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LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND 401k Plan overview

Plan NameLOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND
Plan identification number 002

LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

TRUSTEES OF IBEW LOCAL 9 IBEW AND OUTSIDE CONTRACTORS DC PENSION FUND has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF IBEW LOCAL 9 IBEW AND OUTSIDE CONTRACTORS DC PENSION FUND
Employer identification number (EIN):364301166
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-11-01WILLIAM NIESMAN2023-06-20 ART BURKE2023-06-20
0022020-11-01WILLIAM NIESMAN2022-06-29 ART BURKE2022-06-29
0022019-11-01RITA BECKER2021-08-12 WILLIAM NIESMAN2021-08-12
0022018-11-01RITA BECKER2020-08-07 WILLIAM W NIESMAN2020-08-07
0022017-11-01BECKY THAMES-SIMMONS2019-08-07 WILLIAM W NIESMAN2019-08-07
0022016-11-01
0022015-11-01
0022014-11-01
0022013-11-01
0022012-11-01BECKY THAMES-SIMMONS
0022011-11-01BECKY THAMES-SIMMONS
0022010-11-01BECKY THAMES-SIMMONS
0022009-11-01REBECCA THAMES-SIMMONS
0022008-11-01

Plan Statistics for LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND

401k plan membership statisitcs for LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND

Measure Date Value
2021: LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND 2021 401k membership
Total participants, beginning-of-year2021-11-012,359
Total number of active participants reported on line 7a of the Form 55002021-11-012,370
Number of retired or separated participants receiving benefits2021-11-016
Number of other retired or separated participants entitled to future benefits2021-11-0172
Total of all active and inactive participants2021-11-012,448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-11-010
Total participants2021-11-012,448
Number of participants with account balances2021-11-012,448
Number of employers contributing to the scheme2021-11-0182
2020: LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND 2020 401k membership
Total participants, beginning-of-year2020-11-012,446
Total number of active participants reported on line 7a of the Form 55002020-11-012,287
Number of retired or separated participants receiving benefits2020-11-015
Number of other retired or separated participants entitled to future benefits2020-11-0167
Total of all active and inactive participants2020-11-012,359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-11-010
Total participants2020-11-012,359
Number of participants with account balances2020-11-012,359
Number of employers contributing to the scheme2020-11-01111
2019: LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND 2019 401k membership
Total participants, beginning-of-year2019-11-012,244
Total number of active participants reported on line 7a of the Form 55002019-11-012,345
Number of retired or separated participants receiving benefits2019-11-011
Number of other retired or separated participants entitled to future benefits2019-11-01100
Total of all active and inactive participants2019-11-012,446
Total participants2019-11-012,446
Number of participants with account balances2019-11-012,446
Number of employers contributing to the scheme2019-11-01131
2018: LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND 2018 401k membership
Total participants, beginning-of-year2018-11-011,073
Total number of active participants reported on line 7a of the Form 55002018-11-012,139
Number of retired or separated participants receiving benefits2018-11-011
Number of other retired or separated participants entitled to future benefits2018-11-01104
Total of all active and inactive participants2018-11-012,244
Total participants2018-11-012,244
Number of employers contributing to the scheme2018-11-0192
2017: LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND 2017 401k membership
Total participants, beginning-of-year2017-11-011,118
Total number of active participants reported on line 7a of the Form 55002017-11-01965
Number of retired or separated participants receiving benefits2017-11-01100
Total of all active and inactive participants2017-11-011,065
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-11-018
Total participants2017-11-011,073
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-11-01773
Number of employers contributing to the scheme2017-11-0188
2016: LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND 2016 401k membership
Total participants, beginning-of-year2016-11-011,270
Total number of active participants reported on line 7a of the Form 55002016-11-011,009
Number of retired or separated participants receiving benefits2016-11-01103
Total of all active and inactive participants2016-11-011,112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-11-016
Total participants2016-11-011,118
Number of participants with account balances2016-11-01820
Number of employers contributing to the scheme2016-11-0191
2015: LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND 2015 401k membership
Total participants, beginning-of-year2015-11-011,284
Total number of active participants reported on line 7a of the Form 55002015-11-011,158
Number of retired or separated participants receiving benefits2015-11-01108
Total of all active and inactive participants2015-11-011,266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-11-014
Total participants2015-11-011,270
Number of participants with account balances2015-11-01983
Number of employers contributing to the scheme2015-11-0191
2014: LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND 2014 401k membership
Total participants, beginning-of-year2014-11-011,314
Total number of active participants reported on line 7a of the Form 55002014-11-011,197
Number of retired or separated participants receiving benefits2014-11-0183
Total of all active and inactive participants2014-11-011,280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-11-014
Total participants2014-11-011,284
Number of participants with account balances2014-11-01995
Number of employers contributing to the scheme2014-11-0171
2013: LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND 2013 401k membership
Total participants, beginning-of-year2013-11-011,327
Total number of active participants reported on line 7a of the Form 55002013-11-011,224
Number of retired or separated participants receiving benefits2013-11-0186
Total of all active and inactive participants2013-11-011,310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-11-014
Total participants2013-11-011,314
Number of participants with account balances2013-11-011,030
Number of employers contributing to the scheme2013-11-0154
2012: LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND 2012 401k membership
Total participants, beginning-of-year2012-11-011,347
Total number of active participants reported on line 7a of the Form 55002012-11-011,247
Number of retired or separated participants receiving benefits2012-11-0173
Total of all active and inactive participants2012-11-011,320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-11-017
Total participants2012-11-011,327
Number of participants with account balances2012-11-011,045
Number of employers contributing to the scheme2012-11-0177
2011: LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND 2011 401k membership
Total participants, beginning-of-year2011-11-011,362
Total number of active participants reported on line 7a of the Form 55002011-11-011,287
Number of retired or separated participants receiving benefits2011-11-0153
Total of all active and inactive participants2011-11-011,340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-11-017
Total participants2011-11-011,347
Number of participants with account balances2011-11-011,067
Number of employers contributing to the scheme2011-11-0173
2010: LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND 2010 401k membership
Total participants, beginning-of-year2010-11-011,424
Total number of active participants reported on line 7a of the Form 55002010-11-011,333
Number of retired or separated participants receiving benefits2010-11-0126
Total of all active and inactive participants2010-11-011,359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-11-013
Total participants2010-11-011,362
Number of participants with account balances2010-11-011,083
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-11-010
Number of employers contributing to the scheme2010-11-0154
2009: LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND 2009 401k membership
Total participants, beginning-of-year2009-11-011,207
Total number of active participants reported on line 7a of the Form 55002009-11-011,405
Number of retired or separated participants receiving benefits2009-11-0115
Total of all active and inactive participants2009-11-011,420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-014
Total participants2009-11-011,424
Number of participants with account balances2009-11-011,154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-010
Number of employers contributing to the scheme2009-11-0154

Financial Data on LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND

Measure Date Value
2022 : LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-10-31$328,373
Total unrealized appreciation/depreciation of assets2022-10-31$328,373
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$1,380,227
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$1,340,226
Total income from all sources (including contributions)2022-10-31$-40,207,285
Total of all expenses incurred2022-10-31$8,883,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-10-31$8,439,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-10-31$21,943,450
Value of total assets at end of year2022-10-31$327,855,618
Value of total assets at beginning of year2022-10-31$376,906,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-10-31$444,500
Total dividends received (eg from common stock, registered investment company shares)2022-10-31$1,528,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-10-31$1,528,885
Administrative expenses professional fees incurred2022-10-31$72,866
Was this plan covered by a fidelity bond2022-10-31Yes
Value of fidelity bond cover2022-10-31$5,000,000
If this is an individual account plan, was there a blackout period2022-10-31No
Were there any nonexempt tranactions with any party-in-interest2022-10-31No
Assets. Other investments not covered elsewhere at end of year2022-10-31$22,861,960
Assets. Other investments not covered elsewhere at beginning of year2022-10-31$17,708,986
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-10-31$142,267
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-10-31$1,380,227
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-10-31$1,340,226
Administrative expenses (other) incurred2022-10-31$91,471
Total non interest bearing cash at end of year2022-10-31$1,403,662
Total non interest bearing cash at beginning of year2022-10-31$1,365,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Value of net income/loss2022-10-31$-49,091,243
Value of net assets at end of year (total assets less liabilities)2022-10-31$326,475,391
Value of net assets at beginning of year (total assets less liabilities)2022-10-31$375,566,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-10-31No
Were any leases to which the plan was party in default or uncollectible2022-10-31No
Investment advisory and management fees2022-10-31$142,747
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-10-31$52,910,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-10-31$62,706,558
Value of interest in pooled separate accounts at end of year2022-10-31$9,006,037
Value of interest in pooled separate accounts at beginning of year2022-10-31$10,472,795
Value of interest in common/collective trusts at end of year2022-10-31$240,023,740
Value of interest in common/collective trusts at beginning of year2022-10-31$282,634,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-10-31$-11,738,833
Net investment gain/loss from pooled separate accounts2022-10-31$-1,624,165
Net investment gain or loss from common/collective trusts2022-10-31$-50,644,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-10-31No
Was there a failure to transmit to the plan any participant contributions2022-10-31No
Has the plan failed to provide any benefit when due under the plan2022-10-31No
Contributions received in cash from employer2022-10-31$21,943,450
Employer contributions (assets) at end of year2022-10-31$1,649,820
Employer contributions (assets) at beginning of year2022-10-31$1,875,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-10-31$8,439,458
Contract administrator fees2022-10-31$137,416
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-10-31No
Did the plan have assets held for investment2022-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-10-31No
Opinion of an independent qualified public accountant for this plan2022-10-31Unqualified
Accountancy firm name2022-10-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2022-10-31470900880
2021 : LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-10-31$269,217
Total unrealized appreciation/depreciation of assets2021-10-31$269,217
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-31$1,340,226
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-31$1,821,001
Total income from all sources (including contributions)2021-10-31$103,749,464
Total of all expenses incurred2021-10-31$8,816,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-10-31$8,341,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-10-31$20,661,130
Value of total assets at end of year2021-10-31$376,906,860
Value of total assets at beginning of year2021-10-31$282,454,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-10-31$475,187
Total dividends received (eg from common stock, registered investment company shares)2021-10-31$437,340
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-10-31$437,340
Administrative expenses professional fees incurred2021-10-31$79,719
Was this plan covered by a fidelity bond2021-10-31Yes
Value of fidelity bond cover2021-10-31$5,000,000
If this is an individual account plan, was there a blackout period2021-10-31No
Were there any nonexempt tranactions with any party-in-interest2021-10-31No
Assets. Other investments not covered elsewhere at end of year2021-10-31$17,708,986
Assets. Other investments not covered elsewhere at beginning of year2021-10-31$15,911,169
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-10-31$142,267
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-10-31$1,340,226
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-10-31$1,821,001
Administrative expenses (other) incurred2021-10-31$111,664
Total non interest bearing cash at end of year2021-10-31$1,365,950
Total non interest bearing cash at beginning of year2021-10-31$4,414,272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-31No
Value of net income/loss2021-10-31$94,932,645
Value of net assets at end of year (total assets less liabilities)2021-10-31$375,566,634
Value of net assets at beginning of year (total assets less liabilities)2021-10-31$280,633,989
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-10-31No
Were any leases to which the plan was party in default or uncollectible2021-10-31No
Investment advisory and management fees2021-10-31$146,860
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-10-31$62,706,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-10-31$44,969,264
Value of interest in pooled separate accounts at end of year2021-10-31$10,472,795
Value of interest in pooled separate accounts at beginning of year2021-10-31$8,719,049
Value of interest in common/collective trusts at end of year2021-10-31$282,634,993
Value of interest in common/collective trusts at beginning of year2021-10-31$207,792,372
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-10-31$16,530,315
Net investment gain/loss from pooled separate accounts2021-10-31$2,168,719
Net investment gain or loss from common/collective trusts2021-10-31$63,682,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-10-31No
Was there a failure to transmit to the plan any participant contributions2021-10-31No
Has the plan failed to provide any benefit when due under the plan2021-10-31No
Contributions received in cash from employer2021-10-31$20,661,130
Employer contributions (assets) at end of year2021-10-31$1,875,311
Employer contributions (assets) at beginning of year2021-10-31$648,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-10-31$8,341,632
Contract administrator fees2021-10-31$136,944
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-10-31No
Did the plan have assets held for investment2021-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-10-31No
Opinion of an independent qualified public accountant for this plan2021-10-31Unqualified
Accountancy firm name2021-10-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2021-10-31470900880
2020 : LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-10-31$263,079
Total unrealized appreciation/depreciation of assets2020-10-31$263,079
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-10-31$1,821,001
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-10-31$768,317
Total income from all sources (including contributions)2020-10-31$28,647,264
Total of all expenses incurred2020-10-31$10,507,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-10-31$9,941,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-10-31$19,612,742
Value of total assets at end of year2020-10-31$282,454,990
Value of total assets at beginning of year2020-10-31$263,262,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-10-31$565,969
Total dividends received (eg from common stock, registered investment company shares)2020-10-31$389,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-10-31$389,823
Administrative expenses professional fees incurred2020-10-31$81,190
Was this plan covered by a fidelity bond2020-10-31Yes
Value of fidelity bond cover2020-10-31$5,000,000
If this is an individual account plan, was there a blackout period2020-10-31No
Were there any nonexempt tranactions with any party-in-interest2020-10-31No
Assets. Other investments not covered elsewhere at end of year2020-10-31$15,911,169
Assets. Other investments not covered elsewhere at beginning of year2020-10-31$11,694,102
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-10-31$5,508
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-10-31$1,821,001
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-10-31$767,867
Administrative expenses (other) incurred2020-10-31$230,627
Liabilities. Value of operating payables at end of year2020-10-31$0
Liabilities. Value of operating payables at beginning of year2020-10-31$450
Total non interest bearing cash at end of year2020-10-31$4,414,272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-31No
Value of net income/loss2020-10-31$18,139,398
Value of net assets at end of year (total assets less liabilities)2020-10-31$280,633,989
Value of net assets at beginning of year (total assets less liabilities)2020-10-31$262,494,591
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-10-31No
Were any leases to which the plan was party in default or uncollectible2020-10-31No
Investment advisory and management fees2020-10-31$142,734
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-10-31$44,969,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-10-31$43,428,907
Value of interest in pooled separate accounts at end of year2020-10-31$8,719,049
Value of interest in pooled separate accounts at beginning of year2020-10-31$8,388,476
Value of interest in common/collective trusts at end of year2020-10-31$207,792,372
Value of interest in common/collective trusts at beginning of year2020-10-31$195,760,635
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-10-31$2,045,186
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-10-31$2,045,186
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-10-31$5,124,975
Net investment gain/loss from pooled separate accounts2020-10-31$741,340
Net investment gain or loss from common/collective trusts2020-10-31$2,515,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-10-31No
Was there a failure to transmit to the plan any participant contributions2020-10-31No
Has the plan failed to provide any benefit when due under the plan2020-10-31No
Contributions received in cash from employer2020-10-31$19,612,742
Employer contributions (assets) at end of year2020-10-31$648,864
Employer contributions (assets) at beginning of year2020-10-31$1,940,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-10-31$9,941,897
Contract administrator fees2020-10-31$111,418
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-10-31No
Did the plan have assets held for investment2020-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-10-31No
Opinion of an independent qualified public accountant for this plan2020-10-31Unqualified
Accountancy firm name2020-10-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2020-10-31470900880
2019 : LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-10-31$64,724
Total unrealized appreciation/depreciation of assets2019-10-31$64,724
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-31$768,317
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-31$1,196,498
Total income from all sources (including contributions)2019-10-31$45,536,287
Total of all expenses incurred2019-10-31$8,925,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-10-31$8,415,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-10-31$17,602,580
Value of total assets at end of year2019-10-31$263,262,908
Value of total assets at beginning of year2019-10-31$227,079,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-10-31$509,172
Total dividends received (eg from common stock, registered investment company shares)2019-10-31$453,149
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-10-31$453,149
Administrative expenses professional fees incurred2019-10-31$59,226
Was this plan covered by a fidelity bond2019-10-31Yes
Value of fidelity bond cover2019-10-31$2,500,000
If this is an individual account plan, was there a blackout period2019-10-31No
Were there any nonexempt tranactions with any party-in-interest2019-10-31No
Participant contributions at beginning of year2019-10-31$1,550
Assets. Other investments not covered elsewhere at end of year2019-10-31$11,694,102
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-10-31$5,508
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-10-31$67,372
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-10-31$767,867
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-10-31$1,194,688
Administrative expenses (other) incurred2019-10-31$310,276
Liabilities. Value of operating payables at end of year2019-10-31$450
Liabilities. Value of operating payables at beginning of year2019-10-31$1,810
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-31No
Value of net income/loss2019-10-31$36,611,200
Value of net assets at end of year (total assets less liabilities)2019-10-31$262,494,591
Value of net assets at beginning of year (total assets less liabilities)2019-10-31$225,883,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-10-31No
Were any leases to which the plan was party in default or uncollectible2019-10-31No
Investment advisory and management fees2019-10-31$139,670
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-10-31$43,428,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-10-31$38,816,504
Value of interest in pooled separate accounts at end of year2019-10-31$8,388,476
Value of interest in common/collective trusts at end of year2019-10-31$195,760,635
Value of interest in common/collective trusts at beginning of year2019-10-31$184,292,337
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-10-31$2,045,186
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-10-31$2,247,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-10-31$2,247,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-10-31$5,483,675
Net investment gain/loss from pooled separate accounts2019-10-31$908,905
Net investment gain or loss from common/collective trusts2019-10-31$21,023,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-10-31No
Was there a failure to transmit to the plan any participant contributions2019-10-31No
Has the plan failed to provide any benefit when due under the plan2019-10-31No
Contributions received in cash from employer2019-10-31$17,602,580
Employer contributions (assets) at end of year2019-10-31$1,940,094
Employer contributions (assets) at beginning of year2019-10-31$1,654,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-10-31$8,415,915
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-10-31No
Did the plan have assets held for investment2019-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-10-31No
Opinion of an independent qualified public accountant for this plan2019-10-31Unqualified
Accountancy firm name2019-10-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2019-10-31470900880
2018 : LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$1,196,498
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$731,646
Total income from all sources (including contributions)2018-10-31$19,254,715
Total of all expenses incurred2018-10-31$9,485,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-10-31$8,959,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-10-31$15,644,914
Value of total assets at end of year2018-10-31$227,079,889
Value of total assets at beginning of year2018-10-31$216,846,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-10-31$526,789
Total interest from all sources2018-10-31$272
Total dividends received (eg from common stock, registered investment company shares)2018-10-31$384,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-10-31$384,611
Administrative expenses professional fees incurred2018-10-31$55,584
Was this plan covered by a fidelity bond2018-10-31Yes
Value of fidelity bond cover2018-10-31$1,000,000
If this is an individual account plan, was there a blackout period2018-10-31No
Were there any nonexempt tranactions with any party-in-interest2018-10-31No
Participant contributions at end of year2018-10-31$1,550
Participant contributions at beginning of year2018-10-31$10,796
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-10-31$67,372
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-10-31$66,728
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-10-31$1,194,688
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-10-31$728,045
Administrative expenses (other) incurred2018-10-31$306,587
Liabilities. Value of operating payables at end of year2018-10-31$1,810
Liabilities. Value of operating payables at beginning of year2018-10-31$3,601
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Value of net income/loss2018-10-31$9,768,790
Value of net assets at end of year (total assets less liabilities)2018-10-31$225,883,391
Value of net assets at beginning of year (total assets less liabilities)2018-10-31$216,114,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-10-31No
Were any leases to which the plan was party in default or uncollectible2018-10-31No
Investment advisory and management fees2018-10-31$164,618
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-10-31$38,816,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-10-31$36,866,044
Interest on participant loans2018-10-31$258
Value of interest in common/collective trusts at end of year2018-10-31$184,292,337
Value of interest in common/collective trusts at beginning of year2018-10-31$176,409,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-10-31$2,247,453
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-10-31$1,844,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-10-31$1,844,845
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-10-31$14
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-10-31$1,643,406
Net investment gain or loss from common/collective trusts2018-10-31$1,581,512
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-10-31No
Was there a failure to transmit to the plan any participant contributions2018-10-31No
Has the plan failed to provide any benefit when due under the plan2018-10-31No
Contributions received in cash from employer2018-10-31$15,644,914
Employer contributions (assets) at end of year2018-10-31$1,654,673
Employer contributions (assets) at beginning of year2018-10-31$1,648,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-10-31$8,959,136
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-10-31No
Did the plan have assets held for investment2018-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-10-31No
Opinion of an independent qualified public accountant for this plan2018-10-31Unqualified
Accountancy firm name2018-10-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2018-10-31470900880
2017 : LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$731,646
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$408,666
Total income from all sources (including contributions)2017-10-31$47,763,209
Total of all expenses incurred2017-10-31$8,058,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-10-31$7,493,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-10-31$16,219,535
Value of total assets at end of year2017-10-31$216,846,247
Value of total assets at beginning of year2017-10-31$176,818,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-10-31$565,191
Total interest from all sources2017-10-31$1,055
Total dividends received (eg from common stock, registered investment company shares)2017-10-31$463,667
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-10-31$463,667
Administrative expenses professional fees incurred2017-10-31$70,055
Was this plan covered by a fidelity bond2017-10-31Yes
Value of fidelity bond cover2017-10-31$1,000,000
If this is an individual account plan, was there a blackout period2017-10-31No
Were there any nonexempt tranactions with any party-in-interest2017-10-31No
Participant contributions at end of year2017-10-31$10,796
Participant contributions at beginning of year2017-10-31$23,396
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-10-31$66,728
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-10-31$49,657
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-10-31$728,045
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-10-31$407,666
Administrative expenses (other) incurred2017-10-31$252,575
Liabilities. Value of operating payables at end of year2017-10-31$3,601
Liabilities. Value of operating payables at beginning of year2017-10-31$1,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Value of net income/loss2017-10-31$39,704,611
Value of net assets at end of year (total assets less liabilities)2017-10-31$216,114,601
Value of net assets at beginning of year (total assets less liabilities)2017-10-31$176,409,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-10-31No
Were any leases to which the plan was party in default or uncollectible2017-10-31No
Investment advisory and management fees2017-10-31$242,561
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-10-31$36,866,044
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-10-31$32,801,312
Interest on participant loans2017-10-31$985
Value of interest in common/collective trusts at end of year2017-10-31$176,409,570
Value of interest in common/collective trusts at beginning of year2017-10-31$140,231,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-10-31$1,844,845
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-10-31$2,065,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-10-31$2,065,908
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-10-31$70
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-10-31$6,854,260
Net investment gain or loss from common/collective trusts2017-10-31$24,224,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-10-31Yes
Was there a failure to transmit to the plan any participant contributions2017-10-31No
Has the plan failed to provide any benefit when due under the plan2017-10-31No
Contributions received in cash from employer2017-10-31$16,219,535
Employer contributions (assets) at end of year2017-10-31$1,648,264
Employer contributions (assets) at beginning of year2017-10-31$1,647,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-10-31$7,493,407
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-10-31No
Did the plan have assets held for investment2017-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-10-31No
Opinion of an independent qualified public accountant for this plan2017-10-31Unqualified
Accountancy firm name2017-10-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2017-10-31470900880
2016 : LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$408,666
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$129,336
Total income from all sources (including contributions)2016-10-31$22,170,026
Total of all expenses incurred2016-10-31$4,535,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-10-31$4,060,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-10-31$16,316,148
Value of total assets at end of year2016-10-31$176,818,656
Value of total assets at beginning of year2016-10-31$158,904,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-10-31$474,416
Total interest from all sources2016-10-31$2,252
Total dividends received (eg from common stock, registered investment company shares)2016-10-31$584,838
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-10-31$584,838
Administrative expenses professional fees incurred2016-10-31$56,554
Was this plan covered by a fidelity bond2016-10-31Yes
Value of fidelity bond cover2016-10-31$1,000,000
If this is an individual account plan, was there a blackout period2016-10-31No
Were there any nonexempt tranactions with any party-in-interest2016-10-31No
Participant contributions at end of year2016-10-31$23,396
Participant contributions at beginning of year2016-10-31$59,705
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-10-31$49,657
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-10-31$136,031
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-10-31$407,666
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-10-31$127,761
Administrative expenses (other) incurred2016-10-31$259,783
Liabilities. Value of operating payables at end of year2016-10-31$1,000
Liabilities. Value of operating payables at beginning of year2016-10-31$1,575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Value of net income/loss2016-10-31$17,634,675
Value of net assets at end of year (total assets less liabilities)2016-10-31$176,409,990
Value of net assets at beginning of year (total assets less liabilities)2016-10-31$158,775,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-10-31No
Were any leases to which the plan was party in default or uncollectible2016-10-31No
Investment advisory and management fees2016-10-31$158,079
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-10-31$32,801,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-10-31$30,661,075
Interest on participant loans2016-10-31$2,145
Value of interest in common/collective trusts at end of year2016-10-31$140,231,082
Value of interest in common/collective trusts at beginning of year2016-10-31$124,858,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-10-31$2,065,908
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-10-31$1,547,702
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-10-31$1,547,702
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-10-31$107
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-10-31$961,245
Net investment gain or loss from common/collective trusts2016-10-31$4,305,543
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-10-31No
Was there a failure to transmit to the plan any participant contributions2016-10-31No
Has the plan failed to provide any benefit when due under the plan2016-10-31No
Contributions received in cash from employer2016-10-31$16,316,148
Employer contributions (assets) at end of year2016-10-31$1,647,301
Employer contributions (assets) at beginning of year2016-10-31$1,641,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-10-31$4,060,935
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-10-31No
Did the plan have assets held for investment2016-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-10-31No
Opinion of an independent qualified public accountant for this plan2016-10-31Unqualified
Accountancy firm name2016-10-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2016-10-31470900880
2015 : LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$129,336
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$320,128
Total income from all sources (including contributions)2015-10-31$17,900,745
Total of all expenses incurred2015-10-31$4,384,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-10-31$3,926,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-10-31$14,538,096
Value of total assets at end of year2015-10-31$158,904,651
Value of total assets at beginning of year2015-10-31$145,578,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-10-31$457,489
Total interest from all sources2015-10-31$68
Total dividends received (eg from common stock, registered investment company shares)2015-10-31$570,433
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-10-31$570,433
Administrative expenses professional fees incurred2015-10-31$66,408
Was this plan covered by a fidelity bond2015-10-31Yes
Value of fidelity bond cover2015-10-31$1,000,000
If this is an individual account plan, was there a blackout period2015-10-31No
Were there any nonexempt tranactions with any party-in-interest2015-10-31No
Participant contributions at end of year2015-10-31$59,705
Participant contributions at beginning of year2015-10-31$128,287
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-10-31$136,031
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-10-31$104,988
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-10-31$127,761
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-10-31$302,550
Administrative expenses (other) incurred2015-10-31$233,066
Liabilities. Value of operating payables at end of year2015-10-31$1,575
Liabilities. Value of operating payables at beginning of year2015-10-31$17,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Value of net income/loss2015-10-31$13,516,510
Value of net assets at end of year (total assets less liabilities)2015-10-31$158,775,315
Value of net assets at beginning of year (total assets less liabilities)2015-10-31$145,258,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-10-31No
Were any leases to which the plan was party in default or uncollectible2015-10-31No
Investment advisory and management fees2015-10-31$158,015
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-10-31$30,661,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-10-31$27,776,849
Value of interest in common/collective trusts at end of year2015-10-31$124,858,203
Value of interest in common/collective trusts at beginning of year2015-10-31$114,835,729
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-10-31$1,547,702
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-10-31$1,340,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-10-31$1,340,795
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-10-31$68
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-10-31$1,361,185
Net investment gain or loss from common/collective trusts2015-10-31$1,430,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-10-31No
Was there a failure to transmit to the plan any participant contributions2015-10-31No
Has the plan failed to provide any benefit when due under the plan2015-10-31No
Contributions received in cash from employer2015-10-31$14,538,096
Employer contributions (assets) at end of year2015-10-31$1,641,935
Employer contributions (assets) at beginning of year2015-10-31$1,392,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-10-31$3,926,746
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-10-31No
Did the plan have assets held for investment2015-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-10-31No
Opinion of an independent qualified public accountant for this plan2015-10-31Unqualified
Accountancy firm name2015-10-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2015-10-31470900880
2014 : LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$320,128
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$367,225
Total income from all sources (including contributions)2014-10-31$23,448,943
Total of all expenses incurred2014-10-31$4,062,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-10-31$3,693,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-10-31$11,891,173
Value of total assets at end of year2014-10-31$145,578,933
Value of total assets at beginning of year2014-10-31$126,239,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-10-31$369,390
Total interest from all sources2014-10-31$8,176
Total dividends received (eg from common stock, registered investment company shares)2014-10-31$487,603
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-10-31$487,603
Administrative expenses professional fees incurred2014-10-31$50,139
Was this plan covered by a fidelity bond2014-10-31Yes
Value of fidelity bond cover2014-10-31$1,000,000
If this is an individual account plan, was there a blackout period2014-10-31No
Were there any nonexempt tranactions with any party-in-interest2014-10-31No
Participant contributions at end of year2014-10-31$128,287
Participant contributions at beginning of year2014-10-31$237,746
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-10-31$104,988
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-10-31$63,883
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-10-31$302,550
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-10-31$350,150
Administrative expenses (other) incurred2014-10-31$196,358
Liabilities. Value of operating payables at end of year2014-10-31$17,578
Liabilities. Value of operating payables at beginning of year2014-10-31$17,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Value of net income/loss2014-10-31$19,386,184
Value of net assets at end of year (total assets less liabilities)2014-10-31$145,258,805
Value of net assets at beginning of year (total assets less liabilities)2014-10-31$125,872,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-10-31No
Were any leases to which the plan was party in default or uncollectible2014-10-31No
Investment advisory and management fees2014-10-31$122,893
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-10-31$27,776,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-10-31$23,361,534
Interest on participant loans2014-10-31$8,076
Value of interest in common/collective trusts at end of year2014-10-31$114,835,729
Value of interest in common/collective trusts at beginning of year2014-10-31$100,354,619
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-10-31$1,340,795
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-10-31$1,206,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-10-31$1,206,192
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-10-31$100
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-10-31$2,302,567
Net investment gain or loss from common/collective trusts2014-10-31$8,759,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-10-31Yes
Was there a failure to transmit to the plan any participant contributions2014-10-31No
Has the plan failed to provide any benefit when due under the plan2014-10-31No
Contributions received in cash from employer2014-10-31$11,891,173
Employer contributions (assets) at end of year2014-10-31$1,392,285
Employer contributions (assets) at beginning of year2014-10-31$1,015,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-10-31$3,693,369
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-10-31No
Did the plan have assets held for investment2014-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-10-31No
Opinion of an independent qualified public accountant for this plan2014-10-31Unqualified
Accountancy firm name2014-10-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2014-10-31470900880
2013 : LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$367,225
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$107,849
Total income from all sources (including contributions)2013-10-31$29,443,593
Total of all expenses incurred2013-10-31$4,927,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-10-31$4,568,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-10-31$10,460,223
Value of total assets at end of year2013-10-31$126,239,846
Value of total assets at beginning of year2013-10-31$101,464,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-10-31$358,882
Total interest from all sources2013-10-31$10,322
Total dividends received (eg from common stock, registered investment company shares)2013-10-31$269,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-10-31$269,895
Administrative expenses professional fees incurred2013-10-31$71,397
Was this plan covered by a fidelity bond2013-10-31Yes
Value of fidelity bond cover2013-10-31$1,000,000
If this is an individual account plan, was there a blackout period2013-10-31No
Were there any nonexempt tranactions with any party-in-interest2013-10-31No
Participant contributions at end of year2013-10-31$237,746
Participant contributions at beginning of year2013-10-31$249,980
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-10-31$63,883
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-10-31$1,880
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-10-31$350,150
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-10-31$99,862
Administrative expenses (other) incurred2013-10-31$198,101
Liabilities. Value of operating payables at end of year2013-10-31$17,075
Liabilities. Value of operating payables at beginning of year2013-10-31$7,987
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Value of net income/loss2013-10-31$24,516,162
Value of net assets at end of year (total assets less liabilities)2013-10-31$125,872,621
Value of net assets at beginning of year (total assets less liabilities)2013-10-31$101,356,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-10-31No
Were any leases to which the plan was party in default or uncollectible2013-10-31No
Investment advisory and management fees2013-10-31$89,384
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-10-31$23,361,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-10-31$18,837,619
Interest on participant loans2013-10-31$10,269
Value of interest in common/collective trusts at end of year2013-10-31$100,354,619
Value of interest in common/collective trusts at beginning of year2013-10-31$80,616,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-10-31$1,206,192
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-10-31$809,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-10-31$809,461
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-10-31$53
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-10-31$4,235,499
Net investment gain or loss from common/collective trusts2013-10-31$14,467,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-10-31Yes
Was there a failure to transmit to the plan any participant contributions2013-10-31No
Has the plan failed to provide any benefit when due under the plan2013-10-31No
Contributions received in cash from employer2013-10-31$10,460,223
Employer contributions (assets) at end of year2013-10-31$1,015,872
Employer contributions (assets) at beginning of year2013-10-31$949,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-10-31$4,568,549
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-10-31No
Did the plan have assets held for investment2013-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-10-31No
Opinion of an independent qualified public accountant for this plan2013-10-31Unqualified
Accountancy firm name2013-10-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2013-10-31470900880
2012 : LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$107,849
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$123,350
Total income from all sources (including contributions)2012-10-31$17,980,233
Total of all expenses incurred2012-10-31$4,586,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-10-31$4,264,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-10-31$9,247,191
Value of total assets at end of year2012-10-31$101,464,308
Value of total assets at beginning of year2012-10-31$88,086,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-10-31$322,455
Total interest from all sources2012-10-31$11,096
Total dividends received (eg from common stock, registered investment company shares)2012-10-31$169,547
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-10-31$169,547
Administrative expenses professional fees incurred2012-10-31$63,925
Was this plan covered by a fidelity bond2012-10-31Yes
Value of fidelity bond cover2012-10-31$1,000,000
If this is an individual account plan, was there a blackout period2012-10-31No
Were there any nonexempt tranactions with any party-in-interest2012-10-31No
Participant contributions at end of year2012-10-31$249,980
Participant contributions at beginning of year2012-10-31$327,633
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-10-31$1,880
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-10-31$138,935
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-10-31$99,862
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-10-31$119,604
Administrative expenses (other) incurred2012-10-31$187,093
Liabilities. Value of operating payables at end of year2012-10-31$7,987
Liabilities. Value of operating payables at beginning of year2012-10-31$3,746
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Value of net income/loss2012-10-31$13,393,258
Value of net assets at end of year (total assets less liabilities)2012-10-31$101,356,459
Value of net assets at beginning of year (total assets less liabilities)2012-10-31$87,963,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-10-31No
Were any leases to which the plan was party in default or uncollectible2012-10-31No
Investment advisory and management fees2012-10-31$71,437
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-10-31$18,837,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-10-31$16,378,792
Interest on participant loans2012-10-31$10,768
Value of interest in common/collective trusts at end of year2012-10-31$80,616,020
Value of interest in common/collective trusts at beginning of year2012-10-31$69,861,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-10-31$809,461
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-10-31$551,284
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-10-31$551,284
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-10-31$328
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-10-31$1,654,456
Net investment gain or loss from common/collective trusts2012-10-31$6,897,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-10-31No
Was there a failure to transmit to the plan any participant contributions2012-10-31No
Has the plan failed to provide any benefit when due under the plan2012-10-31No
Contributions received in cash from employer2012-10-31$9,247,191
Employer contributions (assets) at end of year2012-10-31$949,348
Employer contributions (assets) at beginning of year2012-10-31$828,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-10-31$4,264,520
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-10-31No
Did the plan have assets held for investment2012-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-10-31No
Opinion of an independent qualified public accountant for this plan2012-10-31Unqualified
Accountancy firm name2012-10-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2012-10-31470900880
2011 : LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-31$123,350
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-31$264,186
Total income from all sources (including contributions)2011-10-31$12,293,910
Total of all expenses incurred2011-10-31$4,797,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-10-31$4,516,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-10-31$8,262,786
Value of total assets at end of year2011-10-31$88,086,551
Value of total assets at beginning of year2011-10-31$80,731,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-10-31$281,423
Total interest from all sources2011-10-31$13,969
Total dividends received (eg from common stock, registered investment company shares)2011-10-31$144,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-10-31$144,240
Administrative expenses professional fees incurred2011-10-31$33,350
Was this plan covered by a fidelity bond2011-10-31Yes
Value of fidelity bond cover2011-10-31$1,000,000
If this is an individual account plan, was there a blackout period2011-10-31No
Were there any nonexempt tranactions with any party-in-interest2011-10-31No
Participant contributions at end of year2011-10-31$327,633
Participant contributions at beginning of year2011-10-31$327,430
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-10-31$138,935
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-10-31$4,365
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-10-31$119,604
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-10-31$257,023
Administrative expenses (other) incurred2011-10-31$205,829
Liabilities. Value of operating payables at end of year2011-10-31$3,746
Liabilities. Value of operating payables at beginning of year2011-10-31$7,163
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Value of net income/loss2011-10-31$7,496,203
Value of net assets at end of year (total assets less liabilities)2011-10-31$87,963,201
Value of net assets at beginning of year (total assets less liabilities)2011-10-31$80,466,998
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-10-31No
Were any leases to which the plan was party in default or uncollectible2011-10-31No
Investment advisory and management fees2011-10-31$42,244
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-10-31$16,378,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-10-31$15,983,894
Interest on participant loans2011-10-31$12,487
Value of interest in common/collective trusts at end of year2011-10-31$69,861,268
Value of interest in common/collective trusts at beginning of year2011-10-31$62,564,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-10-31$551,284
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-10-31$823,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-10-31$823,131
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-10-31$1,482
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-10-31$3,435,253
Net investment gain or loss from common/collective trusts2011-10-31$437,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-10-31Yes
Was there a failure to transmit to the plan any participant contributions2011-10-31No
Has the plan failed to provide any benefit when due under the plan2011-10-31No
Contributions received in cash from employer2011-10-31$8,262,786
Employer contributions (assets) at end of year2011-10-31$828,639
Employer contributions (assets) at beginning of year2011-10-31$1,027,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-10-31$4,516,284
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-10-31No
Did the plan have assets held for investment2011-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-10-31No
Opinion of an independent qualified public accountant for this plan2011-10-31Unqualified
Accountancy firm name2011-10-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2011-10-31470900880

Form 5500 Responses for LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND

2021: LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND 2021 form 5500 responses
2021-11-01Type of plan entityMulti-employer plan
2021-11-01Plan is a collectively bargained planYes
2021-11-01Plan funding arrangement – InsuranceYes
2021-11-01Plan funding arrangement – TrustYes
2021-11-01Plan benefit arrangement - TrustYes
2020: LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND 2020 form 5500 responses
2020-11-01Type of plan entityMulti-employer plan
2020-11-01Plan is a collectively bargained planYes
2020-11-01Plan funding arrangement – InsuranceYes
2020-11-01Plan funding arrangement – TrustYes
2020-11-01Plan benefit arrangement - TrustYes
2019: LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND 2019 form 5500 responses
2019-11-01Type of plan entityMulti-employer plan
2019-11-01Plan is a collectively bargained planYes
2019-11-01Plan funding arrangement – InsuranceYes
2019-11-01Plan funding arrangement – TrustYes
2019-11-01Plan benefit arrangement - TrustYes
2018: LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND 2018 form 5500 responses
2018-11-01Type of plan entityMulti-employer plan
2018-11-01Plan is a collectively bargained planYes
2018-11-01Plan funding arrangement – InsuranceYes
2018-11-01Plan funding arrangement – TrustYes
2018-11-01Plan benefit arrangement - TrustYes
2017: LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND 2017 form 5500 responses
2017-11-01Type of plan entityMulti-employer plan
2017-11-01Plan is a collectively bargained planYes
2017-11-01Plan funding arrangement – TrustYes
2017-11-01Plan benefit arrangement - TrustYes
2016: LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND 2016 form 5500 responses
2016-11-01Type of plan entityMulti-employer plan
2016-11-01Plan is a collectively bargained planYes
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement - TrustYes
2015: LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND 2015 form 5500 responses
2015-11-01Type of plan entityMulti-employer plan
2015-11-01Submission has been amendedYes
2015-11-01Plan is a collectively bargained planYes
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement - TrustYes
2014: LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND 2014 form 5500 responses
2014-11-01Type of plan entityMulti-employer plan
2014-11-01Plan is a collectively bargained planYes
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement - TrustYes
2013: LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND 2013 form 5500 responses
2013-11-01Type of plan entityMulti-employer plan
2013-11-01Plan is a collectively bargained planYes
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement - TrustYes
2012: LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND 2012 form 5500 responses
2012-11-01Type of plan entityMulti-employer plan
2012-11-01Plan is a collectively bargained planYes
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement - TrustYes
2011: LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND 2011 form 5500 responses
2011-11-01Type of plan entityMulti-employer plan
2011-11-01Plan is a collectively bargained planYes
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement - TrustYes
2010: LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND 2010 form 5500 responses
2010-11-01Type of plan entityMulti-employer plan
2010-11-01Plan is a collectively bargained planYes
2010-11-01Plan funding arrangement – TrustYes
2010-11-01Plan benefit arrangement - TrustYes
2009: LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND 2009 form 5500 responses
2009-11-01Type of plan entityMulti-employer plan
2009-11-01This submission is the final filingNo
2009-11-01Plan is a collectively bargained planYes
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement - TrustYes
2008: LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND 2008 form 5500 responses
2008-11-01Type of plan entityMulti-employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075316
Policy instance 1
Insurance contract or identification number075316
Number of Individuals Covered2448
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075316
Policy instance 1
Insurance contract or identification number075316
Number of Individuals Covered2359
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075316
Policy instance 1
Insurance contract or identification number075316
Number of Individuals Covered2446
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075316
Policy instance 1
Insurance contract or identification number075316
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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