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143 IBEW BENEFIT FUNDS - PENSION FUND 401k Plan overview

Plan Name143 IBEW BENEFIT FUNDS - PENSION FUND
Plan identification number 001

143 IBEW BENEFIT FUNDS - PENSION FUND Benefits

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

401k Sponsoring company profile

IBEW 143 BENEFIT FUNDS - PENSION FUND has sponsored the creation of one or more 401k plans.

Company Name:IBEW 143 BENEFIT FUNDS - PENSION FUND
Employer identification number (EIN):236537047
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 143 IBEW BENEFIT FUNDS - PENSION FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ROBERT S BAIR2023-09-28
0012021-01-01ROBERT BAIR2022-10-11
0012020-01-01ROBERT BAIR2021-10-07
0012019-01-01ROBERT BAIR2020-10-12
0012018-01-01ROBERT BAIR2019-10-01
0012017-01-01
0012016-01-01
0012015-01-01ROBERT BAIR KIRK SPONAUGLE2016-10-16
0012014-01-01KATHY SNOKE
0012013-01-01KATHY SNOKE KATHY SNOKE2014-10-14
0012012-01-01KATHY SNOKE KATHY SNOKE2013-10-11
0012011-01-01KATHY SNOKE KATHY SNOKE2012-10-11
0012010-01-01KATHY SNOKE KATHY SNOKE2011-10-13
0012009-01-01KATHY SNOKE KATHY SNOKE2010-10-14

Plan Statistics for 143 IBEW BENEFIT FUNDS - PENSION FUND

401k plan membership statisitcs for 143 IBEW BENEFIT FUNDS - PENSION FUND

Measure Date Value
2022: 143 IBEW BENEFIT FUNDS - PENSION FUND 2022 401k membership
Current value of assets2022-12-3182,152,672
Acturial value of assets for funding standard account2022-12-3176,507,456
Accrued liability for plan using immediate gains methods2022-12-3177,741,148
Accrued liability under unit credit cost method2022-12-3177,741,148
RPA 94 current liability2022-12-31166,998,174
Expected increase in current liability due to benefits accruing during the plan year2022-12-313,162,129
Expected release from RPA 94 current liability for plan year2022-12-316,026,185
Expected plan disbursements for the plan year2022-12-316,026,185
Current value of assets2022-12-3182,152,672
Number of retired participants and beneficiaries receiving payment2022-12-31426
Current liability for retired participants and beneficiaries receiving payment2022-12-3179,270,921
Number of terminated vested participants2022-12-31202
Current liability for terminated vested participants2022-12-3124,947,136
Current liability for active participants non vested benefits2022-12-313,009,273
Current liability for active participants vested benefits2022-12-3159,770,844
Total number of active articipats2022-12-31356
Current liability for active participants2022-12-3162,780,117
Total participant count with liabilities2022-12-31984
Total current liabilitoes for participants with libailities2022-12-31166,998,174
Total employer contributions in plan year2022-12-314,805,496
Total employee contributions in plan year2022-12-310
Employer’s normal cost for plan year as of valuation date2022-12-311,166,501
Prior year credit balance2022-12-3111,654,935
Amortization credits as of valuation date2022-12-311,616,009
Total participants, beginning-of-year2022-01-01981
Total number of active participants reported on line 7a of the Form 55002022-01-01356
Number of retired or separated participants receiving benefits2022-01-01324
Number of other retired or separated participants entitled to future benefits2022-01-01202
Total of all active and inactive participants2022-01-01882
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01102
Total participants2022-01-01984
Number of employers contributing to the scheme2022-01-0151
2021: 143 IBEW BENEFIT FUNDS - PENSION FUND 2021 401k membership
Current value of assets2021-12-3175,258,474
Acturial value of assets for funding standard account2021-12-3170,283,228
Accrued liability for plan using immediate gains methods2021-12-3177,614,558
Accrued liability under unit credit cost method2021-12-3177,614,558
RPA 94 current liability2021-12-31162,700,388
Expected increase in current liability due to benefits accruing during the plan year2021-12-313,173,405
Expected release from RPA 94 current liability for plan year2021-12-315,987,857
Expected plan disbursements for the plan year2021-12-315,987,857
Current value of assets2021-12-3175,258,474
Number of retired participants and beneficiaries receiving payment2021-12-31421
Current liability for retired participants and beneficiaries receiving payment2021-12-3177,179,855
Number of terminated vested participants2021-12-31199
Current liability for terminated vested participants2021-12-3123,257,478
Current liability for active participants non vested benefits2021-12-312,927,317
Current liability for active participants vested benefits2021-12-3159,335,738
Total number of active articipats2021-12-31361
Current liability for active participants2021-12-3162,263,055
Total participant count with liabilities2021-12-31981
Total current liabilitoes for participants with libailities2021-12-31162,700,388
Total employer contributions in plan year2021-12-314,672,124
Total employee contributions in plan year2021-12-310
Employer’s normal cost for plan year as of valuation date2021-12-311,135,461
Prior year credit balance2021-12-319,727,239
Amortization credits as of valuation date2021-12-311,294,693
Total participants, beginning-of-year2021-01-01988
Total number of active participants reported on line 7a of the Form 55002021-01-01361
Number of retired or separated participants receiving benefits2021-01-01317
Number of other retired or separated participants entitled to future benefits2021-01-01199
Total of all active and inactive participants2021-01-01877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01104
Total participants2021-01-01981
Number of employers contributing to the scheme2021-01-0150
2020: 143 IBEW BENEFIT FUNDS - PENSION FUND 2020 401k membership
Current value of assets2020-12-3167,105,305
Acturial value of assets for funding standard account2020-12-3165,229,366
Accrued liability for plan using immediate gains methods2020-12-3177,122,502
Accrued liability under unit credit cost method2020-12-3177,122,502
RPA 94 current liability2020-12-31149,660,135
Expected increase in current liability due to benefits accruing during the plan year2020-12-312,812,663
Expected release from RPA 94 current liability for plan year2020-12-315,903,920
Expected plan disbursements for the plan year2020-12-315,903,920
Current value of assets2020-12-3167,105,305
Number of retired participants and beneficiaries receiving payment2020-12-31424
Current liability for retired participants and beneficiaries receiving payment2020-12-3173,895,370
Number of terminated vested participants2020-12-31201
Current liability for terminated vested participants2020-12-3120,342,246
Current liability for active participants non vested benefits2020-12-312,365,618
Current liability for active participants vested benefits2020-12-3153,056,901
Total number of active articipats2020-12-31363
Current liability for active participants2020-12-3155,422,519
Total participant count with liabilities2020-12-31988
Total current liabilitoes for participants with libailities2020-12-31149,660,135
Total employer contributions in plan year2020-12-314,601,538
Total employee contributions in plan year2020-12-310
Employer’s normal cost for plan year as of valuation date2020-12-311,137,358
Prior year credit balance2020-12-318,207,401
Amortization credits as of valuation date2020-12-311,091,251
Total participants, beginning-of-year2020-01-01940
Total number of active participants reported on line 7a of the Form 55002020-01-01363
Number of retired or separated participants receiving benefits2020-01-01318
Number of other retired or separated participants entitled to future benefits2020-01-01201
Total of all active and inactive participants2020-01-01882
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01106
Total participants2020-01-01988
Number of employers contributing to the scheme2020-01-0146
2019: 143 IBEW BENEFIT FUNDS - PENSION FUND 2019 401k membership
Current value of assets2019-12-3157,582,761
Acturial value of assets for funding standard account2019-12-3162,042,977
Accrued liability for plan using immediate gains methods2019-12-3175,763,605
Accrued liability under unit credit cost method2019-12-3175,763,605
RPA 94 current liability2019-12-31145,536,245
Expected increase in current liability due to benefits accruing during the plan year2019-12-312,783,124
Expected release from RPA 94 current liability for plan year2019-12-315,691,700
Expected plan disbursements for the plan year2019-12-315,691,700
Current value of assets2019-12-3157,582,761
Number of retired participants and beneficiaries receiving payment2019-12-31419
Current liability for retired participants and beneficiaries receiving payment2019-12-3173,431,986
Number of terminated vested participants2019-12-31195
Current liability for terminated vested participants2019-12-3118,803,778
Current liability for active participants non vested benefits2019-12-312,357,152
Current liability for active participants vested benefits2019-12-3150,943,329
Total number of active articipats2019-12-31356
Current liability for active participants2019-12-3153,300,481
Total participant count with liabilities2019-12-31970
Total current liabilitoes for participants with libailities2019-12-31145,536,245
Total employer contributions in plan year2019-12-314,913,568
Total employee contributions in plan year2019-12-310
Employer’s normal cost for plan year as of valuation date2019-12-311,159,735
Prior year credit balance2019-12-316,502,469
Amortization credits as of valuation date2019-12-311,091,251
Total participants, beginning-of-year2019-01-01970
Total number of active participants reported on line 7a of the Form 55002019-01-01351
Number of retired or separated participants receiving benefits2019-01-01355
Number of other retired or separated participants entitled to future benefits2019-01-01190
Total of all active and inactive participants2019-01-01896
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0144
Total participants2019-01-01940
Number of employers contributing to the scheme2019-01-0150
2018: 143 IBEW BENEFIT FUNDS - PENSION FUND 2018 401k membership
Current value of assets2018-12-3160,748,558
Acturial value of assets for funding standard account2018-12-3160,008,163
Accrued liability for plan using immediate gains methods2018-12-3174,575,041
Accrued liability under unit credit cost method2018-12-3174,575,041
RPA 94 current liability2018-12-31146,284,411
Expected increase in current liability due to benefits accruing during the plan year2018-12-312,785,308
Expected release from RPA 94 current liability for plan year2018-12-315,642,373
Expected plan disbursements for the plan year2018-12-315,642,373
Current value of assets2018-12-3160,748,558
Number of retired participants and beneficiaries receiving payment2018-12-31414
Current liability for retired participants and beneficiaries receiving payment2018-12-3173,521,072
Number of terminated vested participants2018-12-31201
Current liability for terminated vested participants2018-12-3119,507,202
Current liability for active participants non vested benefits2018-12-312,497,777
Current liability for active participants vested benefits2018-12-3150,758,360
Total number of active articipats2018-12-31357
Current liability for active participants2018-12-3153,256,137
Total participant count with liabilities2018-12-31972
Total current liabilitoes for participants with libailities2018-12-31146,284,411
Total employer contributions in plan year2018-12-314,647,150
Total employee contributions in plan year2018-12-310
Employer’s normal cost for plan year as of valuation date2018-12-311,129,147
Prior year credit balance2018-12-314,996,432
Amortization credits as of valuation date2018-12-311,091,251
Total participants, beginning-of-year2018-01-01972
Total number of active participants reported on line 7a of the Form 55002018-01-01343
Number of retired or separated participants receiving benefits2018-01-01349
Number of other retired or separated participants entitled to future benefits2018-01-01192
Total of all active and inactive participants2018-01-01884
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01105
Total participants2018-01-01989
Number of employers contributing to the scheme2018-01-0154
2017: 143 IBEW BENEFIT FUNDS - PENSION FUND 2017 401k membership
Current value of assets2017-12-3154,044,699
Acturial value of assets for funding standard account2017-12-3156,341,498
Accrued liability for plan using immediate gains methods2017-12-3173,025,206
Accrued liability under unit credit cost method2017-12-3173,025,206
RPA 94 current liability2017-12-31122,638,726
Expected increase in current liability due to benefits accruing during the plan year2017-12-312,334,563
Expected release from RPA 94 current liability for plan year2017-12-315,321,762
Expected plan disbursements for the plan year2017-12-315,321,762
Current value of assets2017-12-3154,044,699
Number of retired participants and beneficiaries receiving payment2017-12-31396
Current liability for retired participants and beneficiaries receiving payment2017-12-3158,464,124
Number of terminated vested participants2017-12-31212
Current liability for terminated vested participants2017-12-3118,106,971
Current liability for active participants non vested benefits2017-12-312,206,217
Current liability for active participants vested benefits2017-12-3143,861,414
Total number of active articipats2017-12-31335
Current liability for active participants2017-12-3146,067,631
Total participant count with liabilities2017-12-31943
Total current liabilitoes for participants with libailities2017-12-31122,638,726
Total employer contributions in plan year2017-12-314,743,535
Total employee contributions in plan year2017-12-310
Employer’s normal cost for plan year as of valuation date2017-12-311,089,439
Prior year credit balance2017-12-313,609,480
Amortization credits as of valuation date2017-12-311,091,251
Total participants, beginning-of-year2017-01-01981
Total number of active participants reported on line 7a of the Form 55002017-01-01393
Number of retired or separated participants receiving benefits2017-01-01323
Number of other retired or separated participants entitled to future benefits2017-01-01200
Total of all active and inactive participants2017-01-01916
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0193
Total participants2017-01-011,009
Number of employers contributing to the scheme2017-01-0155
2016: 143 IBEW BENEFIT FUNDS - PENSION FUND 2016 401k membership
Current value of assets2016-12-3152,370,718
Acturial value of assets for funding standard account2016-12-3154,332,582
Accrued liability for plan using immediate gains methods2016-12-3172,317,622
Accrued liability under unit credit cost method2016-12-3172,317,622
RPA 94 current liability2016-12-31118,170,589
Expected increase in current liability due to benefits accruing during the plan year2016-12-312,248,587
Expected release from RPA 94 current liability for plan year2016-12-315,234,855
Expected plan disbursements for the plan year2016-12-315,234,855
Current value of assets2016-12-3152,370,718
Number of retired participants and beneficiaries receiving payment2016-12-31403
Current liability for retired participants and beneficiaries receiving payment2016-12-3157,069,106
Number of terminated vested participants2016-12-31193
Current liability for terminated vested participants2016-12-3115,102,910
Current liability for active participants non vested benefits2016-12-312,258,526
Current liability for active participants vested benefits2016-12-3143,740,047
Total number of active articipats2016-12-31363
Current liability for active participants2016-12-3145,998,573
Total participant count with liabilities2016-12-31959
Total current liabilitoes for participants with libailities2016-12-31118,170,589
Total employer contributions in plan year2016-12-313,831,104
Total employee contributions in plan year2016-12-310
Employer’s normal cost for plan year as of valuation date2016-12-311,088,529
Prior year credit balance2016-12-313,354,454
Amortization credits as of valuation date2016-12-311,091,251
Total participants, beginning-of-year2016-01-011,072
Total number of active participants reported on line 7a of the Form 55002016-01-01383
Number of retired or separated participants receiving benefits2016-01-01314
Number of other retired or separated participants entitled to future benefits2016-01-01195
Total of all active and inactive participants2016-01-01892
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0189
Total participants2016-01-01981
Number of employers contributing to the scheme2016-01-0148
2015: 143 IBEW BENEFIT FUNDS - PENSION FUND 2015 401k membership
Current value of assets2015-12-3152,617,066
Acturial value of assets for funding standard account2015-12-3153,444,167
Accrued liability for plan using immediate gains methods2015-12-3168,598,870
Accrued liability under unit credit cost method2015-12-3168,598,870
RPA 94 current liability2015-12-31122,288,454
Expected increase in current liability due to benefits accruing during the plan year2015-12-312,740,406
Expected plan disbursements for the plan year2015-12-314,745,294
Current value of assets2015-12-3152,617,066
Number of retired participants and beneficiaries receiving payment2015-12-31398
Current liability for retired participants and beneficiaries receiving payment2015-12-3159,224,360
Number of terminated vested participants2015-12-31138
Current liability for terminated vested participants2015-12-3111,380,000
Current liability for active participants non vested benefits2015-12-314,302,868
Current liability for active participants vested benefits2015-12-3147,381,226
Total number of active articipats2015-12-31370
Current liability for active participants2015-12-3151,684,094
Total participant count with liabilities2015-12-31906
Total current liabilitoes for participants with libailities2015-12-31122,288,454
Total employer contributions in plan year2015-12-313,989,853
Total employee contributions in plan year2015-12-310
Employer’s normal cost for plan year as of valuation date2015-12-311,219,447
Prior year credit balance2015-12-312,536,321
Amortization credits as of valuation date2015-12-311,151,490
Total participants, beginning-of-year2015-01-01953
Total number of active participants reported on line 7a of the Form 55002015-01-01396
Number of retired or separated participants receiving benefits2015-01-01403
Number of other retired or separated participants entitled to future benefits2015-01-01182
Total of all active and inactive participants2015-01-01981
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0191
Total participants2015-01-011,072
Number of employers contributing to the scheme2015-01-0151
2014: 143 IBEW BENEFIT FUNDS - PENSION FUND 2014 401k membership
Current value of assets2014-12-3150,142,414
Acturial value of assets for funding standard account2014-12-3146,668,246
Accrued liability for plan using immediate gains methods2014-12-3166,619,184
Accrued liability under unit credit cost method2014-12-3166,619,184
RPA 94 current liability2014-12-31114,817,526
Expected increase in current liability due to benefits accruing during the plan year2014-12-312,675,252
Expected plan disbursements for the plan year2014-12-314,481,502
Current value of assets2014-12-3150,142,414
Number of retired participants and beneficiaries receiving payment2014-12-31389
Current liability for retired participants and beneficiaries receiving payment2014-12-3153,832,269
Number of terminated vested participants2014-12-31149
Current liability for terminated vested participants2014-12-3111,798,826
Current liability for active participants non vested benefits2014-12-313,658,590
Current liability for active participants vested benefits2014-12-3145,627,841
Total number of active articipats2014-12-31386
Current liability for active participants2014-12-3149,286,431
Total participant count with liabilities2014-12-31924
Total current liabilitoes for participants with libailities2014-12-31114,917,526
Total employer contributions in plan year2014-12-313,813,151
Total employee contributions in plan year2014-12-310
Prior year funding deficiency2014-12-310
Employer’s normal cost for plan year as of valuation date2014-12-311,278,659
Prior year credit balance2014-12-312,396,091
Amortization credits as of valuation date2014-12-31760,415
Total participants, beginning-of-year2014-01-01961
Total number of active participants reported on line 7a of the Form 55002014-01-01402
Number of retired or separated participants receiving benefits2014-01-01306
Number of other retired or separated participants entitled to future benefits2014-01-01152
Total of all active and inactive participants2014-01-01860
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0193
Total participants2014-01-01953
Number of employers contributing to the scheme2014-01-0151
2013: 143 IBEW BENEFIT FUNDS - PENSION FUND 2013 401k membership
Current value of assets2013-12-3144,756,500
Acturial value of assets for funding standard account2013-12-3144,942,278
Accrued liability for plan using immediate gains methods2013-12-3165,231,898
Accrued liability under unit credit cost method2013-12-3165,231,898
RPA 94 current liability2013-12-31110,970,890
Expected increase in current liability due to benefits accruing during the plan year2013-12-312,839,344
Expected plan disbursements for the plan year2013-12-314,323,316
Current value of assets2013-12-3144,756,500
Number of retired participants and beneficiaries receiving payment2013-12-31377
Current liability for retired participants and beneficiaries receiving payment2013-12-3149,968,750
Number of terminated vested participants2013-12-31118
Current liability for terminated vested participants2013-12-318,974,597
Current liability for active participants non vested benefits2013-12-313,786,473
Current liability for active participants vested benefits2013-12-3148,241,070
Total number of active articipats2013-12-31437
Current liability for active participants2013-12-3152,027,543
Total participant count with liabilities2013-12-31932
Total current liabilitoes for participants with libailities2013-12-31110,970,890
Total employer contributions in plan year2013-12-313,569,496
Total employee contributions in plan year2013-12-310
Prior year funding deficiency2013-12-310
Employer’s normal cost for plan year as of valuation date2013-12-311,306,320
Prior year credit balance2013-12-312,615,187
Amortization credits as of valuation date2013-12-31760,415
Total participants, beginning-of-year2013-01-01960
Total number of active participants reported on line 7a of the Form 55002013-01-01439
Number of retired or separated participants receiving benefits2013-01-01297
Number of other retired or separated participants entitled to future benefits2013-01-01133
Total of all active and inactive participants2013-01-01869
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0192
Total participants2013-01-01961
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
Number of employers contributing to the scheme2013-01-0153
2012: 143 IBEW BENEFIT FUNDS - PENSION FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01968
Total number of active participants reported on line 7a of the Form 55002012-01-01460
Number of retired or separated participants receiving benefits2012-01-01288
Number of other retired or separated participants entitled to future benefits2012-01-01123
Total of all active and inactive participants2012-01-01871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0189
Total participants2012-01-01960
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0118
Number of employers contributing to the scheme2012-01-0151
2011: 143 IBEW BENEFIT FUNDS - PENSION FUND 2011 401k membership
Total participants, beginning-of-year2011-01-01962
Total number of active participants reported on line 7a of the Form 55002011-01-01483
Number of retired or separated participants receiving benefits2011-01-01285
Number of other retired or separated participants entitled to future benefits2011-01-01117
Total of all active and inactive participants2011-01-01885
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0183
Total participants2011-01-01968
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
Number of employers contributing to the scheme2011-01-0156
2010: 143 IBEW BENEFIT FUNDS - PENSION FUND 2010 401k membership
Total participants, beginning-of-year2010-01-01965
Total number of active participants reported on line 7a of the Form 55002010-01-01483
Number of retired or separated participants receiving benefits2010-01-01275
Number of other retired or separated participants entitled to future benefits2010-01-01120
Total of all active and inactive participants2010-01-01878
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0184
Total participants2010-01-01962
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
Number of employers contributing to the scheme2010-01-0150
2009: 143 IBEW BENEFIT FUNDS - PENSION FUND 2009 401k membership
Total participants, beginning-of-year2009-01-01967
Total number of active participants reported on line 7a of the Form 55002009-01-01505
Number of retired or separated participants receiving benefits2009-01-01260
Number of other retired or separated participants entitled to future benefits2009-01-01118
Total of all active and inactive participants2009-01-01883
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0182
Total participants2009-01-01965
Number of employers contributing to the scheme2009-01-0150

Financial Data on 143 IBEW BENEFIT FUNDS - PENSION FUND

Measure Date Value
2022 : 143 IBEW BENEFIT FUNDS - PENSION FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$12,570
Total unrealized appreciation/depreciation of assets2022-12-31$12,570
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$269,227
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$136,308
Total income from all sources (including contributions)2022-12-31$-6,652,425
Total of all expenses incurred2022-12-31$7,089,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,521,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,548,517
Value of total assets at end of year2022-12-31$68,680,230
Value of total assets at beginning of year2022-12-31$82,288,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$567,960
Total interest from all sources2022-12-31$31,726
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,929,264
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$1,929,264
Administrative expenses professional fees incurred2022-12-31$66,539
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,500,000
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
Assets. Other investments not covered elsewhere at end of year2022-12-31$931,279
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$955,863
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$451,584
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$743,021
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$486,178
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$438,310
Other income not declared elsewhere2022-12-31$1,249
Administrative expenses (other) incurred2022-12-31$54,239
Liabilities. Value of operating payables at end of year2022-12-31$269,227
Liabilities. Value of operating payables at beginning of year2022-12-31$136,308
Total non interest bearing cash at end of year2022-12-31$190,140
Total non interest bearing cash at beginning of year2022-12-31$187,813
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,741,669
Value of net assets at end of year (total assets less liabilities)2022-12-31$68,411,003
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$82,152,672
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$265,982
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$58,108,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$74,760,720
Value of interest in common/collective trusts at end of year2022-12-31$5,775,932
Value of interest in common/collective trusts at beginning of year2022-12-31$5,218,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,600,951
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$253,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$253,854
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$31,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-14,732,886
Net investment gain or loss from common/collective trusts2022-12-31$557,135
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$5,096,933
Employer contributions (assets) at end of year2022-12-31$587,322
Employer contributions (assets) at beginning of year2022-12-31$473,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,778,263
Contract administrator fees2022-12-31$181,200
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PACKER THOMAS
Accountancy firm EIN2022-12-31341667340
2021 : 143 IBEW BENEFIT FUNDS - PENSION FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$287,428
Total unrealized appreciation/depreciation of assets2021-12-31$287,428
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$136,308
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$213,057
Total income from all sources (including contributions)2021-12-31$13,662,831
Total of all expenses incurred2021-12-31$6,768,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,293,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,284,233
Value of total assets at end of year2021-12-31$82,288,980
Value of total assets at beginning of year2021-12-31$75,471,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$475,543
Total interest from all sources2021-12-31$201
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,614,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,614,337
Administrative expenses professional fees incurred2021-12-31$67,232
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$955,863
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,562,468
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$423,744
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$612,109
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$438,310
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$447,327
Other income not declared elsewhere2021-12-31$358
Administrative expenses (other) incurred2021-12-31$53,494
Liabilities. Value of operating payables at end of year2021-12-31$136,308
Liabilities. Value of operating payables at beginning of year2021-12-31$213,057
Total non interest bearing cash at end of year2021-12-31$187,813
Total non interest bearing cash at beginning of year2021-12-31$176,796
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$6,894,198
Value of net assets at end of year (total assets less liabilities)2021-12-31$82,152,672
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$75,258,474
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$284,145
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$74,760,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$67,803,952
Value of interest in common/collective trusts at end of year2021-12-31$5,218,797
Value of interest in common/collective trusts at beginning of year2021-12-31$4,539,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$253,854
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$408,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$408,437
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$201
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,796,867
Net investment gain or loss from common/collective trusts2021-12-31$679,407
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$4,860,489
Employer contributions (assets) at end of year2021-12-31$473,623
Employer contributions (assets) at beginning of year2021-12-31$533,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,680,981
Contract administrator fees2021-12-31$70,672
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PACKER THOMAS
Accountancy firm EIN2021-12-31341667340
2020 : 143 IBEW BENEFIT FUNDS - PENSION FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$95,152
Total unrealized appreciation/depreciation of assets2020-12-31$95,152
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$213,057
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$382,140
Total income from all sources (including contributions)2020-12-31$15,545,198
Total of all expenses incurred2020-12-31$7,409,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,996,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,068,540
Value of total assets at end of year2020-12-31$75,471,531
Value of total assets at beginning of year2020-12-31$67,504,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$413,289
Total interest from all sources2020-12-31$2,430
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,297,908
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,297,908
Administrative expenses professional fees incurred2020-12-31$63,083
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,562,468
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,532,090
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$396,967
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$1,467,002
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$447,327
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$474,277
Other income not declared elsewhere2020-12-31$192
Administrative expenses (other) incurred2020-12-31$47,756
Liabilities. Value of operating payables at end of year2020-12-31$213,057
Liabilities. Value of operating payables at beginning of year2020-12-31$382,140
Total non interest bearing cash at end of year2020-12-31$176,796
Total non interest bearing cash at beginning of year2020-12-31$126,332
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$8,135,889
Value of net assets at end of year (total assets less liabilities)2020-12-31$75,258,474
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$67,122,585
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$255,521
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$67,803,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$59,956,339
Value of interest in common/collective trusts at end of year2020-12-31$4,539,390
Value of interest in common/collective trusts at beginning of year2020-12-31$4,431,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$408,437
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$200,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$200,079
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,972,900
Net investment gain or loss from common/collective trusts2020-12-31$108,076
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$5,671,573
Employer contributions (assets) at end of year2020-12-31$533,161
Employer contributions (assets) at beginning of year2020-12-31$784,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,529,018
Contract administrator fees2020-12-31$46,929
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31PACKER THOMAS
Accountancy firm EIN2020-12-31341667340
2019 : 143 IBEW BENEFIT FUNDS - PENSION FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$336,420
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$336,420
Total unrealized appreciation/depreciation of assets2019-12-31$336,420
Total unrealized appreciation/depreciation of assets2019-12-31$336,420
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$382,140
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$382,140
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$153,204
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$153,204
Total income from all sources (including contributions)2019-12-31$16,447,931
Total income from all sources (including contributions)2019-12-31$16,447,931
Total of all expenses incurred2019-12-31$6,908,107
Total of all expenses incurred2019-12-31$6,908,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,524,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,524,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,952,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,952,504
Value of total assets at end of year2019-12-31$67,504,725
Value of total assets at end of year2019-12-31$67,504,725
Value of total assets at beginning of year2019-12-31$57,735,965
Value of total assets at beginning of year2019-12-31$57,735,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$383,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$383,331
Total interest from all sources2019-12-31$20,788
Total interest from all sources2019-12-31$20,788
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,416,231
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,416,231
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,416,231
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,416,231
Administrative expenses professional fees incurred2019-12-31$52,093
Administrative expenses professional fees incurred2019-12-31$52,093
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
Value of fidelity bond cover2019-12-31$1,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,532,090
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,532,090
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,863,000
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,863,000
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$404,369
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$404,369
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$1,038,936
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$1,038,936
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$474,277
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$474,277
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$456,843
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$456,843
Other income not declared elsewhere2019-12-31$2,088
Other income not declared elsewhere2019-12-31$2,088
Administrative expenses (other) incurred2019-12-31$41,173
Administrative expenses (other) incurred2019-12-31$41,173
Liabilities. Value of operating payables at end of year2019-12-31$382,140
Liabilities. Value of operating payables at end of year2019-12-31$382,140
Liabilities. Value of operating payables at beginning of year2019-12-31$153,204
Liabilities. Value of operating payables at beginning of year2019-12-31$153,204
Total non interest bearing cash at end of year2019-12-31$126,332
Total non interest bearing cash at end of year2019-12-31$126,332
Total non interest bearing cash at beginning of year2019-12-31$132,368
Total non interest bearing cash at beginning of year2019-12-31$132,368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$9,539,824
Value of net income/loss2019-12-31$9,539,824
Value of net assets at end of year (total assets less liabilities)2019-12-31$67,122,585
Value of net assets at end of year (total assets less liabilities)2019-12-31$67,122,585
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$57,582,761
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$57,582,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$243,709
Investment advisory and management fees2019-12-31$243,709
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$59,956,339
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$59,956,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$50,279,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$50,279,607
Value of interest in common/collective trusts at end of year2019-12-31$4,431,310
Value of interest in common/collective trusts at end of year2019-12-31$4,431,310
Value of interest in common/collective trusts at beginning of year2019-12-31$4,253,451
Value of interest in common/collective trusts at beginning of year2019-12-31$4,253,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$200,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$200,079
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$273,775
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$273,775
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$273,775
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$273,775
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$20,788
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$20,788
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,542,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,542,037
Net investment gain or loss from common/collective trusts2019-12-31$177,863
Net investment gain or loss from common/collective trusts2019-12-31$177,863
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,548,135
Contributions received in cash from employer2019-12-31$5,548,135
Employer contributions (assets) at end of year2019-12-31$784,298
Employer contributions (assets) at end of year2019-12-31$784,298
Employer contributions (assets) at beginning of year2019-12-31$476,921
Employer contributions (assets) at beginning of year2019-12-31$476,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,485,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,485,840
Contract administrator fees2019-12-31$46,356
Contract administrator fees2019-12-31$46,356
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31PACKER THOMAS
Accountancy firm name2019-12-31PACKER THOMAS
Accountancy firm EIN2019-12-31341667340
Accountancy firm EIN2019-12-31341667340
2018 : 143 IBEW BENEFIT FUNDS - PENSION FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$224,000
Total unrealized appreciation/depreciation of assets2018-12-31$224,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$153,204
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$172,511
Total income from all sources (including contributions)2018-12-31$3,257,149
Total of all expenses incurred2018-12-31$6,422,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,020,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,370,111
Value of total assets at end of year2018-12-31$57,735,965
Value of total assets at beginning of year2018-12-31$60,921,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$402,724
Total interest from all sources2018-12-31$4,124
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,363,938
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$1,363,938
Administrative expenses professional fees incurred2018-12-31$81,643
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,863,000
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,626,000
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$365,695
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$722,961
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$456,843
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$437,282
Other income not declared elsewhere2018-12-31$612
Administrative expenses (other) incurred2018-12-31$40,502
Liabilities. Value of operating payables at end of year2018-12-31$153,204
Liabilities. Value of operating payables at beginning of year2018-12-31$172,511
Total non interest bearing cash at end of year2018-12-31$132,368
Total non interest bearing cash at beginning of year2018-12-31$103,336
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,165,797
Value of net assets at end of year (total assets less liabilities)2018-12-31$57,582,761
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$60,748,558
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$233,745
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$50,279,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$53,934,163
Value of interest in common/collective trusts at end of year2018-12-31$4,253,451
Value of interest in common/collective trusts at beginning of year2018-12-31$3,952,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$273,775
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$359,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$359,175
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,006,359
Net investment gain or loss from common/collective trusts2018-12-31$300,723
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$5,004,416
Employer contributions (assets) at end of year2018-12-31$476,921
Employer contributions (assets) at beginning of year2018-12-31$508,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,297,261
Contract administrator fees2018-12-31$46,834
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31PACKER THOMAS
Accountancy firm EIN2018-12-31341667340
2017 : 143 IBEW BENEFIT FUNDS - PENSION FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$97,000
Total unrealized appreciation/depreciation of assets2017-12-31$97,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$172,511
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$69,400
Total income from all sources (including contributions)2017-12-31$12,736,962
Total of all expenses incurred2017-12-31$6,033,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,645,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,184,429
Value of total assets at end of year2017-12-31$60,921,069
Value of total assets at beginning of year2017-12-31$54,114,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$387,227
Total interest from all sources2017-12-31$1,865
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,183,995
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$1,183,995
Administrative expenses professional fees incurred2017-12-31$64,864
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,626,000
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$932,000
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$451,204
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$440,894
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$437,282
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$435,010
Other income not declared elsewhere2017-12-31$5,300
Administrative expenses (other) incurred2017-12-31$43,160
Liabilities. Value of operating payables at end of year2017-12-31$172,511
Liabilities. Value of operating payables at beginning of year2017-12-31$69,400
Total non interest bearing cash at end of year2017-12-31$103,336
Total non interest bearing cash at beginning of year2017-12-31$55,087
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$6,703,859
Value of net assets at end of year (total assets less liabilities)2017-12-31$60,748,558
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$54,044,699
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$224,432
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$53,934,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$48,275,920
Value of interest in common/collective trusts at end of year2017-12-31$3,952,728
Value of interest in common/collective trusts at beginning of year2017-12-31$3,767,470
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$359,175
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$269,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$269,553
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,079,114
Net investment gain or loss from common/collective trusts2017-12-31$185,259
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$4,733,225
Employer contributions (assets) at end of year2017-12-31$508,385
Employer contributions (assets) at beginning of year2017-12-31$379,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,204,982
Contract administrator fees2017-12-31$54,771
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31PACKER THOMAS
Accountancy firm EIN2017-12-31341667340
2016 : 143 IBEW BENEFIT FUNDS - PENSION FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$67,000
Total unrealized appreciation/depreciation of assets2016-12-31$67,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$69,400
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$165,783
Total income from all sources (including contributions)2016-12-31$7,222,719
Total of all expenses incurred2016-12-31$5,548,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,189,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,007,291
Value of total assets at end of year2016-12-31$54,114,099
Value of total assets at beginning of year2016-12-31$52,536,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$359,431
Total interest from all sources2016-12-31$2,309
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,082,599
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$1,082,599
Administrative expenses professional fees incurred2016-12-31$57,552
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$932,000
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$249,128
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$176,187
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$435,010
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$664,372
Other income not declared elsewhere2016-12-31$2,283
Administrative expenses (other) incurred2016-12-31$40,874
Liabilities. Value of operating payables at end of year2016-12-31$69,400
Liabilities. Value of operating payables at beginning of year2016-12-31$165,783
Total non interest bearing cash at end of year2016-12-31$55,087
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$1,673,981
Value of net assets at end of year (total assets less liabilities)2016-12-31$54,044,699
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$52,370,718
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$213,657
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$48,275,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$47,179,657
Value of interest in common/collective trusts at end of year2016-12-31$3,767,470
Value of interest in common/collective trusts at beginning of year2016-12-31$3,568,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$269,553
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$756,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$756,992
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,862,760
Net investment gain or loss from common/collective trusts2016-12-31$198,477
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$3,758,163
Employer contributions (assets) at end of year2016-12-31$379,059
Employer contributions (assets) at beginning of year2016-12-31$366,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,013,120
Contract administrator fees2016-12-31$47,348
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31PACKER THOMAS
Accountancy firm EIN2016-12-31341667340
2015 : 143 IBEW BENEFIT FUNDS - PENSION FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-472,316
Total unrealized appreciation/depreciation of assets2015-12-31$-472,316
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$165,783
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$256,150
Total income from all sources (including contributions)2015-12-31$5,151,754
Total loss/gain on sale of assets2015-12-31$502,827
Total of all expenses incurred2015-12-31$5,398,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,053,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,338,117
Value of total assets at end of year2015-12-31$52,536,501
Value of total assets at beginning of year2015-12-31$52,873,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$344,460
Total interest from all sources2015-12-31$131
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,128,350
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$1,128,350
Administrative expenses professional fees incurred2015-12-31$44,922
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$4,390,169
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$203,211
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$348,264
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$664,372
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$383,948
Administrative expenses (other) incurred2015-12-31$40,762
Liabilities. Value of operating payables at end of year2015-12-31$165,783
Liabilities. Value of operating payables at beginning of year2015-12-31$256,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-246,348
Value of net assets at end of year (total assets less liabilities)2015-12-31$52,370,718
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$52,617,066
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$213,862
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$47,179,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$42,340,568
Value of interest in common/collective trusts at end of year2015-12-31$3,568,993
Value of interest in common/collective trusts at beginning of year2015-12-31$4,989,441
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$756,992
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$436,892
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$436,892
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-924,906
Net investment gain or loss from common/collective trusts2015-12-31$579,551
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$4,134,906
Employer contributions (assets) at end of year2015-12-31$366,487
Employer contributions (assets) at beginning of year2015-12-31$332,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,705,378
Contract administrator fees2015-12-31$44,914
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$4,680,617
Aggregate carrying amount (costs) on sale of assets2015-12-31$4,177,790
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31WAGGONER FRUTIGER & DAUB
Accountancy firm EIN2015-12-31231583249
2014 : 143 IBEW BENEFIT FUNDS - PENSION FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-4,186,890
Total unrealized appreciation/depreciation of assets2014-12-31$-4,186,890
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$256,150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$171,370
Total income from all sources (including contributions)2014-12-31$7,671,522
Total loss/gain on sale of assets2014-12-31$5,572,248
Total of all expenses incurred2014-12-31$5,196,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,738,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,097,618
Value of total assets at end of year2014-12-31$52,873,216
Value of total assets at beginning of year2014-12-31$50,313,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$458,099
Total interest from all sources2014-12-31$147,940
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$852,680
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$473,071
Administrative expenses professional fees incurred2014-12-31$45,479
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,500,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$4,390,169
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$8,221,503
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$182,126
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$284,467
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$383,948
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$388,931
Administrative expenses (other) incurred2014-12-31$28,882
Liabilities. Value of operating payables at end of year2014-12-31$256,150
Liabilities. Value of operating payables at beginning of year2014-12-31$171,370
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$2,474,652
Value of net assets at end of year (total assets less liabilities)2014-12-31$52,617,066
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$50,142,414
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$324,678
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$42,340,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,793,473
Income. Interest from US Government securities2014-12-31$106,315
Income. Interest from corporate debt instruments2014-12-31$41,404
Value of interest in common/collective trusts at end of year2014-12-31$4,989,441
Value of interest in common/collective trusts at beginning of year2014-12-31$4,395,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$436,892
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,379,166
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,379,166
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$221
Asset value of US Government securities at beginning of year2014-12-31$5,068,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$594,095
Net investment gain or loss from common/collective trusts2014-12-31$593,831
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$3,915,492
Employer contributions (assets) at end of year2014-12-31$332,198
Employer contributions (assets) at beginning of year2014-12-31$381,600
Income. Dividends from common stock2014-12-31$379,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,454,304
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$1,031,031
Contract administrator fees2014-12-31$59,060
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$23,653,641
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$174,336,920
Aggregate carrying amount (costs) on sale of assets2014-12-31$168,764,672
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 name2014-12-31WAGGONER FRUTIGER AND DAUB
Accountancy firm EIN2014-12-31231583249
2013 : 143 IBEW BENEFIT FUNDS - PENSION FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$3,702,239
Total unrealized appreciation/depreciation of assets2013-12-31$3,702,239
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$171,370
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$77,283
Total income from all sources (including contributions)2013-12-31$10,433,818
Total loss/gain on sale of assets2013-12-31$1,753,692
Total of all expenses incurred2013-12-31$5,047,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,530,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,930,841
Value of total assets at end of year2013-12-31$50,313,784
Value of total assets at beginning of year2013-12-31$44,833,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$517,245
Total interest from all sources2013-12-31$185,393
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$674,283
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$302,152
Administrative expenses professional fees incurred2013-12-31$46,473
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,500,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$8,221,503
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$5,866,737
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$121,259
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$361,345
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$388,931
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$394,943
Administrative expenses (other) incurred2013-12-31$27,381
Liabilities. Value of operating payables at end of year2013-12-31$171,370
Liabilities. Value of operating payables at beginning of year2013-12-31$77,283
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$5,385,914
Value of net assets at end of year (total assets less liabilities)2013-12-31$50,142,414
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$44,756,500
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$339,009
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,793,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,993,007
Interest earned on other investments2013-12-31$1,548
Income. Interest from US Government securities2013-12-31$114,031
Income. Interest from corporate debt instruments2013-12-31$69,494
Value of interest in common/collective trusts at end of year2013-12-31$4,395,611
Value of interest in common/collective trusts at beginning of year2013-12-31$3,865,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,379,166
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,344,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,344,477
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$320
Asset value of US Government securities at end of year2013-12-31$5,068,828
Asset value of US Government securities at beginning of year2013-12-31$4,806,945
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-342,777
Net investment gain or loss from common/collective trusts2013-12-31$530,147
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$3,809,582
Employer contributions (assets) at end of year2013-12-31$381,600
Employer contributions (assets) at beginning of year2013-12-31$383,560
Income. Dividends from common stock2013-12-31$372,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,169,314
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$1,031,031
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$3,053,371
Contract administrator fees2013-12-31$104,382
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$23,653,641
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$23,125,279
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$93,326,200
Aggregate carrying amount (costs) on sale of assets2013-12-31$91,572,508
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 name2013-12-31WAGGONER FRUTIGER AND DAUB
Accountancy firm EIN2013-12-31231583249
2012 : 143 IBEW BENEFIT FUNDS - PENSION FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,276,606
Total unrealized appreciation/depreciation of assets2012-12-31$1,276,606
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$77,283
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$194,300
Total income from all sources (including contributions)2012-12-31$7,256,511
Total loss/gain on sale of assets2012-12-31$149,913
Total of all expenses incurred2012-12-31$4,673,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,261,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,557,852
Value of total assets at end of year2012-12-31$44,833,783
Value of total assets at beginning of year2012-12-31$42,368,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$412,384
Total interest from all sources2012-12-31$226,695
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$611,193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$36,965
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$5,866,737
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$6,428,739
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$118,158
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$320,492
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$394,943
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$382,165
Administrative expenses (other) incurred2012-12-31$23,960
Liabilities. Value of operating payables at end of year2012-12-31$77,283
Liabilities. Value of operating payables at beginning of year2012-12-31$194,300
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$2,582,749
Value of net assets at end of year (total assets less liabilities)2012-12-31$44,756,500
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$42,173,751
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$304,368
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,993,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,681,735
Interest earned on other investments2012-12-31$2,463
Income. Interest from US Government securities2012-12-31$123,875
Income. Interest from corporate debt instruments2012-12-31$99,976
Value of interest in common/collective trusts at end of year2012-12-31$3,865,464
Value of interest in common/collective trusts at beginning of year2012-12-31$3,437,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,344,477
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,311,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,311,291
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$381
Asset value of US Government securities at end of year2012-12-31$4,806,945
Asset value of US Government securities at beginning of year2012-12-31$4,973,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,863
Net investment gain or loss from common/collective trusts2012-12-31$428,389
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$4,439,694
Employer contributions (assets) at end of year2012-12-31$383,560
Employer contributions (assets) at beginning of year2012-12-31$394,690
Income. Dividends from common stock2012-12-31$611,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,940,886
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$3,053,371
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$2,313,118
Contract administrator fees2012-12-31$47,091
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$23,125,279
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$16,445,384
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$72,241,396
Aggregate carrying amount (costs) on sale of assets2012-12-31$72,091,483
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31WAGGONER FRUTIGER AND DAUB
Accountancy firm EIN2012-12-31231583249
2011 : 143 IBEW BENEFIT FUNDS - PENSION FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-2,316,324
Total unrealized appreciation/depreciation of assets2011-12-31$-2,316,324
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$194,300
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$44,144
Total income from all sources (including contributions)2011-12-31$4,360,474
Total loss/gain on sale of assets2011-12-31$806,752
Total of all expenses incurred2011-12-31$4,624,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,204,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,442,325
Value of total assets at end of year2011-12-31$42,368,051
Value of total assets at beginning of year2011-12-31$42,481,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$419,194
Total interest from all sources2011-12-31$250,951
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$568,508
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$186,871
Administrative expenses professional fees incurred2011-12-31$45,613
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$6,428,739
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$5,395,022
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$111,232
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$439,160
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$382,165
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$465,628
Administrative expenses (other) incurred2011-12-31$25,251
Liabilities. Value of operating payables at end of year2011-12-31$194,300
Liabilities. Value of operating payables at beginning of year2011-12-31$44,144
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-263,573
Value of net assets at end of year (total assets less liabilities)2011-12-31$42,173,751
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$42,437,324
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$302,534
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,681,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,300,379
Interest earned on other investments2011-12-31$841
Income. Interest from US Government securities2011-12-31$142,657
Income. Interest from corporate debt instruments2011-12-31$106,794
Value of interest in common/collective trusts at end of year2011-12-31$3,437,075
Value of interest in common/collective trusts at beginning of year2011-12-31$3,840,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,311,291
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$860,479
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$860,479
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$659
Asset value of US Government securities at end of year2011-12-31$4,973,854
Asset value of US Government securities at beginning of year2011-12-31$4,211,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$47,650
Net investment gain or loss from common/collective trusts2011-12-31$560,612
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$4,331,093
Employer contributions (assets) at end of year2011-12-31$394,690
Employer contributions (assets) at beginning of year2011-12-31$320,171
Income. Dividends from common stock2011-12-31$381,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,765,693
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$2,313,118
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$2,455,656
Contract administrator fees2011-12-31$45,796
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$16,445,384
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$18,632,576
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$34,026,763
Aggregate carrying amount (costs) on sale of assets2011-12-31$33,220,011
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 name2011-12-31WAGGONER FRUTIGER AND DAUB
Accountancy firm EIN2011-12-31231583249
2010 : 143 IBEW BENEFIT FUNDS - PENSION FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,962,258
Total unrealized appreciation/depreciation of assets2010-12-31$1,962,258
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$44,144
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$149,841
Total income from all sources (including contributions)2010-12-31$7,727,814
Total loss/gain on sale of assets2010-12-31$1,168,225
Total of all expenses incurred2010-12-31$4,060,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,667,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,716,881
Value of total assets at end of year2010-12-31$42,481,468
Value of total assets at beginning of year2010-12-31$38,919,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$392,932
Total interest from all sources2010-12-31$344,652
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$348,274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$172,574
Administrative expenses professional fees incurred2010-12-31$47,972
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$5,395,022
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$56,362
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$167,265
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$465,628
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$411,636
Administrative expenses (other) incurred2010-12-31$24,341
Liabilities. Value of operating payables at end of year2010-12-31$44,144
Liabilities. Value of operating payables at beginning of year2010-12-31$149,841
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$3,667,545
Value of net assets at end of year (total assets less liabilities)2010-12-31$42,437,324
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$38,769,779
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$274,587
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,300,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,920,593
Interest earned on other investments2010-12-31$3,044
Income. Interest from US Government securities2010-12-31$121,939
Income. Interest from corporate debt instruments2010-12-31$216,425
Value of interest in common/collective trusts at end of year2010-12-31$3,840,161
Value of interest in common/collective trusts at beginning of year2010-12-31$9,481,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$860,479
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$534,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$534,812
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3,244
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$4,907,245
Asset value of US Government securities at end of year2010-12-31$4,211,396
Asset value of US Government securities at beginning of year2010-12-31$3,607,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$-745,209
Net investment gain or loss from common/collective trusts2010-12-31$1,113,932
Net gain/loss from 103.12 investment entities2010-12-31$-181,199
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$3,660,519
Employer contributions (assets) at end of year2010-12-31$320,171
Employer contributions (assets) at beginning of year2010-12-31$368,472
Income. Dividends from common stock2010-12-31$175,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,500,072
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$2,455,656
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$6,217,869
Contract administrator fees2010-12-31$46,032
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$18,632,576
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$5,470,344
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$72,585,576
Aggregate carrying amount (costs) on sale of assets2010-12-31$71,417,351
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 name2010-12-31WAGGONER FRUTIGER DAUB
Accountancy firm EIN2010-12-31231583249

Form 5500 Responses for 143 IBEW BENEFIT FUNDS - PENSION FUND

2022: 143 IBEW BENEFIT FUNDS - PENSION FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: 143 IBEW BENEFIT FUNDS - PENSION FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: 143 IBEW BENEFIT FUNDS - PENSION FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: 143 IBEW BENEFIT FUNDS - PENSION FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: 143 IBEW BENEFIT FUNDS - PENSION FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: 143 IBEW BENEFIT FUNDS - PENSION FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: 143 IBEW BENEFIT FUNDS - PENSION FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: 143 IBEW BENEFIT FUNDS - PENSION FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: 143 IBEW BENEFIT FUNDS - PENSION FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: 143 IBEW BENEFIT FUNDS - PENSION FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: 143 IBEW BENEFIT FUNDS - PENSION FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: 143 IBEW BENEFIT FUNDS - PENSION FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: 143 IBEW BENEFIT FUNDS - PENSION FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: 143 IBEW BENEFIT FUNDS - PENSION FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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