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N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN 401k Plan overview

Plan NameN. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN
Plan identification number 003

N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • 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

BOARD OF TRUSTEES OF NECA-IBEW LU NUMBER 584 PROFIT SHARING PLAN has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF NECA-IBEW LU NUMBER 584 PROFIT SHARING PLAN
Employer identification number (EIN):731407442
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01GREG LOGAN
0032016-01-01GREG LOGAN GREG LOGAN2017-10-17
0032015-01-01JOHNNY PATTERSON
0032014-01-01JOHNNY PATTERSON
0032013-01-01JOHN PATTERSON JOHN PATTERSON2014-10-07
0032012-01-01JOHNNY PATTERSON JOHNNY PATTERSON2013-10-11
0032011-01-01JOHNNY PATTERSON JOHNNY PATTERSON2013-03-29
0032010-01-01THOMAS V BARNES THOMAS V BARNES2011-10-10
0032009-01-01THOMAS BARNES

Plan Statistics for N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN

401k plan membership statisitcs for N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN

Measure Date Value
2022: N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,306
Total number of active participants reported on line 7a of the Form 55002022-01-011,174
Number of other retired or separated participants entitled to future benefits2022-01-0150
Total of all active and inactive participants2022-01-011,224
Total participants2022-01-011,224
Number of participants with account balances2022-01-011,224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
Number of employers contributing to the scheme2022-01-0175
2021: N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,372
Total number of active participants reported on line 7a of the Form 55002021-01-011,250
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0156
Total of all active and inactive participants2021-01-011,306
Total participants2021-01-011,306
Number of participants with account balances2021-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-0165
2020: N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,195
Total number of active participants reported on line 7a of the Form 55002020-01-011,318
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0154
Total of all active and inactive participants2020-01-011,372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,372
Number of participants with account balances2020-01-011,372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-0140
2019: N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01873
Total number of active participants reported on line 7a of the Form 55002019-01-011,135
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0159
Total of all active and inactive participants2019-01-011,195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,195
Number of participants with account balances2019-01-011,195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-0145
2018: N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01877
Total number of active participants reported on line 7a of the Form 55002018-01-01828
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0144
Total of all active and inactive participants2018-01-01873
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01873
Number of participants with account balances2018-01-01873
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-0138
2017: N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01944
Total number of active participants reported on line 7a of the Form 55002017-01-01833
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0144
Total of all active and inactive participants2017-01-01877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01877
Number of participants with account balances2017-01-01877
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-0138
2016: N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,001
Total number of active participants reported on line 7a of the Form 55002016-01-01902
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0142
Total of all active and inactive participants2016-01-01944
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01944
Number of participants with account balances2016-01-01944
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-0128
2015: N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01962
Total number of active participants reported on line 7a of the Form 55002015-01-01958
Number of retired or separated participants receiving benefits2015-01-0143
Total of all active and inactive participants2015-01-011,001
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,001
Number of participants with account balances2015-01-011,001
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-010
2014: N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01756
Total number of active participants reported on line 7a of the Form 55002014-01-01919
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0143
Total of all active and inactive participants2014-01-01962
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01962
Number of participants with account balances2014-01-01962
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01962
Number of employers contributing to the scheme2014-01-010
2013: N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01573
Total number of active participants reported on line 7a of the Form 55002013-01-01724
Number of other retired or separated participants entitled to future benefits2013-01-0132
Total of all active and inactive participants2013-01-01756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01756
Number of participants with account balances2013-01-01756
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-0139
2012: N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01612
Total number of active participants reported on line 7a of the Form 55002012-01-01537
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0135
Total of all active and inactive participants2012-01-01573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01573
Number of participants with account balances2012-01-01573
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-0134
2011: N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01616
Total number of active participants reported on line 7a of the Form 55002011-01-01570
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0142
Total of all active and inactive participants2011-01-01612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01612
Number of participants with account balances2011-01-01612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-0134
2010: N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01658
Total number of active participants reported on line 7a of the Form 55002010-01-01580
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0135
Total of all active and inactive participants2010-01-01615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01616
Number of participants with account balances2010-01-01616
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
Number of employers contributing to the scheme2010-01-0124
2009: N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01632
Total number of active participants reported on line 7a of the Form 55002009-01-01632
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0126
Total of all active and inactive participants2009-01-01658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01658
Number of participants with account balances2009-01-01658
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-0124

Financial Data on N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN

Measure Date Value
2022 : N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING 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$25,263
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$29,811
Total income from all sources (including contributions)2022-12-31$-1,733,568
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,463,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,237,174
Expenses. Certain deemed distributions of participant loans2022-12-31$10,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,095,012
Value of total assets at end of year2022-12-31$24,675,457
Value of total assets at beginning of year2022-12-31$27,877,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$216,080
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$544,953
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$544,953
Administrative expenses professional fees incurred2022-12-31$71,799
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$622,119
Participant contributions at end of year2022-12-31$104,032
Participant contributions at beginning of year2022-12-31$102,563
Participant contributions at end of year2022-12-31$46,911
Participant contributions at beginning of year2022-12-31$49,807
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$25,263
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$29,811
Other income not declared elsewhere2022-12-31$13,374
Administrative expenses (other) incurred2022-12-31$26,747
Total non interest bearing cash at end of year2022-12-31$349,402
Total non interest bearing cash at beginning of year2022-12-31$279,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,197,063
Value of net assets at end of year (total assets less liabilities)2022-12-31$24,650,194
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$27,847,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$90,709
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$19,363,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$23,488,890
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,667,777
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,855,490
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,386,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,472,893
Employer contributions (assets) at end of year2022-12-31$144,000
Employer contributions (assets) at beginning of year2022-12-31$101,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,237,174
Contract administrator fees2022-12-31$26,825
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 name2022-12-31ACCOUNTING SOLUTIONS GROUP LLC
Accountancy firm EIN2022-12-31812274769
2021 : N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING 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$29,811
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$244,458
Total income from all sources (including contributions)2021-12-31$6,048,816
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,164,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,873,508
Expenses. Certain deemed distributions of participant loans2021-12-31$74,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,221,965
Value of total assets at end of year2021-12-31$27,877,068
Value of total assets at beginning of year2021-12-31$24,207,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$216,114
Total interest from all sources2021-12-31$86,564
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$625,004
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$625,004
Administrative expenses professional fees incurred2021-12-31$71,542
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$772,690
Participant contributions at end of year2021-12-31$102,563
Participant contributions at beginning of year2021-12-31$173,450
Participant contributions at end of year2021-12-31$49,807
Participant contributions at beginning of year2021-12-31$90,024
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$29,811
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$244,458
Other income not declared elsewhere2021-12-31$18,547
Administrative expenses (other) incurred2021-12-31$19,767
Total non interest bearing cash at end of year2021-12-31$279,275
Total non interest bearing cash at beginning of year2021-12-31$0
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$3,884,222
Value of net assets at end of year (total assets less liabilities)2021-12-31$27,847,257
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$23,963,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$96,228
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$23,488,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$19,637,116
Interest earned on other investments2021-12-31$86,564
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,855,490
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,079,858
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,096,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,449,275
Employer contributions (assets) at end of year2021-12-31$101,043
Employer contributions (assets) at beginning of year2021-12-31$227,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,873,508
Contract administrator fees2021-12-31$28,577
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 name2021-12-31ACCOUNTING SOLUTIONS GROUP LLC
Accountancy firm EIN2021-12-31812274769
2020 : N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING 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$244,458
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$150,987
Total income from all sources (including contributions)2020-12-31$5,223,997
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,561,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,156,401
Value of total corrective distributions2020-12-31$103,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,793,614
Value of total assets at end of year2020-12-31$24,207,493
Value of total assets at beginning of year2020-12-31$20,451,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$301,397
Total interest from all sources2020-12-31$85,908
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$347,224
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$347,224
Administrative expenses professional fees incurred2020-12-31$73,564
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,598,903
Participant contributions at end of year2020-12-31$173,450
Participant contributions at beginning of year2020-12-31$194,637
Participant contributions at end of year2020-12-31$90,024
Participant contributions at beginning of year2020-12-31$107,929
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,400
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$288,286
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$244,458
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$150,987
Other income not declared elsewhere2020-12-31$45,504
Administrative expenses (other) incurred2020-12-31$19,211
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$169,462
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$3,662,985
Value of net assets at end of year (total assets less liabilities)2020-12-31$23,963,035
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,300,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$181,669
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$19,637,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,518,681
Interest earned on other investments2020-12-31$85,908
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,079,858
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,951,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,194,711
Employer contributions (assets) at end of year2020-12-31$227,045
Employer contributions (assets) at beginning of year2020-12-31$169,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,156,401
Contract administrator fees2020-12-31$26,953
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CUNEO LAWSON SHAY & STALEY
Accountancy firm EIN2020-12-31440642126
2019 : N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN 2019 401k financial data
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$150,987
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$34,207
Total income from all sources (including contributions)2019-12-31$5,630,501
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,269,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,056,928
Value of total corrective distributions2019-12-31$19,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,935,781
Value of total assets at end of year2019-12-31$20,451,037
Value of total assets at beginning of year2019-12-31$15,973,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$193,095
Total interest from all sources2019-12-31$85,112
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$351,761
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$351,761
Administrative expenses professional fees incurred2019-12-31$42,123
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$954,807
Participant contributions at end of year2019-12-31$194,637
Participant contributions at beginning of year2019-12-31$107,975
Participant contributions at end of year2019-12-31$107,929
Participant contributions at beginning of year2019-12-31$70,474
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,400
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,400
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$288,286
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$150,987
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$34,207
Other income not declared elsewhere2019-12-31$30,995
Administrative expenses (other) incurred2019-12-31$14,991
Total non interest bearing cash at end of year2019-12-31$169,462
Total non interest bearing cash at beginning of year2019-12-31$286,795
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$4,360,938
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,300,050
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,939,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$120,473
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,518,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,382,212
Interest on participant loans2019-12-31$4,272
Interest earned on other investments2019-12-31$80,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,226,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$980,974
Employer contributions (assets) at end of year2019-12-31$169,642
Employer contributions (assets) at beginning of year2019-12-31$123,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,056,928
Contract administrator fees2019-12-31$15,508
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CUNEO LAWSON SHAY & STALEY
Accountancy firm EIN2019-12-31440642126
2018 : N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING 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$34,207
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$177,488
Total income from all sources (including contributions)2018-12-31$1,124,485
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,356,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,168,257
Value of total corrective distributions2018-12-31$79,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,787,105
Value of total assets at end of year2018-12-31$15,973,319
Value of total assets at beginning of year2018-12-31$17,348,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$108,680
Total interest from all sources2018-12-31$70,666
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$395,426
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$395,426
Administrative expenses professional fees incurred2018-12-31$38,899
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$560,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$678,908
Participant contributions at end of year2018-12-31$107,975
Participant contributions at beginning of year2018-12-31$158,238
Participant contributions at end of year2018-12-31$70,474
Participant contributions at beginning of year2018-12-31$39,622
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$34,207
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$177,488
Other income not declared elsewhere2018-12-31$39,969
Administrative expenses (other) incurred2018-12-31$17,148
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$286,795
Total non interest bearing cash at beginning of year2018-12-31$197,314
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,231,720
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,939,112
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$17,170,832
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$42,613
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,890,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,229,234
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,640,704
Interest on participant loans2018-12-31$5,425
Interest earned on other investments2018-12-31$65,241
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,491,490
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,977,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,277,825
Net investment gain/loss from pooled separate accounts2018-12-31$1,109,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,108,197
Employer contributions (assets) at end of year2018-12-31$123,463
Employer contributions (assets) at beginning of year2018-12-31$105,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,168,257
Contract administrator fees2018-12-31$10,020
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CUNEO LAWSON SHAY & STALEY
Accountancy firm EIN2018-12-31440642126
2017 : N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$177,488
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$144,230
Total income from all sources (including contributions)2017-12-31$3,763,424
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,585,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,449,117
Expenses. Certain deemed distributions of participant loans2017-12-31$1,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,470,482
Value of total assets at end of year2017-12-31$17,348,320
Value of total assets at beginning of year2017-12-31$16,137,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$134,897
Total interest from all sources2017-12-31$71,132
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$33,499
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$33,499
Administrative expenses professional fees incurred2017-12-31$44,809
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$560,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$442,014
Participant contributions at end of year2017-12-31$158,238
Participant contributions at beginning of year2017-12-31$174,355
Participant contributions at end of year2017-12-31$39,622
Participant contributions at beginning of year2017-12-31$31,146
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,514
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$177,488
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$144,230
Administrative expenses (other) incurred2017-12-31$21,757
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$197,314
Total non interest bearing cash at beginning of year2017-12-31$211,757
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$1,177,652
Value of net assets at end of year (total assets less liabilities)2017-12-31$17,170,832
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,993,180
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$58,311
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,229,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,171,832
Value of interest in pooled separate accounts at end of year2017-12-31$6,640,704
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,745,997
Interest on participant loans2017-12-31$5,774
Interest earned on other investments2017-12-31$65,358
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,977,352
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,707,331
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,224,169
Net investment gain/loss from pooled separate accounts2017-12-31$964,142
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$1,028,468
Employer contributions (assets) at end of year2017-12-31$105,856
Employer contributions (assets) at beginning of year2017-12-31$93,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,449,117
Contract administrator fees2017-12-31$10,020
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CUNEO LAWSON SHAY AND STALEY
Accountancy firm EIN2017-12-31440642126
2016 : N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$144,230
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$163,289
Total income from all sources (including contributions)2016-12-31$1,992,794
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,877,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,697,855
Expenses. Certain deemed distributions of participant loans2016-12-31$69,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,446,800
Value of total assets at end of year2016-12-31$16,137,410
Value of total assets at beginning of year2016-12-31$16,040,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$109,405
Total interest from all sources2016-12-31$67,932
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$312,986
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$312,986
Administrative expenses professional fees incurred2016-12-31$58,090
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$560,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$540,900
Participant contributions at end of year2016-12-31$174,355
Participant contributions at beginning of year2016-12-31$162,878
Participant contributions at end of year2016-12-31$31,146
Participant contributions at beginning of year2016-12-31$45,476
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,514
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,042
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$144,230
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$158,877
Administrative expenses (other) incurred2016-12-31$16,382
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$4,412
Total non interest bearing cash at end of year2016-12-31$211,757
Total non interest bearing cash at beginning of year2016-12-31$226,527
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$115,625
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,993,180
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,877,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$24,913
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,171,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,552,878
Value of interest in pooled separate accounts at end of year2016-12-31$5,745,997
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,857,306
Interest earned on other investments2016-12-31$67,932
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,707,331
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,098,965
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-204,023
Net investment gain/loss from pooled separate accounts2016-12-31$369,099
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$905,900
Employer contributions (assets) at end of year2016-12-31$93,478
Employer contributions (assets) at beginning of year2016-12-31$95,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,697,855
Contract administrator fees2016-12-31$10,020
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CUNEO LAWSON SHAY AND STALEY
Accountancy firm EIN2016-12-31440642126
2015 : N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$163,289
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$103,793
Expenses. Interest paid2015-12-31$1,093
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$1,093
Total income from all sources (including contributions)2015-12-31$1,747,667
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,146,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,033,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,632,350
Value of total assets at end of year2015-12-31$16,040,844
Value of total assets at beginning of year2015-12-31$15,380,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$111,927
Total interest from all sources2015-12-31$72,033
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$47,814
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$47,814
Administrative expenses professional fees incurred2015-12-31$47,867
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$758,668
Participant contributions at end of year2015-12-31$162,878
Participant contributions at beginning of year2015-12-31$76,881
Participant contributions at end of year2015-12-31$45,476
Participant contributions at beginning of year2015-12-31$47,599
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$2,880
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,042
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,042
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$158,877
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$93,339
Other income not declared elsewhere2015-12-31$2
Administrative expenses (other) incurred2015-12-31$51,703
Liabilities. Value of operating payables at end of year2015-12-31$4,412
Liabilities. Value of operating payables at beginning of year2015-12-31$10,454
Total non interest bearing cash at end of year2015-12-31$226,527
Total non interest bearing cash at beginning of year2015-12-31$397,445
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$601,177
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,877,555
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,276,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$2,337
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,410,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,900,810
Interest on participant loans2015-12-31$5,282
Interest earned on other investments2015-12-31$66,751
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,098,965
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,855,510
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,532
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$873,682
Employer contributions (assets) at end of year2015-12-31$95,772
Employer contributions (assets) at beginning of year2015-12-31$98,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,033,470
Contract administrator fees2015-12-31$10,020
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CUNEO, LAWSON, SHAY AND STALEY
Accountancy firm EIN2015-12-31440642126
2014 : N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-51,043
Total unrealized appreciation/depreciation of assets2014-12-31$-51,043
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$103,793
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$73,189
Total income from all sources (including contributions)2014-12-31$2,368,913
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,212,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,170,748
Expenses. Certain deemed distributions of participant loans2014-12-31$-5,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,343,947
Value of total assets at end of year2014-12-31$15,380,173
Value of total assets at beginning of year2014-12-31$14,192,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$47,055
Total interest from all sources2014-12-31$71,567
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,049,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$610,428
Participant contributions at end of year2014-12-31$76,881
Participant contributions at beginning of year2014-12-31$121,546
Participant contributions at end of year2014-12-31$47,599
Participant contributions at beginning of year2014-12-31$47,398
Assets. Other investments not covered elsewhere at end of year2014-12-31$2,880
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$2,880
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,042
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$93,339
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$72,394
Other income not declared elsewhere2014-12-31$-45,040
Administrative expenses (other) incurred2014-12-31$47,055
Liabilities. Value of operating payables at end of year2014-12-31$10,454
Liabilities. Value of operating payables at beginning of year2014-12-31$795
Total non interest bearing cash at end of year2014-12-31$397,445
Total non interest bearing cash at beginning of year2014-12-31$179,828
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,156,837
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,276,380
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,119,543
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$10,900,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,239,507
Interest on participant loans2014-12-31$7,446
Interest earned on other investments2014-12-31$64,121
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,855,511
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,508,659
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$733,519
Employer contributions (assets) at end of year2014-12-31$98,004
Employer contributions (assets) at beginning of year2014-12-31$92,914
Income. Dividends from preferred stock2014-12-31$1,049,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,170,748
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CUNEO LAWSON SHAY AND STALEY
Accountancy firm EIN2014-12-31271125182
2013 : N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$73,189
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$50,562
Total income from all sources (including contributions)2013-12-31$3,586,766
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,022,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$954,462
Expenses. Certain deemed distributions of participant loans2013-12-31$28,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,564,552
Value of total assets at end of year2013-12-31$14,192,732
Value of total assets at beginning of year2013-12-31$11,605,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$39,874
Total interest from all sources2013-12-31$46,129
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$45,914
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$45,914
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$845,344
Participant contributions at end of year2013-12-31$121,546
Participant contributions at beginning of year2013-12-31$48,829
Participant contributions at end of year2013-12-31$47,398
Participant contributions at beginning of year2013-12-31$49,802
Assets. Other investments not covered elsewhere at end of year2013-12-31$2,880
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$72,394
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$37,275
Administrative expenses (other) incurred2013-12-31$39,874
Liabilities. Value of operating payables at end of year2013-12-31$795
Liabilities. Value of operating payables at beginning of year2013-12-31$13,287
Total non interest bearing cash at end of year2013-12-31$179,828
Total non interest bearing cash at beginning of year2013-12-31$127,072
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,564,206
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,119,543
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,555,337
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$10,239,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,467,396
Interest on participant loans2013-12-31$2,485
Interest earned on other investments2013-12-31$43,644
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,508,659
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,834,444
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,930,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$719,208
Employer contributions (assets) at end of year2013-12-31$92,914
Employer contributions (assets) at beginning of year2013-12-31$78,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$954,462
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HARTOG,KALLENBERGER & SWARTHOUT PL
Accountancy firm EIN2013-12-31271125182
2012 : N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$50,562
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,428
Total income from all sources (including contributions)2012-12-31$1,960,733
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$623,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$554,566
Expenses. Certain deemed distributions of participant loans2012-12-31$35,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$888,554
Value of total assets at end of year2012-12-31$11,605,899
Value of total assets at beginning of year2012-12-31$10,224,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$32,651
Total interest from all sources2012-12-31$39,833
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$107,976
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$107,976
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$560,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$361,905
Participant contributions at end of year2012-12-31$48,829
Participant contributions at beginning of year2012-12-31$38,959
Participant contributions at end of year2012-12-31$49,802
Participant contributions at beginning of year2012-12-31$31,003
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$37,275
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$6,280
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$32,651
Liabilities. Value of operating payables at end of year2012-12-31$13,287
Liabilities. Value of operating payables at beginning of year2012-12-31$148
Total non interest bearing cash at end of year2012-12-31$127,072
Total non interest bearing cash at beginning of year2012-12-31$16,417
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,337,526
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,555,337
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,217,811
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$9,467,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,444,766
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$2,245
Interest earned on other investments2012-12-31$37,588
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,834,444
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,639,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$924,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$526,649
Employer contributions (assets) at end of year2012-12-31$78,356
Employer contributions (assets) at beginning of year2012-12-31$53,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$554,566
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HARTOG,KALLENBERGER & SWARTHOUT, PL
Accountancy firm EIN2012-12-31271125182
2011 : N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,428
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$35,759
Total income from all sources (including contributions)2011-12-31$724,380
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$860,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$771,613
Expenses. Certain deemed distributions of participant loans2011-12-31$53,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$885,595
Value of total assets at end of year2011-12-31$10,224,239
Value of total assets at beginning of year2011-12-31$10,389,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$35,560
Total interest from all sources2011-12-31$42,447
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$33,098
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$33,098
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$560,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$345,406
Participant contributions at end of year2011-12-31$38,959
Participant contributions at beginning of year2011-12-31$22,072
Participant contributions at end of year2011-12-31$31,003
Participant contributions at beginning of year2011-12-31$31,417
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$9,920
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$6,280
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$15,594
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$35,560
Liabilities. Value of operating payables at end of year2011-12-31$148
Liabilities. Value of operating payables at beginning of year2011-12-31$2,486
Total non interest bearing cash at end of year2011-12-31$16,417
Total non interest bearing cash at beginning of year2011-12-31$24,939
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-136,011
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,217,811
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,353,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,444,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$8,694,216
Interest on participant loans2011-12-31$2,753
Interest earned on other investments2011-12-31$39,694
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,639,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,563,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$456,695
Net investment gain/loss from pooled separate accounts2011-12-31$-693,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$530,269
Employer contributions (assets) at end of year2011-12-31$53,856
Employer contributions (assets) at beginning of year2011-12-31$53,171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$771,613
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$17,679
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HARTOG,KALLENBERGER & SWARTHOUT, PL
Accountancy firm EIN2011-12-31271125182
2010 : N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$35,759
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$12,816
Total income from all sources (including contributions)2010-12-31$1,845,192
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$877,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$812,503
Expenses. Certain deemed distributions of participant loans2010-12-31$23,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$715,577
Value of total assets at end of year2010-12-31$10,389,581
Value of total assets at beginning of year2010-12-31$9,399,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$42,203
Total interest from all sources2010-12-31$47,893
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$560,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$317,929
Participant contributions at end of year2010-12-31$22,072
Participant contributions at beginning of year2010-12-31$24,053
Participant contributions at end of year2010-12-31$31,417
Participant contributions at beginning of year2010-12-31$30,917
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$8,862
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$15,594
Other income not declared elsewhere2010-12-31$58
Administrative expenses (other) incurred2010-12-31$42,203
Liabilities. Value of operating payables at end of year2010-12-31$2,486
Total non interest bearing cash at end of year2010-12-31$24,939
Total non interest bearing cash at beginning of year2010-12-31$4,097
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$967,283
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,353,822
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,386,539
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$8,694,216
Value of interest in pooled separate accounts at beginning of year2010-12-31$7,788,165
Interest on participant loans2010-12-31$3,175
Interest earned on other investments2010-12-31$44,718
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,563,766
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,492,591
Net investment gain/loss from pooled separate accounts2010-12-31$1,081,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$397,648
Employer contributions (assets) at end of year2010-12-31$53,171
Employer contributions (assets) at beginning of year2010-12-31$50,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$812,503
Liabilities. Value of benefit claims payable at end of year2010-12-31$17,679
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$12,816
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HSPG & ASSOCIATES, PC
Accountancy firm EIN2010-12-31205861398
2009 : N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN

2022: N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: N. E. C. A. I.B.E.W. LOCAL UNION NO. 584 PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039263-001
Policy instance 1
Insurance contract or identification number039263-001
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039263-001
Policy instance 1
Insurance contract or identification number039263-001
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039263-001
Policy instance 1
Insurance contract or identification number039263-001
Number of Individuals Covered1372
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039263-001
Policy instance 1
Insurance contract or identification number039263-001
Number of Individuals Covered1195
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number39263-001
Policy instance 1
Insurance contract or identification number39263-001
Number of Individuals Covered873
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number39263-001
Policy instance 1
Insurance contract or identification number39263-001
Number of Individuals Covered877
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number39263-001
Policy instance 1
Insurance contract or identification number39263-001
Number of Individuals Covered1001
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number39263-001
Policy instance 1
Insurance contract or identification number39263-001
Number of Individuals Covered962
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number39263-001
Policy instance 1
Insurance contract or identification number39263-001
Number of Individuals Covered756
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number39263-001
Policy instance 1
Insurance contract or identification number39263-001
Number of Individuals Covered573
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number39263-001
Policy instance 1
Insurance contract or identification number39263-001
Number of Individuals Covered612
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number39263-001
Policy instance 1
Insurance contract or identification number39263-001
Number of Individuals Covered616
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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