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INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING PLAN 401k Plan overview

Plan NameINTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING PLAN
Plan identification number 002

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

LOCAL UNION 98 I.B.E.W. - TRUSTEES PROFIT SHARING PLAN has sponsored the creation of one or more 401k plans.

Company Name:LOCAL UNION 98 I.B.E.W. - TRUSTEES PROFIT SHARING PLAN
Employer identification number (EIN):232289872
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01BRIAN BURROWS
0022016-01-01BRIAN BURROWS
0022015-01-01BRIAN BURROWS
0022014-01-01BRIAN BURROWS
0022013-01-01BRIAN BURROWS
0022012-01-01BRIAN BURROWS
0022011-01-01BRIAN BURROWS
0022009-01-01BRIAN BURROWS THOMAS A VASOLI2010-10-08

Plan Statistics for INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING PLAN

401k plan membership statisitcs for INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING PLAN

Measure Date Value
2022: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,661
Total number of active participants reported on line 7a of the Form 55002022-01-013,905
Number of retired or separated participants receiving benefits2022-01-0155
Number of other retired or separated participants entitled to future benefits2022-01-01709
Total of all active and inactive participants2022-01-014,669
Total participants2022-01-014,669
Number of participants with account balances2022-01-014,669
Number of employers contributing to the scheme2022-01-01172
2021: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014,609
Total number of active participants reported on line 7a of the Form 55002021-01-013,904
Number of retired or separated participants receiving benefits2021-01-0158
Number of other retired or separated participants entitled to future benefits2021-01-01699
Total of all active and inactive participants2021-01-014,661
Total participants2021-01-014,661
Number of participants with account balances2021-01-014,661
Number of employers contributing to the scheme2021-01-01201
2020: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,640
Total number of active participants reported on line 7a of the Form 55002020-01-013,891
Number of retired or separated participants receiving benefits2020-01-0155
Number of other retired or separated participants entitled to future benefits2020-01-01663
Total of all active and inactive participants2020-01-014,609
Total participants2020-01-014,609
Number of participants with account balances2020-01-014,609
Number of employers contributing to the scheme2020-01-01209
2019: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015,476
Total number of active participants reported on line 7a of the Form 55002019-01-013,914
Number of retired or separated participants receiving benefits2019-01-0156
Number of other retired or separated participants entitled to future benefits2019-01-01670
Total of all active and inactive participants2019-01-014,640
Total participants2019-01-014,640
Number of participants with account balances2019-01-014,640
Number of employers contributing to the scheme2019-01-01210
2018: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015,323
Total number of active participants reported on line 7a of the Form 55002018-01-013,985
Number of retired or separated participants receiving benefits2018-01-0150
Number of other retired or separated participants entitled to future benefits2018-01-011,436
Total of all active and inactive participants2018-01-015,471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-015,476
Number of participants with account balances2018-01-015,476
Number of employers contributing to the scheme2018-01-01201
2017: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015,264
Total number of active participants reported on line 7a of the Form 55002017-01-013,970
Number of retired or separated participants receiving benefits2017-01-0141
Number of other retired or separated participants entitled to future benefits2017-01-011,309
Total of all active and inactive participants2017-01-015,320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-015,323
Number of employers contributing to the scheme2017-01-01208
2016: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015,123
Total number of active participants reported on line 7a of the Form 55002016-01-014,009
Number of retired or separated participants receiving benefits2016-01-0132
Number of other retired or separated participants entitled to future benefits2016-01-011,221
Total of all active and inactive participants2016-01-015,262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-015,264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
Number of employers contributing to the scheme2016-01-01205
2015: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,340
Total number of active participants reported on line 7a of the Form 55002015-01-014,134
Number of retired or separated participants receiving benefits2015-01-0121
Number of other retired or separated participants entitled to future benefits2015-01-01967
Total of all active and inactive participants2015-01-015,122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-015,123
Number of participants with account balances2015-01-015,123
Number of employers contributing to the scheme2015-01-01224
2014: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,269
Total number of active participants reported on line 7a of the Form 55002014-01-013,371
Number of retired or separated participants receiving benefits2014-01-0117
Number of other retired or separated participants entitled to future benefits2014-01-01951
Total of all active and inactive participants2014-01-014,339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-014,340
Number of participants with account balances2014-01-014,340
Number of employers contributing to the scheme2014-01-01252
2013: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,011
Total number of active participants reported on line 7a of the Form 55002013-01-013,386
Number of retired or separated participants receiving benefits2013-01-0117
Number of other retired or separated participants entitled to future benefits2013-01-01866
Total of all active and inactive participants2013-01-014,269
Total participants2013-01-014,269
Number of participants with account balances2013-01-014,269
Number of employers contributing to the scheme2013-01-01252
2012: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,123
Total number of active participants reported on line 7a of the Form 55002012-01-013,430
Number of retired or separated participants receiving benefits2012-01-0121
Number of other retired or separated participants entitled to future benefits2012-01-01560
Total of all active and inactive participants2012-01-014,011
Total participants2012-01-014,011
Number of participants with account balances2012-01-014,011
Number of employers contributing to the scheme2012-01-01252
2011: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,280
Total number of active participants reported on line 7a of the Form 55002011-01-013,590
Number of retired or separated participants receiving benefits2011-01-0120
Number of other retired or separated participants entitled to future benefits2011-01-01513
Total of all active and inactive participants2011-01-014,123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014,123
Number of participants with account balances2011-01-014,123
Number of employers contributing to the scheme2011-01-01288
2009: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,251
Total number of active participants reported on line 7a of the Form 55002009-01-014,049
Number of retired or separated participants receiving benefits2009-01-0110
Number of other retired or separated participants entitled to future benefits2009-01-01241
Total of all active and inactive participants2009-01-014,300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-014,301
Number of participants with account balances2009-01-014,301
Number of employers contributing to the scheme2009-01-01313

Financial Data on INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING PLAN

Measure Date Value
2022 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$279,765
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$280,556
Total income from all sources (including contributions)2022-12-31$-134,596,904
Total of all expenses incurred2022-12-31$47,261,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$46,270,754
Expenses. Certain deemed distributions of participant loans2022-12-31$270,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$59,033,894
Value of total assets at end of year2022-12-31$958,457,322
Value of total assets at beginning of year2022-12-31$1,140,316,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$720,843
Total interest from all sources2022-12-31$3,027,110
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$650,212
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$650,212
Administrative expenses professional fees incurred2022-12-31$176,879
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
Participant contributions at end of year2022-12-31$1,067,030
Participant contributions at beginning of year2022-12-31$1,212,574
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$223,340
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$76,523
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$48,567
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$199,325
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$193,074
Administrative expenses (other) incurred2022-12-31$168,690
Liabilities. Value of operating payables at end of year2022-12-31$80,440
Liabilities. Value of operating payables at beginning of year2022-12-31$87,482
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-181,858,720
Value of net assets at end of year (total assets less liabilities)2022-12-31$958,177,557
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,140,036,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$285,952
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$52,492,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$66,761,251
Value of interest in pooled separate accounts at end of year2022-12-31$177,954,226
Value of interest in pooled separate accounts at beginning of year2022-12-31$267,461,169
Interest on participant loans2022-12-31$65,265
Interest earned on other investments2022-12-31$2,925,728
Value of interest in common/collective trusts at end of year2022-12-31$535,965,364
Value of interest in common/collective trusts at beginning of year2022-12-31$635,720,739
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$4,336,672
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,724,347
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,724,347
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$36,117
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$181,028,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$159,683,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-13,693,129
Net investment gain/loss from pooled separate accounts2022-12-31$-82,250,422
Net investment gain or loss from common/collective trusts2022-12-31$-101,364,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$58,810,554
Employer contributions (assets) at end of year2022-12-31$5,536,425
Employer contributions (assets) at beginning of year2022-12-31$5,704,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$46,270,754
Contract administrator fees2022-12-31$89,322
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2022-12-31611436956
2021 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$280,556
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$544,550
Total income from all sources (including contributions)2021-12-31$176,313,196
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$45,188,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$44,398,215
Expenses. Certain deemed distributions of participant loans2021-12-31$149,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$55,953,803
Value of total assets at end of year2021-12-31$1,140,316,833
Value of total assets at beginning of year2021-12-31$1,009,456,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$640,976
Total interest from all sources2021-12-31$2,776,666
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$911,421
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$911,421
Administrative expenses professional fees incurred2021-12-31$160,831
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
Participant contributions at end of year2021-12-31$1,212,574
Participant contributions at beginning of year2021-12-31$1,309,582
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$644,266
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$48,567
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$35,041
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$193,074
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$408,834
Administrative expenses (other) incurred2021-12-31$120,583
Liabilities. Value of operating payables at end of year2021-12-31$87,482
Liabilities. Value of operating payables at beginning of year2021-12-31$135,716
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$131,124,689
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,140,036,277
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,008,911,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$282,236
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$66,761,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$55,201,799
Value of interest in pooled separate accounts at end of year2021-12-31$267,461,169
Value of interest in pooled separate accounts at beginning of year2021-12-31$232,812,577
Interest on participant loans2021-12-31$67,218
Interest earned on other investments2021-12-31$2,708,916
Value of interest in common/collective trusts at end of year2021-12-31$635,720,739
Value of interest in common/collective trusts at beginning of year2021-12-31$536,384,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,724,347
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$4,890,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$4,890,191
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$532
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$159,683,452
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$173,271,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,214,114
Net investment gain/loss from pooled separate accounts2021-12-31$38,912,990
Net investment gain or loss from common/collective trusts2021-12-31$69,544,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$55,309,537
Employer contributions (assets) at end of year2021-12-31$5,704,734
Employer contributions (assets) at beginning of year2021-12-31$5,550,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$44,398,215
Contract administrator fees2021-12-31$77,326
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$42,010,980
Aggregate carrying amount (costs) on sale of assets2021-12-31$42,010,980
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2021-12-31611436956
2020 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$544,550
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$509,358
Total income from all sources (including contributions)2020-12-31$174,020,881
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$73,549,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$72,579,618
Expenses. Certain deemed distributions of participant loans2020-12-31$364,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$50,442,401
Value of total assets at end of year2020-12-31$1,009,456,138
Value of total assets at beginning of year2020-12-31$908,949,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$604,765
Total interest from all sources2020-12-31$3,298,864
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$860,809
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$860,809
Administrative expenses professional fees incurred2020-12-31$181,478
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
Participant contributions at end of year2020-12-31$1,309,582
Participant contributions at beginning of year2020-12-31$1,550,487
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$80,283
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$35,041
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$18,683
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$408,834
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$448,412
Administrative expenses (other) incurred2020-12-31$66,802
Liabilities. Value of operating payables at end of year2020-12-31$135,716
Liabilities. Value of operating payables at beginning of year2020-12-31$60,946
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$100,471,689
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,008,911,588
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$908,439,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$279,249
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$55,201,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$54,670,478
Value of interest in pooled separate accounts at end of year2020-12-31$232,812,577
Value of interest in pooled separate accounts at beginning of year2020-12-31$198,990,188
Interest on participant loans2020-12-31$82,026
Interest earned on other investments2020-12-31$3,207,114
Value of interest in common/collective trusts at end of year2020-12-31$536,384,735
Value of interest in common/collective trusts at beginning of year2020-12-31$505,251,030
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$4,890,191
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,807,657
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,807,657
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$9,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$173,271,249
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$139,128,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,158,678
Net investment gain/loss from pooled separate accounts2020-12-31$49,538,292
Net investment gain or loss from common/collective trusts2020-12-31$63,721,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$50,362,118
Employer contributions (assets) at end of year2020-12-31$5,550,964
Employer contributions (assets) at beginning of year2020-12-31$5,531,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$72,579,618
Contract administrator fees2020-12-31$77,236
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$43,266,588
Aggregate carrying amount (costs) on sale of assets2020-12-31$43,266,588
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2020-12-31611436956
2019 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$509,358
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$562,756
Total income from all sources (including contributions)2019-12-31$199,820,177
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$33,035,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$32,248,927
Expenses. Certain deemed distributions of participant loans2019-12-31$149,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$53,232,834
Value of total assets at end of year2019-12-31$908,949,257
Value of total assets at beginning of year2019-12-31$742,217,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$636,698
Total interest from all sources2019-12-31$3,154,011
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,133,666
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$1,133,666
Administrative expenses professional fees incurred2019-12-31$143,463
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$1,550,487
Participant contributions at beginning of year2019-12-31$1,316,717
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$282,873
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$18,683
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$13,355
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$448,412
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$459,110
Administrative expenses (other) incurred2019-12-31$59,799
Liabilities. Value of operating payables at end of year2019-12-31$60,946
Liabilities. Value of operating payables at beginning of year2019-12-31$103,646
Total non interest bearing cash at beginning of year2019-12-31$86,773
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$166,784,854
Value of net assets at end of year (total assets less liabilities)2019-12-31$908,439,899
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$741,655,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$269,979
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$54,670,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$42,716,712
Value of interest in pooled separate accounts at end of year2019-12-31$198,990,188
Value of interest in pooled separate accounts at beginning of year2019-12-31$155,459,442
Interest on participant loans2019-12-31$71,595
Interest earned on other investments2019-12-31$3,032,709
Value of interest in common/collective trusts at end of year2019-12-31$505,251,030
Value of interest in common/collective trusts at beginning of year2019-12-31$400,160,842
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,807,657
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,505,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,505,050
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$49,707
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$139,128,989
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$133,972,643
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,925,999
Net investment gain/loss from pooled separate accounts2019-12-31$45,545,954
Net investment gain or loss from common/collective trusts2019-12-31$85,827,713
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$52,949,961
Employer contributions (assets) at end of year2019-12-31$5,531,745
Employer contributions (assets) at beginning of year2019-12-31$4,986,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$32,248,927
Contract administrator fees2019-12-31$163,457
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
Aggregate proceeds on sale of assets2019-12-31$43,362,910
Aggregate carrying amount (costs) on sale of assets2019-12-31$43,362,910
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2019-12-31611436956
2018 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$562,756
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$229,295
Total income from all sources (including contributions)2018-12-31$13,454,961
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$34,881,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$34,004,913
Expenses. Certain deemed distributions of participant loans2018-12-31$180,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$48,763,576
Value of total assets at end of year2018-12-31$742,217,801
Value of total assets at beginning of year2018-12-31$763,310,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$695,906
Total interest from all sources2018-12-31$2,709,005
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,330,072
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$2,330,072
Administrative expenses professional fees incurred2018-12-31$160,889
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
Participant contributions at end of year2018-12-31$1,316,717
Participant contributions at beginning of year2018-12-31$1,112,164
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$50,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$13,355
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$10,217
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$459,110
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$77,195
Administrative expenses (other) incurred2018-12-31$47,095
Liabilities. Value of operating payables at end of year2018-12-31$103,646
Liabilities. Value of operating payables at beginning of year2018-12-31$152,100
Total non interest bearing cash at end of year2018-12-31$86,773
Total non interest bearing cash at beginning of year2018-12-31$2,477,529
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-21,426,576
Value of net assets at end of year (total assets less liabilities)2018-12-31$741,655,045
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$763,081,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$405,952
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$42,716,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$47,936,619
Value of interest in pooled separate accounts at end of year2018-12-31$155,459,442
Value of interest in pooled separate accounts at beginning of year2018-12-31$166,956,627
Interest on participant loans2018-12-31$57,710
Interest earned on other investments2018-12-31$2,614,705
Value of interest in common/collective trusts at end of year2018-12-31$400,160,842
Value of interest in common/collective trusts at beginning of year2018-12-31$410,137,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,505,050
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,241,696
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,241,696
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$36,590
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$133,972,643
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$128,788,254
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,664,755
Net investment gain/loss from pooled separate accounts2018-12-31$-9,791,577
Net investment gain or loss from common/collective trusts2018-12-31$-22,891,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$48,713,576
Employer contributions (assets) at end of year2018-12-31$4,986,267
Employer contributions (assets) at beginning of year2018-12-31$4,650,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$34,004,913
Contract administrator fees2018-12-31$81,970
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$44,788,861
Aggregate carrying amount (costs) on sale of assets2018-12-31$44,788,861
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2018-12-31611436956
2017 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-226,220
Total unrealized appreciation/depreciation of assets2017-12-31$-226,220
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$229,295
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$244,324
Total income from all sources (including contributions)2017-12-31$146,093,068
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$26,437,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$25,764,620
Expenses. Certain deemed distributions of participant loans2017-12-31$223,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$46,541,550
Value of total assets at end of year2017-12-31$763,310,916
Value of total assets at beginning of year2017-12-31$643,670,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$449,280
Total interest from all sources2017-12-31$2,516,130
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,517,877
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$1,517,877
Administrative expenses professional fees incurred2017-12-31$214,906
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
Participant contributions at end of year2017-12-31$1,112,164
Participant contributions at beginning of year2017-12-31$1,029,902
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$120,794
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$10,217
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$129,261
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$77,195
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$112,546
Other income not declared elsewhere2017-12-31$162,550
Administrative expenses (other) incurred2017-12-31$67,007
Liabilities. Value of operating payables at end of year2017-12-31$152,100
Liabilities. Value of operating payables at beginning of year2017-12-31$131,778
Total non interest bearing cash at end of year2017-12-31$2,477,529
Total non interest bearing cash at beginning of year2017-12-31$2,411,198
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$119,655,658
Value of net assets at end of year (total assets less liabilities)2017-12-31$763,081,621
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$643,425,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$53,046
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$47,936,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$21,682,213
Value of interest in pooled separate accounts at end of year2017-12-31$166,956,627
Value of interest in pooled separate accounts at beginning of year2017-12-31$149,850,775
Interest on participant loans2017-12-31$51,476
Interest earned on other investments2017-12-31$2,448,163
Value of interest in common/collective trusts at end of year2017-12-31$410,137,763
Value of interest in common/collective trusts at beginning of year2017-12-31$332,732,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,241,696
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,072,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,072,519
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$16,491
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$128,788,254
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$130,630,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,227,354
Net investment gain/loss from pooled separate accounts2017-12-31$33,284,218
Net investment gain or loss from common/collective trusts2017-12-31$57,069,609
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$46,420,756
Employer contributions (assets) at end of year2017-12-31$4,650,047
Employer contributions (assets) at beginning of year2017-12-31$4,131,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$25,764,620
Contract administrator fees2017-12-31$114,321
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$47,308,515
Aggregate carrying amount (costs) on sale of assets2017-12-31$47,308,515
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 name2017-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2017-12-31611436956
2016 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$77,854
Total unrealized appreciation/depreciation of assets2016-12-31$77,854
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$244,324
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$255,708
Total income from all sources (including contributions)2016-12-31$77,959,753
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$24,010,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$23,567,548
Expenses. Certain deemed distributions of participant loans2016-12-31$74,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$42,764,482
Value of total assets at end of year2016-12-31$643,670,287
Value of total assets at beginning of year2016-12-31$589,732,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$369,124
Total interest from all sources2016-12-31$2,395,927
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$733,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$733,990
Administrative expenses professional fees incurred2016-12-31$174,300
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
Participant contributions at end of year2016-12-31$1,029,902
Participant contributions at beginning of year2016-12-31$828,104
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$68,587
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$129,261
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$193,384
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$112,546
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$121,048
Other income not declared elsewhere2016-12-31$196,107
Administrative expenses (other) incurred2016-12-31$51,629
Liabilities. Value of operating payables at end of year2016-12-31$131,778
Liabilities. Value of operating payables at beginning of year2016-12-31$134,660
Total non interest bearing cash at end of year2016-12-31$2,411,198
Total non interest bearing cash at beginning of year2016-12-31$1,813,292
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$53,948,996
Value of net assets at end of year (total assets less liabilities)2016-12-31$643,425,963
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$589,476,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$53,748
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$21,682,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,603,495
Value of interest in pooled separate accounts at end of year2016-12-31$149,850,775
Value of interest in pooled separate accounts at beginning of year2016-12-31$146,488,927
Interest on participant loans2016-12-31$47,561
Interest earned on other investments2016-12-31$2,345,242
Value of interest in common/collective trusts at end of year2016-12-31$332,732,734
Value of interest in common/collective trusts at beginning of year2016-12-31$296,688,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,072,519
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$960,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$960,445
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$130,630,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$118,637,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,215,302
Net investment gain/loss from pooled separate accounts2016-12-31$5,913,169
Net investment gain or loss from common/collective trusts2016-12-31$23,662,922
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$42,695,895
Employer contributions (assets) at end of year2016-12-31$4,131,403
Employer contributions (assets) at beginning of year2016-12-31$4,519,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$23,567,548
Contract administrator fees2016-12-31$89,447
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$43,994,794
Aggregate carrying amount (costs) on sale of assets2016-12-31$43,994,794
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 name2016-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2016-12-31611436956
2015 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$371,794
Total unrealized appreciation/depreciation of assets2015-12-31$371,794
Total transfer of assets to this plan2015-12-31$59,962,594
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$255,708
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$92,588
Total income from all sources (including contributions)2015-12-31$41,029,657
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$17,777,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$17,372,908
Expenses. Certain deemed distributions of participant loans2015-12-31$90,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$36,978,387
Value of total assets at end of year2015-12-31$589,732,675
Value of total assets at beginning of year2015-12-31$506,355,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$314,169
Total interest from all sources2015-12-31$2,224,502
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$420,011
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$420,011
Administrative expenses professional fees incurred2015-12-31$150,880
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
Participant contributions at end of year2015-12-31$828,104
Participant contributions at beginning of year2015-12-31$657,608
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$227,119
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$193,384
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$112,523
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$121,048
Administrative expenses (other) incurred2015-12-31$50,242
Liabilities. Value of operating payables at end of year2015-12-31$134,660
Liabilities. Value of operating payables at beginning of year2015-12-31$92,588
Total non interest bearing cash at end of year2015-12-31$1,813,292
Total non interest bearing cash at beginning of year2015-12-31$974,586
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$23,251,693
Value of net assets at end of year (total assets less liabilities)2015-12-31$589,476,967
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$506,262,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$52,289
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$19,603,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,780,649
Value of interest in pooled separate accounts at end of year2015-12-31$146,488,927
Value of interest in pooled separate accounts at beginning of year2015-12-31$128,846,592
Interest on participant loans2015-12-31$45,013
Interest earned on other investments2015-12-31$2,178,381
Value of interest in common/collective trusts at end of year2015-12-31$296,688,133
Value of interest in common/collective trusts at beginning of year2015-12-31$248,867,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$960,445
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,164,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,164,149
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,108
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$118,637,809
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$107,771,230
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-415,021
Net investment gain/loss from pooled separate accounts2015-12-31$4,356,161
Net investment gain or loss from common/collective trusts2015-12-31$-2,906,177
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$36,751,268
Employer contributions (assets) at end of year2015-12-31$4,519,086
Employer contributions (assets) at beginning of year2015-12-31$4,180,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$17,372,908
Contract administrator fees2015-12-31$60,758
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$35,445,157
Aggregate carrying amount (costs) on sale of assets2015-12-31$35,445,157
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 name2015-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2015-12-31611436956
2014 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$92,588
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$71,431
Total income from all sources (including contributions)2014-12-31$61,049,485
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$26,091,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$25,632,071
Expenses. Certain deemed distributions of participant loans2014-12-31$96,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$34,373,620
Value of total assets at end of year2014-12-31$506,355,268
Value of total assets at beginning of year2014-12-31$471,376,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$363,438
Total interest from all sources2014-12-31$2,292,434
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$128,909
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$128,909
Administrative expenses professional fees incurred2014-12-31$183,028
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
Participant contributions at end of year2014-12-31$657,608
Participant contributions at beginning of year2014-12-31$610,182
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$29,186
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$112,523
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$152,311
Other income not declared elsewhere2014-12-31$172,921
Administrative expenses (other) incurred2014-12-31$64,094
Liabilities. Value of operating payables at end of year2014-12-31$92,588
Liabilities. Value of operating payables at beginning of year2014-12-31$71,431
Total non interest bearing cash at end of year2014-12-31$974,586
Total non interest bearing cash at beginning of year2014-12-31$963,815
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$34,957,714
Value of net assets at end of year (total assets less liabilities)2014-12-31$506,262,680
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$471,304,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$53,416
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$13,780,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$222,052,409
Value of interest in pooled separate accounts at end of year2014-12-31$128,846,592
Value of interest in pooled separate accounts at beginning of year2014-12-31$122,674,256
Interest on participant loans2014-12-31$39,081
Interest earned on other investments2014-12-31$2,253,120
Value of interest in common/collective trusts at end of year2014-12-31$248,867,742
Value of interest in common/collective trusts at beginning of year2014-12-31$9,615,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,164,149
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$636,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$636,320
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$233
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$107,771,230
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$111,074,281
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$36,155
Net investment gain/loss from pooled separate accounts2014-12-31$7,506,047
Net investment gain or loss from common/collective trusts2014-12-31$16,539,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$34,344,434
Employer contributions (assets) at end of year2014-12-31$4,180,189
Employer contributions (assets) at beginning of year2014-12-31$3,597,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$25,632,071
Contract administrator fees2014-12-31$62,900
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$32,618,671
Aggregate carrying amount (costs) on sale of assets2014-12-31$32,618,671
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 name2014-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2014-12-31611436956
2013 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$71,431
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$60,540
Total income from all sources (including contributions)2013-12-31$99,325,375
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$27,145,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$26,647,755
Expenses. Certain deemed distributions of participant loans2013-12-31$107,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$31,150,636
Value of total assets at end of year2013-12-31$471,376,397
Value of total assets at beginning of year2013-12-31$399,186,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$390,447
Total interest from all sources2013-12-31$2,540,892
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,327,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,327,112
Administrative expenses professional fees incurred2013-12-31$216,230
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
Participant contributions at end of year2013-12-31$610,182
Participant contributions at beginning of year2013-12-31$623,920
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,412
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$152,311
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$160,488
Other income not declared elsewhere2013-12-31$297,290
Administrative expenses (other) incurred2013-12-31$56,734
Liabilities. Value of operating payables at end of year2013-12-31$71,431
Liabilities. Value of operating payables at beginning of year2013-12-31$60,540
Total non interest bearing cash at end of year2013-12-31$963,815
Total non interest bearing cash at beginning of year2013-12-31$935,831
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$72,179,463
Value of net assets at end of year (total assets less liabilities)2013-12-31$471,304,966
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$399,125,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$54,447
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$222,052,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$180,628,314
Value of interest in pooled separate accounts at end of year2013-12-31$122,674,256
Value of interest in pooled separate accounts at beginning of year2013-12-31$98,626,620
Interest on participant loans2013-12-31$36,706
Interest earned on other investments2013-12-31$2,503,859
Value of interest in common/collective trusts at end of year2013-12-31$9,615,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$636,320
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,572,321
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,572,321
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$327
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$111,074,281
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$111,085,049
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$28,261,873
Net investment gain/loss from pooled separate accounts2013-12-31$31,158,458
Net investment gain or loss from common/collective trusts2013-12-31$1,589,114
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$31,146,224
Employer contributions (assets) at end of year2013-12-31$3,597,789
Employer contributions (assets) at beginning of year2013-12-31$3,553,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$26,647,755
Contract administrator fees2013-12-31$63,036
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$32,150,723
Aggregate carrying amount (costs) on sale of assets2013-12-31$32,150,723
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 name2013-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2013-12-31611436956
2012 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$60,540
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$88,379
Total income from all sources (including contributions)2012-12-31$66,279,458
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$30,905,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$30,384,061
Expenses. Certain deemed distributions of participant loans2012-12-31$138,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$28,695,807
Value of total assets at end of year2012-12-31$399,186,043
Value of total assets at beginning of year2012-12-31$363,839,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$383,200
Total interest from all sources2012-12-31$2,904,991
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,890,448
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$3,890,448
Administrative expenses professional fees incurred2012-12-31$219,234
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
Participant contributions at end of year2012-12-31$623,920
Participant contributions at beginning of year2012-12-31$648,879
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$9,600
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$160,488
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$155,059
Other income not declared elsewhere2012-12-31$194,200
Administrative expenses (other) incurred2012-12-31$51,186
Liabilities. Value of operating payables at end of year2012-12-31$60,540
Liabilities. Value of operating payables at beginning of year2012-12-31$88,379
Total non interest bearing cash at end of year2012-12-31$935,831
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$35,374,038
Value of net assets at end of year (total assets less liabilities)2012-12-31$399,125,503
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$363,751,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$52,566
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$180,628,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$155,070,423
Value of interest in pooled separate accounts at end of year2012-12-31$98,626,620
Value of interest in pooled separate accounts at beginning of year2012-12-31$93,923,771
Interest on participant loans2012-12-31$42,279
Interest earned on other investments2012-12-31$2,856,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,572,321
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,332,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,332,203
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$6,409
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$111,085,049
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$108,752,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$16,654,811
Net investment gain/loss from pooled separate accounts2012-12-31$13,939,201
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$28,686,207
Employer contributions (assets) at end of year2012-12-31$3,553,500
Employer contributions (assets) at beginning of year2012-12-31$3,957,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$30,384,061
Contract administrator fees2012-12-31$60,214
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$25,206,859
Aggregate carrying amount (costs) on sale of assets2012-12-31$25,206,859
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 name2012-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2012-12-31611436956
2011 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$88,379
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$57,300
Total income from all sources (including contributions)2011-12-31$26,048,232
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$45,448,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$44,911,904
Expenses. Certain deemed distributions of participant loans2011-12-31$171,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$28,452,785
Value of total assets at end of year2011-12-31$363,839,844
Value of total assets at beginning of year2011-12-31$383,208,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$364,334
Total interest from all sources2011-12-31$3,163,875
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,717,054
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$3,717,054
Administrative expenses professional fees incurred2011-12-31$217,629
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
Participant contributions at end of year2011-12-31$648,879
Participant contributions at beginning of year2011-12-31$815,933
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$341,708
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$155,059
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$37,603
Other income not declared elsewhere2011-12-31$194,435
Administrative expenses (other) incurred2011-12-31$43,105
Liabilities. Value of operating payables at end of year2011-12-31$88,379
Liabilities. Value of operating payables at beginning of year2011-12-31$57,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-19,399,794
Value of net assets at end of year (total assets less liabilities)2011-12-31$363,751,465
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$383,151,259
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$42,520
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$155,070,423
Value of interest in pooled separate accounts at end of year2011-12-31$93,923,771
Value of interest in pooled separate accounts at beginning of year2011-12-31$274,105,805
Interest on participant loans2011-12-31$54,330
Interest earned on other investments2011-12-31$3,108,630
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,332,203
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,824,123
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,824,123
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$915
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$108,752,118
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$103,066,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-12,633,866
Net investment gain/loss from pooled separate accounts2011-12-31$3,153,949
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$28,111,077
Employer contributions (assets) at end of year2011-12-31$3,957,391
Employer contributions (assets) at beginning of year2011-12-31$3,358,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$44,911,904
Contract administrator fees2011-12-31$61,080
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$25,919,362
Aggregate carrying amount (costs) on sale of assets2011-12-31$25,919,362
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 name2011-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2011-12-31611436956
2010 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$57,300
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$69,900
Total income from all sources (including contributions)2010-12-31$64,073,764
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$25,649,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$25,353,378
Expenses. Certain deemed distributions of participant loans2010-12-31$-48,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$27,844,297
Value of total assets at end of year2010-12-31$383,208,559
Value of total assets at beginning of year2010-12-31$344,797,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$345,338
Total interest from all sources2010-12-31$3,325,262
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$212,256
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
Participant contributions at end of year2010-12-31$815,933
Participant contributions at beginning of year2010-12-31$689,175
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$33,339
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$37,603
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$56,913
Other income not declared elsewhere2010-12-31$162,500
Administrative expenses (other) incurred2010-12-31$45,994
Liabilities. Value of operating payables at end of year2010-12-31$57,300
Liabilities. Value of operating payables at beginning of year2010-12-31$69,900
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$38,423,835
Value of net assets at end of year (total assets less liabilities)2010-12-31$383,151,259
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$344,727,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$27,088
Value of interest in pooled separate accounts at end of year2010-12-31$274,105,805
Value of interest in pooled separate accounts at beginning of year2010-12-31$237,748,492
Interest on participant loans2010-12-31$43,471
Interest earned on other investments2010-12-31$3,280,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,824,123
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,393,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,393,182
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,559
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$103,066,962
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$100,902,555
Net investment gain/loss from pooled separate accounts2010-12-31$32,741,705
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$27,810,958
Employer contributions (assets) at end of year2010-12-31$3,358,133
Employer contributions (assets) at beginning of year2010-12-31$3,007,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$25,353,378
Contract administrator fees2010-12-31$60,000
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
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$26,782,491
Aggregate carrying amount (costs) on sale of assets2010-12-31$26,782,491
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 name2010-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2010-12-31611436956

Form 5500 Responses for INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING PLAN

2022: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING 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: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING 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: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING 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: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING 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: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING 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: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING 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: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING 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: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING 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: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING 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: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING 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: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 98 - PROFIT SHARING 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 number37873/001
Policy instance 1
Insurance contract or identification number37873/001
Number of Individuals Covered4669
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number37873/001
Policy instance 1
Insurance contract or identification number37873/001
Number of Individuals Covered4661
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number37873/001
Policy instance 1
Insurance contract or identification number37873/001
Number of Individuals Covered4609
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number37873/001
Policy instance 1
Insurance contract or identification number37873/001
Number of Individuals Covered4640
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number37873/001
Policy instance 1
Insurance contract or identification number37873/001
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number37873/001
Policy instance 1
Insurance contract or identification number37873/001
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number37873/001
Policy instance 1
Insurance contract or identification number37873/001
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number37873/001
Policy instance 1
Insurance contract or identification number37873/001
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number37873/001
Policy instance 1
Insurance contract or identification number37873/001
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number37873/001
Policy instance 1
Insurance contract or identification number37873/001
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number37873/001
Policy instance 1
Insurance contract or identification number37873/001
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number37873/001
Policy instance 1
Insurance contract or identification number37873/001
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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