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IBEW LOCAL UNION NO. 520 ANNUITY PLAN 401k Plan overview

Plan NameIBEW LOCAL UNION NO. 520 ANNUITY PLAN
Plan identification number 001

IBEW LOCAL UNION NO. 520 ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

BOARD OF TRUSTEES OF IBEW LOCAL UNION NO. 520 ANNUITY TRUST FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF IBEW LOCAL UNION NO. 520 ANNUITY TRUST FUND
Employer identification number (EIN):752072597
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 LOCAL UNION NO. 520 ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01BEN BRENNEMAN2023-09-21 ZACHARY ELDRIDGE2023-09-12
0012021-01-01BEN BRENNEMAN2022-10-10 DON KANETZKY2022-10-10
0012020-01-01BEN BRENNEMAN2021-09-16 DON KANETZKY2021-09-16
0012019-01-01BEN BRENNEMAN2020-10-02 DON KANETZKY2020-10-02
0012018-01-01DAVID HEAP2019-10-04 DON KANETZKY2019-10-04
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01CHRIS WAGNER
0012011-01-01GLEN HERRING
0012010-01-01CHRIS WAGNER
0012009-01-01GLEN HERRING
0012009-01-01GLEN HERRING
0012009-01-01GLEN HERRING
0012009-01-01GLEN HERRING

Plan Statistics for IBEW LOCAL UNION NO. 520 ANNUITY PLAN

401k plan membership statisitcs for IBEW LOCAL UNION NO. 520 ANNUITY PLAN

Measure Date Value
2022: IBEW LOCAL UNION NO. 520 ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,895
Total number of active participants reported on line 7a of the Form 55002022-01-013,818
Number of retired or separated participants receiving benefits2022-01-01196
Total of all active and inactive participants2022-01-014,014
Total participants2022-01-014,014
Number of participants with account balances2022-01-014,014
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 scheme2022-01-0174
2021: IBEW LOCAL UNION NO. 520 ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,323
Total number of active participants reported on line 7a of the Form 55002021-01-013,700
Number of other retired or separated participants entitled to future benefits2021-01-01195
Total of all active and inactive participants2021-01-013,895
Total participants2021-01-013,895
Number of participants with account balances2021-01-013,895
Number of employers contributing to the scheme2021-01-0174
2020: IBEW LOCAL UNION NO. 520 ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,179
Total number of active participants reported on line 7a of the Form 55002020-01-013,122
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01201
Total of all active and inactive participants2020-01-013,323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013,323
Number of participants with account balances2020-01-013,323
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 scheme2020-01-0170
2019: IBEW LOCAL UNION NO. 520 ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,031
Total number of active participants reported on line 7a of the Form 55002019-01-012,973
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01206
Total of all active and inactive participants2019-01-013,179
Total participants2019-01-013,179
Number of participants with account balances2019-01-013,179
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 scheme2019-01-0170
2018: IBEW LOCAL UNION NO. 520 ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,921
Total number of active participants reported on line 7a of the Form 55002018-01-012,821
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01210
Total of all active and inactive participants2018-01-013,031
Total participants2018-01-013,031
Number of participants with account balances2018-01-013,021
Number of employers contributing to the scheme2018-01-01120
2017: IBEW LOCAL UNION NO. 520 ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,754
Total number of active participants reported on line 7a of the Form 55002017-01-012,705
Number of retired or separated participants receiving benefits2017-01-01216
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012,921
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,921
Number of participants with account balances2017-01-012,921
Number of employers contributing to the scheme2017-01-01116
2016: IBEW LOCAL UNION NO. 520 ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,752
Total number of active participants reported on line 7a of the Form 55002016-01-012,547
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01207
Total of all active and inactive participants2016-01-012,754
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,754
Number of participants with account balances2016-01-012,754
Number of employers contributing to the scheme2016-01-01135
2015: IBEW LOCAL UNION NO. 520 ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,687
Total number of active participants reported on line 7a of the Form 55002015-01-012,543
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01209
Total of all active and inactive participants2015-01-012,752
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,752
Number of participants with account balances2015-01-012,752
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 scheme2015-01-01135
2014: IBEW LOCAL UNION NO. 520 ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,632
Total number of active participants reported on line 7a of the Form 55002014-01-012,488
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01199
Total of all active and inactive participants2014-01-012,687
Total participants2014-01-012,687
Number of participants with account balances2014-01-012,687
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 scheme2014-01-01135
2013: IBEW LOCAL UNION NO. 520 ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,603
Total number of active participants reported on line 7a of the Form 55002013-01-012,445
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01187
Total of all active and inactive participants2013-01-012,632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,632
Number of participants with account balances2013-01-012,632
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 scheme2013-01-01116
2012: IBEW LOCAL UNION NO. 520 ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,685
Total number of active participants reported on line 7a of the Form 55002012-01-012,424
Number of other retired or separated participants entitled to future benefits2012-01-01179
Total of all active and inactive participants2012-01-012,603
Total participants2012-01-012,603
Number of employers contributing to the scheme2012-01-0193
2011: IBEW LOCAL UNION NO. 520 ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,846
Total number of active participants reported on line 7a of the Form 55002011-01-012,530
Number of other retired or separated participants entitled to future benefits2011-01-01155
Total of all active and inactive participants2011-01-012,685
Total participants2011-01-012,685
Number of employers contributing to the scheme2011-01-0198
2010: IBEW LOCAL UNION NO. 520 ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013,044
Total number of active participants reported on line 7a of the Form 55002010-01-012,701
Number of other retired or separated participants entitled to future benefits2010-01-01145
Total of all active and inactive participants2010-01-012,846
Total participants2010-01-012,846
Number of employers contributing to the scheme2010-01-01106
2009: IBEW LOCAL UNION NO. 520 ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,029
Total number of active participants reported on line 7a of the Form 55002009-01-012,905
Number of other retired or separated participants entitled to future benefits2009-01-01139
Total of all active and inactive participants2009-01-013,044
Total participants2009-01-013,044
Number of participants with account balances2009-01-013,044
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 scheme2009-01-0150

Financial Data on IBEW LOCAL UNION NO. 520 ANNUITY PLAN

Measure Date Value
2022 : IBEW LOCAL UNION NO. 520 ANNUITY PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-8,248,220
Total of all expenses incurred2022-12-31$5,804,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,028,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,011,033
Value of total assets at end of year2022-12-31$102,483,566
Value of total assets at beginning of year2022-12-31$116,536,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$775,947
Total interest from all sources2022-12-31$427,223
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,119,272
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$1,119,272
Administrative expenses professional fees incurred2022-12-31$27,641
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$969,104
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,130,195
Administrative expenses (other) incurred2022-12-31$26,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,052,721
Value of net assets at end of year (total assets less liabilities)2022-12-31$102,483,566
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$116,536,287
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$636,830
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$79,082,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$84,859,081
Value of interest in pooled separate accounts at end of year2022-12-31$3,517,829
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,127,227
Interest earned on other investments2022-12-31$427,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$411,180
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$517,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$517,127
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$19,472,277
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$27,032,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-16,805,748
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$4,911,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,028,554
Contract administrator fees2022-12-31$84,836
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2022-12-31208739519
2021 : IBEW LOCAL UNION NO. 520 ANNUITY PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$19,903,844
Total of all expenses incurred2021-12-31$6,502,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,753,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,957,802
Value of total assets at end of year2021-12-31$116,536,287
Value of total assets at beginning of year2021-12-31$103,134,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$748,424
Total interest from all sources2021-12-31$443,002
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$24,545
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,063,127
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$633,086
Administrative expenses (other) incurred2021-12-31$25,471
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$13,401,633
Value of net assets at end of year (total assets less liabilities)2021-12-31$116,536,287
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$103,134,654
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$625,019
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$84,859,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$69,867,968
Value of interest in pooled separate accounts at end of year2021-12-31$4,127,227
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,753,814
Interest earned on other investments2021-12-31$443,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$517,127
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$566,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$566,984
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$27,032,852
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$28,945,888
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$12,503,040
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$5,261,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,753,787
Contract administrator fees2021-12-31$73,389
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2021-12-31208739519
2020 : IBEW LOCAL UNION NO. 520 ANNUITY PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$17,694,151
Total of all expenses incurred2020-12-31$7,026,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,402,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,016,877
Value of total assets at end of year2020-12-31$103,134,654
Value of total assets at beginning of year2020-12-31$92,466,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$623,617
Total interest from all sources2020-12-31$522,358
Administrative expenses professional fees incurred2020-12-31$28,710
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$794,526
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$699,540
Administrative expenses (other) incurred2020-12-31$31,074
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$10,668,076
Value of net assets at end of year (total assets less liabilities)2020-12-31$103,134,654
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$92,466,578
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$498,064
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$69,867,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$54,293,384
Value of interest in pooled separate accounts at end of year2020-12-31$3,753,814
Value of interest in pooled separate accounts at beginning of year2020-12-31$10,222,227
Interest earned on other investments2020-12-31$522,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$566,984
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$-243,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$-243,093
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$28,945,888
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$28,194,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$11,154,916
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$4,522,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,402,458
Contract administrator fees2020-12-31$65,769
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2020-12-31208739519
2019 : IBEW LOCAL UNION NO. 520 ANNUITY PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$18,134,851
Total of all expenses incurred2019-12-31$5,532,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,822,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,467,046
Value of total assets at end of year2019-12-31$92,466,578
Value of total assets at beginning of year2019-12-31$79,864,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$710,314
Total interest from all sources2019-12-31$558,314
Administrative expenses professional fees incurred2019-12-31$50,988
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$317,167
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$737,138
Administrative expenses (other) incurred2019-12-31$9,944
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$12,602,071
Value of net assets at end of year (total assets less liabilities)2019-12-31$92,466,578
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$79,864,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$583,787
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$54,293,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$43,535,338
Value of interest in pooled separate accounts at end of year2019-12-31$10,222,227
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,689,443
Interest earned on other investments2019-12-31$558,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$-243,093
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$418,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$418,374
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$28,194,060
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$27,221,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,444,781
Net investment gain/loss from pooled separate accounts2019-12-31$1,664,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,412,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,822,466
Contract administrator fees2019-12-31$65,595
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2019-12-31208739519
2018 : IBEW LOCAL UNION NO. 520 ANNUITY PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$513,149
Total unrealized appreciation/depreciation of assets2018-12-31$513,149
Total income from all sources (including contributions)2018-12-31$1,113,562
Total of all expenses incurred2018-12-31$5,142,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,857,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,729,161
Value of total assets at end of year2018-12-31$79,864,507
Value of total assets at beginning of year2018-12-31$83,893,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$285,313
Total interest from all sources2018-12-31$758
Administrative expenses professional fees incurred2018-12-31$48,050
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$454,721
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$61,990
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$661,483
Other income not declared elsewhere2018-12-31$35,357
Administrative expenses (other) incurred2018-12-31$26,786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,029,015
Value of net assets at end of year (total assets less liabilities)2018-12-31$79,864,507
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$83,893,522
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$142,077
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$43,535,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$36,396,532
Value of interest in pooled separate accounts at end of year2018-12-31$8,689,443
Value of interest in pooled separate accounts at beginning of year2018-12-31$19,591,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$418,374
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$371,923
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$371,923
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$758
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$27,221,352
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$27,471,965
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,132,360
Net investment gain/loss from pooled separate accounts2018-12-31$-1,032,503
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$3,612,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,857,264
Contract administrator fees2018-12-31$68,400
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2018-12-31208739519
2017 : IBEW LOCAL UNION NO. 520 ANNUITY PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$410,944
Total unrealized appreciation/depreciation of assets2017-12-31$410,944
Total income from all sources (including contributions)2017-12-31$13,749,462
Total of all expenses incurred2017-12-31$3,803,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,507,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,145,173
Value of total assets at end of year2017-12-31$83,893,522
Value of total assets at beginning of year2017-12-31$73,948,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$296,094
Total interest from all sources2017-12-31$261
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$34,054
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$404,903
Assets. Other investments not covered elsewhere at end of year2017-12-31$61,990
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$60,429
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$704,475
Other income not declared elsewhere2017-12-31$113,054
Administrative expenses (other) incurred2017-12-31$21,168
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$9,945,481
Value of net assets at end of year (total assets less liabilities)2017-12-31$83,893,522
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$73,948,041
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$172,472
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$36,396,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$29,288,638
Value of interest in pooled separate accounts at end of year2017-12-31$19,591,112
Value of interest in pooled separate accounts at beginning of year2017-12-31$16,499,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$371,923
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$397,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$397,942
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$261
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$27,471,965
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$27,701,386
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,138,316
Net investment gain/loss from pooled separate accounts2017-12-31$2,941,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,035,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,507,887
Contract administrator fees2017-12-31$68,400
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2017-12-31208739519
2016 : IBEW LOCAL UNION NO. 520 ANNUITY PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$444,231
Total unrealized appreciation/depreciation of assets2016-12-31$444,231
Total income from all sources (including contributions)2016-12-31$8,089,552
Total of all expenses incurred2016-12-31$6,472,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,198,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,564,599
Value of total assets at end of year2016-12-31$73,948,041
Value of total assets at beginning of year2016-12-31$72,331,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$273,774
Total interest from all sources2016-12-31$258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$22,722
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$352,640
Assets. Other investments not covered elsewhere at end of year2016-12-31$60,429
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$58,005
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$543,221
Other income not declared elsewhere2016-12-31$107,102
Administrative expenses (other) incurred2016-12-31$24,873
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$1,616,897
Value of net assets at end of year (total assets less liabilities)2016-12-31$73,948,041
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$72,331,144
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$157,779
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$29,288,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$26,718,248
Value of interest in pooled separate accounts at end of year2016-12-31$16,499,646
Value of interest in pooled separate accounts at beginning of year2016-12-31$16,170,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$397,942
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$455,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$455,818
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$258
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$27,701,386
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$28,928,755
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,227,614
Net investment gain/loss from pooled separate accounts2016-12-31$1,745,748
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$2,668,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,198,881
Contract administrator fees2016-12-31$68,400
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2016-12-31208739519
2015 : IBEW LOCAL UNION NO. 520 ANNUITY PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$512,751
Total unrealized appreciation/depreciation of assets2015-12-31$512,751
Total income from all sources (including contributions)2015-12-31$3,856,625
Total of all expenses incurred2015-12-31$6,288,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,007,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,599,102
Value of total assets at end of year2015-12-31$72,331,144
Value of total assets at beginning of year2015-12-31$74,762,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$281,127
Total interest from all sources2015-12-31$160
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$47,170
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$362,835
Assets. Other investments not covered elsewhere at end of year2015-12-31$58,005
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$56,417
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$386,120
Other income not declared elsewhere2015-12-31$109,677
Administrative expenses (other) incurred2015-12-31$18,859
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,431,775
Value of net assets at end of year (total assets less liabilities)2015-12-31$72,331,144
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$74,762,919
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$146,698
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$26,718,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$25,984,965
Value of interest in pooled separate accounts at end of year2015-12-31$16,170,318
Value of interest in pooled separate accounts at beginning of year2015-12-31$17,645,135
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$455,818
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$556,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$556,056
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$160
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$28,928,755
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$30,520,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-256,924
Net investment gain/loss from pooled separate accounts2015-12-31$-108,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,850,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,007,273
Contract administrator fees2015-12-31$68,400
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2015-12-31208739519
2014 : IBEW LOCAL UNION NO. 520 ANNUITY PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$15,673,443
Total unrealized appreciation/depreciation of assets2014-12-31$15,673,443
Total income from all sources (including contributions)2014-12-31$7,481,852
Total of all expenses incurred2014-12-31$3,165,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,884,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,468,663
Value of total assets at end of year2014-12-31$74,762,919
Value of total assets at beginning of year2014-12-31$70,446,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$280,794
Total interest from all sources2014-12-31$214
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$47,449
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$343,357
Assets. Other investments not covered elsewhere at end of year2014-12-31$56,417
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$54,180
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$486,334
Other income not declared elsewhere2014-12-31$104,931
Administrative expenses (other) incurred2014-12-31$21,614
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$4,316,590
Value of net assets at end of year (total assets less liabilities)2014-12-31$74,762,919
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$70,446,329
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$143,331
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$25,984,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,073,300
Value of interest in pooled separate accounts at end of year2014-12-31$17,645,135
Value of interest in pooled separate accounts at beginning of year2014-12-31$28,052,837
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$556,056
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$640,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$640,361
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$214
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$30,520,346
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$30,625,651
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-14,148,641
Net investment gain/loss from pooled separate accounts2014-12-31$2,383,242
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$2,638,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,884,468
Contract administrator fees2014-12-31$68,400
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2014-12-31208739519
2013 : IBEW LOCAL UNION NO. 520 ANNUITY PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$673,177
Total unrealized appreciation/depreciation of assets2013-12-31$673,177
Total income from all sources (including contributions)2013-12-31$11,956,546
Total of all expenses incurred2013-12-31$5,547,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,337,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,494,213
Value of total assets at end of year2013-12-31$70,446,329
Value of total assets at beginning of year2013-12-31$64,037,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$209,939
Total interest from all sources2013-12-31$248
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$25,807
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$331,553
Assets. Other investments not covered elsewhere at end of year2013-12-31$54,180
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$53,065
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$418,851
Other income not declared elsewhere2013-12-31$95,892
Administrative expenses (other) incurred2013-12-31$19,786
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$6,408,933
Value of net assets at end of year (total assets less liabilities)2013-12-31$70,446,329
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$64,037,396
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$95,893
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,073,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,674,587
Value of interest in pooled separate accounts at end of year2013-12-31$28,052,837
Value of interest in pooled separate accounts at beginning of year2013-12-31$22,007,737
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$640,361
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$661,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$661,394
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$248
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$30,625,651
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$32,640,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,649,590
Net investment gain/loss from pooled separate accounts2013-12-31$5,043,426
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$2,743,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,337,674
Contract administrator fees2013-12-31$68,453
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2013-12-31208739519
2012 : IBEW LOCAL UNION NO. 520 ANNUITY PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$885,508
Total unrealized appreciation/depreciation of assets2012-12-31$885,508
Total income from all sources (including contributions)2012-12-31$8,194,955
Total of all expenses incurred2012-12-31$7,120,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,796,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,228,771
Value of total assets at end of year2012-12-31$64,037,396
Value of total assets at beginning of year2012-12-31$62,963,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$324,002
Total interest from all sources2012-12-31$356
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$56,588
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$336,671
Assets. Other investments not covered elsewhere at end of year2012-12-31$53,065
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$51,195
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$423,437
Other income not declared elsewhere2012-12-31$92,946
Administrative expenses (other) incurred2012-12-31$20,494
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,074,215
Value of net assets at end of year (total assets less liabilities)2012-12-31$64,037,396
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$62,963,181
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$178,459
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,674,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,374,791
Value of interest in pooled separate accounts at end of year2012-12-31$22,007,737
Value of interest in pooled separate accounts at beginning of year2012-12-31$19,506,259
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$661,394
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$651,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$651,370
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$356
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$32,640,613
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$34,379,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,236,660
Net investment gain/loss from pooled separate accounts2012-12-31$2,750,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,468,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,796,738
Contract administrator fees2012-12-31$68,461
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2012-12-31208739519
2011 : IBEW LOCAL UNION NO. 520 ANNUITY PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$1,140,673
Total unrealized appreciation/depreciation of assets2011-12-31$1,140,673
Total income from all sources (including contributions)2011-12-31$4,060,266
Total of all expenses incurred2011-12-31$6,148,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,800,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,000,911
Value of total assets at end of year2011-12-31$62,963,181
Value of total assets at beginning of year2011-12-31$65,051,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$348,005
Total interest from all sources2011-12-31$494
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$32,651
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$370,434
Assets. Other investments not covered elsewhere at end of year2011-12-31$51,195
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$48,709
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$268,590
Other income not declared elsewhere2011-12-31$95,595
Administrative expenses (other) incurred2011-12-31$19,371
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,088,641
Value of net assets at end of year (total assets less liabilities)2011-12-31$62,963,181
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$65,051,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$227,583
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,374,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,596,761
Value of interest in pooled separate accounts at end of year2011-12-31$19,506,259
Value of interest in pooled separate accounts at beginning of year2011-12-31$15,863,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$651,370
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$565,768
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$565,768
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$34,379,566
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$36,976,618
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-214,690
Net investment gain/loss from pooled separate accounts2011-12-31$37,283
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$2,361,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,800,902
Contract administrator fees2011-12-31$68,400
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2011-12-31208739519
2010 : IBEW LOCAL UNION NO. 520 ANNUITY PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,307,184
Total unrealized appreciation/depreciation of assets2010-12-31$1,307,184
Total income from all sources (including contributions)2010-12-31$8,353,268
Total of all expenses incurred2010-12-31$4,207,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,893,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,617,789
Value of total assets at end of year2010-12-31$65,051,822
Value of total assets at beginning of year2010-12-31$60,906,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$314,222
Total interest from all sources2010-12-31$469
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$35,493
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$467,187
Assets. Other investments not covered elsewhere at end of year2010-12-31$48,709
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$47,903
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$346,620
Other income not declared elsewhere2010-12-31$90,366
Administrative expenses (other) incurred2010-12-31$32,019
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$4,145,286
Value of net assets at end of year (total assets less liabilities)2010-12-31$65,051,822
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$60,906,536
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$178,243
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,596,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,962,935
Value of interest in pooled separate accounts at end of year2010-12-31$15,863,966
Value of interest in pooled separate accounts at beginning of year2010-12-31$12,062,152
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$565,768
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$607,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$607,210
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$469
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$36,976,618
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$38,226,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,567,395
Net investment gain/loss from pooled separate accounts2010-12-31$1,770,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,803,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,893,760
Contract administrator fees2010-12-31$68,467
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2010-12-31208739519

Form 5500 Responses for IBEW LOCAL UNION NO. 520 ANNUITY PLAN

2022: IBEW LOCAL UNION NO. 520 ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IBEW LOCAL UNION NO. 520 ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IBEW LOCAL UNION NO. 520 ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IBEW LOCAL UNION NO. 520 ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IBEW LOCAL UNION NO. 520 ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IBEW LOCAL UNION NO. 520 ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IBEW LOCAL UNION NO. 520 ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IBEW LOCAL UNION NO. 520 ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IBEW LOCAL UNION NO. 520 ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IBEW LOCAL UNION NO. 520 ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IBEW LOCAL UNION NO. 520 ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IBEW LOCAL UNION NO. 520 ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: IBEW LOCAL UNION NO. 520 ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: IBEW LOCAL UNION NO. 520 ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040166
Policy instance 1
Insurance contract or identification number040166
Number of Individuals Covered3818
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040166
Policy instance 1
Insurance contract or identification number040166
Number of Individuals Covered3700
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040166
Policy instance 1
Insurance contract or identification number040166
Number of Individuals Covered3122
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040166
Policy instance 1
Insurance contract or identification number040166
Number of Individuals Covered3179
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040166
Policy instance 1
Insurance contract or identification number040166
Number of Individuals Covered2705
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040166
Policy instance 1
Insurance contract or identification number040166
Number of Individuals Covered2921
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040166
Policy instance 1
Insurance contract or identification number040166
Number of Individuals Covered2752
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040166
Policy instance 1
Insurance contract or identification number040166
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040166
Policy instance 1
Insurance contract or identification number040166
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040166
Policy instance 1
Insurance contract or identification number040166
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040166
Policy instance 1
Insurance contract or identification number040166
Number of Individuals Covered2685
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040166
Policy instance 1
Insurance contract or identification number040166
Number of Individuals Covered2846
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes

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