?>
Logo

IBEW SEVENTH DISTRICT RETIREMENT BENEFIT TRUST FUND 401k Plan overview

Plan NameIBEW SEVENTH DISTRICT RETIREMENT BENEFIT TRUST FUND
Plan identification number 001

IBEW SEVENTH DISTRICT RETIREMENT BENEFIT TRUST FUND Benefits

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

401k Sponsoring company profile

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

Company Name:BOARD OF TRUSTEES OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS
Employer identification number (EIN):751679061
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW SEVENTH DISTRICT RETIREMENT BENEFIT TRUST FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01GARY MOORE GARY MOORE2018-10-13
0012016-01-01GARY MOORE GARY MOORE2017-10-16
0012015-01-01GARY MOORE GARY MOORE2016-05-31
0012014-01-01JUSTIN BOONE JUSTIN BOONE2015-07-23
0012013-01-01JUSTIN BOONE JUSTIN BOONE2014-10-03
0012012-01-01JUSTIN BOONE JUSTIN BOONE2013-10-11
0012011-01-01J. P. MILLS J. P. MILLS2012-07-31
0012010-01-01J. P. MILLS J. P. MILLS2011-10-17
0012009-01-01JP MILLS JP MILLS2010-10-15

Plan Statistics for IBEW SEVENTH DISTRICT RETIREMENT BENEFIT TRUST FUND

401k plan membership statisitcs for IBEW SEVENTH DISTRICT RETIREMENT BENEFIT TRUST FUND

Measure Date Value
2022: IBEW SEVENTH DISTRICT RETIREMENT BENEFIT TRUST FUND 2022 401k membership
Total participants, beginning-of-year2022-01-012,158
Total number of active participants reported on line 7a of the Form 55002022-01-011,010
Number of retired or separated participants receiving benefits2022-01-01141
Number of other retired or separated participants entitled to future benefits2022-01-01982
Total of all active and inactive participants2022-01-012,133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0154
Total participants2022-01-012,187
Number of participants with account balances2022-01-012,187
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 scheme2022-01-0168
2021: IBEW SEVENTH DISTRICT RETIREMENT BENEFIT TRUST FUND 2021 401k membership
Total participants, beginning-of-year2021-01-012,335
Total number of active participants reported on line 7a of the Form 55002021-01-01907
Number of retired or separated participants receiving benefits2021-01-01111
Number of other retired or separated participants entitled to future benefits2021-01-011,131
Total of all active and inactive participants2021-01-012,149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-019
Total participants2021-01-012,158
Number of participants with account balances2021-01-012,158
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 scheme2021-01-0168
2020: IBEW SEVENTH DISTRICT RETIREMENT BENEFIT TRUST FUND 2020 401k membership
Total participants, beginning-of-year2020-01-012,210
Total number of active participants reported on line 7a of the Form 55002020-01-01907
Number of retired or separated participants receiving benefits2020-01-01111
Number of other retired or separated participants entitled to future benefits2020-01-011,307
Total of all active and inactive participants2020-01-012,325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0110
Total participants2020-01-012,335
Number of participants with account balances2020-01-012,197
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 scheme2020-01-0168
2019: IBEW SEVENTH DISTRICT RETIREMENT BENEFIT TRUST FUND 2019 401k membership
Total participants, beginning-of-year2019-01-012,123
Total number of active participants reported on line 7a of the Form 55002019-01-01906
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011,286
Total of all active and inactive participants2019-01-012,192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0118
Total participants2019-01-012,210
Number of participants with account balances2019-01-012,209
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 scheme2019-01-0175
2018: IBEW SEVENTH DISTRICT RETIREMENT BENEFIT TRUST FUND 2018 401k membership
Total participants, beginning-of-year2018-01-012,346
Total number of active participants reported on line 7a of the Form 55002018-01-01998
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011,125
Total of all active and inactive participants2018-01-012,123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,123
Number of participants with account balances2018-01-012,123
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 scheme2018-01-0175
2017: IBEW SEVENTH DISTRICT RETIREMENT BENEFIT TRUST FUND 2017 401k membership
Total participants, beginning-of-year2017-01-012,251
Total number of active participants reported on line 7a of the Form 55002017-01-012,346
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012,346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,346
Number of participants with account balances2017-01-012,087
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 scheme2017-01-0154
2016: IBEW SEVENTH DISTRICT RETIREMENT BENEFIT TRUST FUND 2016 401k membership
Total participants, beginning-of-year2016-01-012,267
Total number of active participants reported on line 7a of the Form 55002016-01-012,251
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012,251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,251
Number of participants with account balances2016-01-012,074
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 scheme2016-01-0156
2015: IBEW SEVENTH DISTRICT RETIREMENT BENEFIT TRUST FUND 2015 401k membership
Total participants, beginning-of-year2015-01-012,267
Total number of active participants reported on line 7a of the Form 55002015-01-012,267
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012,267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,267
Number of participants with account balances2015-01-012,056
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 scheme2015-01-0180
2014: IBEW SEVENTH DISTRICT RETIREMENT BENEFIT TRUST FUND 2014 401k membership
Total participants, beginning-of-year2014-01-012,355
Total number of active participants reported on line 7a of the Form 55002014-01-012,355
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012,355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012,355
Number of participants with account balances2014-01-012,117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-0172
2013: IBEW SEVENTH DISTRICT RETIREMENT BENEFIT TRUST FUND 2013 401k membership
Total participants, beginning-of-year2013-01-012,624
Total number of active participants reported on line 7a of the Form 55002013-01-012,355
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012,355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,355
Number of participants with account balances2013-01-012,102
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 scheme2013-01-0179
2012: IBEW SEVENTH DISTRICT RETIREMENT BENEFIT TRUST FUND 2012 401k membership
Total participants, beginning-of-year2012-01-012,602
Total number of active participants reported on line 7a of the Form 55002012-01-012,624
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012,624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,624
Number of participants with account balances2012-01-012,156
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 scheme2012-01-0171
2011: IBEW SEVENTH DISTRICT RETIREMENT BENEFIT TRUST FUND 2011 401k membership
Total participants, beginning-of-year2011-01-012,586
Total number of active participants reported on line 7a of the Form 55002011-01-012,602
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012,602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,602
Number of participants with account balances2011-01-012,287
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 scheme2011-01-0171
2010: IBEW SEVENTH DISTRICT RETIREMENT BENEFIT TRUST FUND 2010 401k membership
Total participants, beginning-of-year2010-01-012,375
Total number of active participants reported on line 7a of the Form 55002010-01-012,496
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-012,496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012,496
Number of participants with account balances2010-01-012,327
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 scheme2010-01-0182
2009: IBEW SEVENTH DISTRICT RETIREMENT BENEFIT TRUST FUND 2009 401k membership
Total participants, beginning-of-year2009-01-012,651
Total number of active participants reported on line 7a of the Form 55002009-01-012,673
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012,673
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012,673
Number of participants with account balances2009-01-012,223
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 scheme2009-01-0178

Financial Data on IBEW SEVENTH DISTRICT RETIREMENT BENEFIT TRUST FUND

Measure Date Value
2022 : IBEW SEVENTH DISTRICT RETIREMENT BENEFIT TRUST FUND 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$70,720
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,856,263
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,806,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,384,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,500,171
Value of total assets at end of year2022-12-31$81,517,805
Value of total assets at beginning of year2022-12-31$91,109,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$421,804
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$256,149
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$256,149
Administrative expenses professional fees incurred2022-12-31$134,970
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
Assets. Other investments not covered elsewhere at end of year2022-12-31$4,491,689
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$4,216,525
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$39,901
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$70,720
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$345,032
Administrative expenses (other) incurred2022-12-31$15,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,662,464
Value of net assets at end of year (total assets less liabilities)2022-12-31$81,447,085
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$91,109,549
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$134,568
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,241,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,621,857
Value of interest in common/collective trusts at end of year2022-12-31$62,304,190
Value of interest in common/collective trusts at beginning of year2022-12-31$68,719,446
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$831,151
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$999,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$999,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,480,111
Net investment gain or loss from common/collective trusts2022-12-31$-5,477,504
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$4,500,171
Employer contributions (assets) at end of year2022-12-31$609,282
Employer contributions (assets) at beginning of year2022-12-31$552,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,384,397
Contract administrator fees2022-12-31$137,000
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 appraiser2022-12-31Yes
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 name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : IBEW SEVENTH DISTRICT RETIREMENT BENEFIT TRUST FUND 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$14,427,998
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,026,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,773,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,637,813
Value of total assets at end of year2021-12-31$91,109,549
Value of total assets at beginning of year2021-12-31$81,708,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$253,028
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$258,034
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$258,034
Administrative expenses professional fees incurred2021-12-31$23,376
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$4,637,813
Amount contributed by the employer to the plan for this plan year2021-12-31$4,637,813
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$4,216,525
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$3,500,424
Other income not declared elsewhere2021-12-31$716,100
Administrative expenses (other) incurred2021-12-31$16,194
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$9,401,536
Value of net assets at end of year (total assets less liabilities)2021-12-31$91,109,549
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$81,708,013
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$117,458
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,621,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,318,622
Value of interest in common/collective trusts at end of year2021-12-31$68,719,446
Value of interest in common/collective trusts at beginning of year2021-12-31$60,686,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$999,149
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,847,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,847,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,545,202
Net investment gain or loss from common/collective trusts2021-12-31$7,270,849
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$4,637,813
Employer contributions (assets) at end of year2021-12-31$552,572
Employer contributions (assets) at beginning of year2021-12-31$355,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,773,434
Contract administrator fees2021-12-31$96,000
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : IBEW SEVENTH DISTRICT RETIREMENT BENEFIT TRUST FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-84,829
Total unrealized appreciation/depreciation of assets2020-12-31$-84,829
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$10,266,396
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,831,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,556,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,242,164
Value of total assets at end of year2020-12-31$81,708,013
Value of total assets at beginning of year2020-12-31$75,273,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$275,090
Total interest from all sources2020-12-31$117,255
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$319,952
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$319,952
Administrative expenses professional fees incurred2020-12-31$46,414
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
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$4,346,444
Amount contributed by the employer to the plan for this plan year2020-12-31$4,346,444
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$3,500,424
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$3,484,274
Other income not declared elsewhere2020-12-31$81,622
Administrative expenses (other) incurred2020-12-31$11,707
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$6,434,958
Value of net assets at end of year (total assets less liabilities)2020-12-31$81,708,013
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$75,273,055
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$125,662
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,318,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,393,302
Interest earned on other investments2020-12-31$100,979
Value of interest in common/collective trusts at end of year2020-12-31$60,686,055
Value of interest in common/collective trusts at beginning of year2020-12-31$54,401,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,847,111
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$5,628,628
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$5,628,628
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$16,276
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,275,368
Net investment gain or loss from common/collective trusts2020-12-31$4,314,864
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$4,242,164
Employer contributions (assets) at end of year2020-12-31$355,801
Employer contributions (assets) at beginning of year2020-12-31$365,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,556,348
Contract administrator fees2020-12-31$91,307
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : IBEW SEVENTH DISTRICT RETIREMENT BENEFIT TRUST FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-315,307
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-315,307
Total unrealized appreciation/depreciation of assets2019-12-31$-315,307
Total unrealized appreciation/depreciation of assets2019-12-31$-315,307
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$13,482,429
Total income from all sources (including contributions)2019-12-31$13,482,429
Total loss/gain on sale of assets2019-12-31$445,787
Total loss/gain on sale of assets2019-12-31$445,787
Total of all expenses incurred2019-12-31$2,813,464
Total of all expenses incurred2019-12-31$2,813,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,540,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,540,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,405,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,405,018
Value of total assets at end of year2019-12-31$75,273,055
Value of total assets at end of year2019-12-31$75,273,055
Value of total assets at beginning of year2019-12-31$64,604,090
Value of total assets at beginning of year2019-12-31$64,604,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$273,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$273,072
Total interest from all sources2019-12-31$139,995
Total interest from all sources2019-12-31$139,995
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$179,405
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$179,405
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$179,405
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$179,405
Administrative expenses professional fees incurred2019-12-31$24,000
Administrative expenses professional fees incurred2019-12-31$24,000
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$4,520,939
Amount contributed by the employer to the plan for this plan year2019-12-31$4,520,939
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,484,274
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,484,274
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,922,582
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,922,582
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,728
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,728
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$94,688
Other income not declared elsewhere2019-12-31$94,688
Administrative expenses (other) incurred2019-12-31$17,970
Administrative expenses (other) incurred2019-12-31$17,970
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
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$10,668,965
Value of net income/loss2019-12-31$10,668,965
Value of net assets at end of year (total assets less liabilities)2019-12-31$75,273,055
Value of net assets at end of year (total assets less liabilities)2019-12-31$75,273,055
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$64,604,090
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$64,604,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$141,102
Investment advisory and management fees2019-12-31$141,102
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,393,302
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,393,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,050,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,050,606
Interest earned on other investments2019-12-31$67,039
Interest earned on other investments2019-12-31$67,039
Value of interest in common/collective trusts at end of year2019-12-31$54,401,190
Value of interest in common/collective trusts at end of year2019-12-31$54,401,190
Value of interest in common/collective trusts at beginning of year2019-12-31$50,031,638
Value of interest in common/collective trusts at beginning of year2019-12-31$50,031,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$5,628,628
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$5,628,628
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,224,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,224,439
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,224,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,224,439
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$72,956
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$72,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,573,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,573,292
Net investment gain or loss from common/collective trusts2019-12-31$6,959,551
Net investment gain or loss from common/collective trusts2019-12-31$6,959,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,405,018
Contributions received in cash from employer2019-12-31$4,405,018
Employer contributions (assets) at end of year2019-12-31$365,661
Employer contributions (assets) at end of year2019-12-31$365,661
Employer contributions (assets) at beginning of year2019-12-31$373,097
Employer contributions (assets) at beginning of year2019-12-31$373,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,540,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,540,392
Contract administrator fees2019-12-31$90,000
Contract administrator fees2019-12-31$90,000
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
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 appraiser2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$1,195,759
Aggregate proceeds on sale of assets2019-12-31$1,195,759
Aggregate carrying amount (costs) on sale of assets2019-12-31$749,972
Aggregate carrying amount (costs) on sale of assets2019-12-31$749,972
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
Accountancy firm EIN2019-12-31410746749
2018 : IBEW SEVENTH DISTRICT RETIREMENT BENEFIT TRUST FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$227,249
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$58,595
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$60,343
Total income from all sources (including contributions)2018-12-31$2,940,309
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,906,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,728,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,023,585
Value of total assets at end of year2018-12-31$64,602,362
Value of total assets at beginning of year2018-12-31$64,570,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$177,904
Total interest from all sources2018-12-31$23,086
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$72,225
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$72,225
Administrative expenses professional fees incurred2018-12-31$26,209
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$4,023,585
Amount contributed by the employer to the plan for this plan year2018-12-31$4,023,585
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$3,922,582
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$61,898
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,728
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$-1,728
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$20
Administrative expenses (other) incurred2018-12-31$17,355
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$33,654
Value of net assets at end of year (total assets less liabilities)2018-12-31$64,543,767
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$64,510,113
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$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,050,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,033,534
Value of interest in common/collective trusts at end of year2018-12-31$50,031,638
Value of interest in common/collective trusts at beginning of year2018-12-31$59,515,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,224,439
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,686,707
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,686,707
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$23,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-63,169
Net investment gain or loss from common/collective trusts2018-12-31$-725,752
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$4,023,585
Employer contributions (assets) at end of year2018-12-31$373,097
Employer contributions (assets) at beginning of year2018-12-31$335,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,666,853
Contract administrator fees2018-12-31$94,340
Liabilities. Value of benefit claims payable at end of year2018-12-31$60,323
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$60,323
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : IBEW SEVENTH DISTRICT RETIREMENT BENEFIT TRUST FUND 2017 401k financial data
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$60,343
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$70,964
Total income from all sources (including contributions)2017-12-31$9,295,706
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,524,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,355,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,985,574
Value of total assets at end of year2017-12-31$64,570,456
Value of total assets at beginning of year2017-12-31$57,809,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$168,817
Total interest from all sources2017-12-31$19,233
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$80,751
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$80,751
Administrative expenses professional fees incurred2017-12-31$24,798
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$3,985,574
Amount contributed by the employer to the plan for this plan year2017-12-31$3,985,574
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$65,775
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$20
Administrative expenses (other) incurred2017-12-31$15,499
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,771,480
Value of net assets at end of year (total assets less liabilities)2017-12-31$64,510,113
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$57,738,633
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$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,033,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,950,553
Value of interest in common/collective trusts at end of year2017-12-31$59,515,041
Value of interest in common/collective trusts at beginning of year2017-12-31$48,345,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,686,707
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,196,659
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,196,659
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$19,233
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,231
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,985,574
Employer contributions (assets) at end of year2017-12-31$335,174
Employer contributions (assets) at beginning of year2017-12-31$316,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,289,634
Contract administrator fees2017-12-31$88,520
Liabilities. Value of benefit claims payable at end of year2017-12-31$60,323
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$70,964
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31STEWART, MARTIN, DUDLEY, & WEBB, PC
Accountancy firm EIN2017-12-31752290093
2016 : IBEW SEVENTH DISTRICT RETIREMENT BENEFIT TRUST FUND 2016 401k financial data
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$70,964
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$76,703
Total income from all sources (including contributions)2016-12-31$6,380,003
Total of all expenses incurred2016-12-31$4,723,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,562,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,631,948
Value of total assets at end of year2016-12-31$57,809,597
Value of total assets at beginning of year2016-12-31$56,158,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$160,961
Total interest from all sources2016-12-31$272
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$176,420
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$176,420
Administrative expenses professional fees incurred2016-12-31$8,566
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$3,631,948
Amount contributed by the employer to the plan for this plan year2016-12-31$3,631,948
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$-2,960
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$73,485
Administrative expenses (other) incurred2016-12-31$24,355
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,656,468
Value of net assets at end of year (total assets less liabilities)2016-12-31$57,738,633
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$56,082,165
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$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,950,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,925,134
Value of interest in common/collective trusts at end of year2016-12-31$48,345,387
Value of interest in common/collective trusts at beginning of year2016-12-31$47,411,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,196,659
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$524,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$524,298
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$48,999
Net investment gain/loss from pooled separate accounts2016-12-31$2,522,364
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$3,634,908
Employer contributions (assets) at end of year2016-12-31$316,998
Employer contributions (assets) at beginning of year2016-12-31$297,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,489,089
Contract administrator fees2016-12-31$88,040
Liabilities. Value of benefit claims payable at end of year2016-12-31$70,964
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$76,703
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31STEWART, MARTIN, DUDLEY, & WEBB, PC
Accountancy firm EIN2016-12-31752290093
2015 : IBEW SEVENTH DISTRICT RETIREMENT BENEFIT TRUST FUND 2015 401k financial data
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$76,703
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$82,981
Total income from all sources (including contributions)2015-12-31$4,428,427
Total of all expenses incurred2015-12-31$2,512,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,364,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,365,467
Value of total assets at end of year2015-12-31$56,158,868
Value of total assets at beginning of year2015-12-31$54,248,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$147,674
Total interest from all sources2015-12-31$-1,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$8,307
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
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$3,365,467
Amount contributed by the employer to the plan for this plan year2015-12-31$3,365,467
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$79,310
Administrative expenses (other) incurred2015-12-31$11,192
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$2,601
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,916,187
Value of net assets at end of year (total assets less liabilities)2015-12-31$56,082,165
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$54,165,978
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$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,925,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,348,844
Value of interest in common/collective trusts at end of year2015-12-31$47,411,821
Value of interest in common/collective trusts at beginning of year2015-12-31$45,115,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$524,298
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$473,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$473,746
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$-1,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$76,291
Net investment gain/loss from pooled separate accounts2015-12-31$988,439
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,365,467
Employer contributions (assets) at end of year2015-12-31$297,615
Employer contributions (assets) at beginning of year2015-12-31$311,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,285,256
Contract administrator fees2015-12-31$88,175
Liabilities. Value of benefit claims payable at end of year2015-12-31$76,703
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$80,380
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31STEWART, MARTIN, DUDLEY, & WEBB, PC
Accountancy firm EIN2015-12-31752290093
2014 : IBEW SEVENTH DISTRICT RETIREMENT BENEFIT TRUST FUND 2014 401k financial data
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$82,981
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$84,716
Total income from all sources (including contributions)2014-12-31$6,338,906
Total of all expenses incurred2014-12-31$3,513,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,348,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,384,538
Value of total assets at end of year2014-12-31$54,248,959
Value of total assets at beginning of year2014-12-31$51,424,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$164,060
Total interest from all sources2014-12-31$-1,518
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$8,086
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$3,384,538
Amount contributed by the employer to the plan for this plan year2014-12-31$3,384,538
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$129,114
Administrative expenses (other) incurred2014-12-31$33,606
Liabilities. Value of operating payables at end of year2014-12-31$2,601
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,825,861
Value of net assets at end of year (total assets less liabilities)2014-12-31$54,165,978
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$51,340,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,348,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,066,678
Value of interest in common/collective trusts at end of year2014-12-31$45,115,296
Value of interest in common/collective trusts at beginning of year2014-12-31$42,629,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$473,746
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$479,526
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$479,526
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$-1,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$282,166
Net investment gain/loss from pooled separate accounts2014-12-31$2,673,720
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$3,384,538
Employer contributions (assets) at end of year2014-12-31$311,073
Employer contributions (assets) at beginning of year2014-12-31$249,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,219,871
Contract administrator fees2014-12-31$82,368
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
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$80,380
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$84,716
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31STEWART, MARTIN, DUDLEY, & WEBB, PC
Accountancy firm EIN2014-12-31752290093
2013 : IBEW SEVENTH DISTRICT RETIREMENT BENEFIT TRUST FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$84,716
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$58,948
Total income from all sources (including contributions)2013-12-31$8,745,602
Total of all expenses incurred2013-12-31$3,887,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,745,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,226,397
Value of total assets at end of year2013-12-31$51,424,833
Value of total assets at beginning of year2013-12-31$46,540,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$141,751
Total interest from all sources2013-12-31$-1,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$7,753
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$3,226,397
Amount contributed by the employer to the plan for this plan year2013-12-31$3,226,397
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$133,194
Administrative expenses (other) incurred2013-12-31$9,738
Liabilities. Value of operating payables at end of year2013-12-31$84,716
Liabilities. Value of operating payables at beginning of year2013-12-31$60,046
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$4,858,100
Value of net assets at end of year (total assets less liabilities)2013-12-31$51,340,117
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$46,482,017
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
Investment advisory and management fees2013-12-31$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,066,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,544,077
Value of interest in common/collective trusts at end of year2013-12-31$42,629,219
Value of interest in common/collective trusts at beginning of year2013-12-31$36,082,350
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$479,526
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$606,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$606,802
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$-1,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-17,399
Net investment gain/loss from pooled separate accounts2013-12-31$5,537,816
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$3,226,397
Employer contributions (assets) at end of year2013-12-31$249,410
Employer contributions (assets) at beginning of year2013-12-31$307,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,612,557
Contract administrator fees2013-12-31$84,260
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$-1,098
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31STEWART, MARTIN, DUDLEY, & WEBB, PC
Accountancy firm EIN2013-12-31752290093
2012 : IBEW SEVENTH DISTRICT RETIREMENT BENEFIT TRUST FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$58,948
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$78,887
Total income from all sources (including contributions)2012-12-31$6,580,293
Total of all expenses incurred2012-12-31$3,713,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,567,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,097,915
Value of total assets at end of year2012-12-31$46,540,965
Value of total assets at beginning of year2012-12-31$43,694,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$145,900
Total interest from all sources2012-12-31$-711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$7,673
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$3,097,915
Amount contributed by the employer to the plan for this plan year2012-12-31$3,097,915
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$33,136
Administrative expenses (other) incurred2012-12-31$14,620
Liabilities. Value of operating payables at end of year2012-12-31$60,046
Liabilities. Value of operating payables at beginning of year2012-12-31$79,985
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$2,866,402
Value of net assets at end of year (total assets less liabilities)2012-12-31$46,482,017
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$43,615,615
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
Investment advisory and management fees2012-12-31$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,544,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,292,001
Value of interest in common/collective trusts at end of year2012-12-31$36,082,350
Value of interest in common/collective trusts at beginning of year2012-12-31$33,501,337
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$606,802
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$671,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$671,221
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$-711
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$602,076
Net investment gain/loss from pooled separate accounts2012-12-31$2,881,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,097,915
Employer contributions (assets) at end of year2012-12-31$307,736
Employer contributions (assets) at beginning of year2012-12-31$229,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,534,855
Contract administrator fees2012-12-31$83,607
Liabilities. Value of benefit claims payable at end of year2012-12-31$-1,098
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$-1,098
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31STEWART, MARTIN, DUDLEY, & WEBB, PC
Accountancy firm EIN2012-12-31752290093
2011 : IBEW SEVENTH DISTRICT RETIREMENT BENEFIT TRUST FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$78,887
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$121,749
Total income from all sources (including contributions)2011-12-31$3,602,062
Total of all expenses incurred2011-12-31$2,917,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,755,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,100,946
Value of total assets at end of year2011-12-31$43,694,502
Value of total assets at beginning of year2011-12-31$43,053,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$162,018
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$7,661
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$3,100,946
Amount contributed by the employer to the plan for this plan year2011-12-31$3,100,946
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$107,848
Administrative expenses (other) incurred2011-12-31$15,321
Liabilities. Value of operating payables at end of year2011-12-31$79,985
Liabilities. Value of operating payables at beginning of year2011-12-31$111,749
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$684,216
Value of net assets at end of year (total assets less liabilities)2011-12-31$43,615,615
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$42,931,399
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
Investment advisory and management fees2011-12-31$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,292,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,769,113
Value of interest in common/collective trusts at end of year2011-12-31$33,501,337
Value of interest in common/collective trusts at beginning of year2011-12-31$34,172,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$671,221
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$799,751
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$799,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$185,623
Net investment gain/loss from pooled separate accounts2011-12-31$315,493
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$3,100,946
Employer contributions (assets) at end of year2011-12-31$229,943
Employer contributions (assets) at beginning of year2011-12-31$311,986
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,647,980
Contract administrator fees2011-12-31$99,036
Liabilities. Value of benefit claims payable at end of year2011-12-31$-1,098
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$10,000
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31STEWART, MARTIN, DUDLEY, & WEBB, PC
Accountancy firm EIN2011-12-31752290093
2010 : IBEW SEVENTH DISTRICT RETIREMENT BENEFIT TRUST FUND 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$121,749
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$83,503
Total income from all sources (including contributions)2010-12-31$6,838,178
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,755,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,605,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,240,831
Value of total assets at end of year2010-12-31$43,053,148
Value of total assets at beginning of year2010-12-31$38,932,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$150,337
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$7,435
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$3,240,831
Amount contributed by the employer to the plan for this plan year2010-12-31$3,240,831
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$177,193
Administrative expenses (other) incurred2010-12-31$21,479
Liabilities. Value of operating payables at end of year2010-12-31$111,749
Liabilities. Value of operating payables at beginning of year2010-12-31$73,503
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$4,082,304
Value of net assets at end of year (total assets less liabilities)2010-12-31$42,931,399
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$38,849,095
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
Investment advisory and management fees2010-12-31$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,769,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,224,531
Value of interest in common/collective trusts at end of year2010-12-31$34,172,298
Value of interest in common/collective trusts at beginning of year2010-12-31$30,619,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$799,751
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$793,860
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$793,860
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,510,767
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$3,240,831
Employer contributions (assets) at end of year2010-12-31$311,986
Employer contributions (assets) at beginning of year2010-12-31$294,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,428,344
Contract administrator fees2010-12-31$81,423
Liabilities. Value of benefit claims payable at end of year2010-12-31$10,000
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$10,000
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31STEWART, MARTIN, DUDLEY, & WEBB, PC
Accountancy firm EIN2010-12-31752290093
2009 : IBEW SEVENTH DISTRICT RETIREMENT BENEFIT TRUST FUND 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
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$3,441,098
Amount contributed by the employer to the plan for this plan year2009-12-31$3,441,098

Form 5500 Responses for IBEW SEVENTH DISTRICT RETIREMENT BENEFIT TRUST FUND

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

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3