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NECA-IBEW PENSION BENEFIT TRUST FUND 401k Plan overview

Plan NameNECA-IBEW PENSION BENEFIT TRUST FUND
Plan identification number 001

NECA-IBEW PENSION BENEFIT TRUST FUND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

BOARD OF TRUSTEES OF THE NECA-IBEW PENSION BENEFIT TRUST FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF THE NECA-IBEW PENSION BENEFIT TRUST FUND
Employer identification number (EIN):436184756
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NECA-IBEW PENSION BENEFIT TRUST FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-02-01STEVE HUGHART2023-11-14 DAVID CONDER2023-11-08
0012021-02-01DAVID CONDER2022-11-14
0012020-02-01STEVE HUGHART2021-11-15 DAVE CONDER2021-11-15
0012019-02-01STEVE HUGHART2020-10-29 DAVE CONDER2020-10-30
0012018-02-01STEVE HUGHART2019-11-14 DAVE CONDER2019-11-14
0012017-02-01
0012016-02-01
0012015-02-01
0012014-02-01
0012013-02-01
0012012-02-01STEVE HUGHART
0012011-02-01STEVE HUGHART
0012010-02-01STEVE HUGHART
0012009-02-01JACK TUETH

Plan Statistics for NECA-IBEW PENSION BENEFIT TRUST FUND

401k plan membership statisitcs for NECA-IBEW PENSION BENEFIT TRUST FUND

Measure Date Value
2022: NECA-IBEW PENSION BENEFIT TRUST FUND 2022 401k membership
Total participants, beginning-of-year2022-02-014,211
Total number of active participants reported on line 7a of the Form 55002022-02-013,999
Number of retired or separated participants receiving benefits2022-02-0137
Number of other retired or separated participants entitled to future benefits2022-02-01304
Total of all active and inactive participants2022-02-014,340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-02-010
Total participants2022-02-014,340
Number of participants with account balances2022-02-014,340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-02-010
Number of employers contributing to the scheme2022-02-01525
2021: NECA-IBEW PENSION BENEFIT TRUST FUND 2021 401k membership
Total participants, beginning-of-year2021-02-013,977
Total number of active participants reported on line 7a of the Form 55002021-02-013,894
Number of retired or separated participants receiving benefits2021-02-0121
Number of other retired or separated participants entitled to future benefits2021-02-01296
Total of all active and inactive participants2021-02-014,211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-02-010
Total participants2021-02-014,211
Number of participants with account balances2021-02-014,211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-02-010
Number of employers contributing to the scheme2021-02-01513
2020: NECA-IBEW PENSION BENEFIT TRUST FUND 2020 401k membership
Total participants, beginning-of-year2020-02-013,896
Total number of active participants reported on line 7a of the Form 55002020-02-012,628
Number of retired or separated participants receiving benefits2020-02-01309
Number of other retired or separated participants entitled to future benefits2020-02-011,027
Total of all active and inactive participants2020-02-013,964
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-02-0113
Total participants2020-02-013,977
Number of participants with account balances2020-02-013,655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-02-01130
Number of employers contributing to the scheme2020-02-01504
2019: NECA-IBEW PENSION BENEFIT TRUST FUND 2019 401k membership
Total participants, beginning-of-year2019-02-013,966
Total number of active participants reported on line 7a of the Form 55002019-02-012,640
Number of retired or separated participants receiving benefits2019-02-01246
Number of other retired or separated participants entitled to future benefits2019-02-01989
Total of all active and inactive participants2019-02-013,875
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-02-0121
Total participants2019-02-013,896
Number of participants with account balances2019-02-013,629
Number of employers contributing to the scheme2019-02-01522
2018: NECA-IBEW PENSION BENEFIT TRUST FUND 2018 401k membership
Total participants, beginning-of-year2018-02-013,870
Total number of active participants reported on line 7a of the Form 55002018-02-012,738
Number of retired or separated participants receiving benefits2018-02-01225
Number of other retired or separated participants entitled to future benefits2018-02-01983
Total of all active and inactive participants2018-02-013,946
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-02-0120
Total participants2018-02-013,966
Number of participants with account balances2018-02-013,721
Number of employers contributing to the scheme2018-02-01526
2017: NECA-IBEW PENSION BENEFIT TRUST FUND 2017 401k membership
Total participants, beginning-of-year2017-02-013,949
Total number of active participants reported on line 7a of the Form 55002017-02-012,694
Number of retired or separated participants receiving benefits2017-02-01219
Number of other retired or separated participants entitled to future benefits2017-02-01939
Total of all active and inactive participants2017-02-013,852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-02-0118
Total participants2017-02-013,870
Number of participants with account balances2017-02-013,633
Number of employers contributing to the scheme2017-02-01499
2016: NECA-IBEW PENSION BENEFIT TRUST FUND 2016 401k membership
Total participants, beginning-of-year2016-02-013,765
Total number of active participants reported on line 7a of the Form 55002016-02-012,782
Number of retired or separated participants receiving benefits2016-02-01174
Number of other retired or separated participants entitled to future benefits2016-02-01982
Total of all active and inactive participants2016-02-013,938
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-02-0111
Total participants2016-02-013,949
Number of participants with account balances2016-02-013,764
Number of employers contributing to the scheme2016-02-01469
2015: NECA-IBEW PENSION BENEFIT TRUST FUND 2015 401k membership
Total participants, beginning-of-year2015-02-013,727
Total number of active participants reported on line 7a of the Form 55002015-02-012,639
Number of retired or separated participants receiving benefits2015-02-01164
Number of other retired or separated participants entitled to future benefits2015-02-01950
Total of all active and inactive participants2015-02-013,753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-02-0112
Total participants2015-02-013,765
Number of participants with account balances2015-02-013,589
Number of employers contributing to the scheme2015-02-01466
2014: NECA-IBEW PENSION BENEFIT TRUST FUND 2014 401k membership
Total participants, beginning-of-year2014-02-013,707
Total number of active participants reported on line 7a of the Form 55002014-02-012,606
Number of retired or separated participants receiving benefits2014-02-01170
Number of other retired or separated participants entitled to future benefits2014-02-01941
Total of all active and inactive participants2014-02-013,717
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-02-0110
Total participants2014-02-013,727
Number of participants with account balances2014-02-013,547
Number of employers contributing to the scheme2014-02-01381
2013: NECA-IBEW PENSION BENEFIT TRUST FUND 2013 401k membership
Total participants, beginning-of-year2013-02-013,804
Total number of active participants reported on line 7a of the Form 55002013-02-012,601
Number of retired or separated participants receiving benefits2013-02-01172
Number of other retired or separated participants entitled to future benefits2013-02-01923
Total of all active and inactive participants2013-02-013,696
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-02-0111
Total participants2013-02-013,707
Number of participants with account balances2013-02-013,524
Number of employers contributing to the scheme2013-02-01408
2012: NECA-IBEW PENSION BENEFIT TRUST FUND 2012 401k membership
Total participants, beginning-of-year2012-02-014,167
Total number of active participants reported on line 7a of the Form 55002012-02-012,660
Number of retired or separated participants receiving benefits2012-02-01192
Number of other retired or separated participants entitled to future benefits2012-02-01941
Total of all active and inactive participants2012-02-013,793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-02-0111
Total participants2012-02-013,804
Number of participants with account balances2012-02-013,804
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-02-010
Number of employers contributing to the scheme2012-02-01407
2011: NECA-IBEW PENSION BENEFIT TRUST FUND 2011 401k membership
Total participants, beginning-of-year2011-02-014,043
Total number of active participants reported on line 7a of the Form 55002011-02-013,103
Number of retired or separated participants receiving benefits2011-02-0146
Number of other retired or separated participants entitled to future benefits2011-02-01987
Total of all active and inactive participants2011-02-014,136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-02-0131
Total participants2011-02-014,167
Number of participants with account balances2011-02-014,167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-02-010
Number of employers contributing to the scheme2011-02-01398
2010: NECA-IBEW PENSION BENEFIT TRUST FUND 2010 401k membership
Total participants, beginning-of-year2010-02-014,117
Total number of active participants reported on line 7a of the Form 55002010-02-012,911
Number of retired or separated participants receiving benefits2010-02-0138
Number of other retired or separated participants entitled to future benefits2010-02-011,061
Total of all active and inactive participants2010-02-014,010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-02-0133
Total participants2010-02-014,043
Number of participants with account balances2010-02-014,013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-02-010
Number of employers contributing to the scheme2010-02-01394
2009: NECA-IBEW PENSION BENEFIT TRUST FUND 2009 401k membership
Total participants, beginning-of-year2009-02-014,209
Total number of active participants reported on line 7a of the Form 55002009-02-012,884
Number of retired or separated participants receiving benefits2009-02-0135
Number of other retired or separated participants entitled to future benefits2009-02-011,192
Total of all active and inactive participants2009-02-014,111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-02-016
Total participants2009-02-014,117
Number of participants with account balances2009-02-014,025
Number of employers contributing to the scheme2009-02-01379

Financial Data on NECA-IBEW PENSION BENEFIT TRUST FUND

Measure Date Value
2023 : NECA-IBEW PENSION BENEFIT TRUST FUND 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-31$415,812
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-31$318,015
Total income from all sources (including contributions)2023-01-31$-35,720,377
Total loss/gain on sale of assets2023-01-31$0
Total of all expenses incurred2023-01-31$31,560,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-31$30,967,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-31$33,614,815
Value of total assets at end of year2023-01-31$816,691,381
Value of total assets at beginning of year2023-01-31$883,874,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-31$592,526
Total interest from all sources2023-01-31$26,609
Total dividends received (eg from common stock, registered investment company shares)2023-01-31$11,452,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-31$11,452,750
Administrative expenses professional fees incurred2023-01-31$42,264
Was this plan covered by a fidelity bond2023-01-31Yes
Value of fidelity bond cover2023-01-31$20,000,000
If this is an individual account plan, was there a blackout period2023-01-31No
Were there any nonexempt tranactions with any party-in-interest2023-01-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-31$182,936
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-31$413,334
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-31$310,227
Other income not declared elsewhere2023-01-31$50,353
Administrative expenses (other) incurred2023-01-31$265,228
Liabilities. Value of operating payables at end of year2023-01-31$2,478
Liabilities. Value of operating payables at beginning of year2023-01-31$7,788
Total non interest bearing cash at end of year2023-01-31$25,000
Total non interest bearing cash at beginning of year2023-01-31$392,461
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-31No
Value of net income/loss2023-01-31$-67,280,782
Value of net assets at end of year (total assets less liabilities)2023-01-31$816,275,569
Value of net assets at beginning of year (total assets less liabilities)2023-01-31$883,556,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-31No
Were any leases to which the plan was party in default or uncollectible2023-01-31No
Investment advisory and management fees2023-01-31$172,444
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-31$550,393,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-31$579,841,486
Value of interest in pooled separate accounts at end of year2023-01-31$138,166,022
Value of interest in pooled separate accounts at beginning of year2023-01-31$172,695,292
Value of interest in common/collective trusts at end of year2023-01-31$92,557,011
Value of interest in common/collective trusts at beginning of year2023-01-31$116,204,842
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-31$1,310,283
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-01-31$606,789
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-01-31$606,789
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-31$26,609
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-31$30,155,160
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-31$10,898,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-31$-47,741,825
Net investment gain/loss from pooled separate accounts2023-01-31$-29,206,801
Net investment gain or loss from common/collective trusts2023-01-31$-3,916,278
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-31Yes
Was there a failure to transmit to the plan any participant contributions2023-01-31No
Has the plan failed to provide any benefit when due under the plan2023-01-31No
Contributions received in cash from employer2023-01-31$33,614,815
Employer contributions (assets) at end of year2023-01-31$3,901,250
Employer contributions (assets) at beginning of year2023-01-31$3,235,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-31$30,967,879
Contract administrator fees2023-01-31$112,590
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-01-31No
Did the plan have assets held for investment2023-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-31No
Aggregate proceeds on sale of assets2023-01-31$1,596,152
Aggregate carrying amount (costs) on sale of assets2023-01-31$1,596,152
Opinion of an independent qualified public accountant for this plan2023-01-31Unqualified
Accountancy firm name2023-01-31ANDERS MINKLER HUBER HELM LLP
Accountancy firm EIN2023-01-31430831507
2022 : NECA-IBEW PENSION BENEFIT TRUST FUND 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-31$318,015
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-31$994,682
Total income from all sources (including contributions)2022-01-31$108,103,506
Total loss/gain on sale of assets2022-01-31$0
Total of all expenses incurred2022-01-31$35,101,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-31$34,164,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-31$29,893,700
Value of total assets at end of year2022-01-31$883,874,366
Value of total assets at beginning of year2022-01-31$811,549,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-31$937,792
Total interest from all sources2022-01-31$25,870
Total dividends received (eg from common stock, registered investment company shares)2022-01-31$10,813,012
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-31$10,813,012
Administrative expenses professional fees incurred2022-01-31$65,281
Was this plan covered by a fidelity bond2022-01-31Yes
Value of fidelity bond cover2022-01-31$20,000,000
If this is an individual account plan, was there a blackout period2022-01-31No
Funding deficiency by the employer to the plan for this plan year2022-01-31$0
Minimum employer required contribution for this plan year2022-01-31$29,893,700
Amount contributed by the employer to the plan for this plan year2022-01-31$29,893,700
Were there any nonexempt tranactions with any party-in-interest2022-01-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-31$135,868
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-31$310,227
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-31$993,735
Other income not declared elsewhere2022-01-31$355,306
Administrative expenses (other) incurred2022-01-31$290,159
Liabilities. Value of operating payables at end of year2022-01-31$7,788
Liabilities. Value of operating payables at beginning of year2022-01-31$947
Total non interest bearing cash at end of year2022-01-31$392,461
Total non interest bearing cash at beginning of year2022-01-31$1,340,905
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-31No
Value of net income/loss2022-01-31$73,001,545
Value of net assets at end of year (total assets less liabilities)2022-01-31$883,556,351
Value of net assets at beginning of year (total assets less liabilities)2022-01-31$810,554,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-31No
Were any leases to which the plan was party in default or uncollectible2022-01-31No
Investment advisory and management fees2022-01-31$582,352
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-31$579,841,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-31$687,271,023
Value of interest in pooled separate accounts at end of year2022-01-31$172,695,292
Interest earned on other investments2022-01-31$25,725
Value of interest in common/collective trusts at end of year2022-01-31$116,204,842
Value of interest in common/collective trusts at beginning of year2022-01-31$119,175,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-31$606,789
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-31$145
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-31$10,898,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-31$43,556,577
Net investment gain/loss from pooled separate accounts2022-01-31$9,281,684
Net investment gain or loss from common/collective trusts2022-01-31$14,177,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-31Yes
Was there a failure to transmit to the plan any participant contributions2022-01-31No
Has the plan failed to provide any benefit when due under the plan2022-01-31No
Contributions received in cash from employer2022-01-31$29,893,700
Employer contributions (assets) at end of year2022-01-31$3,235,125
Employer contributions (assets) at beginning of year2022-01-31$3,626,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-31$34,164,169
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-01-31No
Did the plan have assets held for investment2022-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-31No
Aggregate proceeds on sale of assets2022-01-31$837,607
Aggregate carrying amount (costs) on sale of assets2022-01-31$837,607
Opinion of an independent qualified public accountant for this plan2022-01-31Unqualified
Accountancy firm name2022-01-31ANDERS MINKLER HUBER HELM LLP
Accountancy firm EIN2022-01-31430831507
2021 : NECA-IBEW PENSION BENEFIT TRUST FUND 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-31$994,682
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-31$338,007
Total income from all sources (including contributions)2021-01-31$128,616,834
Total of all expenses incurred2021-01-31$27,954,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-01-31$27,302,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-01-31$27,699,667
Value of total assets at end of year2021-01-31$811,549,488
Value of total assets at beginning of year2021-01-31$710,230,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-01-31$652,626
Total interest from all sources2021-01-31$5,726
Total dividends received (eg from common stock, registered investment company shares)2021-01-31$17,275,346
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-01-31$17,275,346
Administrative expenses professional fees incurred2021-01-31$78,361
Was this plan covered by a fidelity bond2021-01-31Yes
Value of fidelity bond cover2021-01-31$20,000,000
If this is an individual account plan, was there a blackout period2021-01-31No
Funding deficiency by the employer to the plan for this plan year2021-01-31$0
Minimum employer required contribution for this plan year2021-01-31$27,753,702
Amount contributed by the employer to the plan for this plan year2021-01-31$27,753,702
Were there any nonexempt tranactions with any party-in-interest2021-01-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-01-31$135,868
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-01-31$7,642
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-01-31$993,735
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-01-31$321,966
Other income not declared elsewhere2021-01-31$15,607
Administrative expenses (other) incurred2021-01-31$346,278
Liabilities. Value of operating payables at end of year2021-01-31$947
Liabilities. Value of operating payables at beginning of year2021-01-31$16,041
Total non interest bearing cash at end of year2021-01-31$1,340,905
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Value of net income/loss2021-01-31$100,662,198
Value of net assets at end of year (total assets less liabilities)2021-01-31$810,554,806
Value of net assets at beginning of year (total assets less liabilities)2021-01-31$709,892,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-01-31No
Were any leases to which the plan was party in default or uncollectible2021-01-31No
Investment advisory and management fees2021-01-31$227,987
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-01-31$687,271,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-01-31$599,276,800
Interest earned on other investments2021-01-31$134
Value of interest in common/collective trusts at end of year2021-01-31$119,175,690
Value of interest in common/collective trusts at beginning of year2021-01-31$106,282,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-01-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-01-31$1,685,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-01-31$1,685,744
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-01-31$5,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-01-31$74,170,369
Net investment gain or loss from common/collective trusts2021-01-31$9,450,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-01-31No
Was there a failure to transmit to the plan any participant contributions2021-01-31No
Has the plan failed to provide any benefit when due under the plan2021-01-31No
Contributions received in cash from employer2021-01-31$27,699,667
Employer contributions (assets) at end of year2021-01-31$3,626,002
Employer contributions (assets) at beginning of year2021-01-31$2,977,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-01-31$27,302,010
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-01-31No
Did the plan have assets held for investment2021-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-01-31No
Opinion of an independent qualified public accountant for this plan2021-01-31Unqualified
Accountancy firm name2021-01-31ANDERS MINKLER HUBER HELM LLP
Accountancy firm EIN2021-01-31430831507
2020 : NECA-IBEW PENSION BENEFIT TRUST FUND 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$330,702
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$330,702
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$409,510
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$409,510
Total income from all sources (including contributions)2020-01-31$115,638,303
Total income from all sources (including contributions)2020-01-31$115,638,303
Total of all expenses incurred2020-01-31$31,097,023
Total of all expenses incurred2020-01-31$31,097,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$30,428,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$30,428,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$28,448,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$28,448,760
Value of total assets at end of year2020-01-31$710,222,973
Value of total assets at end of year2020-01-31$710,222,973
Value of total assets at beginning of year2020-01-31$625,760,501
Value of total assets at beginning of year2020-01-31$625,760,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$668,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$668,461
Total interest from all sources2020-01-31$36,407
Total interest from all sources2020-01-31$36,407
Total dividends received (eg from common stock, registered investment company shares)2020-01-31$17,434,853
Total dividends received (eg from common stock, registered investment company shares)2020-01-31$17,434,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-01-31$17,434,853
Total dividends received from registered investment company shares (eg mutual funds)2020-01-31$17,434,853
Administrative expenses professional fees incurred2020-01-31$79,513
Administrative expenses professional fees incurred2020-01-31$79,513
Was this plan covered by a fidelity bond2020-01-31Yes
Was this plan covered by a fidelity bond2020-01-31Yes
Value of fidelity bond cover2020-01-31$20,000,000
Value of fidelity bond cover2020-01-31$20,000,000
If this is an individual account plan, was there a blackout period2020-01-31No
If this is an individual account plan, was there a blackout period2020-01-31No
Funding deficiency by the employer to the plan for this plan year2020-01-31$0
Minimum employer required contribution for this plan year2020-01-31$28,448,760
Amount contributed by the employer to the plan for this plan year2020-01-31$28,448,760
Were there any nonexempt tranactions with any party-in-interest2020-01-31No
Were there any nonexempt tranactions with any party-in-interest2020-01-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-01-31$35,436
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-01-31$35,436
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-01-31$314,755
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-01-31$314,755
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-01-31$383,492
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-01-31$383,492
Other income not declared elsewhere2020-01-31$29,558
Other income not declared elsewhere2020-01-31$29,558
Administrative expenses (other) incurred2020-01-31$375,838
Administrative expenses (other) incurred2020-01-31$375,838
Liabilities. Value of operating payables at end of year2020-01-31$15,947
Liabilities. Value of operating payables at end of year2020-01-31$15,947
Liabilities. Value of operating payables at beginning of year2020-01-31$26,018
Liabilities. Value of operating payables at beginning of year2020-01-31$26,018
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Value of net income/loss2020-01-31$84,541,280
Value of net income/loss2020-01-31$84,541,280
Value of net assets at end of year (total assets less liabilities)2020-01-31$709,892,271
Value of net assets at end of year (total assets less liabilities)2020-01-31$709,892,271
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$625,350,991
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$625,350,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-31No
Were any leases to which the plan was party in default or uncollectible2020-01-31No
Were any leases to which the plan was party in default or uncollectible2020-01-31No
Investment advisory and management fees2020-01-31$213,110
Investment advisory and management fees2020-01-31$213,110
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-01-31$599,276,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-01-31$599,276,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-01-31$527,969,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-01-31$527,969,757
Interest earned on other investments2020-01-31$263
Interest earned on other investments2020-01-31$263
Value of interest in common/collective trusts at end of year2020-01-31$106,282,885
Value of interest in common/collective trusts at end of year2020-01-31$106,282,885
Value of interest in common/collective trusts at beginning of year2020-01-31$93,699,309
Value of interest in common/collective trusts at beginning of year2020-01-31$93,699,309
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-01-31$1,685,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-01-31$1,685,744
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-01-31$655,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-01-31$655,899
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-01-31$655,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-01-31$655,899
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-01-31$36,144
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-01-31$36,144
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-01-31$59,189,186
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-01-31$59,189,186
Net investment gain or loss from common/collective trusts2020-01-31$10,499,539
Net investment gain or loss from common/collective trusts2020-01-31$10,499,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-31Yes
Was there a failure to transmit to the plan any participant contributions2020-01-31No
Was there a failure to transmit to the plan any participant contributions2020-01-31No
Has the plan failed to provide any benefit when due under the plan2020-01-31No
Has the plan failed to provide any benefit when due under the plan2020-01-31No
Contributions received in cash from employer2020-01-31$28,448,760
Contributions received in cash from employer2020-01-31$28,448,760
Employer contributions (assets) at end of year2020-01-31$2,977,544
Employer contributions (assets) at end of year2020-01-31$2,977,544
Employer contributions (assets) at beginning of year2020-01-31$3,400,100
Employer contributions (assets) at beginning of year2020-01-31$3,400,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-31$30,428,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-31$30,428,562
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-01-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-01-31No
Did the plan have assets held for investment2020-01-31Yes
Did the plan have assets held for investment2020-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31No
Opinion of an independent qualified public accountant for this plan2020-01-31Unqualified
Opinion of an independent qualified public accountant for this plan2020-01-31Unqualified
Accountancy firm name2020-01-31ANDERS MINKLER HUBER & HELM LLP
Accountancy firm name2020-01-31ANDERS MINKLER HUBER & HELM LLP
Accountancy firm EIN2020-01-31430831507
Accountancy firm EIN2020-01-31430831507
2019 : NECA-IBEW PENSION BENEFIT TRUST FUND 2019 401k financial data
Funding deficiency by the employer to the plan for this plan year2019-01-31$0
Minimum employer required contribution for this plan year2019-01-31$26,758,184
Amount contributed by the employer to the plan for this plan year2019-01-31$26,758,184
2018 : NECA-IBEW PENSION BENEFIT TRUST FUND 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-31$425,437
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-31$289,825
Total income from all sources (including contributions)2018-01-31$135,976,740
Total of all expenses incurred2018-01-31$25,509,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-01-31$24,898,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-01-31$26,807,570
Value of total assets at end of year2018-01-31$646,799,852
Value of total assets at beginning of year2018-01-31$536,197,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-01-31$611,465
Total dividends received (eg from common stock, registered investment company shares)2018-01-31$17,552,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-01-31$17,552,132
Administrative expenses professional fees incurred2018-01-31$65,968
Was this plan covered by a fidelity bond2018-01-31Yes
Value of fidelity bond cover2018-01-31$20,000,000
If this is an individual account plan, was there a blackout period2018-01-31No
Were there any nonexempt tranactions with any party-in-interest2018-01-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-01-31$120,564
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-01-31$36,692
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-01-31$384,366
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-01-31$269,563
Other income not declared elsewhere2018-01-31$9,164
Administrative expenses (other) incurred2018-01-31$333,461
Liabilities. Value of operating payables at end of year2018-01-31$41,071
Liabilities. Value of operating payables at beginning of year2018-01-31$20,262
Total non interest bearing cash at end of year2018-01-31$719,320
Total non interest bearing cash at beginning of year2018-01-31$3,271,727
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Value of net income/loss2018-01-31$110,467,175
Value of net assets at end of year (total assets less liabilities)2018-01-31$646,374,415
Value of net assets at beginning of year (total assets less liabilities)2018-01-31$535,907,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-01-31No
Were any leases to which the plan was party in default or uncollectible2018-01-31No
Investment advisory and management fees2018-01-31$212,036
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-01-31$549,236,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-01-31$442,456,970
Value of interest in common/collective trusts at end of year2018-01-31$93,598,053
Value of interest in common/collective trusts at beginning of year2018-01-31$87,928,177
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-01-31$80,022,700
Net investment gain or loss from common/collective trusts2018-01-31$11,585,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-01-31No
Was there a failure to transmit to the plan any participant contributions2018-01-31No
Has the plan failed to provide any benefit when due under the plan2018-01-31No
Contributions received in cash from employer2018-01-31$26,807,570
Employer contributions (assets) at end of year2018-01-31$3,125,504
Employer contributions (assets) at beginning of year2018-01-31$2,503,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-01-31$24,898,100
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-01-31No
Did the plan have assets held for investment2018-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-01-31No
Opinion of an independent qualified public accountant for this plan2018-01-31Unqualified
Accountancy firm name2018-01-31ANDERS MINKLER HUBER & HELM LLP
Accountancy firm EIN2018-01-31430831507
2017 : NECA-IBEW PENSION BENEFIT TRUST FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-31$289,825
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-31$323,564
Total income from all sources (including contributions)2017-01-31$96,053,770
Total of all expenses incurred2017-01-31$21,080,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-01-31$20,585,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-01-31$25,785,185
Value of total assets at end of year2017-01-31$536,197,065
Value of total assets at beginning of year2017-01-31$461,257,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-01-31$495,514
Total dividends received (eg from common stock, registered investment company shares)2017-01-31$12,913,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-01-31$12,913,850
Administrative expenses professional fees incurred2017-01-31$85,602
Was this plan covered by a fidelity bond2017-01-31Yes
Value of fidelity bond cover2017-01-31$20,000,000
If this is an individual account plan, was there a blackout period2017-01-31No
Funding deficiency by the employer to the plan for this plan year2017-01-31$0
Minimum employer required contribution for this plan year2017-01-31$25,785,185
Amount contributed by the employer to the plan for this plan year2017-01-31$25,785,185
Were there any nonexempt tranactions with any party-in-interest2017-01-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-01-31$36,692
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-01-31$58,509
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-01-31$269,563
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-01-31$294,302
Other income not declared elsewhere2017-01-31$19,803
Administrative expenses (other) incurred2017-01-31$320,061
Liabilities. Value of operating payables at end of year2017-01-31$20,262
Liabilities. Value of operating payables at beginning of year2017-01-31$29,262
Total non interest bearing cash at end of year2017-01-31$3,271,727
Total non interest bearing cash at beginning of year2017-01-31$1,615,984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-31No
Value of net income/loss2017-01-31$74,973,132
Value of net assets at end of year (total assets less liabilities)2017-01-31$535,907,240
Value of net assets at beginning of year (total assets less liabilities)2017-01-31$460,934,108
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-01-31No
Were any leases to which the plan was party in default or uncollectible2017-01-31No
Investment advisory and management fees2017-01-31$89,851
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-01-31$442,456,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-01-31$383,049,953
Value of interest in common/collective trusts at end of year2017-01-31$87,928,177
Value of interest in common/collective trusts at beginning of year2017-01-31$74,193,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-01-31$49,437,437
Net investment gain or loss from common/collective trusts2017-01-31$7,897,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-01-31No
Was there a failure to transmit to the plan any participant contributions2017-01-31No
Has the plan failed to provide any benefit when due under the plan2017-01-31No
Contributions received in cash from employer2017-01-31$25,785,185
Employer contributions (assets) at end of year2017-01-31$2,503,499
Employer contributions (assets) at beginning of year2017-01-31$2,339,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-01-31$20,585,124
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-01-31No
Did the plan have assets held for investment2017-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-01-31No
Opinion of an independent qualified public accountant for this plan2017-01-31Unqualified
Accountancy firm name2017-01-31PURK & ASSOCIATES, P.C.
Accountancy firm EIN2017-01-31264532849
2016 : NECA-IBEW PENSION BENEFIT TRUST FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-01-31$323,564
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-01-31$211,524
Total income from all sources (including contributions)2016-01-31$12,103,578
Total of all expenses incurred2016-01-31$20,661,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-01-31$20,182,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-01-31$24,901,901
Value of total assets at end of year2016-01-31$461,257,672
Value of total assets at beginning of year2016-01-31$469,704,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-01-31$479,572
Total interest from all sources2016-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-01-31$22,079,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-01-31$22,079,391
Administrative expenses professional fees incurred2016-01-31$84,489
Was this plan covered by a fidelity bond2016-01-31Yes
Value of fidelity bond cover2016-01-31$20,000,000
If this is an individual account plan, was there a blackout period2016-01-31No
Funding deficiency by the employer to the plan for this plan year2016-01-31$0
Minimum employer required contribution for this plan year2016-01-31$24,899,710
Amount contributed by the employer to the plan for this plan year2016-01-31$24,899,710
Were there any nonexempt tranactions with any party-in-interest2016-01-31No
Income. Received or receivable in cash from other sources (including rollovers)2016-01-31$2,191
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-01-31$58,509
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-01-31$57,674
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-01-31$294,302
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-01-31$182,178
Other income not declared elsewhere2016-01-31$13,931
Administrative expenses (other) incurred2016-01-31$316,871
Liabilities. Value of operating payables at end of year2016-01-31$29,262
Liabilities. Value of operating payables at beginning of year2016-01-31$29,346
Total non interest bearing cash at end of year2016-01-31$1,615,984
Total non interest bearing cash at beginning of year2016-01-31$1,122,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-31No
Value of net income/loss2016-01-31$-8,558,392
Value of net assets at end of year (total assets less liabilities)2016-01-31$460,934,108
Value of net assets at beginning of year (total assets less liabilities)2016-01-31$469,492,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-01-31No
Were any leases to which the plan was party in default or uncollectible2016-01-31No
Investment advisory and management fees2016-01-31$78,212
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-01-31$383,049,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-01-31$417,819,439
Value of interest in common/collective trusts at end of year2016-01-31$74,193,563
Value of interest in common/collective trusts at beginning of year2016-01-31$48,576,584
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-01-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-01-31$-34,561,627
Net investment gain or loss from common/collective trusts2016-01-31$-330,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-01-31No
Was there a failure to transmit to the plan any participant contributions2016-01-31No
Has the plan failed to provide any benefit when due under the plan2016-01-31No
Contributions received in cash from employer2016-01-31$24,899,710
Employer contributions (assets) at end of year2016-01-31$2,339,663
Employer contributions (assets) at beginning of year2016-01-31$2,127,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-01-31$20,182,398
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-01-31No
Did the plan have assets held for investment2016-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-01-31No
Opinion of an independent qualified public accountant for this plan2016-01-31Unqualified
Accountancy firm name2016-01-31PURK & ASSOCIATES, P.C.
Accountancy firm EIN2016-01-31264532849
2015 : NECA-IBEW PENSION BENEFIT TRUST FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-01-31$211,524
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-01-31$240,888
Total income from all sources (including contributions)2015-01-31$57,842,021
Total of all expenses incurred2015-01-31$15,193,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-01-31$14,685,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-01-31$23,168,426
Value of total assets at end of year2015-01-31$469,704,024
Value of total assets at beginning of year2015-01-31$427,085,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-01-31$508,829
Total interest from all sources2015-01-31$68
Total dividends received (eg from common stock, registered investment company shares)2015-01-31$17,225,817
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-01-31$17,225,817
Administrative expenses professional fees incurred2015-01-31$81,514
Was this plan covered by a fidelity bond2015-01-31Yes
Value of fidelity bond cover2015-01-31$20,000,000
If this is an individual account plan, was there a blackout period2015-01-31No
Funding deficiency by the employer to the plan for this plan year2015-01-31$0
Minimum employer required contribution for this plan year2015-01-31$23,158,631
Amount contributed by the employer to the plan for this plan year2015-01-31$23,158,631
Were there any nonexempt tranactions with any party-in-interest2015-01-31No
Income. Received or receivable in cash from other sources (including rollovers)2015-01-31$9,795
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-01-31$57,674
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-01-31$34,027
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-01-31$182,178
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-01-31$227,720
Other income not declared elsewhere2015-01-31$4,250
Administrative expenses (other) incurred2015-01-31$341,078
Liabilities. Value of operating payables at end of year2015-01-31$29,346
Liabilities. Value of operating payables at beginning of year2015-01-31$13,168
Total non interest bearing cash at end of year2015-01-31$1,122,352
Total non interest bearing cash at beginning of year2015-01-31$975,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-31No
Value of net income/loss2015-01-31$42,648,158
Value of net assets at end of year (total assets less liabilities)2015-01-31$469,492,500
Value of net assets at beginning of year (total assets less liabilities)2015-01-31$426,844,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-01-31No
Were any leases to which the plan was party in default or uncollectible2015-01-31No
Investment advisory and management fees2015-01-31$86,237
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-01-31$417,819,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-01-31$375,569,870
Value of interest in common/collective trusts at end of year2015-01-31$48,576,584
Value of interest in common/collective trusts at beginning of year2015-01-31$47,375,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-01-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-01-31$1,018,160
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-01-31$1,018,160
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-01-31$68
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-01-31$14,873,213
Net investment gain or loss from common/collective trusts2015-01-31$2,570,247
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-01-31No
Was there a failure to transmit to the plan any participant contributions2015-01-31No
Has the plan failed to provide any benefit when due under the plan2015-01-31No
Contributions received in cash from employer2015-01-31$23,158,631
Employer contributions (assets) at end of year2015-01-31$2,127,975
Employer contributions (assets) at beginning of year2015-01-31$2,113,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-01-31$14,685,034
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-01-31No
Did the plan have assets held for investment2015-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-01-31No
Opinion of an independent qualified public accountant for this plan2015-01-31Unqualified
Accountancy firm name2015-01-31PURK & ASSOCIATES, P.C.
Accountancy firm EIN2015-01-31264532849
2014 : NECA-IBEW PENSION BENEFIT TRUST FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-31$240,888
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-31$161,073
Total income from all sources (including contributions)2014-01-31$74,963,030
Total of all expenses incurred2014-01-31$18,900,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-01-31$18,388,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-01-31$21,407,261
Value of total assets at end of year2014-01-31$427,085,230
Value of total assets at beginning of year2014-01-31$370,943,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-01-31$511,963
Total interest from all sources2014-01-31$6,927
Total dividends received (eg from common stock, registered investment company shares)2014-01-31$12,472,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-01-31$12,472,953
Administrative expenses professional fees incurred2014-01-31$82,920
Was this plan covered by a fidelity bond2014-01-31Yes
Value of fidelity bond cover2014-01-31$20,000,000
If this is an individual account plan, was there a blackout period2014-01-31No
Funding deficiency by the employer to the plan for this plan year2014-01-31$0
Minimum employer required contribution for this plan year2014-01-31$21,398,149
Amount contributed by the employer to the plan for this plan year2014-01-31$21,398,149
Were there any nonexempt tranactions with any party-in-interest2014-01-31No
Income. Received or receivable in cash from other sources (including rollovers)2014-01-31$9,112
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-01-31$34,027
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-01-31$36,013
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-01-31$227,720
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-01-31$143,141
Other income not declared elsewhere2014-01-31$11,370
Administrative expenses (other) incurred2014-01-31$356,604
Liabilities. Value of operating payables at end of year2014-01-31$13,168
Liabilities. Value of operating payables at beginning of year2014-01-31$17,932
Total non interest bearing cash at end of year2014-01-31$975,035
Total non interest bearing cash at beginning of year2014-01-31$3,401,851
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Value of net income/loss2014-01-31$56,062,214
Value of net assets at end of year (total assets less liabilities)2014-01-31$426,844,342
Value of net assets at beginning of year (total assets less liabilities)2014-01-31$370,782,128
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-01-31No
Were any leases to which the plan was party in default or uncollectible2014-01-31No
Investment advisory and management fees2014-01-31$72,439
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-01-31$375,569,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-01-31$322,446,131
Value of interest in common/collective trusts at end of year2014-01-31$47,375,005
Value of interest in common/collective trusts at beginning of year2014-01-31$42,269,085
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-01-31$1,018,160
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-01-31$1,009,058
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-01-31$1,009,058
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-01-31$6,927
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-01-31$38,127,899
Net investment gain or loss from common/collective trusts2014-01-31$2,936,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-01-31No
Was there a failure to transmit to the plan any participant contributions2014-01-31No
Has the plan failed to provide any benefit when due under the plan2014-01-31No
Contributions received in cash from employer2014-01-31$21,398,149
Employer contributions (assets) at end of year2014-01-31$2,113,133
Employer contributions (assets) at beginning of year2014-01-31$1,781,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-01-31$18,388,853
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-01-31No
Did the plan have assets held for investment2014-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-01-31No
Opinion of an independent qualified public accountant for this plan2014-01-31Unqualified
Accountancy firm name2014-01-31PURK & ASSOCIATES, P.C.
Accountancy firm EIN2014-01-31264532849
2013 : NECA-IBEW PENSION BENEFIT TRUST FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-01-31$161,073
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-01-31$415,801
Total income from all sources (including contributions)2013-01-31$62,967,203
Total of all expenses incurred2013-01-31$16,773,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-01-31$16,247,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-01-31$21,760,848
Value of total assets at end of year2013-01-31$370,943,201
Value of total assets at beginning of year2013-01-31$325,004,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-01-31$526,118
Total interest from all sources2013-01-31$57,517
Total dividends received (eg from common stock, registered investment company shares)2013-01-31$9,303,764
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-01-31$9,303,764
Administrative expenses professional fees incurred2013-01-31$75,892
Was this plan covered by a fidelity bond2013-01-31Yes
Value of fidelity bond cover2013-01-31$20,000,000
If this is an individual account plan, was there a blackout period2013-01-31No
Funding deficiency by the employer to the plan for this plan year2013-01-31$0
Minimum employer required contribution for this plan year2013-01-31$21,760,848
Amount contributed by the employer to the plan for this plan year2013-01-31$21,760,848
Were there any nonexempt tranactions with any party-in-interest2013-01-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-01-31$36,013
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-01-31$40,246
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-01-31$143,141
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-01-31$407,940
Administrative expenses (other) incurred2013-01-31$382,368
Liabilities. Value of operating payables at end of year2013-01-31$17,932
Liabilities. Value of operating payables at beginning of year2013-01-31$7,861
Total non interest bearing cash at end of year2013-01-31$3,401,851
Total non interest bearing cash at beginning of year2013-01-31$1,170,345
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Value of net income/loss2013-01-31$46,193,616
Value of net assets at end of year (total assets less liabilities)2013-01-31$370,782,128
Value of net assets at beginning of year (total assets less liabilities)2013-01-31$324,588,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-01-31No
Were any leases to which the plan was party in default or uncollectible2013-01-31No
Investment advisory and management fees2013-01-31$67,858
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-01-31$322,446,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-01-31$273,491,563
Value of interest in common/collective trusts at end of year2013-01-31$42,269,085
Value of interest in common/collective trusts at beginning of year2013-01-31$39,571,741
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-01-31$1,009,058
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-01-31$8,603,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-01-31$8,603,303
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-01-31$57,517
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-01-31$29,507,371
Net investment gain or loss from common/collective trusts2013-01-31$2,337,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-01-31No
Was there a failure to transmit to the plan any participant contributions2013-01-31No
Has the plan failed to provide any benefit when due under the plan2013-01-31No
Contributions received in cash from employer2013-01-31$21,760,848
Employer contributions (assets) at end of year2013-01-31$1,781,063
Employer contributions (assets) at beginning of year2013-01-31$2,127,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-01-31$16,247,469
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-01-31No
Did the plan have assets held for investment2013-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-01-31No
Opinion of an independent qualified public accountant for this plan2013-01-31Unqualified
Accountancy firm name2013-01-31PURK & ASSOCIATES, P.C.
Accountancy firm EIN2013-01-31264532849
2012 : NECA-IBEW PENSION BENEFIT TRUST FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$415,801
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$1,328,718
Total income from all sources (including contributions)2012-01-31$32,049,360
Total of all expenses incurred2012-01-31$14,438,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-01-31$13,954,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-01-31$22,952,034
Value of total assets at end of year2012-01-31$325,004,313
Value of total assets at beginning of year2012-01-31$308,306,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-01-31$483,658
Total interest from all sources2012-01-31$119,278
Total dividends received (eg from common stock, registered investment company shares)2012-01-31$8,491,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-01-31$8,491,169
Administrative expenses professional fees incurred2012-01-31$59,662
Was this plan covered by a fidelity bond2012-01-31Yes
Value of fidelity bond cover2012-01-31$20,000,000
If this is an individual account plan, was there a blackout period2012-01-31No
Funding deficiency by the employer to the plan for this plan year2012-01-31$0
Minimum employer required contribution for this plan year2012-01-31$22,950,359
Amount contributed by the employer to the plan for this plan year2012-01-31$22,950,359
Were there any nonexempt tranactions with any party-in-interest2012-01-31No
Income. Received or receivable in cash from other sources (including rollovers)2012-01-31$1,675
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-01-31$40,246
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-01-31$47,968
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-01-31$407,940
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-01-31$1,315,504
Other income not declared elsewhere2012-01-31$22,442
Administrative expenses (other) incurred2012-01-31$361,229
Liabilities. Value of operating payables at end of year2012-01-31$7,861
Liabilities. Value of operating payables at beginning of year2012-01-31$13,214
Total non interest bearing cash at end of year2012-01-31$1,170,345
Total non interest bearing cash at beginning of year2012-01-31$1,969,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Value of net income/loss2012-01-31$17,610,737
Value of net assets at end of year (total assets less liabilities)2012-01-31$324,588,512
Value of net assets at beginning of year (total assets less liabilities)2012-01-31$306,977,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-01-31No
Were any leases to which the plan was party in default or uncollectible2012-01-31No
Investment advisory and management fees2012-01-31$62,767
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-01-31$273,491,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-01-31$261,510,495
Value of interest in common/collective trusts at end of year2012-01-31$39,571,741
Value of interest in common/collective trusts at beginning of year2012-01-31$33,313,339
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-01-31$8,603,303
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-01-31$8,480,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-01-31$8,480,685
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-01-31$119,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-01-31$-1,106,918
Net investment gain or loss from common/collective trusts2012-01-31$1,571,355
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-01-31No
Was there a failure to transmit to the plan any participant contributions2012-01-31No
Has the plan failed to provide any benefit when due under the plan2012-01-31No
Contributions received in cash from employer2012-01-31$22,950,359
Employer contributions (assets) at end of year2012-01-31$2,127,115
Employer contributions (assets) at beginning of year2012-01-31$2,984,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-01-31$13,954,965
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-01-31No
Did the plan have assets held for investment2012-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-01-31No
Opinion of an independent qualified public accountant for this plan2012-01-31Unqualified
Accountancy firm name2012-01-31WOLFE NILGES NAHORSKI, P.C.
Accountancy firm EIN2012-01-31431236296
2011 : NECA-IBEW PENSION BENEFIT TRUST FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$1,328,718
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$758,047
Total income from all sources (including contributions)2011-01-31$69,171,385
Total of all expenses incurred2011-01-31$9,613,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-01-31$9,169,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-01-31$21,440,185
Value of total assets at end of year2011-01-31$308,306,493
Value of total assets at beginning of year2011-01-31$248,178,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-01-31$444,024
Total interest from all sources2011-01-31$130,095
Total dividends received (eg from common stock, registered investment company shares)2011-01-31$6,125,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-01-31$6,125,301
Administrative expenses professional fees incurred2011-01-31$75,304
Was this plan covered by a fidelity bond2011-01-31Yes
Value of fidelity bond cover2011-01-31$20,000,000
If this is an individual account plan, was there a blackout period2011-01-31No
Funding deficiency by the employer to the plan for this plan year2011-01-31$0
Minimum employer required contribution for this plan year2011-01-31$21,439,003
Amount contributed by the employer to the plan for this plan year2011-01-31$21,439,003
Were there any nonexempt tranactions with any party-in-interest2011-01-31No
Income. Received or receivable in cash from other sources (including rollovers)2011-01-31$1,181
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-01-31$47,968
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-01-31$59,236
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-01-31$1,315,504
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-01-31$734,377
Other income not declared elsewhere2011-01-31$4,885
Administrative expenses (other) incurred2011-01-31$304,932
Liabilities. Value of operating payables at end of year2011-01-31$13,214
Liabilities. Value of operating payables at beginning of year2011-01-31$23,670
Total non interest bearing cash at end of year2011-01-31$1,969,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Value of net income/loss2011-01-31$59,557,534
Value of net assets at end of year (total assets less liabilities)2011-01-31$306,977,775
Value of net assets at beginning of year (total assets less liabilities)2011-01-31$247,420,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-01-31No
Were any leases to which the plan was party in default or uncollectible2011-01-31No
Investment advisory and management fees2011-01-31$63,788
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-01-31$261,510,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-01-31$207,655,999
Value of interest in common/collective trusts at end of year2011-01-31$33,313,339
Value of interest in common/collective trusts at beginning of year2011-01-31$29,193,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-01-31$8,480,685
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-01-31$9,010,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-01-31$9,010,604
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-01-31$130,095
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-01-31$38,976,786
Net investment gain or loss from common/collective trusts2011-01-31$2,494,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-01-31No
Was there a failure to transmit to the plan any participant contributions2011-01-31No
Has the plan failed to provide any benefit when due under the plan2011-01-31No
Contributions received in cash from employer2011-01-31$21,439,004
Employer contributions (assets) at end of year2011-01-31$2,984,543
Employer contributions (assets) at beginning of year2011-01-31$2,258,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-01-31$9,169,827
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-01-31No
Did the plan have assets held for investment2011-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-01-31No
Opinion of an independent qualified public accountant for this plan2011-01-31Unqualified
Accountancy firm name2011-01-31WOLFE NILGES NAHORSKI, P.C.
Accountancy firm EIN2011-01-31431236296
2010 : NECA-IBEW PENSION BENEFIT TRUST FUND 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-01-31$0
Minimum employer required contribution for this plan year2010-01-31$20,759,929
Amount contributed by the employer to the plan for this plan year2010-01-31$20,759,929

Form 5500 Responses for NECA-IBEW PENSION BENEFIT TRUST FUND

2022: NECA-IBEW PENSION BENEFIT TRUST FUND 2022 form 5500 responses
2022-02-01Type of plan entityMulti-employer plan
2022-02-01Plan is a collectively bargained planYes
2022-02-01Plan funding arrangement – InsuranceYes
2022-02-01Plan funding arrangement – TrustYes
2022-02-01Plan benefit arrangement - TrustYes
2021: NECA-IBEW PENSION BENEFIT TRUST FUND 2021 form 5500 responses
2021-02-01Type of plan entityMulti-employer plan
2021-02-01Plan is a collectively bargained planYes
2021-02-01Plan funding arrangement – InsuranceYes
2021-02-01Plan funding arrangement – TrustYes
2021-02-01Plan benefit arrangement - TrustYes
2020: NECA-IBEW PENSION BENEFIT TRUST FUND 2020 form 5500 responses
2020-02-01Type of plan entityMulti-employer plan
2020-02-01Plan is a collectively bargained planYes
2020-02-01Plan funding arrangement – TrustYes
2020-02-01Plan benefit arrangement - TrustYes
2019: NECA-IBEW PENSION BENEFIT TRUST FUND 2019 form 5500 responses
2019-02-01Type of plan entityMulti-employer plan
2019-02-01Plan is a collectively bargained planYes
2019-02-01Plan funding arrangement – TrustYes
2019-02-01Plan benefit arrangement - TrustYes
2018: NECA-IBEW PENSION BENEFIT TRUST FUND 2018 form 5500 responses
2018-02-01Type of plan entityMulti-employer plan
2018-02-01Plan is a collectively bargained planYes
2018-02-01Plan funding arrangement – TrustYes
2018-02-01Plan benefit arrangement - TrustYes
2017: NECA-IBEW PENSION BENEFIT TRUST FUND 2017 form 5500 responses
2017-02-01Type of plan entityMulti-employer plan
2017-02-01Plan is a collectively bargained planYes
2017-02-01Plan funding arrangement – TrustYes
2017-02-01Plan benefit arrangement - TrustYes
2016: NECA-IBEW PENSION BENEFIT TRUST FUND 2016 form 5500 responses
2016-02-01Type of plan entityMulti-employer plan
2016-02-01Plan is a collectively bargained planYes
2016-02-01Plan funding arrangement – TrustYes
2016-02-01Plan benefit arrangement - TrustYes
2015: NECA-IBEW PENSION BENEFIT TRUST FUND 2015 form 5500 responses
2015-02-01Type of plan entityMulti-employer plan
2015-02-01Plan is a collectively bargained planYes
2015-02-01Plan funding arrangement – TrustYes
2015-02-01Plan benefit arrangement - TrustYes
2014: NECA-IBEW PENSION BENEFIT TRUST FUND 2014 form 5500 responses
2014-02-01Type of plan entityMulti-employer plan
2014-02-01Plan is a collectively bargained planYes
2014-02-01Plan funding arrangement – TrustYes
2014-02-01Plan benefit arrangement - TrustYes
2013: NECA-IBEW PENSION BENEFIT TRUST FUND 2013 form 5500 responses
2013-02-01Type of plan entityMulti-employer plan
2013-02-01Plan is a collectively bargained planYes
2013-02-01Plan funding arrangement – TrustYes
2013-02-01Plan benefit arrangement - TrustYes
2012: NECA-IBEW PENSION BENEFIT TRUST FUND 2012 form 5500 responses
2012-02-01Type of plan entityMulti-employer plan
2012-02-01Plan is a collectively bargained planYes
2012-02-01Plan funding arrangement – TrustYes
2012-02-01Plan benefit arrangement - TrustYes
2011: NECA-IBEW PENSION BENEFIT TRUST FUND 2011 form 5500 responses
2011-02-01Type of plan entityMulti-employer plan
2011-02-01Plan is a collectively bargained planYes
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement - TrustYes
2010: NECA-IBEW PENSION BENEFIT TRUST FUND 2010 form 5500 responses
2010-02-01Type of plan entityMulti-employer plan
2010-02-01Submission has been amendedYes
2010-02-01Plan is a collectively bargained planYes
2010-02-01Plan funding arrangement – TrustYes
2010-02-01Plan benefit arrangement - TrustYes
2009: NECA-IBEW PENSION BENEFIT TRUST FUND 2009 form 5500 responses
2009-02-01Type of plan entityMulti-employer plan
2009-02-01This submission is the final filingNo
2009-02-01Plan is a collectively bargained planYes
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075728
Policy instance 1
Insurance contract or identification number075728
Insurance policy start date2022-02-01
Insurance policy end date2023-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075728
Policy instance 1
Insurance contract or identification number075728
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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