401k Plan data: I.B.E.W. LOCAL UNION NO. 380 ANNUITY PLAN plan

I.B.E.W. LOCAL UNION NO. 380 ANNUITY PLAN 401k Plan overview

Plan Name	I.B.E.W. LOCAL UNION NO. 380 ANNUITY PLAN
Plan identification number	002

I.B.E.W. LOCAL UNION NO. 380 ANNUITY PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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

I.B.E.W. LOCAL UNION 380 has sponsored the creation of one or more 401k plans.

Company Name: I.B.E.W. LOCAL UNION 380

Employer identification number (EIN): 232491281

NAIC Classification: 238210
NAIC Description: Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.B.E.W. LOCAL UNION NO. 380 ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-01-01 BRIAN BURROWS
002 2014-01-01 BRIAN BURROWS BRIAN BURROWS 2015-09-16
002 2013-01-01 STEVEN H. VAN DUYNE
002 2012-01-01 STEVEN H. VAN DUYNE
002 2011-01-01 STEVEN H. VAN DUYNE
002 2009-01-01 STEVEN H. VAN DUYNE

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2015-01-01	BRIAN BURROWS
002	2014-01-01	BRIAN BURROWS	BRIAN BURROWS	2015-09-16
002	2013-01-01	STEVEN H. VAN DUYNE
002	2012-01-01	STEVEN H. VAN DUYNE
002	2011-01-01	STEVEN H. VAN DUYNE
002	2009-01-01	STEVEN H. VAN DUYNE

Plan Statistics for I.B.E.W. LOCAL UNION NO. 380 ANNUITY PLAN

401k plan membership statisitcs for I.B.E.W. LOCAL UNION NO. 380 ANNUITY PLAN

Measure Date Value
2015: I.B.E.W. LOCAL UNION NO. 380 ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 880
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
Number of employers contributing to the scheme 2015-01-01 88
2014: I.B.E.W. LOCAL UNION NO. 380 ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 882
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 777
Number of retired or separated participants receiving benefits 2014-01-01 11
Number of other retired or separated participants entitled to future benefits 2014-01-01 81
Total of all active and inactive participants 2014-01-01 869
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 11
Total participants 2014-01-01 880
Number of participants with account balances 2014-01-01 824
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
Number of employers contributing to the scheme 2014-01-01 96
2013: I.B.E.W. LOCAL UNION NO. 380 ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 893
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 765
Number of retired or separated participants receiving benefits 2013-01-01 12
Number of other retired or separated participants entitled to future benefits 2013-01-01 97
Total of all active and inactive participants 2013-01-01 874
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 8
Total participants 2013-01-01 882
Number of participants with account balances 2013-01-01 839
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
Number of employers contributing to the scheme 2013-01-01 93
2012: I.B.E.W. LOCAL UNION NO. 380 ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 895
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 770
Number of retired or separated participants receiving benefits 2012-01-01 12
Number of other retired or separated participants entitled to future benefits 2012-01-01 102
Total of all active and inactive participants 2012-01-01 884
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 9
Total participants 2012-01-01 893
Number of participants with account balances 2012-01-01 852
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: I.B.E.W. LOCAL UNION NO. 380 ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 911
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 761
Number of retired or separated participants receiving benefits 2011-01-01 10
Number of other retired or separated participants entitled to future benefits 2011-01-01 116
Total of all active and inactive participants 2011-01-01 887
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 8
Total participants 2011-01-01 895
Number of participants with account balances 2011-01-01 859
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: I.B.E.W. LOCAL UNION NO. 380 ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 943
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 800
Number of retired or separated participants receiving benefits 2009-01-01 6
Number of other retired or separated participants entitled to future benefits 2009-01-01 126
Total of all active and inactive participants 2009-01-01 932
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 5
Total participants 2009-01-01 937
Number of participants with account balances 2009-01-01 919
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
Number of employers contributing to the scheme 2009-01-01 135

Measure	Date	Value
2015: I.B.E.W. LOCAL UNION NO. 380 ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	880
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
Number of employers contributing to the scheme	2015-01-01	88
2014: I.B.E.W. LOCAL UNION NO. 380 ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	882
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	777
Number of retired or separated participants receiving benefits	2014-01-01	11
Number of other retired or separated participants entitled to future benefits	2014-01-01	81
Total of all active and inactive participants	2014-01-01	869
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	11
Total participants	2014-01-01	880
Number of participants with account balances	2014-01-01	824
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
Number of employers contributing to the scheme	2014-01-01	96
2013: I.B.E.W. LOCAL UNION NO. 380 ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	893
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	765
Number of retired or separated participants receiving benefits	2013-01-01	12
Number of other retired or separated participants entitled to future benefits	2013-01-01	97
Total of all active and inactive participants	2013-01-01	874
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	8
Total participants	2013-01-01	882
Number of participants with account balances	2013-01-01	839
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
Number of employers contributing to the scheme	2013-01-01	93
2012: I.B.E.W. LOCAL UNION NO. 380 ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	895
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	770
Number of retired or separated participants receiving benefits	2012-01-01	12
Number of other retired or separated participants entitled to future benefits	2012-01-01	102
Total of all active and inactive participants	2012-01-01	884
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	9
Total participants	2012-01-01	893
Number of participants with account balances	2012-01-01	852
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: I.B.E.W. LOCAL UNION NO. 380 ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	911
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	761
Number of retired or separated participants receiving benefits	2011-01-01	10
Number of other retired or separated participants entitled to future benefits	2011-01-01	116
Total of all active and inactive participants	2011-01-01	887
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	8
Total participants	2011-01-01	895
Number of participants with account balances	2011-01-01	859
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: I.B.E.W. LOCAL UNION NO. 380 ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	943
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	800
Number of retired or separated participants receiving benefits	2009-01-01	6
Number of other retired or separated participants entitled to future benefits	2009-01-01	126
Total of all active and inactive participants	2009-01-01	932
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	5
Total participants	2009-01-01	937
Number of participants with account balances	2009-01-01	919
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
Number of employers contributing to the scheme	2009-01-01	135

Financial Data on I.B.E.W. LOCAL UNION NO. 380 ANNUITY PLAN

Measure	Date	Value
2015 : I.B.E.W. LOCAL UNION NO. 380 ANNUITY PLAN 2015 401k financial data
Total transfer of assets from this plan	2015-12-31	$59,962,594
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$170,580
Total income from all sources (including contributions)	2015-12-31	$2,681,321
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$6,149,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$6,049,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,693,022
Value of total assets at end of year	2015-12-31	$0
Value of total assets at beginning of year	2015-12-31	$63,600,861
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$99,493
Total interest from all sources	2015-12-31	$24,217
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$382,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2015-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$382,918
Administrative expenses professional fees incurred	2015-12-31	$46,811
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$119,167
Other income not declared elsewhere	2015-12-31	$606
Administrative expenses (other) incurred	2015-12-31	$3,658
Liabilities. Value of operating payables at end of year	2015-12-31	$0
Liabilities. Value of operating payables at beginning of year	2015-12-31	$51,413
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-3,467,687
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$63,430,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$46,524
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$63,118,925
Interest earned on other investments	2015-12-31	$23,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$101,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$101,316
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$298
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$983,039
Net investment gain/loss from pooled separate accounts	2015-12-31	$-368,796
Net investment gain or loss from common/collective trusts	2015-12-31	$-1,033,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$2,693,022
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$380,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$6,049,515
Contract administrator fees	2015-12-31	$2,500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	Yes
Aggregate proceeds on sale of assets	2015-12-31	$3,978,232
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$3,978,232
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	NOVAK FRANCELLA, LLC
Accountancy firm EIN	2015-12-31	611436956
2014 : I.B.E.W. LOCAL UNION NO. 380 ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$170,580
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$142,217
Total income from all sources (including contributions)	2014-12-31	$7,766,949
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$3,897,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$3,768,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,103,752
Value of total assets at end of year	2014-12-31	$63,600,861
Value of total assets at beginning of year	2014-12-31	$59,703,242
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$129,107
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,893,508
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,893,508
Administrative expenses professional fees incurred	2014-12-31	$64,868
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$23,134
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$119,167
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$142,217
Other income not declared elsewhere	2014-12-31	$24,108
Administrative expenses (other) incurred	2014-12-31	$6,112
Liabilities. Value of operating payables at end of year	2014-12-31	$51,413
Liabilities. Value of operating payables at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$3,869,256
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$63,430,281
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$59,561,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$54,627
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$63,118,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$59,576,332
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$101,316
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$126,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$126,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$2,745,581
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$3,080,618
Employer contributions (assets) at end of year	2014-12-31	$380,620
Employer contributions (assets) at beginning of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$3,768,586
Contract administrator fees	2014-12-31	$3,500
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	NOVAK FRANCELLA LLC
Accountancy firm EIN	2014-12-31	611436956
2013 : I.B.E.W. LOCAL UNION NO. 380 ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$142,217
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$11,586,251
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$3,776,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$3,652,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,520,051
Value of total assets at end of year	2013-12-31	$59,703,242
Value of total assets at beginning of year	2013-12-31	$51,751,180
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$124,306
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$1,363,090
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$1,363,090
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$142,217
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$124,306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$7,809,845
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$59,561,025
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$51,751,180
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$59,576,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$51,687,177
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$126,910
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$64,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$64,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$7,703,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$2,520,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$3,652,100
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	LAWRENCE F TORNETTA LTD
Accountancy firm EIN	2013-12-31	232385729
2012 : I.B.E.W. LOCAL UNION NO. 380 ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$8,403,923
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$3,002,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,911,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$3,059,639
Value of total assets at end of year	2012-12-31	$51,751,180
Value of total assets at beginning of year	2012-12-31	$46,350,117
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$91,082
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$1,237,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$1,237,351
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$3,031,472
Amount contributed by the employer to the plan for this plan year	2012-12-31	$3,031,472
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Other income not declared elsewhere	2012-12-31	$-10,189
Administrative expenses (other) incurred	2012-12-31	$91,082
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$5,401,063
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$51,751,180
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$46,350,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$51,687,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$46,309,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$64,003
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$40,590
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$40,590
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$4,117,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$3,059,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,911,778
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	LAWRENCE F TORNETTA LTD.
Accountancy firm EIN	2012-12-31	232385729
2011 : I.B.E.W. LOCAL UNION NO. 380 ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$3,292,156
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$2,962,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,876,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,687,343
Value of total assets at end of year	2011-12-31	$46,350,117
Value of total assets at beginning of year	2011-12-31	$46,020,834
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$86,531
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$1,142,247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$1,142,247
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$2,687,343
Amount contributed by the employer to the plan for this plan year	2011-12-31	$2,687,343
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Administrative expenses (other) incurred	2011-12-31	$86,531
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$329,283
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$46,350,117
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$46,020,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$46,309,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$45,987,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$40,590
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$33,596
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$33,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-537,434
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$2,687,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,876,342
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	LAWRENCE F TORNETTA LTD.
Accountancy firm EIN	2011-12-31	232385729
2010 : I.B.E.W. LOCAL UNION NO. 380 ANNUITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$7,340,446
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$2,595,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,438,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,452,290
Value of total assets at end of year	2010-12-31	$46,020,834
Value of total assets at beginning of year	2010-12-31	$41,275,987
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$157,277
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$1,105,096
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$1,105,096
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$2,450,481
Amount contributed by the employer to the plan for this plan year	2010-12-31	$2,450,481
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$1,809
Administrative expenses (other) incurred	2010-12-31	$157,277
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$4,744,847
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$46,020,834
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$41,275,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$45,987,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$41,199,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$33,596
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$76,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$76,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$3,783,060
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$2,450,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,438,322
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	LAWRENCE F TORNETTA LTD.
Accountancy firm EIN	2010-12-31	232385729
2009 : I.B.E.W. LOCAL UNION NO. 380 ANNUITY PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$2,798,172
Amount contributed by the employer to the plan for this plan year	2009-12-31	$2,798,172

Form 5500 Responses for I.B.E.W. LOCAL UNION NO. 380 ANNUITY PLAN

2015: I.B.E.W. LOCAL UNION NO. 380 ANNUITY PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Multi-employer plan
2015-01-01	This submission is the final filing	Yes
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: I.B.E.W. LOCAL UNION NO. 380 ANNUITY PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Multi-employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: I.B.E.W. LOCAL UNION NO. 380 ANNUITY PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Multi-employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: I.B.E.W. LOCAL UNION NO. 380 ANNUITY PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Multi-employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: I.B.E.W. LOCAL UNION NO. 380 ANNUITY PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: I.B.E.W. LOCAL UNION NO. 380 ANNUITY PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

037873-000002

Policy instance

Insurance contract or identification number	037873-000002
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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

Potentially related plans

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	I.B.E.W. LOCAL UNION 380
Employer identification number (EIN):	232491281
NAIC Classification:	238210
NAIC Description:	Electrical Contractors and Other Wiring Installation Contractors