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IBEW LU2221 EMPLOYEE RETIREMENT PLAN 401k Plan overview

Plan NameIBEW LU2221 EMPLOYEE RETIREMENT PLAN
Plan identification number 005

IBEW LU2221 EMPLOYEE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NORTHERN STAR INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:NORTHERN STAR INDUSTRIES, INC.
Employer identification number (EIN):381683485
NAIC Classification:332900

Additional information about NORTHERN STAR INDUSTRIES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1993-07-06
Company Identification Number: P93000047017
Legal Registered Office Address: 1101 N. LAKE DESTINY DR.

MAITLAND

32751

More information about NORTHERN STAR INDUSTRIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LU2221 EMPLOYEE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01JEN KIRK2023-10-16
0052021-01-01
0052020-01-01
0052019-01-01
0052018-01-01
0052017-01-01DAN LIEBERGEN
0052016-01-01DAN LIEBERGEN
0052015-01-01DAN LIEBERGEN
0052014-01-01DAN LIEBERGEN
0052013-01-01DAN LIEBERGEN
0052012-01-01DAN LIEBERGEN
0052011-01-01DAN LIEBERGEN
0052010-01-01DAN LIEBERGEN
0052009-01-01DAN LIEBERGEN

Plan Statistics for IBEW LU2221 EMPLOYEE RETIREMENT PLAN

401k plan membership statisitcs for IBEW LU2221 EMPLOYEE RETIREMENT PLAN

Measure Date Value
2022: IBEW LU2221 EMPLOYEE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01574
Total number of active participants reported on line 7a of the Form 55002022-01-01487
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-0162
Total of all active and inactive participants2022-01-01554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01554
Number of participants with account balances2022-01-01518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0163
2021: IBEW LU2221 EMPLOYEE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01537
Total number of active participants reported on line 7a of the Form 55002021-01-01470
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01113
Total of all active and inactive participants2021-01-01584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01584
Number of participants with account balances2021-01-01560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0158
2020: IBEW LU2221 EMPLOYEE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01485
Total number of active participants reported on line 7a of the Form 55002020-01-01466
Number of retired or separated participants receiving benefits2020-01-0114
Number of other retired or separated participants entitled to future benefits2020-01-0164
Total of all active and inactive participants2020-01-01544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01544
Number of participants with account balances2020-01-01525
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0131
2019: IBEW LU2221 EMPLOYEE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01541
Total number of active participants reported on line 7a of the Form 55002019-01-01406
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0182
Total of all active and inactive participants2019-01-01489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01489
Number of participants with account balances2019-01-01479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0143
2018: IBEW LU2221 EMPLOYEE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01459
Total number of active participants reported on line 7a of the Form 55002018-01-01411
Number of retired or separated participants receiving benefits2018-01-0177
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01488
Number of participants with account balances2018-01-01476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: IBEW LU2221 EMPLOYEE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01364
Total number of active participants reported on line 7a of the Form 55002017-01-01369
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0190
Total of all active and inactive participants2017-01-01459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01459
Number of participants with account balances2017-01-01459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0119
2016: IBEW LU2221 EMPLOYEE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01343
Total number of active participants reported on line 7a of the Form 55002016-01-01364
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-017
Total of all active and inactive participants2016-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01371
Number of participants with account balances2016-01-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0147
2015: IBEW LU2221 EMPLOYEE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01503
Total number of active participants reported on line 7a of the Form 55002015-01-01301
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0142
Total of all active and inactive participants2015-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01343
Number of participants with account balances2015-01-01342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0147
2014: IBEW LU2221 EMPLOYEE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01412
Total number of active participants reported on line 7a of the Form 55002014-01-01503
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0145
Total of all active and inactive participants2014-01-01548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01548
Number of participants with account balances2014-01-01534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0162
2013: IBEW LU2221 EMPLOYEE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01395
Total number of active participants reported on line 7a of the Form 55002013-01-01390
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0122
Total of all active and inactive participants2013-01-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01412
Number of participants with account balances2013-01-01390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0121
2012: IBEW LU2221 EMPLOYEE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01375
Total number of active participants reported on line 7a of the Form 55002012-01-01366
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0128
Total of all active and inactive participants2012-01-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01394
Number of participants with account balances2012-01-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0140
2011: IBEW LU2221 EMPLOYEE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01319
Total number of active participants reported on line 7a of the Form 55002011-01-01357
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0118
Total of all active and inactive participants2011-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01375
Number of participants with account balances2011-01-01372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0115
2010: IBEW LU2221 EMPLOYEE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01268
Total number of active participants reported on line 7a of the Form 55002010-01-01285
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0130
Total of all active and inactive participants2010-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01315
Number of participants with account balances2010-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0110
2009: IBEW LU2221 EMPLOYEE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01314
Total number of active participants reported on line 7a of the Form 55002009-01-01249
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01268
Number of participants with account balances2009-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0116

Financial Data on IBEW LU2221 EMPLOYEE RETIREMENT PLAN

Measure Date Value
2022 : IBEW LU2221 EMPLOYEE RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$222,173
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-809,376
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,550,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,432,509
Expenses. Certain deemed distributions of participant loans2022-12-31$18,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,817,663
Value of total assets at end of year2022-12-31$13,804,128
Value of total assets at beginning of year2022-12-31$16,385,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$99,380
Total interest from all sources2022-12-31$16,749
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$79,380
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,125,843
Participant contributions at end of year2022-12-31$332,689
Participant contributions at beginning of year2022-12-31$356,906
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$30,269
Other income not declared elsewhere2022-12-31$6,084
Total non interest bearing cash at end of year2022-12-31$162,678
Total non interest bearing cash at beginning of year2022-12-31$40,649
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,359,641
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,804,128
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,385,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$20,000
Value of interest in pooled separate accounts at end of year2022-12-31$13,308,761
Value of interest in pooled separate accounts at beginning of year2022-12-31$15,988,387
Interest on participant loans2022-12-31$16,749
Net investment gain/loss from pooled separate accounts2022-12-31$-2,649,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$661,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,432,509
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WIPFLI LLP
Accountancy firm EIN2022-12-31390758449
2021 : IBEW LU2221 EMPLOYEE RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$45,950
Total transfer of assets from this plan2021-12-31$13,153
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,152
Total income from all sources (including contributions)2021-12-31$3,561,600
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,464,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,352,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,640,093
Value of total assets at end of year2021-12-31$16,385,942
Value of total assets at beginning of year2021-12-31$14,257,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$111,632
Total interest from all sources2021-12-31$17,488
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,004,323
Participant contributions at end of year2021-12-31$356,906
Participant contributions at beginning of year2021-12-31$299,528
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$7
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$69,835
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,152
Other income not declared elsewhere2021-12-31$7,655
Total non interest bearing cash at end of year2021-12-31$40,649
Total non interest bearing cash at beginning of year2021-12-31$74,059
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,097,086
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,385,942
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,256,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$22,700
Value of interest in pooled separate accounts at end of year2021-12-31$15,988,387
Value of interest in pooled separate accounts at beginning of year2021-12-31$13,883,056
Interest on participant loans2021-12-31$17,488
Net investment gain/loss from pooled separate accounts2021-12-31$1,896,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$565,935
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,352,882
Contract administrator fees2021-12-31$88,932
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WIPFLI LLP
Accountancy firm EIN2021-12-31390758449
2020 : IBEW LU2221 EMPLOYEE RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$95,206
Total transfer of assets from this plan2020-12-31$136,331
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,152
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,124
Total income from all sources (including contributions)2020-12-31$3,592,644
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,068,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,971,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,575,643
Value of total assets at end of year2020-12-31$14,257,211
Value of total assets at beginning of year2020-12-31$12,776,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$97,075
Total interest from all sources2020-12-31$20,349
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$13,850
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$954,275
Participant contributions at end of year2020-12-31$299,528
Participant contributions at beginning of year2020-12-31$412,207
Participant contributions at end of year2020-12-31$7
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$47,974
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,152
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$3,124
Administrative expenses (other) incurred2020-12-31$560
Total non interest bearing cash at end of year2020-12-31$74,059
Total non interest bearing cash at beginning of year2020-12-31$61,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$1,524,300
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,256,059
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,772,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$18,389
Value of interest in pooled separate accounts at end of year2020-12-31$13,883,056
Value of interest in pooled separate accounts at beginning of year2020-12-31$12,301,795
Interest on participant loans2020-12-31$20,349
Net investment gain/loss from pooled separate accounts2020-12-31$1,996,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$573,394
Employer contributions (assets) at end of year2020-12-31$561
Employer contributions (assets) at beginning of year2020-12-31$596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,971,269
Contract administrator fees2020-12-31$64,276
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31FLEURY SINGLER & CO P.C.
Accountancy firm EIN2020-12-31382180715
2019 : IBEW LU2221 EMPLOYEE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$2,180
Total transfer of assets from this plan2019-12-31$51,964
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,124
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$39
Total income from all sources (including contributions)2019-12-31$3,829,580
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$712,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$633,355
Expenses. Certain deemed distributions of participant loans2019-12-31$2,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,618,269
Value of total assets at end of year2019-12-31$12,776,008
Value of total assets at beginning of year2019-12-31$9,705,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$76,568
Total interest from all sources2019-12-31$21,311
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$9,374
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$820,479
Participant contributions at end of year2019-12-31$412,207
Participant contributions at beginning of year2019-12-31$334,033
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$260,226
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$3,124
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$39
Total non interest bearing cash at end of year2019-12-31$61,410
Total non interest bearing cash at beginning of year2019-12-31$40,168
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,116,844
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,772,884
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,705,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$16,899
Value of interest in pooled separate accounts at end of year2019-12-31$12,301,795
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,330,776
Interest on participant loans2019-12-31$21,311
Net investment gain/loss from pooled separate accounts2019-12-31$2,190,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$537,564
Employer contributions (assets) at end of year2019-12-31$596
Employer contributions (assets) at beginning of year2019-12-31$886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$633,355
Contract administrator fees2019-12-31$50,295
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FLEURY SINGLER & CO P.C.
Accountancy firm EIN2019-12-31382180715
2018 : IBEW LU2221 EMPLOYEE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$20,928
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$39
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$717,904
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$443,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$408,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,409,070
Value of total assets at end of year2018-12-31$9,705,863
Value of total assets at beginning of year2018-12-31$9,452,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$34,346
Total interest from all sources2018-12-31$16,737
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$11,850
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$836,273
Participant contributions at end of year2018-12-31$334,033
Participant contributions at beginning of year2018-12-31$321,176
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$11,476
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$39
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$40,168
Total non interest bearing cash at beginning of year2018-12-31$28,371
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$274,640
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,705,824
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,452,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$14,505
Value of interest in pooled separate accounts at end of year2018-12-31$9,330,776
Value of interest in pooled separate accounts at beginning of year2018-12-31$9,101,949
Interest on participant loans2018-12-31$16,737
Net investment gain/loss from pooled separate accounts2018-12-31$-707,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$561,321
Employer contributions (assets) at end of year2018-12-31$886
Employer contributions (assets) at beginning of year2018-12-31$616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$408,918
Contract administrator fees2018-12-31$7,991
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31FLEURY SINGLER & CO P.C.
Accountancy firm EIN2018-12-31382180715
2017 : IBEW LU2221 EMPLOYEE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$1,867
Total transfer of assets from this plan2017-12-31$109,191
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$62
Total income from all sources (including contributions)2017-12-31$2,497,532
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$420,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$386,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,146,078
Value of total assets at end of year2017-12-31$9,452,112
Value of total assets at beginning of year2017-12-31$7,482,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$34,099
Total interest from all sources2017-12-31$14,044
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$10,978
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$601,864
Participant contributions at end of year2017-12-31$321,176
Participant contributions at beginning of year2017-12-31$290,049
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$90,239
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$62
Other income not declared elsewhere2017-12-31$913
Total non interest bearing cash at end of year2017-12-31$28,371
Total non interest bearing cash at beginning of year2017-12-31$46,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,076,710
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,452,112
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,482,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$12,698
Value of interest in pooled separate accounts at end of year2017-12-31$9,101,949
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,091,963
Interest on participant loans2017-12-31$14,044
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$54,285
Net investment gain/loss from pooled separate accounts2017-12-31$1,336,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$453,975
Employer contributions (assets) at end of year2017-12-31$616
Employer contributions (assets) at beginning of year2017-12-31$477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$386,723
Contract administrator fees2017-12-31$10,423
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31FLEURY SINGLER & CO P.C.
Accountancy firm EIN2017-12-31382180715
2016 : IBEW LU2221 EMPLOYEE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$197,111
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$62
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$424
Total income from all sources (including contributions)2016-12-31$1,344,719
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$292,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$254,875
Expenses. Certain deemed distributions of participant loans2016-12-31$6,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$816,542
Value of total assets at end of year2016-12-31$7,482,788
Value of total assets at beginning of year2016-12-31$6,628,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$31,438
Total interest from all sources2016-12-31$11,799
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$14,063
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$453,322
Participant contributions at end of year2016-12-31$290,049
Participant contributions at beginning of year2016-12-31$265,982
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,761
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$62
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$424
Other income not declared elsewhere2016-12-31$3,559
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$46,014
Total non interest bearing cash at beginning of year2016-12-31$50,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,051,824
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,482,726
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,628,013
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$10,576
Value of interest in pooled separate accounts at end of year2016-12-31$7,091,963
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,110,820
Interest on participant loans2016-12-31$11,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$54,285
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$200,109
Net investment gain/loss from pooled separate accounts2016-12-31$512,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$361,459
Employer contributions (assets) at end of year2016-12-31$477
Employer contributions (assets) at beginning of year2016-12-31$556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$254,875
Contract administrator fees2016-12-31$6,799
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31FLEURY SINGLER & CO P.C.
Accountancy firm EIN2016-12-31382180715
2015 : IBEW LU2221 EMPLOYEE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$54,490
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$424
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$804
Total income from all sources (including contributions)2015-12-31$764,488
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,629,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,605,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$751,431
Value of total assets at end of year2015-12-31$6,628,437
Value of total assets at beginning of year2015-12-31$10,548,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$24,477
Total interest from all sources2015-12-31$10,453
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$8,625
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$408,433
Participant contributions at end of year2015-12-31$265,982
Participant contributions at beginning of year2015-12-31$286,854
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$11,487
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$11,272
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$31
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$424
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$1,251
Administrative expenses (other) incurred2015-12-31$680
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$804
Total non interest bearing cash at end of year2015-12-31$50,970
Total non interest bearing cash at beginning of year2015-12-31$46,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,865,369
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,628,013
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,547,872
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$10,382
Value of interest in pooled separate accounts at end of year2015-12-31$6,110,820
Value of interest in pooled separate accounts at beginning of year2015-12-31$9,994,007
Interest on participant loans2015-12-31$10,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$200,109
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$198,742
Net investment gain/loss from pooled separate accounts2015-12-31$1,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$331,726
Employer contributions (assets) at end of year2015-12-31$556
Employer contributions (assets) at beginning of year2015-12-31$11,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,605,380
Contract administrator fees2015-12-31$4,790
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31FLEURY SINGLER & CO P.C.
Accountancy firm EIN2015-12-31382180715
2014 : IBEW LU2221 EMPLOYEE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$275,111
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$804
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,850,875
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$617,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$590,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,367,230
Value of total assets at end of year2014-12-31$10,548,676
Value of total assets at beginning of year2014-12-31$9,589,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$26,998
Total interest from all sources2014-12-31$5,629
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$5,887
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$607,608
Participant contributions at end of year2014-12-31$286,854
Participant contributions at beginning of year2014-12-31$0
Participant contributions at end of year2014-12-31$11,487
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$231,800
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$31
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$6,134
Administrative expenses (other) incurred2014-12-31$620
Liabilities. Value of operating payables at end of year2014-12-31$804
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$46,307
Total non interest bearing cash at beginning of year2014-12-31$23,599
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,233,109
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,547,872
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,589,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$12,581
Value of interest in pooled separate accounts at end of year2014-12-31$9,994,007
Value of interest in pooled separate accounts at beginning of year2014-12-31$9,330,935
Interest on participant loans2014-12-31$5,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$40,513
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$40,513
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$198,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$193,896
Net investment gain/loss from pooled separate accounts2014-12-31$471,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$527,822
Employer contributions (assets) at end of year2014-12-31$11,248
Employer contributions (assets) at beginning of year2014-12-31$931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$590,768
Contract administrator fees2014-12-31$7,910
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31FLEURY SINGLER & CO P.C.
Accountancy firm EIN2014-12-31382180715
2013 : IBEW LU2221 EMPLOYEE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$77,219
Total transfer of assets from this plan2013-12-31$253,660
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,442,852
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$380,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$358,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$903,745
Value of total assets at end of year2013-12-31$9,589,874
Value of total assets at beginning of year2013-12-31$7,704,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$22,202
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$6,100
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$491,045
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$8,312
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$621
Other income not declared elsewhere2013-12-31$-216
Administrative expenses (other) incurred2013-12-31$1,559
Total non interest bearing cash at end of year2013-12-31$23,599
Total non interest bearing cash at beginning of year2013-12-31$23,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,061,901
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,589,874
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,704,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$9,330,935
Value of interest in pooled separate accounts at beginning of year2013-12-31$7,418,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$40,513
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$24,466
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$24,466
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$193,896
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$221,383
Net investment gain/loss from pooled separate accounts2013-12-31$1,539,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$412,079
Employer contributions (assets) at end of year2013-12-31$931
Employer contributions (assets) at beginning of year2013-12-31$8,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$358,749
Contract administrator fees2013-12-31$14,543
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31FLEURY SINGLER & CO P.C.
Accountancy firm EIN2013-12-31382180715
2012 : IBEW LU2221 EMPLOYEE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,870,348
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$345,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$319,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$954,674
Value of total assets at end of year2012-12-31$7,704,414
Value of total assets at beginning of year2012-12-31$6,179,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$25,286
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$461,693
Participant contributions at end of year2012-12-31$8,312
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$94,958
Other income not declared elsewhere2012-12-31$-2,209
Administrative expenses (other) incurred2012-12-31$6,536
Total non interest bearing cash at end of year2012-12-31$23,225
Total non interest bearing cash at beginning of year2012-12-31$21,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,525,067
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,704,414
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,179,347
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$7,418,947
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,065,924
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$24,466
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$24,720
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$24,720
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$221,383
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$66,602
Net investment gain/loss from pooled separate accounts2012-12-31$917,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$398,023
Employer contributions (assets) at end of year2012-12-31$8,081
Employer contributions (assets) at beginning of year2012-12-31$274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$319,995
Contract administrator fees2012-12-31$18,750
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FLEURY SINGLER & CO P.C.
Accountancy firm EIN2012-12-31382180715
2011 : IBEW LU2221 EMPLOYEE RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$15,698
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$646,867
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$593,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$571,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$890,553
Value of total assets at end of year2011-12-31$6,179,347
Value of total assets at beginning of year2011-12-31$6,141,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$21,590
Total interest from all sources2011-12-31$558
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$5,100
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$480,711
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$30,358
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$567
Total non interest bearing cash at end of year2011-12-31$21,827
Total non interest bearing cash at beginning of year2011-12-31$19,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$53,675
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,179,347
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,141,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$6,065,924
Value of interest in pooled separate accounts at beginning of year2011-12-31$6,046,136
Interest earned on other investments2011-12-31$558
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$24,720
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$13,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$13,725
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$66,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$60,922
Net investment gain/loss from pooled separate accounts2011-12-31$-244,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$379,484
Employer contributions (assets) at end of year2011-12-31$274
Employer contributions (assets) at beginning of year2011-12-31$1,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$571,602
Contract administrator fees2011-12-31$15,923
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FLEURY SINGLER & CO P.C.
Accountancy firm EIN2011-12-31382180715
2010 : IBEW LU2221 EMPLOYEE RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$1,744
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,467,051
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$300,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$281,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$687,815
Value of total assets at end of year2010-12-31$6,141,370
Value of total assets at beginning of year2010-12-31$4,976,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$18,908
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$6,636
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$399,954
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,246
Other income not declared elsewhere2010-12-31$621
Total non interest bearing cash at end of year2010-12-31$19,569
Total non interest bearing cash at beginning of year2010-12-31$21,073
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,166,224
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,141,370
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,976,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,881,418
Value of interest in pooled separate accounts at end of year2010-12-31$6,046,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$13,725
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$18,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$18,591
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$60,922
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$55,352
Net investment gain/loss from pooled separate accounts2010-12-31$778,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$284,615
Employer contributions (assets) at end of year2010-12-31$1,018
Employer contributions (assets) at beginning of year2010-12-31$456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$281,919
Contract administrator fees2010-12-31$12,272
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31FLEURY SINGLER & CO P.C.
Accountancy firm EIN2010-12-31382180715
2009 : IBEW LU2221 EMPLOYEE RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for IBEW LU2221 EMPLOYEE RETIREMENT PLAN

2022: IBEW LU2221 EMPLOYEE RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IBEW LU2221 EMPLOYEE RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IBEW LU2221 EMPLOYEE RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IBEW LU2221 EMPLOYEE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IBEW LU2221 EMPLOYEE RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IBEW LU2221 EMPLOYEE RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IBEW LU2221 EMPLOYEE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IBEW LU2221 EMPLOYEE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IBEW LU2221 EMPLOYEE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IBEW LU2221 EMPLOYEE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IBEW LU2221 EMPLOYEE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IBEW LU2221 EMPLOYEE RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: IBEW LU2221 EMPLOYEE RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: IBEW LU2221 EMPLOYEE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number93463
Policy instance 1
Insurance contract or identification number93463
Number of Individuals Covered554
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,010
Are there contracts with allocated funds for individual policies?0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees4840
Additional information about fees paid to insurance brokerOTHER PAYMENTS
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number93463
Policy instance 1
Insurance contract or identification number93463
Number of Individuals Covered608
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $10,380
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,768
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerTPA FEES PAID
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number93463
Policy instance 1
Insurance contract or identification number93463
Number of Individuals Covered560
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $8,814
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,682
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerOTHER PAYMENTS
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number93463
Policy instance 1
Insurance contract or identification number93463
Number of Individuals Covered521
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $14,388
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,631
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerTPA FEES PAID
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number93463
Policy instance 1
Insurance contract or identification number93463
Number of Individuals Covered580
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $24,213
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,505
Insurance broker organization code?3
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerTPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number93463
Policy instance 1
Insurance contract or identification number93463
Number of Individuals Covered489
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $16,861
Total amount of fees paid to insurance companyUSD $6,593
Are there contracts with allocated funds for individual policies?0
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,698
Insurance broker organization code?3
Amount paid for insurance broker fees6593
Additional information about fees paid to insurance brokerTPA FEES PAID
Insurance broker nameTHE RETIREMENT ADVANTAGE INC.

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