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LOCAL 351 IBEW PENSION PLAN 401k Plan overview

Plan NameLOCAL 351 IBEW PENSION PLAN
Plan identification number 001

LOCAL 351 IBEW PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

BOARD OF TRUSTEES LOCAL 351 PENSION FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES LOCAL 351 PENSION FUND
Employer identification number (EIN):223417366
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL 351 IBEW PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01DANIEL COSNER, TRUSTEE GEORGE BRESTLE, TRUSTEE2018-10-10
0012016-01-01DANIEL COSNER, TRUSTEE GEORGE BRESTLE, TRUSTEE2017-10-11
0012015-01-01DANIEL COSNER, TRUSTEE GEORGE BRESTLE, TRUSTEE2016-10-12
0012014-01-01EDWARD GANT, TRUSTEE GEORGE BRESTLE, TRUSTEE2015-10-07
0012013-01-01EDWARD GANT, TRUSTEE GEORGE BRESTLE, TRUSTEE2014-10-10
0012012-01-01EDWARD GANT, TRUSTEE GEORGE BRESTLE, TRUSTEE2013-10-09
0012011-01-01EDWARD GANT, TRUSTEE GEORGE BRESTLE, TRUSTEE2012-10-11
0012010-01-01EDWARD GANT, TRUSTEE GEORGE BRESTLE, TRUSTEE2011-10-07
0012009-01-01EDWARD GANT, TRUSTEE GEORGE BRESTLE, TRUSTEE2010-10-11

Plan Statistics for LOCAL 351 IBEW PENSION PLAN

401k plan membership statisitcs for LOCAL 351 IBEW PENSION PLAN

Measure Date Value
2022: LOCAL 351 IBEW PENSION PLAN 2022 401k membership
Current value of assets2022-12-31556,512,162
Acturial value of assets for funding standard account2022-12-31556,512,162
Accrued liability for plan using immediate gains methods2022-12-31504,825,015
Accrued liability under unit credit cost method2022-12-31504,825,015
RPA 94 current liability2022-12-31875,830,331
Expected increase in current liability due to benefits accruing during the plan year2022-12-3115,543,212
Expected plan disbursements for the plan year2022-12-3135,900,000
Current value of assets2022-12-31552,636,816
Number of retired participants and beneficiaries receiving payment2022-12-311,190
Current liability for retired participants and beneficiaries receiving payment2022-12-31444,882,289
Number of terminated vested participants2022-12-31409
Current liability for terminated vested participants2022-12-3152,995,017
Current liability for active participants non vested benefits2022-12-3133,686,426
Current liability for active participants vested benefits2022-12-31344,266,599
Total number of active articipats2022-12-311,635
Current liability for active participants2022-12-31377,953,025
Total participant count with liabilities2022-12-313,234
Total current liabilitoes for participants with libailities2022-12-31875,830,331
Total employer contributions in plan year2022-12-3122,278,936
Total employee contributions in plan year2022-12-310
Prior year funding deficiency2022-12-310
Employer’s normal cost for plan year as of valuation date2022-12-3110,414,259
Prior year credit balance2022-12-3195,984,129
Amortization credits as of valuation date2022-12-3123,722,649
Total participants, beginning-of-year2022-01-013,610
Total number of active participants reported on line 7a of the Form 55002022-01-012,003
Number of retired or separated participants receiving benefits2022-01-011,085
Number of other retired or separated participants entitled to future benefits2022-01-01388
Total of all active and inactive participants2022-01-013,476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01139
Total participants2022-01-013,615
Number of employers contributing to the scheme2022-01-01202
2021: LOCAL 351 IBEW PENSION PLAN 2021 401k membership
Current value of assets2021-12-31474,518,121
Acturial value of assets for funding standard account2021-12-31474,518,121
Accrued liability for plan using immediate gains methods2021-12-31487,002,049
Accrued liability under unit credit cost method2021-12-31487,002,049
RPA 94 current liability2021-12-31843,189,669
Expected increase in current liability due to benefits accruing during the plan year2021-12-3120,449,965
Expected plan disbursements for the plan year2021-12-3133,700,000
Current value of assets2021-12-31474,518,121
Number of retired participants and beneficiaries receiving payment2021-12-311,170
Current liability for retired participants and beneficiaries receiving payment2021-12-31420,611,628
Number of terminated vested participants2021-12-31361
Current liability for terminated vested participants2021-12-3143,099,171
Current liability for active participants non vested benefits2021-12-3133,045,066
Current liability for active participants vested benefits2021-12-31346,433,804
Total number of active articipats2021-12-311,802
Current liability for active participants2021-12-31379,478,870
Total participant count with liabilities2021-12-313,333
Total current liabilitoes for participants with libailities2021-12-31843,189,669
Total employer contributions in plan year2021-12-3121,146,748
Total employee contributions in plan year2021-12-310
Prior year funding deficiency2021-12-310
Employer’s normal cost for plan year as of valuation date2021-12-318,527,254
Prior year credit balance2021-12-3191,893,499
Amortization credits as of valuation date2021-12-3117,385,076
Total participants, beginning-of-year2021-01-013,693
Total number of active participants reported on line 7a of the Form 55002021-01-012,011
Number of retired or separated participants receiving benefits2021-01-011,052
Number of other retired or separated participants entitled to future benefits2021-01-01410
Total of all active and inactive participants2021-01-013,473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01137
Total participants2021-01-013,610
Number of employers contributing to the scheme2021-01-01198
2020: LOCAL 351 IBEW PENSION PLAN 2020 401k membership
Current value of assets2020-12-31426,212,072
Acturial value of assets for funding standard account2020-12-31426,212,072
Accrued liability for plan using immediate gains methods2020-12-31445,875,491
Accrued liability under unit credit cost method2020-12-31445,875,491
RPA 94 current liability2020-12-31775,830,925
Expected increase in current liability due to benefits accruing during the plan year2020-12-3115,543,212
Expected plan disbursements for the plan year2020-12-3133,500,000
Current value of assets2020-12-31426,212,072
Number of retired participants and beneficiaries receiving payment2020-12-311,143
Current liability for retired participants and beneficiaries receiving payment2020-12-31389,755,289
Number of terminated vested participants2020-12-31356
Current liability for terminated vested participants2020-12-3137,352,566
Current liability for active participants non vested benefits2020-12-3128,805,680
Current liability for active participants vested benefits2020-12-31319,917,390
Total number of active articipats2020-12-311,745
Current liability for active participants2020-12-31348,723,070
Total participant count with liabilities2020-12-313,244
Total current liabilitoes for participants with libailities2020-12-31775,830,925
Total employer contributions in plan year2020-12-3124,327,822
Employer’s normal cost for plan year as of valuation date2020-12-316,917,921
Prior year credit balance2020-12-3182,379,378
Amortization credits as of valuation date2020-12-3115,028,906
Total participants, beginning-of-year2020-01-013,591
Total number of active participants reported on line 7a of the Form 55002020-01-012,155
Number of retired or separated participants receiving benefits2020-01-011,037
Number of other retired or separated participants entitled to future benefits2020-01-01368
Total of all active and inactive participants2020-01-013,560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01133
Total participants2020-01-013,693
Number of employers contributing to the scheme2020-01-01216
2019: LOCAL 351 IBEW PENSION PLAN 2019 401k membership
Current value of assets2019-12-31360,210,331
Acturial value of assets for funding standard account2019-12-31360,210,331
Accrued liability for plan using immediate gains methods2019-12-31418,595,934
Accrued liability under unit credit cost method2019-12-31418,595,934
RPA 94 current liability2019-12-31741,764,750
Expected increase in current liability due to benefits accruing during the plan year2019-12-3114,261,995
Expected plan disbursements for the plan year2019-12-3134,123,000
Current value of assets2019-12-31360,210,331
Number of retired participants and beneficiaries receiving payment2019-12-311,109
Current liability for retired participants and beneficiaries receiving payment2019-12-31376,977,597
Number of terminated vested participants2019-12-31371
Current liability for terminated vested participants2019-12-3138,876,915
Current liability for active participants non vested benefits2019-12-3123,685,239
Current liability for active participants vested benefits2019-12-31302,224,999
Total number of active articipats2019-12-311,758
Current liability for active participants2019-12-31325,910,238
Total participant count with liabilities2019-12-313,238
Total current liabilitoes for participants with libailities2019-12-31741,764,750
Total employer contributions in plan year2019-12-3123,941,662
Employer’s normal cost for plan year as of valuation date2019-12-316,147,572
Prior year credit balance2019-12-3175,702,901
Amortization credits as of valuation date2019-12-3110,224,045
Total participants, beginning-of-year2019-01-013,590
Total number of active participants reported on line 7a of the Form 55002019-01-012,084
Number of retired or separated participants receiving benefits2019-01-011,010
Number of other retired or separated participants entitled to future benefits2019-01-01360
Total of all active and inactive participants2019-01-013,454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01137
Total participants2019-01-013,591
Number of employers contributing to the scheme2019-01-01216
2018: LOCAL 351 IBEW PENSION PLAN 2018 401k membership
Current value of assets2018-12-31375,360,914
Acturial value of assets for funding standard account2018-12-31375,360,914
Accrued liability for plan using immediate gains methods2018-12-31441,732,110
Accrued liability under unit credit cost method2018-12-31416,682,092
RPA 94 current liability2018-12-31686,321,537
Expected increase in current liability due to benefits accruing during the plan year2018-12-3112,868,494
Expected plan disbursements for the plan year2018-12-3133,400,000
Current value of assets2018-12-31375,360,914
Number of retired participants and beneficiaries receiving payment2018-12-311,100
Current liability for retired participants and beneficiaries receiving payment2018-12-31346,135,738
Number of terminated vested participants2018-12-31513
Current liability for terminated vested participants2018-12-3165,756,901
Current liability for active participants non vested benefits2018-12-31791,178
Current liability for active participants vested benefits2018-12-31273,637,720
Total number of active articipats2018-12-311,461
Current liability for active participants2018-12-31274,428,898
Total participant count with liabilities2018-12-313,074
Total current liabilitoes for participants with libailities2018-12-31686,321,537
Total employer contributions in plan year2018-12-3126,517,027
Prior year funding deficiency2018-12-310
Employer’s normal cost for plan year as of valuation date2018-12-313,724,043
Prior year credit balance2018-12-3164,142,652
Amortization credits as of valuation date2018-12-317,069,366
Total participants, beginning-of-year2018-01-013,678
Total number of active participants reported on line 7a of the Form 55002018-01-012,105
Number of retired or separated participants receiving benefits2018-01-01978
Number of other retired or separated participants entitled to future benefits2018-01-01371
Total of all active and inactive participants2018-01-013,454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01136
Total participants2018-01-013,590
Number of employers contributing to the scheme2018-01-01253
2017: LOCAL 351 IBEW PENSION PLAN 2017 401k membership
Current value of assets2017-12-31335,145,530
Acturial value of assets for funding standard account2017-12-31335,145,530
Accrued liability for plan using immediate gains methods2017-12-31418,235,118
Accrued liability under unit credit cost method2017-12-31391,596,460
RPA 94 current liability2017-12-31633,136,772
Expected increase in current liability due to benefits accruing during the plan year2017-12-319,641,375
Expected plan disbursements for the plan year2017-12-3129,900,000
Current value of assets2017-12-31335,145,530
Number of retired participants and beneficiaries receiving payment2017-12-311,064
Current liability for retired participants and beneficiaries receiving payment2017-12-31316,122,530
Number of terminated vested participants2017-12-31446
Current liability for terminated vested participants2017-12-3149,817,962
Current liability for active participants non vested benefits2017-12-31878,807
Current liability for active participants vested benefits2017-12-31266,317,473
Total number of active articipats2017-12-311,498
Current liability for active participants2017-12-31267,196,280
Total participant count with liabilities2017-12-313,008
Total current liabilitoes for participants with libailities2017-12-31633,136,772
Total employer contributions in plan year2017-12-3121,997,833
Employer’s normal cost for plan year as of valuation date2017-12-313,713,790
Prior year credit balance2017-12-3158,173,930
Amortization credits as of valuation date2017-12-314,428,721
Total participants, beginning-of-year2017-01-013,609
Total number of active participants reported on line 7a of the Form 55002017-01-012,197
Number of retired or separated participants receiving benefits2017-01-01958
Number of other retired or separated participants entitled to future benefits2017-01-01378
Total of all active and inactive participants2017-01-013,533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01145
Total participants2017-01-013,678
Number of employers contributing to the scheme2017-01-01213
2016: LOCAL 351 IBEW PENSION PLAN 2016 401k membership
Current value of assets2016-12-31325,511,960
Acturial value of assets for funding standard account2016-12-31325,511,960
Accrued liability for plan using immediate gains methods2016-12-31409,793,512
Accrued liability under unit credit cost method2016-12-31383,602,707
RPA 94 current liability2016-12-31606,700,471
Expected increase in current liability due to benefits accruing during the plan year2016-12-319,015,025
Expected plan disbursements for the plan year2016-12-3129,000,000
Current value of assets2016-12-31325,511,960
Number of retired participants and beneficiaries receiving payment2016-12-311,034
Current liability for retired participants and beneficiaries receiving payment2016-12-31303,611,759
Number of terminated vested participants2016-12-31482
Current liability for terminated vested participants2016-12-3150,169,612
Current liability for active participants non vested benefits2016-12-31777,783
Current liability for active participants vested benefits2016-12-31252,141,317
Total number of active articipats2016-12-311,447
Current liability for active participants2016-12-31252,919,100
Total participant count with liabilities2016-12-312,963
Total current liabilitoes for participants with libailities2016-12-31606,700,471
Total employer contributions in plan year2016-12-3122,824,596
Employer’s normal cost for plan year as of valuation date2016-12-313,572,071
Prior year credit balance2016-12-3150,380,342
Amortization credits as of valuation date2016-12-314,428,720
Total participants, beginning-of-year2016-01-013,568
Total number of active participants reported on line 7a of the Form 55002016-01-012,188
Number of retired or separated participants receiving benefits2016-01-01918
Number of other retired or separated participants entitled to future benefits2016-01-01360
Total of all active and inactive participants2016-01-013,466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01143
Total participants2016-01-013,609
Number of employers contributing to the scheme2016-01-01206
2015: LOCAL 351 IBEW PENSION PLAN 2015 401k membership
Current value of assets2015-12-31323,079,041
Acturial value of assets for funding standard account2015-12-31323,079,041
Accrued liability for plan using immediate gains methods2015-12-31397,522,072
Accrued liability under unit credit cost method2015-12-31376,298,106
RPA 94 current liability2015-12-31582,193,831
Expected increase in current liability due to benefits accruing during the plan year2015-12-317,723,934
Expected plan disbursements for the plan year2015-12-3128,500,000
Current value of assets2015-12-31323,079,041
Number of retired participants and beneficiaries receiving payment2015-12-311,020
Current liability for retired participants and beneficiaries receiving payment2015-12-31293,770,234
Number of terminated vested participants2015-12-31659
Current liability for terminated vested participants2015-12-3176,598,704
Current liability for active participants non vested benefits2015-12-31788,399
Current liability for active participants vested benefits2015-12-31211,036,494
Total number of active articipats2015-12-311,220
Current liability for active participants2015-12-31211,824,893
Total participant count with liabilities2015-12-312,899
Total current liabilitoes for participants with libailities2015-12-31582,193,831
Total employer contributions in plan year2015-12-3122,811,415
Employer’s normal cost for plan year as of valuation date2015-12-313,118,245
Prior year credit balance2015-12-3140,091,094
Amortization credits as of valuation date2015-12-314,428,720
Total participants, beginning-of-year2015-01-013,430
Total number of active participants reported on line 7a of the Form 55002015-01-012,169
Number of retired or separated participants receiving benefits2015-01-01889
Number of other retired or separated participants entitled to future benefits2015-01-01362
Total of all active and inactive participants2015-01-013,420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01148
Total participants2015-01-013,568
Number of employers contributing to the scheme2015-01-01233
2014: LOCAL 351 IBEW PENSION PLAN 2014 401k membership
Current value of assets2014-12-31314,189,842
Acturial value of assets for funding standard account2014-12-31314,189,842
Accrued liability for plan using immediate gains methods2014-12-31395,599,839
Accrued liability under unit credit cost method2014-12-31370,794,025
RPA 94 current liability2014-12-31567,607,019
Expected increase in current liability due to benefits accruing during the plan year2014-12-318,634,622
Expected plan disbursements for the plan year2014-12-3127,015,006
Current value of assets2014-12-31314,189,842
Number of retired participants and beneficiaries receiving payment2014-12-31963
Current liability for retired participants and beneficiaries receiving payment2014-12-31274,785,840
Number of terminated vested participants2014-12-31516
Current liability for terminated vested participants2014-12-3153,599,873
Current liability for active participants non vested benefits2014-12-31964,356
Current liability for active participants vested benefits2014-12-31238,256,950
Total number of active articipats2014-12-311,443
Current liability for active participants2014-12-31239,221,306
Total participant count with liabilities2014-12-312,922
Total current liabilitoes for participants with libailities2014-12-31567,607,019
Total employer contributions in plan year2014-12-3119,434,160
Employer’s normal cost for plan year as of valuation date2014-12-313,688,741
Prior year credit balance2014-12-3134,020,459
Amortization credits as of valuation date2014-12-314,428,720
Total participants, beginning-of-year2014-01-013,421
Total number of active participants reported on line 7a of the Form 55002014-01-012,076
Number of retired or separated participants receiving benefits2014-01-01877
Number of other retired or separated participants entitled to future benefits2014-01-01335
Total of all active and inactive participants2014-01-013,288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01142
Total participants2014-01-013,430
Number of employers contributing to the scheme2014-01-01214
2013: LOCAL 351 IBEW PENSION PLAN 2013 401k membership
Current value of assets2013-12-31272,572,552
Acturial value of assets for funding standard account2013-12-31272,572,552
Accrued liability for plan using immediate gains methods2013-12-31387,135,545
Accrued liability under unit credit cost method2013-12-31363,332,806
RPA 94 current liability2013-12-31551,028,940
Expected increase in current liability due to benefits accruing during the plan year2013-12-318,527,617
Expected plan disbursements for the plan year2013-12-3124,823,787
Current value of assets2013-12-31272,572,552
Number of retired participants and beneficiaries receiving payment2013-12-31928
Current liability for retired participants and beneficiaries receiving payment2013-12-31254,884,486
Number of terminated vested participants2013-12-31538
Current liability for terminated vested participants2013-12-3161,803,660
Current liability for active participants non vested benefits2013-12-31768,174
Current liability for active participants vested benefits2013-12-31233,572,620
Total number of active articipats2013-12-311,441
Current liability for active participants2013-12-31234,340,794
Total participant count with liabilities2013-12-312,907
Total current liabilitoes for participants with libailities2013-12-31551,028,940
Total employer contributions in plan year2013-12-3122,587,898
Prior year funding deficiency2013-12-310
Employer’s normal cost for plan year as of valuation date2013-12-313,737,122
Prior year credit balance2013-12-3127,722,037
Amortization credits as of valuation date2013-12-312,080,999
Total participants, beginning-of-year2013-01-013,458
Total number of active participants reported on line 7a of the Form 55002013-01-012,139
Number of retired or separated participants receiving benefits2013-01-01833
Number of other retired or separated participants entitled to future benefits2013-01-01320
Total of all active and inactive participants2013-01-013,292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01129
Total participants2013-01-013,421
Number of employers contributing to the scheme2013-01-01233
2012: LOCAL 351 IBEW PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,234
Total number of active participants reported on line 7a of the Form 55002012-01-012,221
Number of retired or separated participants receiving benefits2012-01-01801
Number of other retired or separated participants entitled to future benefits2012-01-01310
Total of all active and inactive participants2012-01-013,332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01126
Total participants2012-01-013,458
Number of employers contributing to the scheme2012-01-01233
2011: LOCAL 351 IBEW PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,235
Total number of active participants reported on line 7a of the Form 55002011-01-012,045
Number of retired or separated participants receiving benefits2011-01-01762
Number of other retired or separated participants entitled to future benefits2011-01-01302
Total of all active and inactive participants2011-01-013,109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01125
Total participants2011-01-013,234
Number of employers contributing to the scheme2011-01-01242
2010: LOCAL 351 IBEW PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013,201
Total number of active participants reported on line 7a of the Form 55002010-01-012,040
Number of retired or separated participants receiving benefits2010-01-01742
Number of other retired or separated participants entitled to future benefits2010-01-01328
Total of all active and inactive participants2010-01-013,110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01125
Total participants2010-01-013,235
Number of employers contributing to the scheme2010-01-01238
2009: LOCAL 351 IBEW PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,259
Total number of active participants reported on line 7a of the Form 55002009-01-012,042
Number of retired or separated participants receiving benefits2009-01-01736
Number of other retired or separated participants entitled to future benefits2009-01-01305
Total of all active and inactive participants2009-01-013,083
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01118
Total participants2009-01-013,201
Number of employers contributing to the scheme2009-01-01271

Financial Data on LOCAL 351 IBEW PENSION PLAN

Measure Date Value
2022 : LOCAL 351 IBEW PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-112,000,126
Total unrealized appreciation/depreciation of assets2022-12-31$-112,000,126
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$773,373
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$757,517
Total income from all sources (including contributions)2022-12-31$-66,502,767
Total loss/gain on sale of assets2022-12-31$32,006,168
Total of all expenses incurred2022-12-31$40,480,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$35,881,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$22,278,936
Value of total assets at end of year2022-12-31$450,301,918
Value of total assets at beginning of year2022-12-31$557,269,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,599,402
Total interest from all sources2022-12-31$2,030,762
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,518,833
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$2,936,627
Assets. Real estate other than employer real property at end of year2022-12-31$34,186,052
Administrative expenses professional fees incurred2022-12-31$216,058
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$380,216
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$207,685
Other income not declared elsewhere2022-12-31$17,600
Administrative expenses (other) incurred2022-12-31$153,233
Liabilities. Value of operating payables at end of year2022-12-31$773,373
Liabilities. Value of operating payables at beginning of year2022-12-31$757,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-106,983,622
Value of net assets at end of year (total assets less liabilities)2022-12-31$449,528,545
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$556,512,167
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
Assets. partnership/joint venture interests at end of year2022-12-31$38,495,655
Assets. partnership/joint venture interests at beginning of year2022-12-31$41,399,867
Investment advisory and management fees2022-12-31$3,930,937
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$80,966,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$119,932,019
Value of interest in pooled separate accounts at end of year2022-12-31$1,771,244
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,163,983
Interest earned on other investments2022-12-31$959,621
Income. Interest from corporate debt instruments2022-12-31$968,082
Value of interest in common/collective trusts at end of year2022-12-31$42,170,633
Value of interest in common/collective trusts at beginning of year2022-12-31$23,273,632
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$12,313,837
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$19,576,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$19,576,711
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$103,059
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$39,713,460
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$42,643,097
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$36,026,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-14,398,616
Net investment gain/loss from pooled separate accounts2022-12-31$-392,740
Net investment gain or loss from common/collective trusts2022-12-31$-563,584
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$22,278,936
Employer contributions (assets) at end of year2022-12-31$2,548,897
Employer contributions (assets) at beginning of year2022-12-31$1,939,887
Income. Dividends from common stock2022-12-31$1,582,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$35,881,453
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$29,480,329
Contract administrator fees2022-12-31$299,174
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$168,275,425
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$270,106,181
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
Aggregate proceeds on sale of assets2022-12-31$32,006,168
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GERSON & ASSOC CPAS AND ADVISORS PC
Accountancy firm EIN2022-12-31223163246
2021 : LOCAL 351 IBEW PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$39,535,811
Total unrealized appreciation/depreciation of assets2021-12-31$39,535,811
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$757,517
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,240,165
Total income from all sources (including contributions)2021-12-31$120,030,872
Total loss/gain on sale of assets2021-12-31$40,952,457
Total of all expenses incurred2021-12-31$38,036,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$33,702,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$21,146,748
Value of total assets at end of year2021-12-31$557,269,684
Value of total assets at beginning of year2021-12-31$475,758,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,334,549
Total interest from all sources2021-12-31$2,001,908
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,164,681
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$1,937,380
Administrative expenses professional fees incurred2021-12-31$260,679
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$207,685
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$180,307
Other income not declared elsewhere2021-12-31$42,239
Administrative expenses (other) incurred2021-12-31$146,964
Liabilities. Value of operating payables at end of year2021-12-31$757,517
Liabilities. Value of operating payables at beginning of year2021-12-31$1,240,165
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$81,994,046
Value of net assets at end of year (total assets less liabilities)2021-12-31$556,512,167
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$474,518,121
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
Assets. partnership/joint venture interests at end of year2021-12-31$41,399,867
Assets. partnership/joint venture interests at beginning of year2021-12-31$41,346,808
Investment advisory and management fees2021-12-31$3,619,845
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$119,932,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$91,038,325
Value of interest in pooled separate accounts at end of year2021-12-31$2,163,983
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,529,426
Interest earned on other investments2021-12-31$1,130,799
Income. Interest from corporate debt instruments2021-12-31$667,414
Value of interest in common/collective trusts at end of year2021-12-31$23,273,632
Value of interest in common/collective trusts at beginning of year2021-12-31$20,786,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$19,576,711
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$15,917,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$15,917,430
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$203,695
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$42,643,097
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$42,229,599
Asset value of US Government securities at end of year2021-12-31$36,026,622
Asset value of US Government securities at beginning of year2021-12-31$33,783,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$11,773,276
Net investment gain/loss from pooled separate accounts2021-12-31$1,413,752
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$21,146,748
Employer contributions (assets) at end of year2021-12-31$1,939,887
Employer contributions (assets) at beginning of year2021-12-31$2,396,208
Income. Dividends from common stock2021-12-31$1,227,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$33,702,277
Contract administrator fees2021-12-31$307,061
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$270,106,181
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$222,550,428
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
Aggregate proceeds on sale of assets2021-12-31$40,952,457
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GERSON & ASSOC CPAS AND ADVISORS PC
Accountancy firm EIN2021-12-31223163246
2020 : LOCAL 351 IBEW PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$27,943,548
Total unrealized appreciation/depreciation of assets2020-12-31$27,943,548
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,240,165
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$860,382
Total income from all sources (including contributions)2020-12-31$85,413,636
Total loss/gain on sale of assets2020-12-31$19,143,310
Total of all expenses incurred2020-12-31$37,107,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$33,517,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$24,327,822
Value of total assets at end of year2020-12-31$475,758,286
Value of total assets at beginning of year2020-12-31$427,072,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,589,846
Total interest from all sources2020-12-31$2,228,059
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,092,461
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$1,936,576
Administrative expenses professional fees incurred2020-12-31$225,835
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$180,307
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$204,897
Other income not declared elsewhere2020-12-31$108,931
Administrative expenses (other) incurred2020-12-31$128,305
Liabilities. Value of operating payables at end of year2020-12-31$1,240,165
Liabilities. Value of operating payables at beginning of year2020-12-31$860,382
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$48,306,049
Value of net assets at end of year (total assets less liabilities)2020-12-31$474,518,121
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$426,212,072
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
Assets. partnership/joint venture interests at end of year2020-12-31$41,346,808
Assets. partnership/joint venture interests at beginning of year2020-12-31$41,694,002
Investment advisory and management fees2020-12-31$2,887,057
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$91,038,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$83,925,485
Value of interest in pooled separate accounts at end of year2020-12-31$5,529,426
Value of interest in pooled separate accounts at beginning of year2020-12-31$8,626,593
Interest earned on other investments2020-12-31$1,160,252
Income. Interest from corporate debt instruments2020-12-31$835,763
Value of interest in common/collective trusts at end of year2020-12-31$20,786,070
Value of interest in common/collective trusts at beginning of year2020-12-31$18,417,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$15,917,430
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$15,755,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$15,755,174
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$232,044
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$42,229,599
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$40,140,714
Asset value of US Government securities at end of year2020-12-31$33,783,685
Asset value of US Government securities at beginning of year2020-12-31$38,330,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,634,085
Net investment gain/loss from pooled separate accounts2020-12-31$-432,739
Net investment gain or loss from common/collective trusts2020-12-31$2,368,159
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$24,327,822
Employer contributions (assets) at end of year2020-12-31$2,396,208
Employer contributions (assets) at beginning of year2020-12-31$2,435,440
Income. Dividends from common stock2020-12-31$1,155,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$33,517,741
Contract administrator fees2020-12-31$348,649
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$222,550,428
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$177,542,111
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
Aggregate proceeds on sale of assets2020-12-31$19,143,310
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31GERSON & ASSOC CPAS AND ADVISORS PC
Accountancy firm EIN2020-12-31223163246
2019 : LOCAL 351 IBEW PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$44,163,291
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$44,163,291
Total unrealized appreciation/depreciation of assets2019-12-31$44,163,291
Total unrealized appreciation/depreciation of assets2019-12-31$44,163,291
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$860,382
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$860,382
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$837,262
Total income from all sources (including contributions)2019-12-31$102,969,627
Total income from all sources (including contributions)2019-12-31$102,969,627
Total loss/gain on sale of assets2019-12-31$13,895,350
Total of all expenses incurred2019-12-31$36,967,886
Total of all expenses incurred2019-12-31$36,967,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$33,356,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$33,356,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$23,941,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$23,941,662
Value of total assets at end of year2019-12-31$427,072,454
Value of total assets at end of year2019-12-31$427,072,454
Value of total assets at beginning of year2019-12-31$361,047,593
Value of total assets at beginning of year2019-12-31$361,047,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,611,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,611,574
Total interest from all sources2019-12-31$2,524,049
Total interest from all sources2019-12-31$2,524,049
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,914,743
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,914,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$412,984
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$412,984
Administrative expenses professional fees incurred2019-12-31$210,343
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
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$204,897
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$204,897
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$221,085
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$221,085
Other income not declared elsewhere2019-12-31$48,543
Other income not declared elsewhere2019-12-31$48,543
Administrative expenses (other) incurred2019-12-31$165,365
Administrative expenses (other) incurred2019-12-31$165,365
Liabilities. Value of operating payables at end of year2019-12-31$860,382
Liabilities. Value of operating payables at end of year2019-12-31$860,382
Liabilities. Value of operating payables at beginning of year2019-12-31$837,262
Liabilities. Value of operating payables at beginning of year2019-12-31$837,262
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$66,001,741
Value of net assets at end of year (total assets less liabilities)2019-12-31$426,212,072
Value of net assets at end of year (total assets less liabilities)2019-12-31$426,212,072
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$360,210,331
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$360,210,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$41,694,002
Assets. partnership/joint venture interests at end of year2019-12-31$41,694,002
Assets. partnership/joint venture interests at beginning of year2019-12-31$69,048,427
Assets. partnership/joint venture interests at beginning of year2019-12-31$69,048,427
Investment advisory and management fees2019-12-31$2,884,709
Investment advisory and management fees2019-12-31$2,884,709
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$83,925,485
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$83,925,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$41,061,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$41,061,083
Value of interest in pooled separate accounts at end of year2019-12-31$8,626,593
Value of interest in pooled separate accounts at end of year2019-12-31$8,626,593
Value of interest in pooled separate accounts at beginning of year2019-12-31$14,980,068
Interest earned on other investments2019-12-31$1,116,595
Interest earned on other investments2019-12-31$1,116,595
Income. Interest from corporate debt instruments2019-12-31$1,162,318
Income. Interest from corporate debt instruments2019-12-31$1,162,318
Value of interest in common/collective trusts at end of year2019-12-31$18,417,910
Value of interest in common/collective trusts at end of year2019-12-31$18,417,910
Value of interest in common/collective trusts at beginning of year2019-12-31$15,094,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$15,755,174
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$15,159,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$15,159,667
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$15,159,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$15,159,667
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$245,136
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$245,136
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$40,140,714
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$40,140,714
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$37,335,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$37,335,368
Asset value of US Government securities at end of year2019-12-31$38,330,128
Asset value of US Government securities at end of year2019-12-31$38,330,128
Asset value of US Government securities at beginning of year2019-12-31$18,876,414
Asset value of US Government securities at beginning of year2019-12-31$18,876,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,923,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,923,224
Net investment gain/loss from pooled separate accounts2019-12-31$1,235,382
Net investment gain/loss from pooled separate accounts2019-12-31$1,235,382
Net investment gain or loss from common/collective trusts2019-12-31$3,323,383
Net investment gain or loss from common/collective trusts2019-12-31$3,323,383
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$23,941,662
Contributions received in cash from employer2019-12-31$23,941,662
Employer contributions (assets) at end of year2019-12-31$2,435,440
Employer contributions (assets) at end of year2019-12-31$2,435,440
Employer contributions (assets) at beginning of year2019-12-31$3,091,439
Employer contributions (assets) at beginning of year2019-12-31$3,091,439
Income. Dividends from common stock2019-12-31$1,501,759
Income. Dividends from common stock2019-12-31$1,501,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$33,356,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$33,356,312
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$16,803,103
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$16,803,103
Contract administrator fees2019-12-31$351,157
Contract administrator fees2019-12-31$351,157
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$177,542,111
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$177,542,111
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$129,376,412
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$129,376,412
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$13,895,350
Aggregate proceeds on sale of assets2019-12-31$13,895,350
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31GERSON & ASSOC CPAS AND ADVISORS PC
Accountancy firm name2019-12-31GERSON & ASSOC CPAS AND ADVISORS PC
Accountancy firm EIN2019-12-31223163246
Accountancy firm EIN2019-12-31223163246
2018 : LOCAL 351 IBEW PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-27,070,734
Total unrealized appreciation/depreciation of assets2018-12-31$-27,070,734
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$837,262
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$666,079
Total income from all sources (including contributions)2018-12-31$21,833,811
Total loss/gain on sale of assets2018-12-31$19,151,638
Total of all expenses incurred2018-12-31$36,984,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$33,453,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$26,517,027
Value of total assets at end of year2018-12-31$361,047,593
Value of total assets at beginning of year2018-12-31$376,026,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,530,452
Total interest from all sources2018-12-31$3,369,768
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,745,164
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$387,557
Administrative expenses professional fees incurred2018-12-31$218,005
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$221,085
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$344,409
Other income not declared elsewhere2018-12-31$52,696
Administrative expenses (other) incurred2018-12-31$147,198
Liabilities. Value of operating payables at end of year2018-12-31$837,262
Liabilities. Value of operating payables at beginning of year2018-12-31$666,079
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-15,150,583
Value of net assets at end of year (total assets less liabilities)2018-12-31$360,210,331
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$375,360,914
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
Assets. partnership/joint venture interests at end of year2018-12-31$69,048,427
Assets. partnership/joint venture interests at beginning of year2018-12-31$55,945,155
Investment advisory and management fees2018-12-31$2,779,979
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$41,061,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$63,879,615
Value of interest in pooled separate accounts at end of year2018-12-31$14,980,068
Value of interest in pooled separate accounts at beginning of year2018-12-31$32,138,812
Interest earned on other investments2018-12-31$1,982,174
Income. Interest from corporate debt instruments2018-12-31$1,168,692
Value of interest in common/collective trusts at end of year2018-12-31$15,094,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$15,159,667
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$16,551,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$16,551,287
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$218,902
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$37,335,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$37,253,413
Asset value of US Government securities at end of year2018-12-31$18,876,414
Asset value of US Government securities at beginning of year2018-12-31$25,912,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,570,537
Net investment gain/loss from pooled separate accounts2018-12-31$-483,745
Net investment gain or loss from common/collective trusts2018-12-31$1,122,534
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$26,517,027
Employer contributions (assets) at end of year2018-12-31$3,091,439
Employer contributions (assets) at beginning of year2018-12-31$2,668,879
Income. Dividends from common stock2018-12-31$1,357,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$33,453,942
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$16,803,103
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$13,873,917
Contract administrator fees2018-12-31$385,270
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$129,376,412
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$127,459,234
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
Aggregate proceeds on sale of assets2018-12-31$19,151,638
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 name2018-12-31GERSON & ASSOC CPAS AND ADVISORS PC
Accountancy firm EIN2018-12-31223163246
2017 : LOCAL 351 IBEW PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$23,529,449
Total unrealized appreciation/depreciation of assets2017-12-31$23,529,449
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$666,079
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$799,493
Total income from all sources (including contributions)2017-12-31$75,715,024
Total loss/gain on sale of assets2017-12-31$12,489,235
Total of all expenses incurred2017-12-31$35,499,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$32,210,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$21,997,833
Value of total assets at end of year2017-12-31$376,026,993
Value of total assets at beginning of year2017-12-31$335,945,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,289,156
Total interest from all sources2017-12-31$2,587,926
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,418,345
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$318,215
Administrative expenses professional fees incurred2017-12-31$261,658
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$344,409
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$268,826
Other income not declared elsewhere2017-12-31$98,293
Administrative expenses (other) incurred2017-12-31$161,776
Liabilities. Value of operating payables at end of year2017-12-31$666,079
Liabilities. Value of operating payables at beginning of year2017-12-31$799,493
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$40,215,384
Value of net assets at end of year (total assets less liabilities)2017-12-31$375,360,914
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$335,145,530
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
Assets. partnership/joint venture interests at end of year2017-12-31$55,945,155
Assets. partnership/joint venture interests at beginning of year2017-12-31$49,656,763
Investment advisory and management fees2017-12-31$2,555,102
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$63,879,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$30,756,496
Value of interest in pooled separate accounts at end of year2017-12-31$32,138,812
Value of interest in pooled separate accounts at beginning of year2017-12-31$39,057,543
Interest earned on other investments2017-12-31$1,533,171
Income. Interest from corporate debt instruments2017-12-31$965,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$16,551,287
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$25,370,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$25,370,242
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$89,686
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$37,253,413
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$36,279,927
Asset value of US Government securities at end of year2017-12-31$25,912,272
Asset value of US Government securities at beginning of year2017-12-31$26,290,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,225,633
Net investment gain/loss from pooled separate accounts2017-12-31$4,368,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$21,997,833
Employer contributions (assets) at end of year2017-12-31$2,668,879
Employer contributions (assets) at beginning of year2017-12-31$2,398,017
Income. Dividends from common stock2017-12-31$1,100,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$32,210,484
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$13,873,917
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$12,368,136
Contract administrator fees2017-12-31$310,620
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$127,459,234
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$113,498,879
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
Aggregate proceeds on sale of assets2017-12-31$12,489,235
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 name2017-12-31DAVID A GERSON, CPA & ASSOC. PC
Accountancy firm EIN2017-12-31223163246
2016 : LOCAL 351 IBEW PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$4,343,841
Total unrealized appreciation/depreciation of assets2016-12-31$4,343,841
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$799,493
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$831,471
Total income from all sources (including contributions)2016-12-31$43,790,064
Total loss/gain on sale of assets2016-12-31$8,085,119
Total of all expenses incurred2016-12-31$34,156,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$30,435,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$22,824,596
Value of total assets at end of year2016-12-31$335,945,023
Value of total assets at beginning of year2016-12-31$326,343,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,721,156
Total interest from all sources2016-12-31$2,697,043
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,448,550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$199,105
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$268,826
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$340,585
Other income not declared elsewhere2016-12-31$47,333
Administrative expenses (other) incurred2016-12-31$140,575
Liabilities. Value of operating payables at end of year2016-12-31$799,493
Liabilities. Value of operating payables at beginning of year2016-12-31$831,471
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$9,633,570
Value of net assets at end of year (total assets less liabilities)2016-12-31$335,145,530
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$325,511,960
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
Assets. partnership/joint venture interests at end of year2016-12-31$49,656,763
Assets. partnership/joint venture interests at beginning of year2016-12-31$34,047,733
Investment advisory and management fees2016-12-31$3,056,208
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$30,756,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$30,325,487
Value of interest in pooled separate accounts at end of year2016-12-31$39,057,543
Value of interest in pooled separate accounts at beginning of year2016-12-31$12,527,866
Interest earned on other investments2016-12-31$1,253,269
Income. Interest from US Government securities2016-12-31$492,067
Income. Interest from corporate debt instruments2016-12-31$910,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$25,370,242
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$29,578,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$29,578,081
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$41,637
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$36,279,927
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$35,373,061
Asset value of US Government securities at end of year2016-12-31$26,290,194
Asset value of US Government securities at beginning of year2016-12-31$32,390,189
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,666,266
Net investment gain/loss from pooled separate accounts2016-12-31$1,677,316
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$22,824,596
Employer contributions (assets) at end of year2016-12-31$2,398,017
Employer contributions (assets) at beginning of year2016-12-31$2,078,425
Income. Dividends from common stock2016-12-31$1,448,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$30,435,338
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$12,368,136
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$5,238,979
Contract administrator fees2016-12-31$325,268
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$113,498,879
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$144,443,025
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
Aggregate proceeds on sale of assets2016-12-31$184,400,615
Aggregate carrying amount (costs) on sale of assets2016-12-31$176,315,496
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DAVID A GERSON, CPA & ASSOC. PC
Accountancy firm EIN2016-12-31223163246
2015 : LOCAL 351 IBEW PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-10,184,330
Total unrealized appreciation/depreciation of assets2015-12-31$-10,184,330
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$831,471
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$638,016
Total income from all sources (including contributions)2015-12-31$34,869,265
Total loss/gain on sale of assets2015-12-31$15,074,713
Total of all expenses incurred2015-12-31$32,436,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$29,716,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$22,811,415
Value of total assets at end of year2015-12-31$326,343,431
Value of total assets at beginning of year2015-12-31$323,717,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,719,496
Total interest from all sources2015-12-31$2,743,894
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,672,369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$171,237
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$340,585
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$417,056
Other income not declared elsewhere2015-12-31$13,752
Administrative expenses (other) incurred2015-12-31$130,968
Liabilities. Value of operating payables at end of year2015-12-31$831,471
Liabilities. Value of operating payables at beginning of year2015-12-31$638,016
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$2,432,919
Value of net assets at end of year (total assets less liabilities)2015-12-31$325,511,960
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$323,079,041
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
Assets. partnership/joint venture interests at end of year2015-12-31$34,047,733
Assets. partnership/joint venture interests at beginning of year2015-12-31$25,316,876
Investment advisory and management fees2015-12-31$2,089,690
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$30,325,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$41,256,478
Value of interest in pooled separate accounts at end of year2015-12-31$12,527,866
Value of interest in pooled separate accounts at beginning of year2015-12-31$7,143,733
Interest earned on other investments2015-12-31$1,320,971
Income. Interest from US Government securities2015-12-31$1,283,984
Income. Interest from corporate debt instruments2015-12-31$133,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$29,578,081
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$19,425,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$19,425,336
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$5,605
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$35,373,061
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$34,885,482
Asset value of US Government securities at end of year2015-12-31$32,390,189
Asset value of US Government securities at beginning of year2015-12-31$29,641,457
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$911,122
Net investment gain/loss from pooled separate accounts2015-12-31$1,826,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$22,811,415
Employer contributions (assets) at end of year2015-12-31$2,078,425
Employer contributions (assets) at beginning of year2015-12-31$2,246,613
Income. Dividends from common stock2015-12-31$1,672,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$29,716,850
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$5,238,979
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$7,612,511
Contract administrator fees2015-12-31$327,601
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$144,443,025
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$155,771,515
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$212,953,725
Aggregate carrying amount (costs) on sale of assets2015-12-31$197,879,012
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DAVID A GERSON, CPA & ASSOC. PC
Accountancy firm EIN2015-12-31223163246
2014 : LOCAL 351 IBEW PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-5,447,406
Total unrealized appreciation/depreciation of assets2014-12-31$-5,447,406
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$638,016
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$563,611
Total income from all sources (including contributions)2014-12-31$40,923,189
Total loss/gain on sale of assets2014-12-31$15,303,056
Total of all expenses incurred2014-12-31$32,033,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$29,414,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$19,434,160
Value of total assets at end of year2014-12-31$323,717,057
Value of total assets at beginning of year2014-12-31$314,753,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,619,246
Total interest from all sources2014-12-31$2,718,754
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,944,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$307,766
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$417,056
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$508,896
Other income not declared elsewhere2014-12-31$32,126
Administrative expenses (other) incurred2014-12-31$96,083
Liabilities. Value of operating payables at end of year2014-12-31$638,016
Liabilities. Value of operating payables at beginning of year2014-12-31$563,611
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$8,889,199
Value of net assets at end of year (total assets less liabilities)2014-12-31$323,079,041
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$314,189,842
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
Assets. partnership/joint venture interests at end of year2014-12-31$25,316,876
Assets. partnership/joint venture interests at beginning of year2014-12-31$22,531,131
Investment advisory and management fees2014-12-31$1,937,441
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$41,256,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$42,561,647
Value of interest in pooled separate accounts at end of year2014-12-31$7,143,733
Value of interest in pooled separate accounts at beginning of year2014-12-31$16,743,542
Interest earned on other investments2014-12-31$1,375,266
Income. Interest from US Government securities2014-12-31$1,073,349
Income. Interest from corporate debt instruments2014-12-31$268,337
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$19,425,336
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$16,789,737
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$16,789,737
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,802
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$34,885,482
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$33,316,590
Asset value of US Government securities at end of year2014-12-31$29,641,457
Asset value of US Government securities at beginning of year2014-12-31$3,637,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,034,499
Net investment gain/loss from pooled separate accounts2014-12-31$4,903,290
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$19,434,160
Employer contributions (assets) at end of year2014-12-31$2,246,613
Employer contributions (assets) at beginning of year2014-12-31$2,376,857
Income. Dividends from common stock2014-12-31$1,944,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$29,414,744
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$7,612,511
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$30,549,955
Contract administrator fees2014-12-31$277,956
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$155,771,515
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$145,737,841
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$145,597,311
Aggregate carrying amount (costs) on sale of assets2014-12-31$130,294,255
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 name2014-12-31DAVID A GERSON, CPA & ASSOC. PC
Accountancy firm EIN2014-12-31223163246
2013 : LOCAL 351 IBEW PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$30,088,544
Total unrealized appreciation/depreciation of assets2013-12-31$30,088,544
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$563,611
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$502,528
Total income from all sources (including contributions)2013-12-31$71,338,032
Total loss/gain on sale of assets2013-12-31$13,265,295
Total of all expenses incurred2013-12-31$29,720,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$27,660,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$22,587,398
Value of total assets at end of year2013-12-31$314,753,453
Value of total assets at beginning of year2013-12-31$273,075,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,059,976
Total interest from all sources2013-12-31$3,129,043
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,727,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$191,147
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$508,896
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$342,992
Other income not declared elsewhere2013-12-31$-63,441
Administrative expenses (other) incurred2013-12-31$93,931
Liabilities. Value of operating payables at end of year2013-12-31$563,611
Liabilities. Value of operating payables at beginning of year2013-12-31$502,528
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$41,617,290
Value of net assets at end of year (total assets less liabilities)2013-12-31$314,189,842
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$272,572,552
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
Assets. partnership/joint venture interests at end of year2013-12-31$22,531,131
Assets. partnership/joint venture interests at beginning of year2013-12-31$9,437,433
Investment advisory and management fees2013-12-31$1,452,716
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$42,561,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$40,143,835
Value of interest in pooled separate accounts at end of year2013-12-31$16,743,542
Value of interest in pooled separate accounts at beginning of year2013-12-31$18,199,434
Interest earned on other investments2013-12-31$1,599,460
Income. Interest from US Government securities2013-12-31$216,660
Income. Interest from corporate debt instruments2013-12-31$1,309,792
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$16,789,737
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$15,269,542
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$15,269,542
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$3,131
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$33,316,590
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$32,692,304
Asset value of US Government securities at end of year2013-12-31$3,637,257
Asset value of US Government securities at beginning of year2013-12-31$3,101,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$259,861
Net investment gain/loss from pooled separate accounts2013-12-31$344,289
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$22,587,398
Employer contributions (assets) at end of year2013-12-31$2,376,857
Employer contributions (assets) at beginning of year2013-12-31$2,386,800
Income. Dividends from common stock2013-12-31$1,727,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$27,660,766
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$30,549,955
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$34,551,360
Contract administrator fees2013-12-31$322,182
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$145,737,841
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$116,950,105
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$174,046,932
Aggregate carrying amount (costs) on sale of assets2013-12-31$160,781,637
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 name2013-12-31DAVID A GERSON, CPA & ASSOC. PC
Accountancy firm EIN2013-12-31223163246
2012 : LOCAL 351 IBEW PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$15,939,703
Total unrealized appreciation/depreciation of assets2012-12-31$15,939,703
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$502,528
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,265,394
Total income from all sources (including contributions)2012-12-31$55,527,349
Total loss/gain on sale of assets2012-12-31$10,949,488
Total of all expenses incurred2012-12-31$27,202,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$25,128,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$22,683,543
Value of total assets at end of year2012-12-31$273,075,080
Value of total assets at beginning of year2012-12-31$246,512,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,073,994
Total interest from all sources2012-12-31$2,811,572
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,225,357
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$233,290
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$342,992
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$408,233
Other income not declared elsewhere2012-12-31$108,382
Administrative expenses (other) incurred2012-12-31$86,403
Liabilities. Value of operating payables at end of year2012-12-31$502,528
Liabilities. Value of operating payables at beginning of year2012-12-31$2,265,394
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$28,325,151
Value of net assets at end of year (total assets less liabilities)2012-12-31$272,572,552
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$244,247,401
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
Assets. partnership/joint venture interests at end of year2012-12-31$9,437,433
Assets. partnership/joint venture interests at beginning of year2012-12-31$9,073,831
Investment advisory and management fees2012-12-31$1,410,159
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$40,143,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$40,592,404
Value of interest in pooled separate accounts at end of year2012-12-31$18,199,434
Value of interest in pooled separate accounts at beginning of year2012-12-31$29,289,653
Interest earned on other investments2012-12-31$1,594,620
Income. Interest from US Government securities2012-12-31$412,042
Income. Interest from corporate debt instruments2012-12-31$802,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$15,269,542
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$11,327,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$11,327,037
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,992
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$32,692,304
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$30,456,260
Asset value of US Government securities at end of year2012-12-31$3,101,275
Asset value of US Government securities at beginning of year2012-12-31$3,439,056
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$23,044
Net investment gain/loss from pooled separate accounts2012-12-31$786,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$22,683,543
Employer contributions (assets) at end of year2012-12-31$2,386,800
Employer contributions (assets) at beginning of year2012-12-31$4,017,481
Income. Dividends from common stock2012-12-31$2,225,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$25,128,204
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$34,551,360
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$20,114,048
Contract administrator fees2012-12-31$344,142
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$116,950,105
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$97,794,792
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$139,551,077
Aggregate carrying amount (costs) on sale of assets2012-12-31$128,601,589
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DAVID A GERSON, CPA & ASSOC. PC
Accountancy firm EIN2012-12-31223163246
2011 : LOCAL 351 IBEW PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-12,930,595
Total unrealized appreciation/depreciation of assets2011-12-31$-12,930,595
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,265,394
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$598,155
Total income from all sources (including contributions)2011-12-31$29,712,232
Total loss/gain on sale of assets2011-12-31$9,998,618
Total of all expenses incurred2011-12-31$26,101,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$24,057,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$28,055,896
Value of total assets at end of year2011-12-31$246,512,795
Value of total assets at beginning of year2011-12-31$241,234,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,043,142
Total interest from all sources2011-12-31$1,984,820
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,231,782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$172,423
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$408,233
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$170,010
Other income not declared elsewhere2011-12-31$186,967
Administrative expenses (other) incurred2011-12-31$77,155
Liabilities. Value of operating payables at end of year2011-12-31$2,265,394
Liabilities. Value of operating payables at beginning of year2011-12-31$598,155
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$3,611,217
Value of net assets at end of year (total assets less liabilities)2011-12-31$244,247,401
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$240,636,184
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
Assets. partnership/joint venture interests at end of year2011-12-31$9,073,831
Assets. partnership/joint venture interests at beginning of year2011-12-31$10,324,208
Investment advisory and management fees2011-12-31$1,402,552
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$40,592,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$73,657,856
Value of interest in pooled separate accounts at end of year2011-12-31$29,289,653
Value of interest in pooled separate accounts at beginning of year2011-12-31$28,551,527
Interest earned on other investments2011-12-31$1,324,057
Income. Interest from US Government securities2011-12-31$180,230
Income. Interest from corporate debt instruments2011-12-31$463,304
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$11,327,037
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$9,371,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$9,371,401
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$17,229
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$30,456,260
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$21,657,175
Asset value of US Government securities at end of year2011-12-31$3,439,056
Asset value of US Government securities at beginning of year2011-12-31$11,176,961
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$407,224
Net investment gain/loss from pooled separate accounts2011-12-31$777,520
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$28,055,896
Employer contributions (assets) at end of year2011-12-31$4,017,481
Employer contributions (assets) at beginning of year2011-12-31$2,704,042
Income. Dividends from common stock2011-12-31$1,231,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$24,057,873
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$20,114,048
Contract administrator fees2011-12-31$391,012
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$97,794,792
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$83,621,159
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$187,794,608
Aggregate carrying amount (costs) on sale of assets2011-12-31$177,795,990
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 name2011-12-31DAVID A. GERSON & ASSOC. P C
Accountancy firm EIN2011-12-31223163246
2010 : LOCAL 351 IBEW PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$16,625,778
Total unrealized appreciation/depreciation of assets2010-12-31$16,625,778
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$598,155
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$447,046
Total income from all sources (including contributions)2010-12-31$48,035,364
Total loss/gain on sale of assets2010-12-31$5,306,786
Total of all expenses incurred2010-12-31$26,695,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$24,747,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$19,790,772
Value of total assets at end of year2010-12-31$241,234,339
Value of total assets at beginning of year2010-12-31$219,743,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,948,361
Total interest from all sources2010-12-31$2,598,008
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,012,613
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$151,645
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$170,010
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$133,176
Other income not declared elsewhere2010-12-31$99,480
Administrative expenses (other) incurred2010-12-31$82,710
Liabilities. Value of operating payables at end of year2010-12-31$598,155
Liabilities. Value of operating payables at beginning of year2010-12-31$447,046
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$21,339,377
Value of net assets at end of year (total assets less liabilities)2010-12-31$240,636,184
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$219,296,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$10,324,208
Assets. partnership/joint venture interests at beginning of year2010-12-31$10,127,358
Investment advisory and management fees2010-12-31$1,440,913
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$73,657,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$65,714,327
Value of interest in pooled separate accounts at end of year2010-12-31$28,551,527
Value of interest in pooled separate accounts at beginning of year2010-12-31$26,418,151
Interest earned on other investments2010-12-31$1,506,782
Income. Interest from US Government securities2010-12-31$441,910
Income. Interest from corporate debt instruments2010-12-31$649,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$9,371,401
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$7,286,561
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$7,286,561
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$21,657,175
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$26,040,221
Asset value of US Government securities at end of year2010-12-31$11,176,961
Asset value of US Government securities at beginning of year2010-12-31$4,336,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,420,875
Net investment gain/loss from pooled separate accounts2010-12-31$181,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$19,790,772
Employer contributions (assets) at end of year2010-12-31$2,704,042
Employer contributions (assets) at beginning of year2010-12-31$1,936,298
Income. Dividends from common stock2010-12-31$1,012,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$24,747,626
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$6,615,154
Contract administrator fees2010-12-31$273,093
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$83,621,159
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$71,135,651
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$38,096,336
Aggregate carrying amount (costs) on sale of assets2010-12-31$32,789,550
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DAVID A. GERSON & ASSOC., P C
Accountancy firm EIN2010-12-31223163246

Form 5500 Responses for LOCAL 351 IBEW PENSION PLAN

2022: LOCAL 351 IBEW PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LOCAL 351 IBEW PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LOCAL 351 IBEW PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LOCAL 351 IBEW PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LOCAL 351 IBEW PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedYes
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: LOCAL 351 IBEW PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LOCAL 351 IBEW PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LOCAL 351 IBEW PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LOCAL 351 IBEW PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LOCAL 351 IBEW PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LOCAL 351 IBEW PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LOCAL 351 IBEW PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LOCAL 351 IBEW PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LOCAL 351 IBEW PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – 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 number015986
Policy instance 1
Insurance contract or identification number015986
Number of Individuals Covered3615
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
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015986
Policy instance 1
Insurance contract or identification number015986
Number of Individuals Covered3610
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
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015986
Policy instance 1
Insurance contract or identification number015986
Number of Individuals Covered3693
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
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015986
Policy instance 1
Insurance contract or identification number015986
Number of Individuals Covered3591
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
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015986
Policy instance 1
Insurance contract or identification number015986
Number of Individuals Covered3590
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
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?4
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015986
Policy instance 1
Insurance contract or identification number015986
Number of Individuals Covered3678
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
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?4
Insurance broker name
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015986
Policy instance 1
Insurance contract or identification number015986
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
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?4
Insurance broker name
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015986
Policy instance 1
Insurance contract or identification number015986
Number of Individuals Covered3430
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 Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?4
Insurance broker name
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015986
Policy instance 1
Insurance contract or identification number015986
Number of Individuals Covered3421
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 Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?4
Insurance broker name
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number015986
Policy instance 1
Insurance contract or identification number015986
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 Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?4
Insurance broker name
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA-01122
Policy instance 2
Insurance contract or identification numberGA-01122
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,309
Total amount of fees paid to insurance companyUSD $64,462
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,309
Amount paid for insurance broker fees64462
Insurance broker nameULLICO INVESTMENT COMPANY
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA-01122
Policy instance 2
Insurance contract or identification numberGA-01122
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6,853
Total amount of fees paid to insurance companyUSD $80,627
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 number015986
Policy instance 1
Insurance contract or identification number015986
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 Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA-01122
Policy instance 2
Insurance contract or identification numberGA-01122
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 number015986
Policy instance 1
Insurance contract or identification number015986
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $7,198
Total amount of fees paid to insurance companyUSD $86,685
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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