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IBEW EMPLOYEES' 401(K) PLAN 401k Plan overview

Plan NameIBEW EMPLOYEES' 401(K) PLAN
Plan identification number 007

IBEW EMPLOYEES' 401(K) PLAN Benefits

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

401k Sponsoring company profile

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS has sponsored the creation of one or more 401k plans.

Company Name:INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS
Employer identification number (EIN):530088380
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW EMPLOYEES' 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0072022-01-01IBEW BY PAUL A. NOBLE, I.S.T.2023-09-24
0072021-01-01IBEW BY KENNETH W. COOPER, I.S.T.2022-10-12
0072020-01-01IBEW BY KENNETH W. COOPER, I.S.T.2021-10-07
0072019-01-01IBEW BY KENNETH W. COOPER, I.S.T.2020-10-14
0072018-01-01IBEW BY KENNETH W. COOPER, I.S.T.2019-10-14
0072017-01-01
0072016-01-01
0072015-01-01
0072014-01-01
0072013-01-01
0072012-01-01IBEW BY SALVATORE J. CHILIA, I.S.T
0072011-01-01IBEW BY SALVATORE J. CHILIA, I.S.T
0072010-01-01IBEW BY SALVATORE J. CHILIA, I.S.T
0072009-01-01LINDELL K. LEE

Plan Statistics for IBEW EMPLOYEES' 401(K) PLAN

401k plan membership statisitcs for IBEW EMPLOYEES' 401(K) PLAN

Measure Date Value
2022: IBEW EMPLOYEES' 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,364
Total number of active participants reported on line 7a of the Form 55002022-01-01976
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01367
Total of all active and inactive participants2022-01-011,343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0123
Total participants2022-01-011,366
Number of participants with account balances2022-01-01683
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: IBEW EMPLOYEES' 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,131
Total number of active participants reported on line 7a of the Form 55002021-01-011,055
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01309
Total of all active and inactive participants2021-01-011,364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,364
Number of participants with account balances2021-01-01750
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: IBEW EMPLOYEES' 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,308
Total number of active participants reported on line 7a of the Form 55002020-01-01842
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01289
Total of all active and inactive participants2020-01-011,131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,131
Number of participants with account balances2020-01-01739
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: IBEW EMPLOYEES' 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,323
Total number of active participants reported on line 7a of the Form 55002019-01-011,017
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01291
Total of all active and inactive participants2019-01-011,308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,308
Number of participants with account balances2019-01-01722
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: IBEW EMPLOYEES' 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,290
Total number of active participants reported on line 7a of the Form 55002018-01-011,026
Number of retired or separated participants receiving benefits2018-01-01282
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011,308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0115
Total participants2018-01-011,323
Number of participants with account balances2018-01-01714
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: IBEW EMPLOYEES' 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,388
Total number of active participants reported on line 7a of the Form 55002017-01-01989
Number of other retired or separated participants entitled to future benefits2017-01-01301
Total of all active and inactive participants2017-01-011,290
Total participants2017-01-011,290
Number of participants with account balances2017-01-01705
2016: IBEW EMPLOYEES' 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,296
Total number of active participants reported on line 7a of the Form 55002016-01-011,109
Number of other retired or separated participants entitled to future benefits2016-01-01279
Total of all active and inactive participants2016-01-011,388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,388
Number of participants with account balances2016-01-01702
2015: IBEW EMPLOYEES' 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,249
Total number of active participants reported on line 7a of the Form 55002015-01-01999
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01296
Total of all active and inactive participants2015-01-011,295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,296
Number of participants with account balances2015-01-01682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: IBEW EMPLOYEES' 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,204
Total number of active participants reported on line 7a of the Form 55002014-01-01959
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01288
Total of all active and inactive participants2014-01-011,247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-011,249
Number of participants with account balances2014-01-01642
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: IBEW EMPLOYEES' 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,172
Total number of active participants reported on line 7a of the Form 55002013-01-01916
Number of other retired or separated participants entitled to future benefits2013-01-01286
Total of all active and inactive participants2013-01-011,202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-011,204
Number of participants with account balances2013-01-01626
2012: IBEW EMPLOYEES' 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,163
Total number of active participants reported on line 7a of the Form 55002012-01-01890
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01282
Total of all active and inactive participants2012-01-011,172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,172
Number of participants with account balances2012-01-011,172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: IBEW EMPLOYEES' 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,089
Total number of active participants reported on line 7a of the Form 55002011-01-01881
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01278
Total of all active and inactive participants2011-01-011,159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-011,163
Number of participants with account balances2011-01-011,163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: IBEW EMPLOYEES' 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,005
Total number of active participants reported on line 7a of the Form 55002010-01-01898
Number of other retired or separated participants entitled to future benefits2010-01-01190
Total of all active and inactive participants2010-01-011,088
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-011,089
Number of participants with account balances2010-01-011,089
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: IBEW EMPLOYEES' 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,036
Total number of active participants reported on line 7a of the Form 55002009-01-01864
Number of other retired or separated participants entitled to future benefits2009-01-01140
Total of all active and inactive participants2009-01-011,004
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-011,005
Number of participants with account balances2009-01-01601

Financial Data on IBEW EMPLOYEES' 401(K) PLAN

Measure Date Value
2022 : IBEW EMPLOYEES' 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-15,709,938
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,456,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,337,107
Value of total corrective distributions2022-12-31$11,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,501,360
Value of total assets at end of year2022-12-31$120,030,741
Value of total assets at beginning of year2022-12-31$144,197,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$108,598
Total interest from all sources2022-12-31$361,083
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$42,150
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$42,150
Administrative expenses professional fees incurred2022-12-31$108,598
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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
Contributions received from participants2022-12-31$6,759,690
Participant contributions at end of year2022-12-31$1,408,417
Participant contributions at beginning of year2022-12-31$1,565,418
Participant contributions at end of year2022-12-31$41,150
Participant contributions at beginning of year2022-12-31$94,508
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$721,097
Other income not declared elsewhere2022-12-31$50,000
Total non interest bearing cash at end of year2022-12-31$5,282
Total non interest bearing cash at beginning of year2022-12-31$66,154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-24,166,675
Value of net assets at end of year (total assets less liabilities)2022-12-31$120,030,741
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$144,197,416
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$21,052,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$27,320,599
Value of interest in pooled separate accounts at end of year2022-12-31$48,235,662
Value of interest in pooled separate accounts at beginning of year2022-12-31$60,279,877
Interest on participant loans2022-12-31$71,581
Interest earned on other investments2022-12-31$289,502
Value of interest in common/collective trusts at end of year2022-12-31$25,861,708
Value of interest in common/collective trusts at beginning of year2022-12-31$30,571,052
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$23,392,390
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$24,229,417
Net investment gain/loss from pooled separate accounts2022-12-31$-11,110,098
Net investment gain or loss from common/collective trusts2022-12-31$-5,601,681
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,020,573
Employer contributions (assets) at end of year2022-12-31$34,111
Employer contributions (assets) at beginning of year2022-12-31$70,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,337,107
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WITHUMSMITH+BROWN
Accountancy firm EIN2022-12-31222027092
2021 : IBEW EMPLOYEES' 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$27,786,336
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,146,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,122,961
Value of total corrective distributions2021-12-31$10,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,177,564
Value of total assets at end of year2021-12-31$144,197,416
Value of total assets at beginning of year2021-12-31$124,557,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$13,028
Total interest from all sources2021-12-31$371,407
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$24,790
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$24,790
Administrative expenses professional fees incurred2021-12-31$13,028
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$6,596,446
Participant contributions at end of year2021-12-31$1,565,418
Participant contributions at beginning of year2021-12-31$1,335,052
Participant contributions at end of year2021-12-31$94,508
Participant contributions at beginning of year2021-12-31$128,273
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,500,163
Other income not declared elsewhere2021-12-31$50,000
Total non interest bearing cash at end of year2021-12-31$66,154
Total non interest bearing cash at beginning of year2021-12-31$35,934
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$19,639,562
Value of net assets at end of year (total assets less liabilities)2021-12-31$144,197,416
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$124,557,854
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$27,320,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$22,568,175
Value of interest in pooled separate accounts at end of year2021-12-31$60,279,877
Value of interest in pooled separate accounts at beginning of year2021-12-31$53,195,684
Interest on participant loans2021-12-31$71,313
Interest earned on other investments2021-12-31$300,094
Value of interest in common/collective trusts at end of year2021-12-31$30,571,052
Value of interest in common/collective trusts at beginning of year2021-12-31$23,376,901
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$24,229,417
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$23,845,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,579,853
Net investment gain/loss from pooled separate accounts2021-12-31$6,764,336
Net investment gain or loss from common/collective trusts2021-12-31$6,818,386
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,080,955
Employer contributions (assets) at end of year2021-12-31$70,391
Employer contributions (assets) at beginning of year2021-12-31$71,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,122,961
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WITHUMSMITH+BROWN
Accountancy firm EIN2021-12-31222027092
2020 : IBEW EMPLOYEES' 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$26,157,888
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,718,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,634,154
Expenses. Certain deemed distributions of participant loans2020-12-31$54,497
Value of total corrective distributions2020-12-31$20,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,827,040
Value of total assets at end of year2020-12-31$124,557,854
Value of total assets at beginning of year2020-12-31$104,118,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$9,612
Total interest from all sources2020-12-31$426,458
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$46,199
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$46,199
Administrative expenses professional fees incurred2020-12-31$9,612
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$6,159,954
Participant contributions at end of year2020-12-31$1,335,052
Participant contributions at beginning of year2020-12-31$1,540,928
Participant contributions at end of year2020-12-31$128,273
Participant contributions at beginning of year2020-12-31$165,875
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$729,042
Other income not declared elsewhere2020-12-31$50,000
Total non interest bearing cash at end of year2020-12-31$35,934
Total non interest bearing cash at beginning of year2020-12-31$322,750
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$20,438,943
Value of net assets at end of year (total assets less liabilities)2020-12-31$124,557,854
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$104,118,911
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$22,568,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,238,861
Value of interest in pooled separate accounts at end of year2020-12-31$53,195,684
Value of interest in pooled separate accounts at beginning of year2020-12-31$45,286,393
Interest on participant loans2020-12-31$80,930
Interest earned on other investments2020-12-31$345,528
Value of interest in common/collective trusts at end of year2020-12-31$23,376,901
Value of interest in common/collective trusts at beginning of year2020-12-31$18,912,089
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$23,845,962
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$19,578,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,147,062
Net investment gain/loss from pooled separate accounts2020-12-31$9,083,270
Net investment gain or loss from common/collective trusts2020-12-31$3,577,859
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$938,044
Employer contributions (assets) at end of year2020-12-31$71,873
Employer contributions (assets) at beginning of year2020-12-31$73,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,634,154
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WITHUMSMITH&BROWN
Accountancy firm EIN2020-12-31222027092
2019 : IBEW EMPLOYEES' 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$27,123,612
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$10,681,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,612,960
Expenses. Certain deemed distributions of participant loans2019-12-31$59,150
Value of total corrective distributions2019-12-31$5,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,980,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,980,281
Value of total assets at end of year2019-12-31$104,118,911
Value of total assets at end of year2019-12-31$104,118,911
Value of total assets at beginning of year2019-12-31$87,676,918
Value of total assets at beginning of year2019-12-31$87,676,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,049
Total interest from all sources2019-12-31$428,460
Total interest from all sources2019-12-31$428,460
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$61,641
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$61,641
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$61,641
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$61,641
Administrative expenses professional fees incurred2019-12-31$4,049
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,136,232
Contributions received from participants2019-12-31$6,136,232
Participant contributions at end of year2019-12-31$1,540,928
Participant contributions at end of year2019-12-31$1,540,928
Participant contributions at beginning of year2019-12-31$1,721,251
Participant contributions at beginning of year2019-12-31$1,721,251
Participant contributions at end of year2019-12-31$165,875
Participant contributions at end of year2019-12-31$165,875
Participant contributions at beginning of year2019-12-31$178,026
Participant contributions at beginning of year2019-12-31$178,026
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,041,423
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,041,423
Other income not declared elsewhere2019-12-31$50,000
Total non interest bearing cash at end of year2019-12-31$322,750
Total non interest bearing cash at end of year2019-12-31$322,750
Total non interest bearing cash at beginning of year2019-12-31$263,936
Total non interest bearing cash at beginning of year2019-12-31$263,936
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$16,441,993
Value of net assets at end of year (total assets less liabilities)2019-12-31$104,118,911
Value of net assets at end of year (total assets less liabilities)2019-12-31$104,118,911
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$87,676,918
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$87,676,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,238,861
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,238,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,504,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,504,251
Value of interest in pooled separate accounts at end of year2019-12-31$45,286,393
Value of interest in pooled separate accounts at end of year2019-12-31$45,286,393
Value of interest in pooled separate accounts at beginning of year2019-12-31$36,759,229
Value of interest in pooled separate accounts at beginning of year2019-12-31$36,759,229
Interest on participant loans2019-12-31$87,333
Interest on participant loans2019-12-31$87,333
Interest earned on other investments2019-12-31$341,127
Interest earned on other investments2019-12-31$341,127
Value of interest in common/collective trusts at end of year2019-12-31$18,912,089
Value of interest in common/collective trusts at end of year2019-12-31$18,912,089
Value of interest in common/collective trusts at beginning of year2019-12-31$14,969,920
Value of interest in common/collective trusts at beginning of year2019-12-31$14,969,920
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$19,578,626
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$19,578,626
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$18,236,959
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$18,236,959
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,707,432
Net investment gain/loss from pooled separate accounts2019-12-31$9,186,706
Net investment gain or loss from common/collective trusts2019-12-31$4,709,092
Net investment gain or loss from common/collective trusts2019-12-31$4,709,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$802,626
Contributions received in cash from employer2019-12-31$802,626
Employer contributions (assets) at end of year2019-12-31$73,389
Employer contributions (assets) at end of year2019-12-31$73,389
Employer contributions (assets) at beginning of year2019-12-31$43,346
Employer contributions (assets) at beginning of year2019-12-31$43,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,612,960
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31WITHUMSMITH&BROWN
Accountancy firm EIN2019-12-31222027092
2018 : IBEW EMPLOYEES' 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$4,142,761
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,769,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,700,465
Value of total corrective distributions2018-12-31$65,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,762,164
Value of total assets at end of year2018-12-31$87,676,918
Value of total assets at beginning of year2018-12-31$91,303,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,018
Total interest from all sources2018-12-31$373,351
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$74,365
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$74,365
Administrative expenses professional fees incurred2018-12-31$4,018
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,790,124
Participant contributions at end of year2018-12-31$1,721,251
Participant contributions at beginning of year2018-12-31$1,735,250
Participant contributions at end of year2018-12-31$221,372
Participant contributions at beginning of year2018-12-31$237,034
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$215,045
Other income not declared elsewhere2018-12-31$250,000
Total non interest bearing cash at end of year2018-12-31$263,936
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,626,963
Value of net assets at end of year (total assets less liabilities)2018-12-31$87,676,918
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$91,303,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$15,504,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$16,512,463
Value of interest in pooled separate accounts at end of year2018-12-31$36,759,229
Value of interest in pooled separate accounts at beginning of year2018-12-31$39,912,458
Interest on participant loans2018-12-31$82,433
Interest earned on other investments2018-12-31$290,918
Value of interest in common/collective trusts at end of year2018-12-31$14,969,920
Value of interest in common/collective trusts at beginning of year2018-12-31$15,982,642
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$18,236,959
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$16,924,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-506,410
Net investment gain/loss from pooled separate accounts2018-12-31$-2,127,400
Net investment gain or loss from common/collective trusts2018-12-31$-683,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$756,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,700,465
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31WITHUMSMITH&BROWN
Accountancy firm EIN2018-12-31222027092
2017 : IBEW EMPLOYEES' 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$18,562,312
Total of all expenses incurred2017-12-31$4,155,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,000,583
Value of total corrective distributions2017-12-31$98,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,006,123
Value of total assets at end of year2017-12-31$91,303,881
Value of total assets at beginning of year2017-12-31$76,896,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$56,421
Total interest from all sources2017-12-31$314,627
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,083,496
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$1,083,496
Administrative expenses professional fees incurred2017-12-31$56,421
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$5,713,172
Participant contributions at end of year2017-12-31$1,735,250
Participant contributions at beginning of year2017-12-31$1,506,469
Participant contributions at end of year2017-12-31$237,034
Participant contributions at beginning of year2017-12-31$139,675
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$641,942
Other income not declared elsewhere2017-12-31$50,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$14,407,230
Value of net assets at end of year (total assets less liabilities)2017-12-31$91,303,881
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$76,896,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$16,512,463
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,455,402
Value of interest in pooled separate accounts at end of year2017-12-31$39,912,458
Value of interest in pooled separate accounts at beginning of year2017-12-31$34,836,147
Interest on participant loans2017-12-31$67,379
Interest earned on other investments2017-12-31$247,248
Value of interest in common/collective trusts at end of year2017-12-31$15,982,642
Value of interest in common/collective trusts at beginning of year2017-12-31$12,491,431
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$16,924,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$16,467,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,635,918
Net investment gain/loss from pooled separate accounts2017-12-31$4,645,226
Net investment gain or loss from common/collective trusts2017-12-31$2,826,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$651,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,000,583
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2017-12-31470900880
2016 : IBEW EMPLOYEES' 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$11,092,250
Total of all expenses incurred2016-12-31$5,536,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,481,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,528,065
Value of total assets at end of year2016-12-31$76,896,651
Value of total assets at beginning of year2016-12-31$71,340,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$54,330
Total interest from all sources2016-12-31$274,779
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$427,046
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$427,046
Administrative expenses professional fees incurred2016-12-31$54,330
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$5,324,449
Participant contributions at end of year2016-12-31$1,506,469
Participant contributions at beginning of year2016-12-31$1,430,489
Participant contributions at end of year2016-12-31$139,675
Participant contributions at beginning of year2016-12-31$202,899
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$607,140
Other income not declared elsewhere2016-12-31$50,000
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$5,556,235
Value of net assets at end of year (total assets less liabilities)2016-12-31$76,896,651
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$71,340,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,455,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,602,150
Value of interest in pooled separate accounts at end of year2016-12-31$34,836,147
Value of interest in pooled separate accounts at beginning of year2016-12-31$33,133,614
Interest on participant loans2016-12-31$64,206
Interest earned on other investments2016-12-31$210,573
Value of interest in common/collective trusts at end of year2016-12-31$12,491,431
Value of interest in common/collective trusts at beginning of year2016-12-31$11,031,298
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$16,467,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$13,939,966
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-86,023
Net investment gain/loss from pooled separate accounts2016-12-31$2,518,215
Net investment gain or loss from common/collective trusts2016-12-31$1,380,168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$596,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,481,685
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2016-12-31470900880
2015 : IBEW EMPLOYEES' 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$6,836,839
Total of all expenses incurred2015-12-31$5,509,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,474,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,078,988
Value of total assets at end of year2015-12-31$71,340,416
Value of total assets at beginning of year2015-12-31$70,013,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$34,938
Total interest from all sources2015-12-31$264,639
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$593,513
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$593,513
Administrative expenses professional fees incurred2015-12-31$34,938
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,098,729
Participant contributions at end of year2015-12-31$1,430,489
Participant contributions at beginning of year2015-12-31$1,278,820
Participant contributions at end of year2015-12-31$202,899
Participant contributions at beginning of year2015-12-31$196,505
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$361,274
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$1,327,323
Value of net assets at end of year (total assets less liabilities)2015-12-31$71,340,416
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$70,013,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,602,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,176,876
Value of interest in pooled separate accounts at end of year2015-12-31$33,133,614
Value of interest in pooled separate accounts at beginning of year2015-12-31$33,850,264
Interest on participant loans2015-12-31$56,600
Interest earned on other investments2015-12-31$208,039
Value of interest in common/collective trusts at end of year2015-12-31$11,031,298
Value of interest in common/collective trusts at beginning of year2015-12-31$11,025,306
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$13,939,966
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$13,485,322
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-53,363
Net investment gain/loss from pooled separate accounts2015-12-31$-189,098
Net investment gain or loss from common/collective trusts2015-12-31$142,160
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$618,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,474,578
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2015-12-31470900880
2014 : IBEW EMPLOYEES' 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$10,311,754
Total of all expenses incurred2014-12-31$2,924,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,921,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,393,197
Value of total assets at end of year2014-12-31$70,013,093
Value of total assets at beginning of year2014-12-31$62,626,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,538
Total interest from all sources2014-12-31$264,359
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$442,417
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$442,417
Administrative expenses professional fees incurred2014-12-31$3,538
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,817,454
Participant contributions at end of year2014-12-31$1,278,820
Participant contributions at beginning of year2014-12-31$1,316,170
Participant contributions at end of year2014-12-31$196,505
Participant contributions at beginning of year2014-12-31$97,381
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,019,087
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$7,386,952
Value of net assets at end of year (total assets less liabilities)2014-12-31$70,013,093
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$62,626,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,176,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,721,486
Value of interest in pooled separate accounts at end of year2014-12-31$33,850,264
Value of interest in pooled separate accounts at beginning of year2014-12-31$31,815,332
Interest on participant loans2014-12-31$52,888
Interest earned on other investments2014-12-31$211,471
Value of interest in common/collective trusts at end of year2014-12-31$11,025,306
Value of interest in common/collective trusts at beginning of year2014-12-31$8,149,953
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$13,485,322
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$12,525,819
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$178,366
Net investment gain/loss from pooled separate accounts2014-12-31$1,808,376
Net investment gain or loss from common/collective trusts2014-12-31$1,225,039
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$556,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,921,264
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2014-12-31470900880
2013 : IBEW EMPLOYEES' 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$16,684,713
Total of all expenses incurred2013-12-31$4,820,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,815,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,108,687
Value of total assets at end of year2013-12-31$62,626,141
Value of total assets at beginning of year2013-12-31$50,761,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,425
Total interest from all sources2013-12-31$272,391
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$51,690
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$51,690
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,500,453
Participant contributions at end of year2013-12-31$1,316,170
Participant contributions at beginning of year2013-12-31$1,141,340
Participant contributions at end of year2013-12-31$97,381
Participant contributions at beginning of year2013-12-31$101,660
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,086,177
Administrative expenses (other) incurred2013-12-31$4,425
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$11,864,697
Value of net assets at end of year (total assets less liabilities)2013-12-31$62,626,141
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$50,761,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,721,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,358,285
Value of interest in pooled separate accounts at end of year2013-12-31$31,815,332
Value of interest in pooled separate accounts at beginning of year2013-12-31$25,327,290
Interest on participant loans2013-12-31$46,697
Interest earned on other investments2013-12-31$225,694
Value of interest in common/collective trusts at end of year2013-12-31$8,149,953
Value of interest in common/collective trusts at beginning of year2013-12-31$5,982,070
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$12,525,819
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$11,850,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,905,247
Net investment gain/loss from pooled separate accounts2013-12-31$6,419,523
Net investment gain or loss from common/collective trusts2013-12-31$1,927,175
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$522,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,815,591
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
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2013-12-31470900880
2012 : IBEW EMPLOYEES' 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$10,680,153
Total of all expenses incurred2012-12-31$3,506,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,502,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,449,245
Value of total assets at end of year2012-12-31$50,761,444
Value of total assets at beginning of year2012-12-31$43,587,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,694
Total interest from all sources2012-12-31$279,673
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$30,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$30,497
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,348,142
Participant contributions at end of year2012-12-31$1,141,340
Participant contributions at beginning of year2012-12-31$931,749
Participant contributions at end of year2012-12-31$101,660
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$618,983
Administrative expenses (other) incurred2012-12-31$3,694
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$7,173,593
Value of net assets at end of year (total assets less liabilities)2012-12-31$50,761,444
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$43,587,851
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,358,285
Value of interest in pooled separate accounts at end of year2012-12-31$25,327,290
Value of interest in pooled separate accounts at beginning of year2012-12-31$32,883,556
Interest on participant loans2012-12-31$44,767
Interest earned on other investments2012-12-31$234,906
Value of interest in common/collective trusts at end of year2012-12-31$5,982,070
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$11,850,799
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$9,772,546
Net investment gain/loss from pooled separate accounts2012-12-31$4,379,579
Net investment gain or loss from common/collective trusts2012-12-31$541,159
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$482,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,502,866
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
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2012-12-31470900880
2011 : IBEW EMPLOYEES' 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$5,024,898
Total of all expenses incurred2011-12-31$2,607,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,603,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,051,229
Value of total assets at end of year2011-12-31$43,587,851
Value of total assets at beginning of year2011-12-31$41,170,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,670
Total interest from all sources2011-12-31$275,849
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,265,934
Participant contributions at end of year2011-12-31$931,749
Participant contributions at beginning of year2011-12-31$895,918
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$326,470
Other income not declared elsewhere2011-12-31$244
Administrative expenses (other) incurred2011-12-31$3,670
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$2,417,344
Value of net assets at end of year (total assets less liabilities)2011-12-31$43,587,851
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$41,170,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$32,883,556
Value of interest in pooled separate accounts at beginning of year2011-12-31$31,951,561
Interest on participant loans2011-12-31$44,522
Interest earned on other investments2011-12-31$231,327
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$9,772,546
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$8,323,028
Net investment gain/loss from pooled separate accounts2011-12-31$-302,424
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$458,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,603,884
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
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2011-12-31470900880
2010 : IBEW EMPLOYEES' 401(K) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$9,785,939
Total of all expenses incurred2010-12-31$2,476,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,469,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,160,663
Value of total assets at end of year2010-12-31$41,170,507
Value of total assets at beginning of year2010-12-31$33,861,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,004
Total interest from all sources2010-12-31$265,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,971,565
Participant contributions at end of year2010-12-31$895,918
Participant contributions at beginning of year2010-12-31$742,499
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$756,103
Administrative expenses (other) incurred2010-12-31$7,004
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$7,309,193
Value of net assets at end of year (total assets less liabilities)2010-12-31$41,170,507
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$33,861,314
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$31,951,561
Value of interest in pooled separate accounts at beginning of year2010-12-31$25,579,520
Interest on participant loans2010-12-31$45,089
Interest earned on other investments2010-12-31$220,636
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$8,323,028
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$7,539,295
Net investment gain/loss from pooled separate accounts2010-12-31$4,359,551
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$432,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,469,742
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
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2010-12-31470900880

Form 5500 Responses for IBEW EMPLOYEES' 401(K) PLAN

2022: IBEW EMPLOYEES' 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IBEW EMPLOYEES' 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IBEW EMPLOYEES' 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IBEW EMPLOYEES' 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IBEW EMPLOYEES' 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IBEW EMPLOYEES' 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IBEW EMPLOYEES' 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IBEW EMPLOYEES' 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IBEW EMPLOYEES' 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IBEW EMPLOYEES' 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IBEW EMPLOYEES' 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IBEW EMPLOYEES' 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: IBEW EMPLOYEES' 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: IBEW EMPLOYEES' 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number037802
Policy instance 1
Insurance contract or identification number037802
Number of Individuals Covered1064
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number037802
Policy instance 1
Insurance contract or identification number037802
Number of Individuals Covered750
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number037802
Policy instance 1
Insurance contract or identification number037802
Number of Individuals Covered739
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number037802
Policy instance 1
Insurance contract or identification number037802
Number of Individuals Covered722
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number037802
Policy instance 1
Insurance contract or identification number037802
Number of Individuals Covered714
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number37802/002
Policy instance 1
Insurance contract or identification number37802/002
Number of Individuals Covered705
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 unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number37802/002
Policy instance 1
Insurance contract or identification number37802/002
Number of Individuals Covered687
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 unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number37802/002
Policy instance 1
Insurance contract or identification number37802/002
Number of Individuals Covered642
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
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number37802/002
Policy instance 1
Insurance contract or identification number37802/002
Number of Individuals Covered916
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
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number37802/002
Policy instance 1
Insurance contract or identification number37802/002
Number of Individuals Covered1172
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
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number37802/002
Policy instance 1
Insurance contract or identification number37802/002
Number of Individuals Covered1163
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
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number37802/002
Policy instance 1
Insurance contract or identification number37802/002
Number of Individuals Covered1089
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
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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