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IBEW LOCAL NO. 229 ANNUITY FUND 401k Plan overview

Plan NameIBEW LOCAL NO. 229 ANNUITY FUND
Plan identification number 003

IBEW LOCAL NO. 229 ANNUITY FUND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Money purchase (other than target benefit)
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

IBEW LOCAL NO. 229 ANNUITY FUND has sponsored the creation of one or more 401k plans.

Company Name:IBEW LOCAL NO. 229 ANNUITY FUND
Employer identification number (EIN):251624277
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL NO. 229 ANNUITY FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-06-01THOMAS R. HENCHEY2023-03-09
0032020-06-01THOMAS R. HENCHEY2022-03-09
0032019-06-01THOMAS R. HENCHEY2021-03-05
0032018-06-01STEPHEN SELBY2019-10-01
0032017-06-01
0032016-06-01
0032015-06-01
0032015-06-01
0032014-06-01
0032013-06-01KATHY SNOKE KATHY SNOKE2015-03-13
0032012-06-01KATHY SNOKE KATHY SNOKE2014-03-07
0032011-06-01KATHY SNOKE KATHY SNOKE2013-03-11
0032009-06-01KATHY SNOKE KATHY SNOKE2011-02-03

Plan Statistics for IBEW LOCAL NO. 229 ANNUITY FUND

401k plan membership statisitcs for IBEW LOCAL NO. 229 ANNUITY FUND

Measure Date Value
2021: IBEW LOCAL NO. 229 ANNUITY FUND 2021 401k membership
Total participants, beginning-of-year2021-06-01399
Total number of active participants reported on line 7a of the Form 55002021-06-01219
Number of retired or separated participants receiving benefits2021-06-015
Number of other retired or separated participants entitled to future benefits2021-06-01151
Total of all active and inactive participants2021-06-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-06-013
Total participants2021-06-01378
Number of participants with account balances2021-06-01378
Number of employers contributing to the scheme2021-06-0132
2020: IBEW LOCAL NO. 229 ANNUITY FUND 2020 401k membership
Total participants, beginning-of-year2020-06-01363
Total number of active participants reported on line 7a of the Form 55002020-06-01243
Number of retired or separated participants receiving benefits2020-06-015
Number of other retired or separated participants entitled to future benefits2020-06-01149
Total of all active and inactive participants2020-06-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-06-012
Total participants2020-06-01399
Number of participants with account balances2020-06-01399
Number of employers contributing to the scheme2020-06-0135
2019: IBEW LOCAL NO. 229 ANNUITY FUND 2019 401k membership
Total participants, beginning-of-year2019-06-01401
Total number of active participants reported on line 7a of the Form 55002019-06-01255
Number of retired or separated participants receiving benefits2019-06-015
Number of other retired or separated participants entitled to future benefits2019-06-01103
Total of all active and inactive participants2019-06-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-06-010
Total participants2019-06-01363
Number of participants with account balances2019-06-01363
Number of employers contributing to the scheme2019-06-0136
2018: IBEW LOCAL NO. 229 ANNUITY FUND 2018 401k membership
Total participants, beginning-of-year2018-06-01384
Total number of active participants reported on line 7a of the Form 55002018-06-01379
Number of retired or separated participants receiving benefits2018-06-014
Number of other retired or separated participants entitled to future benefits2018-06-0118
Total of all active and inactive participants2018-06-01401
Total participants2018-06-01401
Number of participants with account balances2018-06-01384
Number of employers contributing to the scheme2018-06-0143
2017: IBEW LOCAL NO. 229 ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year2017-06-01383
Total number of active participants reported on line 7a of the Form 55002017-06-01384
Number of retired or separated participants receiving benefits2017-06-014
Number of other retired or separated participants entitled to future benefits2017-06-0118
Total of all active and inactive participants2017-06-01406
Total participants2017-06-01406
Number of participants with account balances2017-06-01384
Number of employers contributing to the scheme2017-06-0141
2016: IBEW LOCAL NO. 229 ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year2016-06-01364
Total number of active participants reported on line 7a of the Form 55002016-06-01383
Number of retired or separated participants receiving benefits2016-06-011
Number of other retired or separated participants entitled to future benefits2016-06-0118
Total of all active and inactive participants2016-06-01402
Total participants2016-06-01402
Number of participants with account balances2016-06-01383
Number of employers contributing to the scheme2016-06-0137
2015: IBEW LOCAL NO. 229 ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year2015-06-01367
Total number of active participants reported on line 7a of the Form 55002015-06-01347
Number of retired or separated participants receiving benefits2015-06-011
Number of other retired or separated participants entitled to future benefits2015-06-0116
Total of all active and inactive participants2015-06-01364
Total participants2015-06-01364
Number of participants with account balances2015-06-01364
Number of employers contributing to the scheme2015-06-0131
2014: IBEW LOCAL NO. 229 ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year2014-06-01318
Total number of active participants reported on line 7a of the Form 55002014-06-01363
Number of retired or separated participants receiving benefits2014-06-011
Number of other retired or separated participants entitled to future benefits2014-06-013
Total of all active and inactive participants2014-06-01367
Total participants2014-06-01367
Number of employers contributing to the scheme2014-06-0147
2013: IBEW LOCAL NO. 229 ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year2013-06-01375
Total number of active participants reported on line 7a of the Form 55002013-06-01268
Number of retired or separated participants receiving benefits2013-06-011
Number of other retired or separated participants entitled to future benefits2013-06-0149
Total of all active and inactive participants2013-06-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-010
Total participants2013-06-01318
Number of participants with account balances2013-06-01318
Number of employers contributing to the scheme2013-06-0132
2012: IBEW LOCAL NO. 229 ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year2012-06-01397
Total number of active participants reported on line 7a of the Form 55002012-06-01326
Number of retired or separated participants receiving benefits2012-06-011
Number of other retired or separated participants entitled to future benefits2012-06-0148
Total of all active and inactive participants2012-06-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-06-010
Total participants2012-06-01375
Number of participants with account balances2012-06-01375
Number of employers contributing to the scheme2012-06-0131
2011: IBEW LOCAL NO. 229 ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year2011-06-01406
Total number of active participants reported on line 7a of the Form 55002011-06-01357
Number of retired or separated participants receiving benefits2011-06-011
Number of other retired or separated participants entitled to future benefits2011-06-0139
Total of all active and inactive participants2011-06-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-010
Total participants2011-06-01397
Number of participants with account balances2011-06-01397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-06-010
2009: IBEW LOCAL NO. 229 ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year2009-06-01398
Total number of active participants reported on line 7a of the Form 55002009-06-01366
Number of retired or separated participants receiving benefits2009-06-015
Number of other retired or separated participants entitled to future benefits2009-06-0129
Total of all active and inactive participants2009-06-01400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-010
Total participants2009-06-01400
Number of participants with account balances2009-06-01400

Financial Data on IBEW LOCAL NO. 229 ANNUITY FUND

Measure Date Value
2022 : IBEW LOCAL NO. 229 ANNUITY FUND 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$47,988
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$47,098
Total income from all sources (including contributions)2022-05-31$-595,035
Total loss/gain on sale of assets2022-05-31$0
Total of all expenses incurred2022-05-31$1,888,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-05-31$1,691,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-05-31$2,565,175
Value of total assets at end of year2022-05-31$41,180,724
Value of total assets at beginning of year2022-05-31$43,663,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-05-31$197,432
Total interest from all sources2022-05-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-05-31$2,163,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-05-31$2,163,421
Administrative expenses professional fees incurred2022-05-31$20,057
Was this plan covered by a fidelity bond2022-05-31Yes
Value of fidelity bond cover2022-05-31$1,000,000
If this is an individual account plan, was there a blackout period2022-05-31No
Were there any nonexempt tranactions with any party-in-interest2022-05-31No
Income. Received or receivable in cash from other sources (including rollovers)2022-05-31$409
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-05-31$7,356
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-05-31$10,551
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-05-31$10,711
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-05-31$13,058
Other income not declared elsewhere2022-05-31$68,212
Administrative expenses (other) incurred2022-05-31$15,242
Liabilities. Value of operating payables at end of year2022-05-31$37,277
Liabilities. Value of operating payables at beginning of year2022-05-31$34,040
Total non interest bearing cash at end of year2022-05-31$356,759
Total non interest bearing cash at beginning of year2022-05-31$260,720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Value of net income/loss2022-05-31$-2,483,500
Value of net assets at end of year (total assets less liabilities)2022-05-31$41,132,736
Value of net assets at beginning of year (total assets less liabilities)2022-05-31$43,616,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-05-31No
Were any leases to which the plan was party in default or uncollectible2022-05-31No
Investment advisory and management fees2022-05-31$132,133
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-05-31$38,954,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-05-31$41,697,695
Value of interest in common/collective trusts at end of year2022-05-31$1,503,441
Value of interest in common/collective trusts at beginning of year2022-05-31$1,461,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-05-31$-5,419,556
Net investment gain or loss from common/collective trusts2022-05-31$27,713
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-05-31No
Was there a failure to transmit to the plan any participant contributions2022-05-31No
Has the plan failed to provide any benefit when due under the plan2022-05-31No
Contributions received in cash from employer2022-05-31$2,564,766
Employer contributions (assets) at end of year2022-05-31$358,929
Employer contributions (assets) at beginning of year2022-05-31$233,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-05-31$1,691,033
Contract administrator fees2022-05-31$30,000
Did the plan have assets held for investment2022-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-05-31No
Opinion of an independent qualified public accountant for this plan2022-05-31Unqualified
Accountancy firm name2022-05-31FISCHER DORWART, PC
Accountancy firm EIN2022-05-31232247478
2021 : IBEW LOCAL NO. 229 ANNUITY FUND 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$47,098
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$45,439
Total income from all sources (including contributions)2021-05-31$12,410,179
Total loss/gain on sale of assets2021-05-31$0
Total of all expenses incurred2021-05-31$2,622,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-05-31$2,424,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-05-31$2,222,301
Value of total assets at end of year2021-05-31$43,663,334
Value of total assets at beginning of year2021-05-31$33,874,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-05-31$198,257
Total interest from all sources2021-05-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-05-31$1,199,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-05-31$1,199,524
Administrative expenses professional fees incurred2021-05-31$20,064
Was this plan covered by a fidelity bond2021-05-31Yes
Value of fidelity bond cover2021-05-31$1,000,000
If this is an individual account plan, was there a blackout period2021-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-05-31$0
Were there any nonexempt tranactions with any party-in-interest2021-05-31No
Income. Received or receivable in cash from other sources (including rollovers)2021-05-31$171,050
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-05-31$10,551
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-05-31$7,689
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-05-31$13,058
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-05-31$14,626
Other income not declared elsewhere2021-05-31$86,410
Administrative expenses (other) incurred2021-05-31$11,779
Liabilities. Value of operating payables at end of year2021-05-31$34,040
Liabilities. Value of operating payables at beginning of year2021-05-31$30,813
Total non interest bearing cash at end of year2021-05-31$260,720
Total non interest bearing cash at beginning of year2021-05-31$231,717
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Value of net income/loss2021-05-31$9,787,357
Value of net assets at end of year (total assets less liabilities)2021-05-31$43,616,236
Value of net assets at beginning of year (total assets less liabilities)2021-05-31$33,828,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-05-31No
Were any leases to which the plan was party in default or uncollectible2021-05-31No
Investment advisory and management fees2021-05-31$136,414
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-05-31$41,697,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-05-31$32,460,004
Value of interest in common/collective trusts at end of year2021-05-31$1,461,154
Value of interest in common/collective trusts at beginning of year2021-05-31$943,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-05-31$8,870,514
Net investment gain or loss from common/collective trusts2021-05-31$31,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-05-31No
Was there a failure to transmit to the plan any participant contributions2021-05-31No
Has the plan failed to provide any benefit when due under the plan2021-05-31No
Contributions received in cash from employer2021-05-31$2,051,251
Employer contributions (assets) at end of year2021-05-31$233,214
Employer contributions (assets) at beginning of year2021-05-31$231,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-05-31$2,424,565
Contract administrator fees2021-05-31$30,000
Did the plan have assets held for investment2021-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-05-31No
Opinion of an independent qualified public accountant for this plan2021-05-31Unqualified
Accountancy firm name2021-05-31FISCHER DORWART PC
Accountancy firm EIN2021-05-31232247478
2020 : IBEW LOCAL NO. 229 ANNUITY FUND 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$45,439
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$172,111
Total income from all sources (including contributions)2020-05-31$4,765,929
Total loss/gain on sale of assets2020-05-31$0
Total of all expenses incurred2020-05-31$3,254,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-31$3,005,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-05-31$2,080,130
Value of total assets at end of year2020-05-31$33,874,318
Value of total assets at beginning of year2020-05-31$32,489,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-31$248,117
Total interest from all sources2020-05-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-05-31$994,414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-05-31$994,414
Administrative expenses professional fees incurred2020-05-31$20,018
Was this plan covered by a fidelity bond2020-05-31Yes
Value of fidelity bond cover2020-05-31$1,000,000
If this is an individual account plan, was there a blackout period2020-05-31No
Were there any nonexempt tranactions with any party-in-interest2020-05-31No
Income. Received or receivable in cash from other sources (including rollovers)2020-05-31$120,864
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-05-31$7,689
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-05-31$66,602
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-05-31$14,626
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-05-31$142,605
Other income not declared elsewhere2020-05-31$85,579
Administrative expenses (other) incurred2020-05-31$12,424
Liabilities. Value of operating payables at end of year2020-05-31$30,813
Liabilities. Value of operating payables at beginning of year2020-05-31$29,506
Total non interest bearing cash at end of year2020-05-31$231,717
Total non interest bearing cash at beginning of year2020-05-31$317,379
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Value of net income/loss2020-05-31$1,511,865
Value of net assets at end of year (total assets less liabilities)2020-05-31$33,828,879
Value of net assets at beginning of year (total assets less liabilities)2020-05-31$32,317,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-05-31No
Were any leases to which the plan was party in default or uncollectible2020-05-31No
Investment advisory and management fees2020-05-31$175,672
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-05-31$32,460,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-05-31$31,117,640
Value of interest in common/collective trusts at end of year2020-05-31$943,040
Value of interest in common/collective trusts at beginning of year2020-05-31$671,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-05-31$1,586,651
Net investment gain or loss from common/collective trusts2020-05-31$19,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-31No
Was there a failure to transmit to the plan any participant contributions2020-05-31No
Has the plan failed to provide any benefit when due under the plan2020-05-31No
Contributions received in cash from employer2020-05-31$1,959,266
Employer contributions (assets) at end of year2020-05-31$231,868
Employer contributions (assets) at beginning of year2020-05-31$315,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-05-31$3,005,947
Contract administrator fees2020-05-31$40,003
Did the plan have assets held for investment2020-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-05-31No
Opinion of an independent qualified public accountant for this plan2020-05-31Unqualified
Accountancy firm name2020-05-31FISCHER DORWART, PC
Accountancy firm EIN2020-05-31232247478
2019 : IBEW LOCAL NO. 229 ANNUITY FUND 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$172,111
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$358,881
Total income from all sources (including contributions)2019-05-31$4,523,398
Total of all expenses incurred2019-05-31$2,513,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-05-31$2,260,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-05-31$3,668,491
Value of total assets at end of year2019-05-31$32,489,125
Value of total assets at beginning of year2019-05-31$30,665,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-05-31$252,072
Total dividends received (eg from common stock, registered investment company shares)2019-05-31$1,115,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-05-31$1,115,301
Administrative expenses professional fees incurred2019-05-31$20,483
Was this plan covered by a fidelity bond2019-05-31Yes
Value of fidelity bond cover2019-05-31$1,000,000
If this is an individual account plan, was there a blackout period2019-05-31No
Were there any nonexempt tranactions with any party-in-interest2019-05-31No
Income. Received or receivable in cash from other sources (including rollovers)2019-05-31$259,282
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-05-31$1,196,412
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-05-31$66,602
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-05-31$43,152
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-05-31$142,605
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-05-31$346,482
Other income not declared elsewhere2019-05-31$103,043
Administrative expenses (other) incurred2019-05-31$9,472
Liabilities. Value of operating payables at end of year2019-05-31$29,506
Liabilities. Value of operating payables at beginning of year2019-05-31$12,399
Total non interest bearing cash at end of year2019-05-31$317,379
Total non interest bearing cash at beginning of year2019-05-31$561,068
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Value of net income/loss2019-05-31$2,010,346
Value of net assets at end of year (total assets less liabilities)2019-05-31$32,317,014
Value of net assets at beginning of year (total assets less liabilities)2019-05-31$30,306,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-05-31No
Were any leases to which the plan was party in default or uncollectible2019-05-31No
Investment advisory and management fees2019-05-31$193,198
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-05-31$31,117,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-05-31$29,053,439
Value of interest in common/collective trusts at end of year2019-05-31$671,915
Value of interest in common/collective trusts at beginning of year2019-05-31$661,179
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-05-31$-384,498
Net investment gain or loss from common/collective trusts2019-05-31$21,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-05-31No
Was there a failure to transmit to the plan any participant contributions2019-05-31No
Has the plan failed to provide any benefit when due under the plan2019-05-31No
Contributions received in cash from employer2019-05-31$3,409,209
Employer contributions (assets) at end of year2019-05-31$315,589
Employer contributions (assets) at beginning of year2019-05-31$346,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-05-31$1,064,568
Contract administrator fees2019-05-31$28,919
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-05-31No
Did the plan have assets held for investment2019-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-05-31No
Opinion of an independent qualified public accountant for this plan2019-05-31Unqualified
Accountancy firm name2019-05-31ALAN ROSS & COMPANY, PC
Accountancy firm EIN2019-05-31205367494
2018 : IBEW LOCAL NO. 229 ANNUITY FUND 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$358,881
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$84,303
Total income from all sources (including contributions)2018-05-31$6,179,814
Total of all expenses incurred2018-05-31$2,265,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-05-31$2,043,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-05-31$3,174,718
Value of total assets at end of year2018-05-31$30,665,549
Value of total assets at beginning of year2018-05-31$26,476,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-05-31$221,647
Total dividends received (eg from common stock, registered investment company shares)2018-05-31$903,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-05-31$903,498
Administrative expenses professional fees incurred2018-05-31$17,664
Was this plan covered by a fidelity bond2018-05-31Yes
Value of fidelity bond cover2018-05-31$1,000,000
If this is an individual account plan, was there a blackout period2018-05-31No
Were there any nonexempt tranactions with any party-in-interest2018-05-31No
Income. Received or receivable in cash from other sources (including rollovers)2018-05-31$243,315
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-05-31$955,490
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-05-31$43,152
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-05-31$45,439
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-05-31$346,482
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-05-31$74,818
Other income not declared elsewhere2018-05-31$90,709
Administrative expenses (other) incurred2018-05-31$7,445
Liabilities. Value of operating payables at end of year2018-05-31$12,399
Liabilities. Value of operating payables at beginning of year2018-05-31$9,485
Total non interest bearing cash at end of year2018-05-31$561,068
Total non interest bearing cash at beginning of year2018-05-31$237,139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Value of net income/loss2018-05-31$3,914,593
Value of net assets at end of year (total assets less liabilities)2018-05-31$30,306,668
Value of net assets at beginning of year (total assets less liabilities)2018-05-31$26,392,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-05-31No
Were any leases to which the plan was party in default or uncollectible2018-05-31No
Investment advisory and management fees2018-05-31$167,665
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-05-31$29,053,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-05-31$25,581,104
Value of interest in common/collective trusts at end of year2018-05-31$661,179
Value of interest in common/collective trusts at beginning of year2018-05-31$380,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-05-31$1,997,463
Net investment gain or loss from common/collective trusts2018-05-31$13,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-05-31No
Was there a failure to transmit to the plan any participant contributions2018-05-31No
Has the plan failed to provide any benefit when due under the plan2018-05-31No
Contributions received in cash from employer2018-05-31$2,931,403
Employer contributions (assets) at end of year2018-05-31$346,711
Employer contributions (assets) at beginning of year2018-05-31$232,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-05-31$1,088,084
Contract administrator fees2018-05-31$28,873
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-05-31No
Did the plan have assets held for investment2018-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-05-31No
Opinion of an independent qualified public accountant for this plan2018-05-31Unqualified
Accountancy firm name2018-05-31ALAN ROSS & COMPANY, PC
Accountancy firm EIN2018-05-31205367494
2017 : IBEW LOCAL NO. 229 ANNUITY FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$84,303
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$85,309
Total income from all sources (including contributions)2017-05-31$5,563,912
Total of all expenses incurred2017-05-31$1,246,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-05-31$1,059,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-05-31$2,385,102
Value of total assets at end of year2017-05-31$26,476,378
Value of total assets at beginning of year2017-05-31$22,159,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-05-31$187,146
Total interest from all sources2017-05-31$13
Total dividends received (eg from common stock, registered investment company shares)2017-05-31$574,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-05-31$574,470
Administrative expenses professional fees incurred2017-05-31$14,361
Was this plan covered by a fidelity bond2017-05-31Yes
Value of fidelity bond cover2017-05-31$1,000,000
If this is an individual account plan, was there a blackout period2017-05-31No
Were there any nonexempt tranactions with any party-in-interest2017-05-31No
Income. Received or receivable in cash from other sources (including rollovers)2017-05-31$150,330
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-05-31$410,830
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-05-31$45,439
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-05-31$28,146
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-05-31$74,818
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-05-31$63,151
Other income not declared elsewhere2017-05-31$67,432
Administrative expenses (other) incurred2017-05-31$8,345
Liabilities. Value of operating payables at end of year2017-05-31$9,485
Liabilities. Value of operating payables at beginning of year2017-05-31$22,158
Total non interest bearing cash at end of year2017-05-31$237,139
Total non interest bearing cash at beginning of year2017-05-31$340,637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Value of net income/loss2017-05-31$4,317,591
Value of net assets at end of year (total assets less liabilities)2017-05-31$26,392,075
Value of net assets at beginning of year (total assets less liabilities)2017-05-31$22,074,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-05-31No
Were any leases to which the plan was party in default or uncollectible2017-05-31No
Investment advisory and management fees2017-05-31$135,348
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-05-31$25,581,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-05-31$21,249,478
Value of interest in common/collective trusts at end of year2017-05-31$380,676
Value of interest in common/collective trusts at beginning of year2017-05-31$318,378
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-05-31$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-05-31$2,529,233
Net investment gain or loss from common/collective trusts2017-05-31$7,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-05-31No
Was there a failure to transmit to the plan any participant contributions2017-05-31No
Has the plan failed to provide any benefit when due under the plan2017-05-31No
Contributions received in cash from employer2017-05-31$2,234,772
Employer contributions (assets) at end of year2017-05-31$232,020
Employer contributions (assets) at beginning of year2017-05-31$223,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-05-31$648,345
Contract administrator fees2017-05-31$29,092
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-05-31No
Did the plan have assets held for investment2017-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-05-31No
Opinion of an independent qualified public accountant for this plan2017-05-31Unqualified
Accountancy firm name2017-05-31ALAN ROSS & COMPANY, PC
Accountancy firm EIN2017-05-31205367494
2016 : IBEW LOCAL NO. 229 ANNUITY FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$85,309
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$59,031
Total income from all sources (including contributions)2016-05-31$1,796,632
Total of all expenses incurred2016-05-31$2,098,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-31$1,976,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-05-31$2,080,891
Value of total assets at end of year2016-05-31$22,159,793
Value of total assets at beginning of year2016-05-31$22,435,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-31$122,024
Total interest from all sources2016-05-31$5
Total dividends received (eg from common stock, registered investment company shares)2016-05-31$879,721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-05-31$879,721
Administrative expenses professional fees incurred2016-05-31$15,239
Was this plan covered by a fidelity bond2016-05-31Yes
Value of fidelity bond cover2016-05-31$1,000,000
If this is an individual account plan, was there a blackout period2016-05-31No
Were there any nonexempt tranactions with any party-in-interest2016-05-31No
Income. Received or receivable in cash from other sources (including rollovers)2016-05-31$147,780
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-05-31$453,948
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-05-31$28,146
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-05-31$40,192
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-05-31$63,151
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-05-31$44,395
Other income not declared elsewhere2016-05-31$10,852
Administrative expenses (other) incurred2016-05-31$8,026
Liabilities. Value of operating payables at end of year2016-05-31$22,158
Liabilities. Value of operating payables at beginning of year2016-05-31$14,636
Total non interest bearing cash at end of year2016-05-31$340,637
Total non interest bearing cash at beginning of year2016-05-31$127,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Value of net income/loss2016-05-31$-301,889
Value of net assets at end of year (total assets less liabilities)2016-05-31$22,074,484
Value of net assets at beginning of year (total assets less liabilities)2016-05-31$22,376,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-05-31No
Were any leases to which the plan was party in default or uncollectible2016-05-31No
Investment advisory and management fees2016-05-31$70,928
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-05-31$21,249,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-05-31$21,801,721
Value of interest in common/collective trusts at end of year2016-05-31$318,378
Value of interest in common/collective trusts at beginning of year2016-05-31$309,144
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-05-31$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-05-31$-1,184,287
Net investment gain or loss from common/collective trusts2016-05-31$9,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-05-31No
Was there a failure to transmit to the plan any participant contributions2016-05-31No
Has the plan failed to provide any benefit when due under the plan2016-05-31No
Contributions received in cash from employer2016-05-31$1,933,111
Employer contributions (assets) at end of year2016-05-31$223,154
Employer contributions (assets) at beginning of year2016-05-31$156,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-05-31$1,522,549
Contract administrator fees2016-05-31$27,831
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-05-31No
Did the plan have assets held for investment2016-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-31No
Opinion of an independent qualified public accountant for this plan2016-05-31Unqualified
Accountancy firm name2016-05-31ALAN ROSS & COMPANY, PC
Accountancy firm EIN2016-05-31205367494
2015 : IBEW LOCAL NO. 229 ANNUITY FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$59,031
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$15,195
Total income from all sources (including contributions)2015-05-31$3,517,839
Total of all expenses incurred2015-05-31$1,279,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-05-31$1,151,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-05-31$1,887,695
Value of total assets at end of year2015-05-31$22,435,404
Value of total assets at beginning of year2015-05-31$20,153,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-05-31$127,884
Total interest from all sources2015-05-31$15
Total dividends received (eg from common stock, registered investment company shares)2015-05-31$677,072
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-05-31$677,072
Administrative expenses professional fees incurred2015-05-31$16,880
Was this plan covered by a fidelity bond2015-05-31Yes
Value of fidelity bond cover2015-05-31$1,000,000
If this is an individual account plan, was there a blackout period2015-05-31No
Were there any nonexempt tranactions with any party-in-interest2015-05-31No
Income. Received or receivable in cash from other sources (including rollovers)2015-05-31$162,259
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-05-31$454,438
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-05-31$40,192
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-05-31$32,728
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-05-31$44,395
Other income not declared elsewhere2015-05-31$9,912
Administrative expenses (other) incurred2015-05-31$13,878
Liabilities. Value of operating payables at end of year2015-05-31$14,636
Liabilities. Value of operating payables at beginning of year2015-05-31$15,195
Total non interest bearing cash at end of year2015-05-31$127,449
Total non interest bearing cash at beginning of year2015-05-31$154,446
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Value of net income/loss2015-05-31$2,238,000
Value of net assets at end of year (total assets less liabilities)2015-05-31$22,376,373
Value of net assets at beginning of year (total assets less liabilities)2015-05-31$20,138,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-05-31No
Were any leases to which the plan was party in default or uncollectible2015-05-31No
Investment advisory and management fees2015-05-31$69,946
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-05-31$21,801,721
Value of interest in common/collective trusts at end of year2015-05-31$309,144
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-05-31$19,843,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-05-31$19,843,062
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-05-31$15
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-05-31$935,945
Net investment gain or loss from common/collective trusts2015-05-31$7,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-05-31No
Was there a failure to transmit to the plan any participant contributions2015-05-31No
Has the plan failed to provide any benefit when due under the plan2015-05-31No
Contributions received in cash from employer2015-05-31$1,725,436
Employer contributions (assets) at end of year2015-05-31$156,898
Employer contributions (assets) at beginning of year2015-05-31$123,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-05-31$697,517
Contract administrator fees2015-05-31$27,180
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-05-31No
Did the plan have assets held for investment2015-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-05-31No
Opinion of an independent qualified public accountant for this plan2015-05-31Unqualified
Accountancy firm name2015-05-31ALAN ROSS AND COMPANY PC
Accountancy firm EIN2015-05-31205367494
2014 : IBEW LOCAL NO. 229 ANNUITY FUND 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$15,195
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$8,624
Total income from all sources (including contributions)2014-05-31$3,840,368
Total loss/gain on sale of assets2014-05-31$0
Total of all expenses incurred2014-05-31$1,981,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$1,928,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-05-31$1,283,930
Value of total assets at end of year2014-05-31$20,153,568
Value of total assets at beginning of year2014-05-31$18,288,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$53,297
Total interest from all sources2014-05-31$33,997
Total dividends received (eg from common stock, registered investment company shares)2014-05-31$679,011
Total dividends received from registered investment company shares (eg mutual funds)2014-05-31$679,011
Administrative expenses professional fees incurred2014-05-31$17,301
Was this plan covered by a fidelity bond2014-05-31Yes
Value of fidelity bond cover2014-05-31$1,000,000
If this is an individual account plan, was there a blackout period2014-05-31No
Funding deficiency by the employer to the plan for this plan year2014-05-31$0
Minimum employer required contribution for this plan year2014-05-31$1,156,557
Amount contributed by the employer to the plan for this plan year2014-05-31$1,156,557
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Income. Received or receivable in cash from other sources (including rollovers)2014-05-31$127,373
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-05-31$92,839
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-05-31$6,440
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-05-31$5,706
Other income not declared elsewhere2014-05-31$18,309
Administrative expenses (other) incurred2014-05-31$9,287
Liabilities. Value of operating payables at end of year2014-05-31$15,195
Liabilities. Value of operating payables at beginning of year2014-05-31$8,624
Total non interest bearing cash at end of year2014-05-31$154,446
Total non interest bearing cash at beginning of year2014-05-31$111,605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Value of net income/loss2014-05-31$1,858,955
Value of net assets at end of year (total assets less liabilities)2014-05-31$20,138,373
Value of net assets at beginning of year (total assets less liabilities)2014-05-31$18,279,418
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31No
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-05-31$16,303,354
Interest earned on other investments2014-05-31$33,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-05-31$19,843,062
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-05-31$1,749,166
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-05-31$1,825,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-05-31No
Was there a failure to transmit to the plan any participant contributions2014-05-31No
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Contributions received in cash from employer2014-05-31$1,156,557
Employer contributions (assets) at end of year2014-05-31$149,620
Employer contributions (assets) at beginning of year2014-05-31$118,211
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-05-31$1,835,277
Contract administrator fees2014-05-31$26,709
Did the plan have assets held for investment2014-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31No
Opinion of an independent qualified public accountant for this plan2014-05-31Unqualified
Accountancy firm name2014-05-31ALAN ROSS AND COMPANY
Accountancy firm EIN2014-05-31205367494
2013 : IBEW LOCAL NO. 229 ANNUITY FUND 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$8,624
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$8,275
Total income from all sources (including contributions)2013-05-31$4,423,067
Total loss/gain on sale of assets2013-05-31$0
Total of all expenses incurred2013-05-31$2,009,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-05-31$1,956,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-05-31$1,218,208
Value of total assets at end of year2013-05-31$18,288,042
Value of total assets at beginning of year2013-05-31$15,873,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-05-31$52,483
Total interest from all sources2013-05-31$34,750
Total dividends received (eg from common stock, registered investment company shares)2013-05-31$339,957
Total dividends received from registered investment company shares (eg mutual funds)2013-05-31$339,957
Administrative expenses professional fees incurred2013-05-31$14,272
Was this plan covered by a fidelity bond2013-05-31Yes
Value of fidelity bond cover2013-05-31$1,000,000
If this is an individual account plan, was there a blackout period2013-05-31No
Funding deficiency by the employer to the plan for this plan year2013-05-31$0
Minimum employer required contribution for this plan year2013-05-31$1,084,929
Amount contributed by the employer to the plan for this plan year2013-05-31$1,084,929
Were there any nonexempt tranactions with any party-in-interest2013-05-31No
Income. Received or receivable in cash from other sources (including rollovers)2013-05-31$133,279
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-05-31$57,672
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-05-31$5,706
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-05-31$3,462
Other income not declared elsewhere2013-05-31$32,629
Administrative expenses (other) incurred2013-05-31$9,172
Liabilities. Value of operating payables at end of year2013-05-31$8,624
Liabilities. Value of operating payables at beginning of year2013-05-31$8,275
Total non interest bearing cash at end of year2013-05-31$111,605
Total non interest bearing cash at beginning of year2013-05-31$88,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Value of net income/loss2013-05-31$2,413,874
Value of net assets at end of year (total assets less liabilities)2013-05-31$18,279,418
Value of net assets at beginning of year (total assets less liabilities)2013-05-31$15,865,544
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-05-31No
Were any leases to which the plan was party in default or uncollectible2013-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-05-31$16,303,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-05-31$13,768,416
Interest earned on other investments2013-05-31$34,750
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-05-31$1,749,166
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-05-31$1,914,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-05-31$2,797,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-05-31No
Was there a failure to transmit to the plan any participant contributions2013-05-31No
Has the plan failed to provide any benefit when due under the plan2013-05-31No
Contributions received in cash from employer2013-05-31$1,084,929
Employer contributions (assets) at end of year2013-05-31$118,211
Employer contributions (assets) at beginning of year2013-05-31$99,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-05-31$1,899,038
Contract administrator fees2013-05-31$29,039
Did the plan have assets held for investment2013-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-05-31No
Opinion of an independent qualified public accountant for this plan2013-05-31Unqualified
Accountancy firm name2013-05-31ALAN ROSS AND COMPANY
Accountancy firm EIN2013-05-31205367494
2012 : IBEW LOCAL NO. 229 ANNUITY FUND 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$8,275
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$20,591
Total income from all sources (including contributions)2012-05-31$837,903
Total loss/gain on sale of assets2012-05-31$0
Total of all expenses incurred2012-05-31$1,442,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$1,391,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$1,359,712
Value of total assets at end of year2012-05-31$15,873,819
Value of total assets at beginning of year2012-05-31$16,490,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$50,471
Total interest from all sources2012-05-31$3,346
Total dividends received (eg from common stock, registered investment company shares)2012-05-31$304,122
Total dividends received from registered investment company shares (eg mutual funds)2012-05-31$304,122
Administrative expenses professional fees incurred2012-05-31$13,749
Was this plan covered by a fidelity bond2012-05-31Yes
Value of fidelity bond cover2012-05-31$1,500,000
If this is an individual account plan, was there a blackout period2012-05-31No
Funding deficiency by the employer to the plan for this plan year2012-05-31$0
Minimum employer required contribution for this plan year2012-05-31$1,276,096
Amount contributed by the employer to the plan for this plan year2012-05-31$1,276,096
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Income. Received or receivable in cash from other sources (including rollovers)2012-05-31$83,616
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-05-31$172,360
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-05-31$3,462
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-05-31$4,255
Other income not declared elsewhere2012-05-31$15,608
Administrative expenses (other) incurred2012-05-31$7,902
Liabilities. Value of operating payables at end of year2012-05-31$8,275
Liabilities. Value of operating payables at beginning of year2012-05-31$20,591
Total non interest bearing cash at end of year2012-05-31$88,256
Total non interest bearing cash at beginning of year2012-05-31$123,161
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$-604,180
Value of net assets at end of year (total assets less liabilities)2012-05-31$15,865,544
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$16,469,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-05-31$13,768,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-05-31$15,868,904
Interest earned on other investments2012-05-31$3,288
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-05-31$313,177
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-05-31$313,177
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-05-31$58
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-05-31$1,914,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-05-31$-844,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31No
Was there a failure to transmit to the plan any participant contributions2012-05-31No
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Contributions received in cash from employer2012-05-31$1,276,096
Employer contributions (assets) at end of year2012-05-31$99,119
Employer contributions (assets) at beginning of year2012-05-31$180,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-31$1,219,252
Contract administrator fees2012-05-31$28,820
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31No
Opinion of an independent qualified public accountant for this plan2012-05-31Unqualified
Accountancy firm name2012-05-31ALAN ROSS AND COMPANY
Accountancy firm EIN2012-05-31205367494
2011 : IBEW LOCAL NO. 229 ANNUITY FUND 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$20,591
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$22,008
Total income from all sources (including contributions)2011-05-31$4,257,407
Total loss/gain on sale of assets2011-05-31$0
Total of all expenses incurred2011-05-31$1,023,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$974,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$1,605,105
Value of total assets at end of year2011-05-31$16,490,315
Value of total assets at beginning of year2011-05-31$13,257,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$49,152
Total interest from all sources2011-05-31$13,616
Total dividends received (eg from common stock, registered investment company shares)2011-05-31$292,156
Total dividends received from registered investment company shares (eg mutual funds)2011-05-31$292,156
Administrative expenses professional fees incurred2011-05-31$12,135
Was this plan covered by a fidelity bond2011-05-31Yes
Value of fidelity bond cover2011-05-31$1,500,000
If this is an individual account plan, was there a blackout period2011-05-31No
Funding deficiency by the employer to the plan for this plan year2011-05-31$0
Minimum employer required contribution for this plan year2011-05-31$1,542,890
Amount contributed by the employer to the plan for this plan year2011-05-31$1,542,890
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Income. Received or receivable in cash from other sources (including rollovers)2011-05-31$62,215
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-05-31$172,998
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-05-31$4,255
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-05-31$4,152
Administrative expenses (other) incurred2011-05-31$8,740
Liabilities. Value of operating payables at end of year2011-05-31$20,591
Liabilities. Value of operating payables at beginning of year2011-05-31$22,008
Total non interest bearing cash at end of year2011-05-31$123,161
Total non interest bearing cash at beginning of year2011-05-31$107,076
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Value of net income/loss2011-05-31$3,234,227
Value of net assets at end of year (total assets less liabilities)2011-05-31$16,469,724
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$13,235,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31No
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-05-31$15,868,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-05-31$12,397,517
Interest earned on other investments2011-05-31$13,616
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-05-31$313,177
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-05-31$593,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-05-31$593,945
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-05-31$2,346,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31No
Was there a failure to transmit to the plan any participant contributions2011-05-31No
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Contributions received in cash from employer2011-05-31$1,542,890
Employer contributions (assets) at end of year2011-05-31$180,818
Employer contributions (assets) at beginning of year2011-05-31$154,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-05-31$801,030
Contract administrator fees2011-05-31$28,277
Did the plan have assets held for investment2011-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31No
Opinion of an independent qualified public accountant for this plan2011-05-31Unqualified
Accountancy firm name2011-05-31ALAN ROSS AND COMPANY
Accountancy firm EIN2011-05-31205367494
2010 : IBEW LOCAL NO. 229 ANNUITY FUND 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-05-31$0
Minimum employer required contribution for this plan year2010-05-31$1,395,194
Amount contributed by the employer to the plan for this plan year2010-05-31$1,395,194

Form 5500 Responses for IBEW LOCAL NO. 229 ANNUITY FUND

2021: IBEW LOCAL NO. 229 ANNUITY FUND 2021 form 5500 responses
2021-06-01Type of plan entityMulti-employer plan
2021-06-01Submission has been amendedNo
2021-06-01This submission is the final filingNo
2021-06-01This return/report is a short plan year return/report (less than 12 months)No
2021-06-01Plan is a collectively bargained planYes
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan benefit arrangement - TrustYes
2020: IBEW LOCAL NO. 229 ANNUITY FUND 2020 form 5500 responses
2020-06-01Type of plan entityMulti-employer plan
2020-06-01Submission has been amendedNo
2020-06-01This submission is the final filingNo
2020-06-01This return/report is a short plan year return/report (less than 12 months)No
2020-06-01Plan is a collectively bargained planYes
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement - TrustYes
2019: IBEW LOCAL NO. 229 ANNUITY FUND 2019 form 5500 responses
2019-06-01Type of plan entityMulti-employer plan
2019-06-01Submission has been amendedNo
2019-06-01This submission is the final filingNo
2019-06-01This return/report is a short plan year return/report (less than 12 months)No
2019-06-01Plan is a collectively bargained planYes
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement - TrustYes
2018: IBEW LOCAL NO. 229 ANNUITY FUND 2018 form 5500 responses
2018-06-01Type of plan entityMulti-employer plan
2018-06-01Plan is a collectively bargained planYes
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement - TrustYes
2017: IBEW LOCAL NO. 229 ANNUITY FUND 2017 form 5500 responses
2017-06-01Type of plan entityMulti-employer plan
2017-06-01Plan is a collectively bargained planYes
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement - TrustYes
2016: IBEW LOCAL NO. 229 ANNUITY FUND 2016 form 5500 responses
2016-06-01Type of plan entityMulti-employer plan
2016-06-01Plan is a collectively bargained planYes
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement - TrustYes
2015: IBEW LOCAL NO. 229 ANNUITY FUND 2015 form 5500 responses
2015-06-01Type of plan entityMulti-employer plan
2015-06-01Submission has been amendedYes
2015-06-01Plan is a collectively bargained planYes
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement - TrustYes
2014: IBEW LOCAL NO. 229 ANNUITY FUND 2014 form 5500 responses
2014-06-01Type of plan entityMulti-employer plan
2014-06-01Plan is a collectively bargained planYes
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement - TrustYes
2013: IBEW LOCAL NO. 229 ANNUITY FUND 2013 form 5500 responses
2013-06-01Type of plan entityMulti-employer plan
2013-06-01Submission has been amendedNo
2013-06-01This submission is the final filingNo
2013-06-01This return/report is a short plan year return/report (less than 12 months)No
2013-06-01Plan is a collectively bargained planYes
2013-06-01Plan funding arrangement – InsuranceYes
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement – InsuranceYes
2013-06-01Plan benefit arrangement - TrustYes
2012: IBEW LOCAL NO. 229 ANNUITY FUND 2012 form 5500 responses
2012-06-01Type of plan entityMulti-employer plan
2012-06-01Submission has been amendedNo
2012-06-01This submission is the final filingNo
2012-06-01This return/report is a short plan year return/report (less than 12 months)No
2012-06-01Plan is a collectively bargained planYes
2012-06-01Plan funding arrangement – InsuranceYes
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement – InsuranceYes
2012-06-01Plan benefit arrangement - TrustYes
2011: IBEW LOCAL NO. 229 ANNUITY FUND 2011 form 5500 responses
2011-06-01Type of plan entityMulti-employer plan
2011-06-01Submission has been amendedNo
2011-06-01This submission is the final filingNo
2011-06-01This return/report is a short plan year return/report (less than 12 months)No
2011-06-01Plan is a collectively bargained planYes
2011-06-01Plan funding arrangement – InsuranceYes
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement – InsuranceYes
2011-06-01Plan benefit arrangement - TrustYes
2009: IBEW LOCAL NO. 229 ANNUITY FUND 2009 form 5500 responses
2009-06-01Type of plan entityMulti-employer plan
2009-06-01Submission has been amendedNo
2009-06-01This submission is the final filingNo
2009-06-01This return/report is a short plan year return/report (less than 12 months)No
2009-06-01Plan is a collectively bargained planYes
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number006012
Policy instance 1
Insurance contract or identification number006012
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number006012
Policy instance 1
Insurance contract or identification number006012
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number006012
Policy instance 1
Insurance contract or identification number006012
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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