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SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN 401k Plan overview

Plan NameSAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN
Plan identification number 001

SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)

401k Sponsoring company profile

SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN has sponsored the creation of one or more 401k plans.

Company Name:SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN
Employer identification number (EIN):516052127
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MICHAEL S WEIN2023-10-08 WILLIAM F KUHR2023-10-08
0012021-01-01MICHAEL S WEIN2022-10-05 WILLIAM F KUHR2022-10-05
0012020-01-01DAVID M MAURO2021-10-06 WILLIAM F KUHR2021-10-06
0012019-01-01DAVID M MAURO2020-08-02 WILLIAM F KUHR2020-07-30
0012018-01-01DAVID M MAURO2019-06-19 WILLIAM F KUHR2019-06-19
0012017-01-01
0012016-01-01
0012015-01-01DAVID M MAURO
0012014-01-01MARK LEACH
0012013-01-01MARK LEACH
0012012-01-01DOMINIC NOLAN
0012011-01-01DOMINIC NOLAN
0012010-01-01DOMINIC NOLAN
0012009-01-01DOMINIC NOLAN

Plan Statistics for SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN

401k plan membership statisitcs for SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN

Measure Date Value
2022: SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,019
Total number of active participants reported on line 7a of the Form 55002022-01-011,325
Number of retired or separated participants receiving benefits2022-01-0182
Number of other retired or separated participants entitled to future benefits2022-01-01418
Total of all active and inactive participants2022-01-011,825
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0112
Total participants2022-01-011,837
Number of participants with account balances2022-01-011,837
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
Number of employers contributing to the scheme2022-01-01224
2021: SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,061
Total number of active participants reported on line 7a of the Form 55002021-01-011,137
Number of retired or separated participants receiving benefits2021-01-0173
Number of other retired or separated participants entitled to future benefits2021-01-01789
Total of all active and inactive participants2021-01-011,999
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0120
Total participants2021-01-012,019
Number of participants with account balances2021-01-011,983
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-01215
2020: SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,600
Total number of active participants reported on line 7a of the Form 55002020-01-011,214
Number of retired or separated participants receiving benefits2020-01-0170
Number of other retired or separated participants entitled to future benefits2020-01-01753
Total of all active and inactive participants2020-01-012,037
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0124
Total participants2020-01-012,061
Number of participants with account balances2020-01-011,983
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-01160
2019: SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,827
Total number of active participants reported on line 7a of the Form 55002019-01-011,911
Number of retired or separated participants receiving benefits2019-01-0171
Number of other retired or separated participants entitled to future benefits2019-01-01607
Total of all active and inactive participants2019-01-012,589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0111
Total participants2019-01-012,600
Number of participants with account balances2019-01-010
Number of employers contributing to the scheme2019-01-01142
2018: SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,618
Total number of active participants reported on line 7a of the Form 55002018-01-011,150
Number of retired or separated participants receiving benefits2018-01-0171
Number of other retired or separated participants entitled to future benefits2018-01-01597
Total of all active and inactive participants2018-01-011,818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-019
Total participants2018-01-011,827
Number of participants with account balances2018-01-010
Number of employers contributing to the scheme2018-01-01141
2017: SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,455
Total number of active participants reported on line 7a of the Form 55002017-01-011,081
Number of retired or separated participants receiving benefits2017-01-0168
Number of other retired or separated participants entitled to future benefits2017-01-01461
Total of all active and inactive participants2017-01-011,610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-018
Total participants2017-01-011,618
Number of participants with account balances2017-01-010
Number of employers contributing to the scheme2017-01-01144
2016: SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,334
Total number of active participants reported on line 7a of the Form 55002016-01-01899
Number of retired or separated participants receiving benefits2016-01-0163
Number of other retired or separated participants entitled to future benefits2016-01-01485
Total of all active and inactive participants2016-01-011,447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-018
Total participants2016-01-011,455
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-01144
2015: SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,385
Total number of active participants reported on line 7a of the Form 55002015-01-01833
Number of retired or separated participants receiving benefits2015-01-0167
Number of other retired or separated participants entitled to future benefits2015-01-01430
Total of all active and inactive participants2015-01-011,330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-011,334
Number of employers contributing to the scheme2015-01-01148
2014: SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,232
Total number of active participants reported on line 7a of the Form 55002014-01-01824
Number of retired or separated participants receiving benefits2014-01-0164
Number of other retired or separated participants entitled to future benefits2014-01-01492
Total of all active and inactive participants2014-01-011,380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-011,385
Number of employers contributing to the scheme2014-01-01132
2013: SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,066
Total number of active participants reported on line 7a of the Form 55002013-01-01777
Number of retired or separated participants receiving benefits2013-01-0162
Number of other retired or separated participants entitled to future benefits2013-01-01387
Total of all active and inactive participants2013-01-011,226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-011,232
Number of employers contributing to the scheme2013-01-01121
2012: SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,303
Total number of active participants reported on line 7a of the Form 55002012-01-011,013
Number of other retired or separated participants entitled to future benefits2012-01-0153
Total of all active and inactive participants2012-01-011,066
Total participants2012-01-011,066
Number of employers contributing to the scheme2012-01-01142
2011: SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,242
Total number of active participants reported on line 7a of the Form 55002011-01-011,251
Number of other retired or separated participants entitled to future benefits2011-01-0152
Total of all active and inactive participants2011-01-011,303
Total participants2011-01-011,303
Number of employers contributing to the scheme2011-01-01135
2010: SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,278
Total number of active participants reported on line 7a of the Form 55002010-01-011,196
Number of other retired or separated participants entitled to future benefits2010-01-0146
Total of all active and inactive participants2010-01-011,242
Total participants2010-01-011,242
Number of employers contributing to the scheme2010-01-01156
2009: SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,385
Total number of active participants reported on line 7a of the Form 55002009-01-011,232
Number of other retired or separated participants entitled to future benefits2009-01-0146
Total of all active and inactive participants2009-01-011,278
Total participants2009-01-011,278
Number of employers contributing to the scheme2009-01-01139

Financial Data on SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN

Measure Date Value
2022 : SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$979,219
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-26,009,542
Total unrealized appreciation/depreciation of assets2022-12-31$-25,030,323
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,700,461
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,003,879
Total income from all sources (including contributions)2022-12-31$-49,985,206
Total loss/gain on sale of assets2022-12-31$-9,286,424
Total of all expenses incurred2022-12-31$22,717,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$20,835,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$30,032,304
Value of total assets at end of year2022-12-31$514,434,485
Value of total assets at beginning of year2022-12-31$587,440,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,881,632
Total interest from all sources2022-12-31$3,027,418
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,431,980
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,276,676
Assets. Real estate other than employer real property at end of year2022-12-31$18,677,947
Assets. Real estate other than employer real property at beginning of year2022-12-31$12,708,648
Administrative expenses professional fees incurred2022-12-31$84,930
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$5,126,237
Participant contributions at beginning of year2022-12-31$5,033,358
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$104,866
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$119,792
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1,407,798
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,715,160
Other income not declared elsewhere2022-12-31$22,751
Administrative expenses (other) incurred2022-12-31$279,071
Liabilities. Value of operating payables at end of year2022-12-31$292,663
Liabilities. Value of operating payables at beginning of year2022-12-31$288,719
Total non interest bearing cash at end of year2022-12-31$1,359,090
Total non interest bearing cash at beginning of year2022-12-31$4,101,762
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-72,702,731
Value of net assets at end of year (total assets less liabilities)2022-12-31$512,734,024
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$585,436,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$1,288,519
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$204,427,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$221,276,496
Interest on participant loans2022-12-31$241,576
Interest earned on other investments2022-12-31$2,631,228
Value of interest in common/collective trusts at end of year2022-12-31$147,807,759
Value of interest in common/collective trusts at beginning of year2022-12-31$160,623,736
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$19,766,925
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$16,898,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$16,898,322
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$154,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-37,189,264
Net investment gain or loss from common/collective trusts2022-12-31$-16,993,648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$30,032,304
Employer contributions (assets) at end of year2022-12-31$3,661,357
Employer contributions (assets) at beginning of year2022-12-31$3,522,197
Income. Dividends from common stock2022-12-31$2,155,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$20,835,893
Contract administrator fees2022-12-31$229,112
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$113,503,051
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$163,156,323
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$48,055,432
Aggregate carrying amount (costs) on sale of assets2022-12-31$57,341,856
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31INEICH & COMPANY, LLP
Accountancy firm EIN2022-12-31562552172
2021 : SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$2,211,172
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$25,802,843
Total unrealized appreciation/depreciation of assets2021-12-31$28,014,015
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,003,879
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,849,973
Total income from all sources (including contributions)2021-12-31$106,885,355
Total loss/gain on sale of assets2021-12-31$4,526,479
Total of all expenses incurred2021-12-31$18,211,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$16,243,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$30,472,045
Value of total assets at end of year2021-12-31$587,440,634
Value of total assets at beginning of year2021-12-31$499,612,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,968,049
Total interest from all sources2021-12-31$2,349,740
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,651,454
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,539,852
Assets. Real estate other than employer real property at end of year2021-12-31$12,708,648
Assets. Real estate other than employer real property at beginning of year2021-12-31$10,497,476
Administrative expenses professional fees incurred2021-12-31$85,731
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$30,422,045
Amount contributed by the employer to the plan for this plan year2021-12-31$30,422,045
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$5,033,358
Participant contributions at beginning of year2021-12-31$5,066,851
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$50,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$119,792
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$109,917
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,715,160
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$2,567,366
Other income not declared elsewhere2021-12-31$22,019
Administrative expenses (other) incurred2021-12-31$285,703
Liabilities. Value of operating payables at end of year2021-12-31$288,719
Liabilities. Value of operating payables at beginning of year2021-12-31$282,607
Total non interest bearing cash at end of year2021-12-31$4,101,762
Total non interest bearing cash at beginning of year2021-12-31$1,638,163
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$88,674,169
Value of net assets at end of year (total assets less liabilities)2021-12-31$585,436,755
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$496,762,586
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$1,367,567
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$221,276,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$181,858,267
Interest on participant loans2021-12-31$230,976
Interest earned on other investments2021-12-31$2,117,216
Value of interest in common/collective trusts at end of year2021-12-31$160,623,736
Value of interest in common/collective trusts at beginning of year2021-12-31$149,012,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$16,898,322
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$18,436,123
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$18,436,123
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$18,977,792
Net investment gain or loss from common/collective trusts2021-12-31$17,871,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$30,422,045
Employer contributions (assets) at end of year2021-12-31$3,522,197
Employer contributions (assets) at beginning of year2021-12-31$3,793,538
Income. Dividends from common stock2021-12-31$2,111,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$16,243,137
Contract administrator fees2021-12-31$229,048
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$163,156,323
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$129,199,664
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$39,105,953
Aggregate carrying amount (costs) on sale of assets2021-12-31$34,579,474
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31INEICH & COMPANY, LLP
Accountancy firm EIN2021-12-31562552172
2020 : SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$22,465,864
Total unrealized appreciation/depreciation of assets2020-12-31$22,465,864
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,849,973
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,170,209
Total income from all sources (including contributions)2020-12-31$81,546,976
Total loss/gain on sale of assets2020-12-31$-3,742,960
Total of all expenses incurred2020-12-31$24,578,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$22,887,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$26,987,773
Value of total assets at end of year2020-12-31$499,612,559
Value of total assets at beginning of year2020-12-31$442,963,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,690,686
Total interest from all sources2020-12-31$2,727,001
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,279,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,432,314
Assets. Real estate other than employer real property at end of year2020-12-31$9,920
Assets. Real estate other than employer real property at beginning of year2020-12-31$9,920
Administrative expenses professional fees incurred2020-12-31$90,819
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$26,966,370
Amount contributed by the employer to the plan for this plan year2020-12-31$26,966,370
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$5,066,851
Participant contributions at beginning of year2020-12-31$4,182,506
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$21,403
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$109,917
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$118,548
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$8,710
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$2,567,366
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$2,723,867
Other income not declared elsewhere2020-12-31$10,051
Administrative expenses (other) incurred2020-12-31$294,374
Liabilities. Value of operating payables at end of year2020-12-31$282,607
Liabilities. Value of operating payables at beginning of year2020-12-31$446,342
Total non interest bearing cash at end of year2020-12-31$1,638,163
Total non interest bearing cash at beginning of year2020-12-31$4,063,673
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$56,968,958
Value of net assets at end of year (total assets less liabilities)2020-12-31$496,762,586
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$439,793,628
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$1,083,677
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$341,358,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$307,894,707
Interest on participant loans2020-12-31$194,822
Interest earned on other investments2020-12-31$2,504,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$18,436,123
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$13,752,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$13,752,195
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$28,139
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$27,819,598
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$26,966,370
Employer contributions (assets) at end of year2020-12-31$3,793,538
Employer contributions (assets) at beginning of year2020-12-31$4,038,917
Income. Dividends from common stock2020-12-31$1,847,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$22,887,332
Contract administrator fees2020-12-31$221,816
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$129,199,664
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$108,894,661
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$31,793,580
Aggregate carrying amount (costs) on sale of assets2020-12-31$35,536,540
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31INEICH & COMPANY, LLP
Accountancy firm EIN2020-12-31562552172
2019 : SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$53,810,036
Total unrealized appreciation/depreciation of assets2019-12-31$53,810,036
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,170,209
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,390,237
Total income from all sources (including contributions)2019-12-31$97,891,870
Total loss/gain on sale of assets2019-12-31$7,749,211
Total of all expenses incurred2019-12-31$19,452,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$17,573,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$28,905,659
Value of total assets at end of year2019-12-31$442,963,837
Value of total assets at beginning of year2019-12-31$365,744,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,878,724
Total interest from all sources2019-12-31$3,053,259
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,350,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,278,519
Assets. Real estate other than employer real property at end of year2019-12-31$9,920
Assets. Real estate other than employer real property at beginning of year2019-12-31$9,920
Administrative expenses professional fees incurred2019-12-31$89,188
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$28,905,659
Amount contributed by the employer to the plan for this plan year2019-12-31$28,905,659
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$4,182,506
Participant contributions at beginning of year2019-12-31$3,881,389
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$118,548
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$109,970
Assets. Loans (other than to participants) at end of year2019-12-31$8,710
Assets. Loans (other than to participants) at beginning of year2019-12-31$22,109
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$2,723,867
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$4,078,537
Other income not declared elsewhere2019-12-31$23,208
Administrative expenses (other) incurred2019-12-31$337,046
Liabilities. Value of operating payables at end of year2019-12-31$446,342
Liabilities. Value of operating payables at beginning of year2019-12-31$311,700
Total non interest bearing cash at end of year2019-12-31$4,063,673
Total non interest bearing cash at beginning of year2019-12-31$3,673,567
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$78,439,260
Value of net assets at end of year (total assets less liabilities)2019-12-31$439,793,628
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$361,354,368
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$8,710
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$1,232,174
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$307,894,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$154,917,923
Interest on participant loans2019-12-31$199,233
Interest earned on other investments2019-12-31$2,684,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$13,752,195
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$16,867,307
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$16,867,307
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$169,185
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$90,918,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$28,905,659
Employer contributions (assets) at end of year2019-12-31$4,038,917
Employer contributions (assets) at beginning of year2019-12-31$4,567,959
Income. Dividends from common stock2019-12-31$2,071,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$17,573,886
Contract administrator fees2019-12-31$220,316
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$108,894,661
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$90,775,547
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$74,546,924
Aggregate carrying amount (costs) on sale of assets2019-12-31$66,797,713
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31INEICH & COMPANY, LLP
Accountancy firm EIN2019-12-31562552172
2018 : SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-22,957,144
Total unrealized appreciation/depreciation of assets2018-12-31$-22,957,144
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,390,237
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,521,040
Total income from all sources (including contributions)2018-12-31$7,816,014
Total loss/gain on sale of assets2018-12-31$-427,264
Total of all expenses incurred2018-12-31$16,160,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$14,318,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$24,340,291
Value of total assets at end of year2018-12-31$365,744,605
Value of total assets at beginning of year2018-12-31$373,219,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,841,359
Total interest from all sources2018-12-31$2,754,784
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,083,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,352,320
Assets. Real estate other than employer real property at end of year2018-12-31$9,920
Assets. Real estate other than employer real property at beginning of year2018-12-31$9,920
Administrative expenses professional fees incurred2018-12-31$89,155
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$24,340,291
Amount contributed by the employer to the plan for this plan year2018-12-31$24,340,291
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$3,881,389
Participant contributions at beginning of year2018-12-31$3,620,325
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$109,970
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$85,397
Assets. Loans (other than to participants) at end of year2018-12-31$22,109
Assets. Loans (other than to participants) at beginning of year2018-12-31$22,109
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$4,078,537
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$3,184,916
Other income not declared elsewhere2018-12-31$22,008
Administrative expenses (other) incurred2018-12-31$316,646
Liabilities. Value of operating payables at end of year2018-12-31$311,700
Liabilities. Value of operating payables at beginning of year2018-12-31$336,124
Total non interest bearing cash at end of year2018-12-31$3,673,567
Total non interest bearing cash at beginning of year2018-12-31$3,394,509
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-8,344,187
Value of net assets at end of year (total assets less liabilities)2018-12-31$361,354,368
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$369,698,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$22,109
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$1,221,989
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$154,917,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$133,997,567
Interest on participant loans2018-12-31$167,429
Interest earned on other investments2018-12-31$2,396,768
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$16,867,307
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$25,949,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$25,949,620
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$190,587
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$90,918,914
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$100,943,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$24,340,291
Employer contributions (assets) at end of year2018-12-31$4,567,959
Employer contributions (assets) at beginning of year2018-12-31$3,917,402
Income. Dividends from common stock2018-12-31$1,731,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$14,318,842
Contract administrator fees2018-12-31$213,569
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$90,775,547
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$101,279,713
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$92,793,563
Aggregate carrying amount (costs) on sale of assets2018-12-31$93,220,827
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31INEICH & COMPANY, LLP
Accountancy firm EIN2018-12-31562552172
2017 : SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$31,367,865
Total unrealized appreciation/depreciation of assets2017-12-31$31,367,865
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,521,040
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$783,995
Total income from all sources (including contributions)2017-12-31$66,738,055
Total loss/gain on sale of assets2017-12-31$7,709,307
Total of all expenses incurred2017-12-31$17,049,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$15,077,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$21,040,403
Value of total assets at end of year2017-12-31$373,219,595
Value of total assets at beginning of year2017-12-31$320,793,544
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,971,080
Total interest from all sources2017-12-31$2,521,416
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,936,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,352,795
Assets. Real estate other than employer real property at end of year2017-12-31$9,920
Assets. Real estate other than employer real property at beginning of year2017-12-31$9,920
Administrative expenses professional fees incurred2017-12-31$89,742
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$21,040,403
Amount contributed by the employer to the plan for this plan year2017-12-31$21,040,403
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$3,620,325
Participant contributions at beginning of year2017-12-31$2,874,990
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$85,397
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$85,884
Assets. Loans (other than to participants) at end of year2017-12-31$22,109
Assets. Loans (other than to participants) at beginning of year2017-12-31$57,841
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$3,184,916
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$491,395
Other income not declared elsewhere2017-12-31$162,134
Administrative expenses (other) incurred2017-12-31$331,775
Liabilities. Value of operating payables at end of year2017-12-31$336,124
Liabilities. Value of operating payables at beginning of year2017-12-31$292,600
Total non interest bearing cash at end of year2017-12-31$3,394,509
Total non interest bearing cash at beginning of year2017-12-31$354,575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$49,689,006
Value of net assets at end of year (total assets less liabilities)2017-12-31$369,698,555
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$320,009,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$22,109
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$1,335,690
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$133,997,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$104,136,884
Interest on participant loans2017-12-31$140,736
Interest earned on other investments2017-12-31$2,312,506
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$25,949,620
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$21,653,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$21,653,417
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$68,174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$100,943,033
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$104,912,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$21,040,403
Employer contributions (assets) at end of year2017-12-31$3,917,402
Employer contributions (assets) at beginning of year2017-12-31$2,368,925
Income. Dividends from common stock2017-12-31$1,584,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$15,077,969
Contract administrator fees2017-12-31$213,873
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$101,279,713
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$84,338,746
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$132,249,603
Aggregate carrying amount (costs) on sale of assets2017-12-31$124,540,296
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31INEICH & COMPANY, LLP
Accountancy firm EIN2017-12-31562552172
2016 : SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$12,912,421
Total unrealized appreciation/depreciation of assets2016-12-31$12,912,421
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$783,995
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$605,494
Total income from all sources (including contributions)2016-12-31$35,412,842
Total loss/gain on sale of assets2016-12-31$-1,099,272
Total of all expenses incurred2016-12-31$14,139,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$12,416,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$18,211,781
Value of total assets at end of year2016-12-31$320,793,544
Value of total assets at beginning of year2016-12-31$299,341,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,723,159
Total interest from all sources2016-12-31$2,307,330
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,028,538
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,717,860
Assets. Real estate other than employer real property at end of year2016-12-31$9,920
Assets. Real estate other than employer real property at beginning of year2016-12-31$221,481
Administrative expenses professional fees incurred2016-12-31$94,070
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$18,211,781
Amount contributed by the employer to the plan for this plan year2016-12-31$18,211,781
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$2,874,990
Participant contributions at beginning of year2016-12-31$2,459,811
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$71,476
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$85,884
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$332,834
Assets. Loans (other than to participants) at end of year2016-12-31$57,841
Assets. Loans (other than to participants) at beginning of year2016-12-31$57,841
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$491,395
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$307,800
Other income not declared elsewhere2016-12-31$52,044
Administrative expenses (other) incurred2016-12-31$229,391
Liabilities. Value of operating payables at end of year2016-12-31$292,600
Liabilities. Value of operating payables at beginning of year2016-12-31$297,694
Total non interest bearing cash at end of year2016-12-31$354,575
Total non interest bearing cash at beginning of year2016-12-31$631,780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$21,273,603
Value of net assets at end of year (total assets less liabilities)2016-12-31$320,009,549
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$298,735,946
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$57,841
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$1,196,059
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$104,136,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$68,918,134
Interest on participant loans2016-12-31$106,796
Interest earned on other investments2016-12-31$2,185,949
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$21,653,417
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$15,789,931
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$15,789,931
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$14,585
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$104,912,362
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$102,998,438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$18,140,305
Employer contributions (assets) at end of year2016-12-31$2,368,925
Employer contributions (assets) at beginning of year2016-12-31$1,948,256
Income. Dividends from common stock2016-12-31$1,310,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$12,416,080
Contract administrator fees2016-12-31$203,639
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$84,338,746
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$105,982,934
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$158,862,058
Aggregate carrying amount (costs) on sale of assets2016-12-31$159,961,330
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31INEICH & COMPANY, LLP
Accountancy firm EIN2016-12-31562552172
2015 : SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$-5,928,246
Total unrealized appreciation/depreciation of assets2015-12-31$-5,928,246
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$605,494
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$829,490
Total income from all sources (including contributions)2015-12-31$13,976,525
Total loss/gain on sale of assets2015-12-31$-502,154
Total of all expenses incurred2015-12-31$12,085,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$10,281,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$14,887,304
Value of total assets at end of year2015-12-31$299,341,440
Value of total assets at beginning of year2015-12-31$297,674,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,803,400
Total interest from all sources2015-12-31$2,325,968
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,173,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,159,967
Assets. Real estate other than employer real property at end of year2015-12-31$221,481
Assets. Real estate other than employer real property at beginning of year2015-12-31$286,325
Administrative expenses professional fees incurred2015-12-31$99,173
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$14,887,304
Minimum employer required contribution for this plan year2015-12-31$14,887,304
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$2,459,811
Participant contributions at beginning of year2015-12-31$2,247,420
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$332,834
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$258,060
Assets. Loans (other than to participants) at end of year2015-12-31$57,841
Assets. Loans (other than to participants) at beginning of year2015-12-31$78,164
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$307,800
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$505,023
Other income not declared elsewhere2015-12-31$20,243
Administrative expenses (other) incurred2015-12-31$218,771
Liabilities. Value of operating payables at end of year2015-12-31$297,694
Liabilities. Value of operating payables at beginning of year2015-12-31$324,467
Total non interest bearing cash at end of year2015-12-31$631,780
Total non interest bearing cash at beginning of year2015-12-31$2,683,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,891,339
Value of net assets at end of year (total assets less liabilities)2015-12-31$298,735,946
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$296,844,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$57,841
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$1,281,656
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$68,918,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$53,995,182
Interest on participant loans2015-12-31$106,875
Interest earned on other investments2015-12-31$2,216,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$15,789,931
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$9,595,313
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$9,595,313
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2,768
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$102,998,438
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$102,089,303
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$14,887,304
Employer contributions (assets) at end of year2015-12-31$1,948,256
Employer contributions (assets) at beginning of year2015-12-31$1,570,704
Income. Dividends from common stock2015-12-31$2,013,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$10,281,786
Contract administrator fees2015-12-31$203,800
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$105,982,934
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$124,869,890
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$189,978,075
Aggregate carrying amount (costs) on sale of assets2015-12-31$190,480,229
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31INEICH & COMPANY, LLP
Accountancy firm EIN2015-12-31562552172
2014 : SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$9,443,437
Total unrealized appreciation/depreciation of assets2014-12-31$9,443,437
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$829,490
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$612,429
Total income from all sources (including contributions)2014-12-31$27,531,591
Total loss/gain on sale of assets2014-12-31$-96,569
Total of all expenses incurred2014-12-31$17,540,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$15,672,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$12,650,998
Value of total assets at end of year2014-12-31$297,674,097
Value of total assets at beginning of year2014-12-31$287,465,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,867,868
Total interest from all sources2014-12-31$2,404,998
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,102,548
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$918,468
Assets. Real estate other than employer real property at end of year2014-12-31$286,325
Assets. Real estate other than employer real property at beginning of year2014-12-31$386,250
Administrative expenses professional fees incurred2014-12-31$103,330
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$12,511,619
Amount contributed by the employer to the plan for this plan year2014-12-31$12,511,619
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$2,247,420
Participant contributions at beginning of year2014-12-31$1,809,451
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$139,379
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$258,060
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$224,815
Assets. Loans (other than to participants) at end of year2014-12-31$78,164
Assets. Loans (other than to participants) at beginning of year2014-12-31$78,164
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$505,023
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$365,727
Other income not declared elsewhere2014-12-31$26,179
Administrative expenses (other) incurred2014-12-31$211,188
Liabilities. Value of operating payables at end of year2014-12-31$324,467
Liabilities. Value of operating payables at beginning of year2014-12-31$246,702
Total non interest bearing cash at end of year2014-12-31$2,683,736
Total non interest bearing cash at beginning of year2014-12-31$1,943,948
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$9,991,136
Value of net assets at end of year (total assets less liabilities)2014-12-31$296,844,607
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$286,853,471
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$78,164
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$1,356,136
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$53,995,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$49,690,315
Interest on participant loans2014-12-31$84,818
Interest earned on other investments2014-12-31$2,220,506
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$9,595,313
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$8,708,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$8,708,371
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$99,674
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$102,089,303
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$103,212,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$12,511,619
Employer contributions (assets) at end of year2014-12-31$1,570,704
Employer contributions (assets) at beginning of year2014-12-31$1,341,568
Income. Dividends from common stock2014-12-31$2,184,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$15,672,587
Contract administrator fees2014-12-31$197,214
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$124,869,890
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$120,070,389
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$94,310,310
Aggregate carrying amount (costs) on sale of assets2014-12-31$94,406,879
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31INEICH & COMPANY, LLP
Accountancy firm EIN2014-12-31562552172
2013 : SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$21,088,043
Total unrealized appreciation/depreciation of assets2013-12-31$21,088,043
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$612,429
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$592,942
Total income from all sources (including contributions)2013-12-31$50,683,097
Total loss/gain on sale of assets2013-12-31$12,712,940
Total of all expenses incurred2013-12-31$17,823,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$15,669,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$11,505,416
Value of total assets at end of year2013-12-31$287,465,900
Value of total assets at beginning of year2013-12-31$254,586,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,153,683
Total interest from all sources2013-12-31$2,586,712
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,752,785
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$219,724
Assets. Real estate other than employer real property at end of year2013-12-31$386,250
Administrative expenses professional fees incurred2013-12-31$121,388
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$11,505,416
Amount contributed by the employer to the plan for this plan year2013-12-31$11,505,416
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$1,809,451
Participant contributions at beginning of year2013-12-31$1,800,183
Assets. Other investments not covered elsewhere at end of year2013-12-31$59,363,178
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$61,162,085
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$224,815
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$81,827
Assets. Loans (other than to participants) at end of year2013-12-31$78,164
Assets. Loans (other than to participants) at beginning of year2013-12-31$643,164
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$365,727
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$257,619
Other income not declared elsewhere2013-12-31$37,201
Administrative expenses (other) incurred2013-12-31$208,021
Liabilities. Value of operating payables at end of year2013-12-31$246,702
Liabilities. Value of operating payables at beginning of year2013-12-31$335,323
Total non interest bearing cash at end of year2013-12-31$1,943,948
Total non interest bearing cash at beginning of year2013-12-31$2,638,897
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$32,859,992
Value of net assets at end of year (total assets less liabilities)2013-12-31$286,853,471
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$253,993,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$78,164
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$1,632,050
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$49,690,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,435,103
Interest on participant loans2013-12-31$84,956
Interest earned on other investments2013-12-31$2,500,102
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$8,708,371
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$8,335,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$8,335,029
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,654
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$43,849,451
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$44,548,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$11,505,416
Employer contributions (assets) at end of year2013-12-31$1,341,568
Employer contributions (assets) at beginning of year2013-12-31$1,312,135
Income. Dividends from common stock2013-12-31$2,533,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$15,669,422
Contract administrator fees2013-12-31$192,224
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$120,070,389
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$123,629,150
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$173,698,320
Aggregate carrying amount (costs) on sale of assets2013-12-31$160,985,380
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31INEICH & COMPANY, LLP
Accountancy firm EIN2013-12-31562552172
2012 : SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$8,194,302
Total unrealized appreciation/depreciation of assets2012-12-31$8,194,302
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$592,942
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$592,102
Total income from all sources (including contributions)2012-12-31$30,153,373
Total loss/gain on sale of assets2012-12-31$6,175,401
Total of all expenses incurred2012-12-31$15,476,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$13,336,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$10,363,910
Value of total assets at end of year2012-12-31$254,586,421
Value of total assets at beginning of year2012-12-31$239,909,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,140,184
Total interest from all sources2012-12-31$2,952,049
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,448,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$141,044
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$10,363,910
Amount contributed by the employer to the plan for this plan year2012-12-31$10,363,910
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$1,800,183
Participant contributions at beginning of year2012-12-31$1,687,773
Assets. Other investments not covered elsewhere at end of year2012-12-31$61,162,085
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$69,876,387
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$81,827
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$138,387
Assets. Loans (other than to participants) at end of year2012-12-31$643,164
Assets. Loans (other than to participants) at beginning of year2012-12-31$1,446,023
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$257,619
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$179,336
Other income not declared elsewhere2012-12-31$19,606
Administrative expenses (other) incurred2012-12-31$200,906
Liabilities. Value of operating payables at end of year2012-12-31$335,323
Liabilities. Value of operating payables at beginning of year2012-12-31$412,766
Total non interest bearing cash at end of year2012-12-31$2,638,897
Total non interest bearing cash at beginning of year2012-12-31$1,967,452
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$14,676,511
Value of net assets at end of year (total assets less liabilities)2012-12-31$253,993,479
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$239,316,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$1,014,811
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$1,608,772
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,435,103
Interest on participant loans2012-12-31$85,403
Interest earned on other investments2012-12-31$2,864,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$8,335,029
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$19,682,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$19,682,555
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,886
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$44,548,848
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$33,275,964
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$10,363,910
Employer contributions (assets) at end of year2012-12-31$1,312,135
Employer contributions (assets) at beginning of year2012-12-31$818,860
Income. Dividends from common stock2012-12-31$2,448,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$13,336,678
Contract administrator fees2012-12-31$189,462
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$123,629,150
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$111,015,669
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$159,202,489
Aggregate carrying amount (costs) on sale of assets2012-12-31$153,027,088
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31INEICH & COMPANY, LLP
Accountancy firm EIN2012-12-31562552172
2011 : SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$-16,627,606
Total unrealized appreciation/depreciation of assets2011-12-31$-16,627,606
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$592,102
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$581,846
Total income from all sources (including contributions)2011-12-31$3,844,217
Total loss/gain on sale of assets2011-12-31$7,206,784
Total of all expenses incurred2011-12-31$14,010,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$11,810,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,012,677
Value of total assets at end of year2011-12-31$239,909,070
Value of total assets at beginning of year2011-12-31$250,064,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,199,828
Total interest from all sources2011-12-31$3,058,917
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,141,487
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$137,264
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$8,012,677
Amount contributed by the employer to the plan for this plan year2011-12-31$8,012,677
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$1,687,773
Participant contributions at beginning of year2011-12-31$1,668,131
Assets. Other investments not covered elsewhere at end of year2011-12-31$69,876,387
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$76,364,910
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$138,387
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$465,635
Assets. Loans (other than to participants) at end of year2011-12-31$1,446,023
Assets. Loans (other than to participants) at beginning of year2011-12-31$2,016,812
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$179,336
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$196,074
Other income not declared elsewhere2011-12-31$51,958
Administrative expenses (other) incurred2011-12-31$198,108
Liabilities. Value of operating payables at end of year2011-12-31$412,766
Liabilities. Value of operating payables at beginning of year2011-12-31$385,772
Total non interest bearing cash at end of year2011-12-31$1,967,452
Total non interest bearing cash at beginning of year2011-12-31$1,476,882
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-10,166,113
Value of net assets at end of year (total assets less liabilities)2011-12-31$239,316,968
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$249,483,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$1,017,670
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$1,680,981
Interest on participant loans2011-12-31$80,989
Interest earned on other investments2011-12-31$2,977,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$19,682,555
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$11,059,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$11,059,025
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$731
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$33,275,964
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$32,083,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$8,012,677
Employer contributions (assets) at end of year2011-12-31$818,860
Employer contributions (assets) at beginning of year2011-12-31$833,233
Income. Dividends from common stock2011-12-31$2,141,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$11,810,502
Contract administrator fees2011-12-31$183,475
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$111,015,669
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$124,096,843
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$143,622,257
Aggregate carrying amount (costs) on sale of assets2011-12-31$136,415,473
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31INEICH & COMPANY, LLP
Accountancy firm EIN2011-12-31562552172
2010 : SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$13,593,518
Total unrealized appreciation/depreciation of assets2010-12-31$13,593,518
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$581,846
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$440,604
Total income from all sources (including contributions)2010-12-31$33,835,223
Total loss/gain on sale of assets2010-12-31$5,741,885
Total of all expenses incurred2010-12-31$11,297,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$9,433,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,293,928
Value of total assets at end of year2010-12-31$250,064,927
Value of total assets at beginning of year2010-12-31$227,386,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,864,214
Total interest from all sources2010-12-31$4,223,939
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,932,951
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$102,528
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$8,293,928
Amount contributed by the employer to the plan for this plan year2010-12-31$8,293,928
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$1,668,131
Participant contributions at beginning of year2010-12-31$1,388,516
Assets. Other investments not covered elsewhere at end of year2010-12-31$76,364,910
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$74,842,904
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$465,635
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$471,816
Assets. Loans (other than to participants) at end of year2010-12-31$2,016,812
Assets. Loans (other than to participants) at beginning of year2010-12-31$4,013,443
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$196,074
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$156,282
Other income not declared elsewhere2010-12-31$49,002
Administrative expenses (other) incurred2010-12-31$113,179
Liabilities. Value of operating payables at end of year2010-12-31$385,772
Liabilities. Value of operating payables at beginning of year2010-12-31$284,322
Total non interest bearing cash at end of year2010-12-31$1,476,882
Total non interest bearing cash at beginning of year2010-12-31$2,345,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$22,537,538
Value of net assets at end of year (total assets less liabilities)2010-12-31$249,483,081
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$226,945,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$2,957,625
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$1,465,287
Interest on participant loans2010-12-31$74,270
Interest earned on other investments2010-12-31$4,145,834
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$11,059,025
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$10,313,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$10,313,380
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3,835
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$32,083,456
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$30,662,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$8,293,928
Employer contributions (assets) at end of year2010-12-31$833,233
Employer contributions (assets) at beginning of year2010-12-31$756,539
Income. Dividends from common stock2010-12-31$1,932,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,433,471
Contract administrator fees2010-12-31$183,220
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$124,096,843
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$102,590,911
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$121,873,798
Aggregate carrying amount (costs) on sale of assets2010-12-31$116,131,913
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31INEICH & COMPANY, LLP
Accountancy firm EIN2010-12-31562552172
2009 : SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$6,646,281
Amount contributed by the employer to the plan for this plan year2009-12-31$6,646,281

Form 5500 Responses for SAN MATEO COUNTY ELECTRICAL CONSTRUCTION INDUSTRY RETIREMT PLAN

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

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062422
Policy instance 3
Insurance contract or identification number062422
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01002TR
Policy instance 1
Insurance contract or identification numberMDA01002TR
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32588
Policy instance 2
Insurance contract or identification number32588
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32588
Policy instance 2
Insurance contract or identification number32588
Number of Individuals Covered1598
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01002TR
Policy instance 1
Insurance contract or identification numberMDA01002TR
Number of Individuals Covered1598
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062422
Policy instance 3
Insurance contract or identification number062422
Number of Individuals Covered1598
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01002TR
Policy instance 1
Insurance contract or identification numberMDA01002TR
Number of Individuals Covered1334
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062422
Policy instance 3
Insurance contract or identification number062422
Number of Individuals Covered1334
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32588
Policy instance 2
Insurance contract or identification number32588
Number of Individuals Covered1334
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number062422
Policy instance 3
Insurance contract or identification number062422
Number of Individuals Covered1385
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32588
Policy instance 2
Insurance contract or identification number32588
Number of Individuals Covered1385
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01002TR
Policy instance 1
Insurance contract or identification numberMDA01002TR
Number of Individuals Covered1385
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01002TR
Policy instance 1
Insurance contract or identification numberMDA01002TR
Number of Individuals Covered1232
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01002TR
Policy instance 1
Insurance contract or identification numberMDA01002TR
Number of Individuals Covered1066
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01002TR
Policy instance 1
Insurance contract or identification numberMDA01002TR
Number of Individuals Covered1303
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA01002TR
Policy instance 1
Insurance contract or identification numberMDA01002TR
Number of Individuals Covered1242
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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