing to the scheme2014-01-01192
2013: IBEW LOCAL UNION 269 ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year2013-01-012,678
Total number of active participants reported on line 7a of the Form 55002013-01-012,584
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-012,586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0117
Total participants2013-01-012,603
Number of participants with account balances2013-01-011,955
Number of employers contributing to the scheme2013-01-01198
2012: IBEW LOCAL UNION 269 ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year2012-01-012,863
Total number of active participants reported on line 7a of the Form 55002012-01-012,646
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-012,654
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0124
Total participants2012-01-012,678
Number of participants with account balances2012-01-011,984
Number of employers contributing to the scheme2012-01-01214
2011: IBEW LOCAL UNION 269 ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year2011-01-012,836
Total number of active participants reported on line 7a of the Form 55002011-01-012,618
Number of other retired or separated participants entitled to future benefits2011-01-01231
Total of all active and inactive participants2011-01-012,849
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0114
Total participants2011-01-012,863
Number of participants with account balances2011-01-012,009
Number of employers contributing to the scheme2011-01-01202
2009: IBEW LOCAL UNION 269 ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year2009-01-013,128
Total number of active participants reported on line 7a of the Form 55002009-01-012,564
Number of other retired or separated participants entitled to future benefits2009-01-01235
Total of all active and inactive participants2009-01-012,799
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0114
Total participants2009-01-012,813
Number of participants with account balances2009-01-012,027
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-01219

Financial Data on IBEW LOCAL UNION 269 ANNUITY FUND

Measure Date Value
2022 : IBEW LOCAL UNION 269 ANNUITY FUND 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$224,063
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$272,592
Total income from all sources (including contributions)2022-12-31$-16,512,327
Total of all expenses incurred2022-12-31$13,446,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$13,161,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$12,085,795
Value of total assets at end of year2022-12-31$243,127,865
Value of total assets at beginning of year2022-12-31$273,135,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$285,026
Total interest from all sources2022-12-31$2,374,594
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,497,190
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$6,497,190
Administrative expenses professional fees incurred2022-12-31$75,384
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$6,943
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$95,768
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$210,421
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$224,063
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$272,592
Other income not declared elsewhere2022-12-31$188,778
Administrative expenses (other) incurred2022-12-31$33,816
Total non interest bearing cash at end of year2022-12-31$511,948
Total non interest bearing cash at beginning of year2022-12-31$515,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-29,958,643
Value of net assets at end of year (total assets less liabilities)2022-12-31$242,903,802
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$272,862,445
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$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$111,004,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$145,216,933
Interest earned on other investments2022-12-31$2,374,594
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$130,168,754
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$125,869,713
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-37,658,684
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$12,078,852
Employer contributions (assets) at end of year2022-12-31$1,347,350
Employer contributions (assets) at beginning of year2022-12-31$1,322,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$13,161,290
Contract administrator fees2022-12-31$145,826
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 name2022-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2022-12-31222951202
2021 : IBEW LOCAL UNION 269 ANNUITY FUND 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$272,592
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$170,354
Total income from all sources (including contributions)2021-12-31$35,224,916
Total of all expenses incurred2021-12-31$13,114,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$12,903,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,831,091
Value of total assets at end of year2021-12-31$273,135,037
Value of total assets at beginning of year2021-12-31$250,922,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$211,133
Total interest from all sources2021-12-31$2,304,728
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$10,388,216
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$10,388,216
Administrative expenses professional fees incurred2021-12-31$35,117
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
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$2,504
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$210,421
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$79,006
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$272,592
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$170,354
Other income not declared elsewhere2021-12-31$274,075
Administrative expenses (other) incurred2021-12-31$29,719
Total non interest bearing cash at end of year2021-12-31$515,300
Total non interest bearing cash at beginning of year2021-12-31$446,076
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$22,110,679
Value of net assets at end of year (total assets less liabilities)2021-12-31$272,862,445
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$250,751,766
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$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$145,216,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$124,433,770
Interest earned on other investments2021-12-31$2,304,728
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$125,869,713
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$124,796,506
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$11,426,806
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$10,828,587
Employer contributions (assets) at end of year2021-12-31$1,322,670
Employer contributions (assets) at beginning of year2021-12-31$1,166,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$12,903,104
Contract administrator fees2021-12-31$116,297
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 name2021-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2021-12-31222951202
2020 : IBEW LOCAL UNION 269 ANNUITY FUND 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$170,354
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$172,715
Total income from all sources (including contributions)2020-12-31$35,040,758
Total of all expenses incurred2020-12-31$15,811,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$15,538,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$10,360,765
Value of total assets at end of year2020-12-31$250,922,120
Value of total assets at beginning of year2020-12-31$231,695,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$272,509
Total interest from all sources2020-12-31$2,653,638
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$8,080,034
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$8,080,034
Administrative expenses professional fees incurred2020-12-31$215,113
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$79,006
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$108,634
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$170,354
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$172,715
Other income not declared elsewhere2020-12-31$208,401
Administrative expenses (other) incurred2020-12-31$27,396
Total non interest bearing cash at end of year2020-12-31$446,076
Total non interest bearing cash at beginning of year2020-12-31$250,593
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$19,229,264
Value of net assets at end of year (total assets less liabilities)2020-12-31$250,751,766
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$231,522,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$124,433,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$115,551,768
Interest earned on other investments2020-12-31$2,653,638
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$124,796,506
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$114,405,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$13,737,920
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$10,360,765
Employer contributions (assets) at end of year2020-12-31$1,166,762
Employer contributions (assets) at beginning of year2020-12-31$1,378,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$15,538,985
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 name2020-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2020-12-31222951202
2019 : IBEW LOCAL UNION 269 ANNUITY FUND 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$172,715
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$245,870
Total income from all sources (including contributions)2019-12-31$39,782,501
Total of all expenses incurred2019-12-31$12,732,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,449,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,992,065
Value of total assets at end of year2019-12-31$231,695,217
Value of total assets at beginning of year2019-12-31$204,718,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$283,010
Total interest from all sources2019-12-31$2,749,745
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$7,839,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$7,839,293
Administrative expenses professional fees incurred2019-12-31$215,304
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$108,634
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$125,079
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$172,715
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$245,870
Other income not declared elsewhere2019-12-31$200,371
Administrative expenses (other) incurred2019-12-31$37,706
Total non interest bearing cash at end of year2019-12-31$250,593
Total non interest bearing cash at beginning of year2019-12-31$0
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$27,049,796
Value of net assets at end of year (total assets less liabilities)2019-12-31$231,522,502
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$204,472,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$115,551,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$93,236,523
Interest earned on other investments2019-12-31$2,749,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$430,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$430,577
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$114,405,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$109,514,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$17,001,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$11,992,065
Employer contributions (assets) at end of year2019-12-31$1,378,275
Employer contributions (assets) at beginning of year2019-12-31$1,411,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,449,695
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 hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2019-12-31222951202
2018 : IBEW LOCAL UNION 269 ANNUITY FUND 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$245,870
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$143,793
Total income from all sources (including contributions)2018-12-31$8,996,178
Total of all expenses incurred2018-12-31$8,107,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,899,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$11,571,029
Value of total assets at end of year2018-12-31$204,718,576
Value of total assets at beginning of year2018-12-31$203,727,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$207,651
Total interest from all sources2018-12-31$1,762,658
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$8,942,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$8,942,312
Administrative expenses professional fees incurred2018-12-31$145,904
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$125,079
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$429,087
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$245,870
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$143,793
Other income not declared elsewhere2018-12-31$234,639
Administrative expenses (other) incurred2018-12-31$31,747
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$888,801
Value of net assets at end of year (total assets less liabilities)2018-12-31$204,472,706
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$203,583,905
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$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$93,236,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$96,180,911
Interest earned on other investments2018-12-31$1,762,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$430,577
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$283,392
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$283,392
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$109,514,977
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$105,577,619
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-13,514,460
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$11,571,029
Employer contributions (assets) at end of year2018-12-31$1,411,420
Employer contributions (assets) at beginning of year2018-12-31$1,256,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,899,726
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 name2018-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2018-12-31222951202
2017 : IBEW LOCAL UNION 269 ANNUITY FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$143,793
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$245,381
Total income from all sources (including contributions)2017-12-31$30,419,877
Total of all expenses incurred2017-12-31$8,139,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,990,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$11,208,124
Value of total assets at end of year2017-12-31$203,727,698
Value of total assets at beginning of year2017-12-31$181,548,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$148,843
Total interest from all sources2017-12-31$2,309,671
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$7,749,693
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$7,749,693
Administrative expenses professional fees incurred2017-12-31$94,326
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$429,087
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$211,373
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$143,793
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$245,381
Other income not declared elsewhere2017-12-31$397,078
Administrative expenses (other) incurred2017-12-31$24,517
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$22,280,425
Value of net assets at end of year (total assets less liabilities)2017-12-31$203,583,905
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$181,303,480
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$96,180,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$74,218,392
Interest earned on other investments2017-12-31$2,309,671
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$283,392
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$242,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$242,668
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$105,577,619
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$105,727,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,755,311
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$11,208,124
Employer contributions (assets) at end of year2017-12-31$1,256,689
Employer contributions (assets) at beginning of year2017-12-31$1,149,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,990,609
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 name2017-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2017-12-31222951202
2016 : IBEW LOCAL UNION 269 ANNUITY FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$245,381
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$11,347
Total income from all sources (including contributions)2016-12-31$18,895,934
Total of all expenses incurred2016-12-31$8,575,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,163,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$11,019,472
Value of total assets at end of year2016-12-31$181,548,861
Value of total assets at beginning of year2016-12-31$170,994,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$411,627
Total interest from all sources2016-12-31$1,867,235
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,119,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$4,119,443
Administrative expenses professional fees incurred2016-12-31$35,759
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$211,373
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$183,852
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$245,381
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$11,347
Other income not declared elsewhere2016-12-31$140,060
Administrative expenses (other) incurred2016-12-31$238,191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$10,320,700
Value of net assets at end of year (total assets less liabilities)2016-12-31$181,303,480
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$170,982,780
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$137,677
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$74,218,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$70,980,702
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$32,009,258
Interest earned on other investments2016-12-31$1,867,235
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$32,315,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$242,668
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$192,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$192,661
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$105,727,424
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$34,281,002
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,749,724
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$11,019,472
Employer contributions (assets) at end of year2016-12-31$1,149,004
Employer contributions (assets) at beginning of year2016-12-31$1,030,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,163,607
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2016-12-31222951202
2015 : IBEW LOCAL UNION 269 ANNUITY FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$11,347
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$12,114
Total income from all sources (including contributions)2015-12-31$12,716,530
Total loss/gain on sale of assets2015-12-31$1,337,726
Total of all expenses incurred2015-12-31$8,436,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,221,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$10,162,232
Value of total assets at end of year2015-12-31$170,994,075
Value of total assets at beginning of year2015-12-31$166,714,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$214,608
Total interest from all sources2015-12-31$1,655,784
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,110,588
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$4,110,588
Administrative expenses professional fees incurred2015-12-31$22,827
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$183,800
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$154,539
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$11,347
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$12,114
Other income not declared elsewhere2015-12-31$107,317
Administrative expenses (other) incurred2015-12-31$23,509
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$4,280,001
Value of net assets at end of year (total assets less liabilities)2015-12-31$170,982,728
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$166,702,727
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$168,272
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$70,980,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$69,975,108
Value of interest in pooled separate accounts at end of year2015-12-31$32,009,258
Value of interest in pooled separate accounts at beginning of year2015-12-31$31,157,252
Interest earned on other investments2015-12-31$1,655,784
Value of interest in common/collective trusts at end of year2015-12-31$32,315,905
Value of interest in common/collective trusts at beginning of year2015-12-31$31,438,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$192,661
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$168,164
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$168,164
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$34,281,002
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$32,930,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,657,117
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$10,162,232
Employer contributions (assets) at end of year2015-12-31$1,030,747
Employer contributions (assets) at beginning of year2015-12-31$890,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,221,921
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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
Aggregate proceeds on sale of assets2015-12-31$8,259,279
Aggregate carrying amount (costs) on sale of assets2015-12-31$6,921,553
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 name2015-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2015-12-31222951202
2014 : IBEW LOCAL UNION 269 ANNUITY FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$12,114
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$9,520
Total income from all sources (including contributions)2014-12-31$16,371,588
Total loss/gain on sale of assets2014-12-31$3,746,436
Total of all expenses incurred2014-12-31$8,974,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,832,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,114,710
Value of total assets at end of year2014-12-31$166,714,841
Value of total assets at beginning of year2014-12-31$159,315,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$142,088
Total interest from all sources2014-12-31$1,615,187
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,270,420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$4,270,420
Administrative expenses professional fees incurred2014-12-31$23,875
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$154,539
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$46,890
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$12,114
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$9,520
Other income not declared elsewhere2014-12-31$34,831
Administrative expenses (other) incurred2014-12-31$-51,025
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$7,397,011
Value of net assets at end of year (total assets less liabilities)2014-12-31$166,702,727
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$159,305,716
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$169,238
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$69,975,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$63,573,565
Value of interest in pooled separate accounts at end of year2014-12-31$31,157,252
Value of interest in pooled separate accounts at beginning of year2014-12-31$31,012,702
Interest earned on other investments2014-12-31$1,615,187
Value of interest in common/collective trusts at end of year2014-12-31$31,438,489
Value of interest in common/collective trusts at beginning of year2014-12-31$31,356,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$168,164
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$167,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$167,140
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$32,930,512
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$32,359,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-2,409,996
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$9,114,710
Employer contributions (assets) at end of year2014-12-31$890,777
Employer contributions (assets) at beginning of year2014-12-31$799,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,832,489
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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
Aggregate proceeds on sale of assets2014-12-31$8,867,546
Aggregate carrying amount (costs) on sale of assets2014-12-31$5,121,110
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 name2014-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2014-12-31222951202
2013 : IBEW LOCAL UNION 269 ANNUITY FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$9,520
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$8,600
Total income from all sources (including contributions)2013-12-31$23,695,573
Total loss/gain on sale of assets2013-12-31$1,738,155
Total of all expenses incurred2013-12-31$7,807,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,586,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,311,728
Value of total assets at end of year2013-12-31$159,315,236
Value of total assets at beginning of year2013-12-31$143,426,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$220,902
Total interest from all sources2013-12-31$1,663,878
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,906,579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,906,579
Administrative expenses professional fees incurred2013-12-31$19,407
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
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$46,890
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$33,486
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$9,520
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$8,600
Other income not declared elsewhere2013-12-31$54,466
Administrative expenses (other) incurred2013-12-31$30,982
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$15,887,724
Value of net assets at end of year (total assets less liabilities)2013-12-31$159,305,716
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$143,417,992
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$170,513
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$63,573,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$48,945,357
Value of interest in pooled separate accounts at end of year2013-12-31$31,012,702
Value of interest in pooled separate accounts at beginning of year2013-12-31$30,652,161
Interest earned on other investments2013-12-31$1,663,878
Value of interest in common/collective trusts at end of year2013-12-31$31,356,070
Value of interest in common/collective trusts at beginning of year2013-12-31$31,049,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$167,140
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$212,872
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$212,872
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$32,359,856
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$31,575,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$9,020,767
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$8,311,728
Employer contributions (assets) at end of year2013-12-31$799,013
Employer contributions (assets) at beginning of year2013-12-31$957,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,586,947
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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
Aggregate proceeds on sale of assets2013-12-31$7,613,917
Aggregate carrying amount (costs) on sale of assets2013-12-31$5,875,762
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 name2013-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2013-12-31222951202
2012 : IBEW LOCAL UNION 269 ANNUITY FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$8,600
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$8,600
Total income from all sources (including contributions)2012-12-31$18,021,409
Total loss/gain on sale of assets2012-12-31$946,506
Total of all expenses incurred2012-12-31$12,120,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$11,938,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,794,057
Value of total assets at end of year2012-12-31$143,426,592
Value of total assets at beginning of year2012-12-31$137,525,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$182,101
Total interest from all sources2012-12-31$830,240
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$995,899
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$995,899
Administrative expenses professional fees incurred2012-12-31$20,136
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
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$33,486
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$75,113
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$8,600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$8,600
Other income not declared elsewhere2012-12-31$86,014
Administrative expenses (other) incurred2012-12-31$16,397
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$5,900,634
Value of net assets at end of year (total assets less liabilities)2012-12-31$143,417,992
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$137,517,358
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$145,568
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$48,945,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$42,810,217
Value of interest in pooled separate accounts at end of year2012-12-31$30,652,161
Value of interest in pooled separate accounts at beginning of year2012-12-31$30,823,744
Interest earned on other investments2012-12-31$830,240
Value of interest in common/collective trusts at end of year2012-12-31$31,049,301
Value of interest in common/collective trusts at beginning of year2012-12-31$31,247,688
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$212,872
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$243,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$243,919
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$31,575,513
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$31,413,316
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,368,693
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$8,794,057
Employer contributions (assets) at end of year2012-12-31$957,902
Employer contributions (assets) at beginning of year2012-12-31$911,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$11,938,674
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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
Aggregate proceeds on sale of assets2012-12-31$11,961,101
Aggregate carrying amount (costs) on sale of assets2012-12-31$11,014,595
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 name2012-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2012-12-31222951202
2011 : IBEW LOCAL UNION 269 ANNUITY FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$8,600
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$9,392
Total income from all sources (including contributions)2011-12-31$11,187,236
Total loss/gain on sale of assets2011-12-31$469,513
Total of all expenses incurred2011-12-31$7,727,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,571,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$9,030,185
Value of total assets at end of year2011-12-31$137,525,958
Value of total assets at beginning of year2011-12-31$134,067,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$156,379
Total interest from all sources2011-12-31$840,849
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$800,729
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$800,729
Administrative expenses professional fees incurred2011-12-31$22,075
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$75,113
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$87,657
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$8,600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$9,392
Other income not declared elsewhere2011-12-31$69,829
Administrative expenses (other) incurred2011-12-31$15,602
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$3,459,689
Value of net assets at end of year (total assets less liabilities)2011-12-31$137,517,358
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$134,057,669
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$118,702
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$42,810,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$44,100,545
Value of interest in pooled separate accounts at end of year2011-12-31$30,823,744
Value of interest in pooled separate accounts at beginning of year2011-12-31$29,422,191
Interest earned on other investments2011-12-31$840,849
Value of interest in common/collective trusts at end of year2011-12-31$31,247,688
Value of interest in common/collective trusts at beginning of year2011-12-31$29,680,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$243,919
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$178,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$178,198
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$31,413,316
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$29,690,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-23,869
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$9,030,185
Employer contributions (assets) at end of year2011-12-31$911,961
Employer contributions (assets) at beginning of year2011-12-31$907,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,571,168
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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
Aggregate proceeds on sale of assets2011-12-31$7,595,036
Aggregate carrying amount (costs) on sale of assets2011-12-31$7,125,523
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 name2011-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2011-12-31222951202
2009 : IBEW LOCAL UNION 269 ANNUITY FUND 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$8,721,827
Amount contributed by the employer to the plan for this plan year2009-12-31$8,721,827

Form 5500 Responses for IBEW LOCAL UNION 269 ANNUITY FUND

2022: IBEW LOCAL UNION 269 ANNUITY FUND 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 269 ANNUITY FUND 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 269 ANNUITY FUND 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 269 ANNUITY FUND 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 269 ANNUITY FUND 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 269 ANNUITY FUND 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 269 ANNUITY FUND 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 269 ANNUITY FUND 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 269 ANNUITY FUND 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 269 ANNUITY FUND 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 269 ANNUITY FUND 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 269 ANNUITY FUND 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 269 ANNUITY FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – 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 number074967
Policy instance 2
Insurance contract or identification number074967
Number of Individuals Covered1890
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32335
Policy instance 1
Insurance contract or identification number32335
Number of Individuals Covered1890
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074967
Policy instance 2
Insurance contract or identification number074967
Number of Individuals Covered1848
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32335
Policy instance 1
Insurance contract or identification number32335
Number of Individuals Covered1848
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32335
Policy instance 1
Insurance contract or identification number32335
Number of Individuals Covered1856
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074967
Policy instance 2
Insurance contract or identification number074967
Number of Individuals Covered1856
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074967
Policy instance 2
Insurance contract or identification number074967
Number of Individuals Covered1934
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32335
Policy instance 1
Insurance contract or identification number32335
Number of Individuals Covered1934
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32335
Policy instance 1
Insurance contract or identification number32335
Number of Individuals Covered1941
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074967
Policy instance 2
Insurance contract or identification number074967
Number of Individuals Covered1941
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074967
Policy instance 2
Insurance contract or identification number074967
Number of Individuals Covered1955
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32335
Policy instance 1
Insurance contract or identification number32335
Number of Individuals Covered1955
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31522
Policy instance 2
Insurance contract or identification numberGA31522
Number of Individuals Covered1970
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32335
Policy instance 1
Insurance contract or identification number32335
Number of Individuals Covered1970
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32335
Policy instance 1
Insurance contract or identification number32335
Number of Individuals Covered1958
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31522
Policy instance 2
Insurance contract or identification numberGA31522
Number of Individuals Covered1958
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31522
Policy instance 2
Insurance contract or identification numberGA31522
Number of Individuals Covered1955
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32335
Policy instance 1
Insurance contract or identification number32335
Number of Individuals Covered1955
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31522
Policy instance 2
Insurance contract or identification numberGA31522
Number of Individuals Covered2009
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32335
Policy instance 1
Insurance contract or identification number32335
Number of Individuals Covered2009
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32335
Policy instance 1
Insurance contract or identification number32335
Number of Individuals Covered2009
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31522
Policy instance 2
Insurance contract or identification numberGA31522
Number of Individuals Covered2009
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3