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EIGHTH DISTRICT ELECTRICAL PENSION FUND ANNUITY PLAN 401k Plan overview

Plan NameEIGHTH DISTRICT ELECTRICAL PENSION FUND ANNUITY PLAN
Plan identification number 002

EIGHTH DISTRICT ELECTRICAL PENSION FUND ANNUITY PLAN Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES, EIGHTH DISTRICT ELECTRICAL PENSION has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, EIGHTH DISTRICT ELECTRICAL PENSION
Employer identification number (EIN):846100393
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EIGHTH DISTRICT ELECTRICAL PENSION FUND ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MILLER KAPLAN ARASE LLP
0022016-01-01MILLER KAPLAN ARASE LLP
0022015-04-01MILLER KAPLAN ARASE LLP
0022014-04-01SANDY S GARCIA SANDY S GARCIA2016-01-15
0022013-04-01SANDY S. GARCIA SANDY S. GARCIA2015-01-13
0022012-04-01SANDY S. GARCIA SANDY S. GARCIA2013-12-10
0022011-04-01SANDY S. GARCIA SANDY S. GARCIA2012-12-17
0022009-04-01RICHARD KINGERY

Plan Statistics for EIGHTH DISTRICT ELECTRICAL PENSION FUND ANNUITY PLAN

401k plan membership statisitcs for EIGHTH DISTRICT ELECTRICAL PENSION FUND ANNUITY PLAN

Measure Date Value
2022: EIGHTH DISTRICT ELECTRICAL PENSION FUND ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0119,976
Total number of active participants reported on line 7a of the Form 55002022-01-0120,426
Number of retired or separated participants receiving benefits2022-01-0179
Number of other retired or separated participants entitled to future benefits2022-01-01686
Total of all active and inactive participants2022-01-0121,191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0121,191
Number of participants with account balances2022-01-0121,191
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 scheme2022-01-01368
2021: EIGHTH DISTRICT ELECTRICAL PENSION FUND ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0119,044
Total number of active participants reported on line 7a of the Form 55002021-01-0119,282
Number of retired or separated participants receiving benefits2021-01-0168
Number of other retired or separated participants entitled to future benefits2021-01-01626
Total of all active and inactive participants2021-01-0119,976
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0119,976
Number of participants with account balances2021-01-0119,976
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 scheme2021-01-01356
2020: EIGHTH DISTRICT ELECTRICAL PENSION FUND ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0118,289
Total number of active participants reported on line 7a of the Form 55002020-01-0118,392
Number of retired or separated participants receiving benefits2020-01-0153
Number of other retired or separated participants entitled to future benefits2020-01-01599
Total of all active and inactive participants2020-01-0119,044
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0119,044
Number of participants with account balances2020-01-0119,044
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 scheme2020-01-01349
2019: EIGHTH DISTRICT ELECTRICAL PENSION FUND ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0117,310
Total number of active participants reported on line 7a of the Form 55002019-01-0117,686
Number of retired or separated participants receiving benefits2019-01-0148
Number of other retired or separated participants entitled to future benefits2019-01-01555
Total of all active and inactive participants2019-01-0118,289
Total participants2019-01-0118,289
Number of participants with account balances2019-01-0118,289
Number of employers contributing to the scheme2019-01-01364
2018: EIGHTH DISTRICT ELECTRICAL PENSION FUND ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0116,913
Total number of active participants reported on line 7a of the Form 55002018-01-0116,780
Number of retired or separated participants receiving benefits2018-01-0139
Number of other retired or separated participants entitled to future benefits2018-01-01491
Total of all active and inactive participants2018-01-0117,310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0117,310
Number of participants with account balances2018-01-0117,310
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 scheme2018-01-01402
2017: EIGHTH DISTRICT ELECTRICAL PENSION FUND ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0116,675
Total number of active participants reported on line 7a of the Form 55002017-01-0116,423
Number of retired or separated participants receiving benefits2017-01-0136
Number of other retired or separated participants entitled to future benefits2017-01-01454
Total of all active and inactive participants2017-01-0116,913
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0116,913
Number of participants with account balances2017-01-0116,913
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 scheme2017-01-01401
2016: EIGHTH DISTRICT ELECTRICAL PENSION FUND ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0116,220
Total number of active participants reported on line 7a of the Form 55002016-01-0116,259
Number of retired or separated participants receiving benefits2016-01-0124
Number of other retired or separated participants entitled to future benefits2016-01-01392
Total of all active and inactive participants2016-01-0116,675
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0116,675
Number of participants with account balances2016-01-0116,675
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 scheme2016-01-01418
2015: EIGHTH DISTRICT ELECTRICAL PENSION FUND ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-0115,970
Total number of active participants reported on line 7a of the Form 55002015-04-0115,892
Number of retired or separated participants receiving benefits2015-04-0114
Number of other retired or separated participants entitled to future benefits2015-04-01314
Total of all active and inactive participants2015-04-0116,220
Total participants2015-04-0116,220
Number of participants with account balances2015-04-0116,220
Number of employers contributing to the scheme2015-04-01593
2014: EIGHTH DISTRICT ELECTRICAL PENSION FUND ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-0115,661
Total number of active participants reported on line 7a of the Form 55002014-04-0115,683
Number of retired or separated participants receiving benefits2014-04-018
Number of other retired or separated participants entitled to future benefits2014-04-01279
Total of all active and inactive participants2014-04-0115,970
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-010
Total participants2014-04-0115,970
Number of participants with account balances2014-04-0115,970
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-010
Number of employers contributing to the scheme2014-04-01455
2013: EIGHTH DISTRICT ELECTRICAL PENSION FUND ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-0115,770
Total number of active participants reported on line 7a of the Form 55002013-04-0115,430
Number of retired or separated participants receiving benefits2013-04-012
Number of other retired or separated participants entitled to future benefits2013-04-01229
Total of all active and inactive participants2013-04-0115,661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-010
Total participants2013-04-0115,661
Number of participants with account balances2013-04-0115,661
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-010
Number of employers contributing to the scheme2013-04-01448
2012: EIGHTH DISTRICT ELECTRICAL PENSION FUND ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-0115,559
Total number of active participants reported on line 7a of the Form 55002012-04-0115,770
Number of retired or separated participants receiving benefits2012-04-010
Number of other retired or separated participants entitled to future benefits2012-04-010
Total of all active and inactive participants2012-04-0115,770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-010
Total participants2012-04-0115,770
Number of participants with account balances2012-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-010
Number of employers contributing to the scheme2012-04-01363
2011: EIGHTH DISTRICT ELECTRICAL PENSION FUND ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-0115,631
Total number of active participants reported on line 7a of the Form 55002011-04-0115,483
Number of retired or separated participants receiving benefits2011-04-010
Number of other retired or separated participants entitled to future benefits2011-04-010
Total of all active and inactive participants2011-04-0115,483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-010
Total participants2011-04-0115,483
Number of participants with account balances2011-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-010
Number of employers contributing to the scheme2011-04-01353
2009: EIGHTH DISTRICT ELECTRICAL PENSION FUND ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-0123,523
Total number of active participants reported on line 7a of the Form 55002009-04-0115,852
Number of retired or separated participants receiving benefits2009-04-017,729
Number of other retired or separated participants entitled to future benefits2009-04-010
Total of all active and inactive participants2009-04-0123,581
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-010
Total participants2009-04-0123,581
Number of participants with account balances2009-04-0123,581
Number of employers contributing to the scheme2009-04-01366

Financial Data on EIGHTH DISTRICT ELECTRICAL PENSION FUND ANNUITY PLAN

Measure Date Value
2022 : EIGHTH DISTRICT ELECTRICAL PENSION FUND ANNUITY PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,081,986
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,058,765
Total income from all sources (including contributions)2022-12-31$-77,426,273
Total of all expenses incurred2022-12-31$42,687,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$40,199,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$57,443,688
Value of total assets at end of year2022-12-31$831,134,370
Value of total assets at beginning of year2022-12-31$951,224,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,487,632
Total interest from all sources2022-12-31$1,389,356
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,755,811
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,755,811
Administrative expenses professional fees incurred2022-12-31$1,912,195
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$6,310,251
Participant contributions at end of year2022-12-31$8,145,678
Participant contributions at beginning of year2022-12-31$7,838,343
Participant contributions at end of year2022-12-31$635,680
Participant contributions at beginning of year2022-12-31$651,166
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$713,222
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$317,819
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$263,854
Other income not declared elsewhere2022-12-31$1,034,475
Administrative expenses (other) incurred2022-12-31$155,180
Liabilities. Value of operating payables at end of year2022-12-31$1,081,986
Liabilities. Value of operating payables at beginning of year2022-12-31$1,058,765
Total non interest bearing cash at end of year2022-12-31$4,005,433
Total non interest bearing cash at beginning of year2022-12-31$4,961,819
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-120,113,286
Value of net assets at end of year (total assets less liabilities)2022-12-31$830,052,384
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$950,165,670
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$147,848
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$109,456,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$134,555,457
Value of interest in pooled separate accounts at end of year2022-12-31$598,916,331
Value of interest in pooled separate accounts at beginning of year2022-12-31$685,793,136
Interest on participant loans2022-12-31$381,241
Interest earned on other investments2022-12-31$968,506
Value of interest in common/collective trusts at end of year2022-12-31$42,294,016
Value of interest in common/collective trusts at beginning of year2022-12-31$51,968,179
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$219,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$219,109
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$39,609
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$58,067,810
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$56,226,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-23,448,434
Net investment gain/loss from pooled separate accounts2022-12-31$-108,151,220
Net investment gain or loss from common/collective trusts2022-12-31$-9,449,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$50,420,215
Employer contributions (assets) at end of year2022-12-31$9,295,438
Employer contributions (assets) at beginning of year2022-12-31$8,746,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$40,199,381
Contract administrator fees2022-12-31$272,409
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2022-12-31952036255
2021 : EIGHTH DISTRICT ELECTRICAL PENSION FUND ANNUITY PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,058,765
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$853,121
Total income from all sources (including contributions)2021-12-31$185,715,105
Total of all expenses incurred2021-12-31$42,667,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$40,018,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$54,474,838
Value of total assets at end of year2021-12-31$951,224,435
Value of total assets at beginning of year2021-12-31$807,970,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,648,779
Total interest from all sources2021-12-31$1,383,768
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,237,155
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$1,237,155
Administrative expenses professional fees incurred2021-12-31$1,831,879
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$47,720,852
Amount contributed by the employer to the plan for this plan year2021-12-31$47,720,852
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,903,249
Participant contributions at end of year2021-12-31$7,838,343
Participant contributions at beginning of year2021-12-31$8,022,280
Participant contributions at end of year2021-12-31$651,166
Participant contributions at beginning of year2021-12-31$543,198
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$850,737
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$263,854
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$354,619
Other income not declared elsewhere2021-12-31$855,410
Administrative expenses (other) incurred2021-12-31$415,868
Liabilities. Value of operating payables at end of year2021-12-31$1,058,765
Liabilities. Value of operating payables at beginning of year2021-12-31$853,121
Total non interest bearing cash at end of year2021-12-31$4,961,819
Total non interest bearing cash at beginning of year2021-12-31$4,578,899
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$143,048,058
Value of net assets at end of year (total assets less liabilities)2021-12-31$950,165,670
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$807,117,612
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$122,848
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$134,555,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$126,819,925
Value of interest in pooled separate accounts at end of year2021-12-31$685,793,136
Value of interest in pooled separate accounts at beginning of year2021-12-31$570,003,778
Interest on participant loans2021-12-31$421,429
Interest earned on other investments2021-12-31$921,393
Value of interest in common/collective trusts at end of year2021-12-31$51,968,179
Value of interest in common/collective trusts at beginning of year2021-12-31$40,333,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$219,109
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$219,097
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$219,097
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$40,946
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$56,226,981
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$49,841,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$14,164,182
Net investment gain/loss from pooled separate accounts2021-12-31$102,167,276
Net investment gain or loss from common/collective trusts2021-12-31$11,432,476
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$47,720,852
Employer contributions (assets) at end of year2021-12-31$8,746,391
Employer contributions (assets) at beginning of year2021-12-31$7,253,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$40,018,268
Contract administrator fees2021-12-31$278,184
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2021-12-31952036255
2020 : EIGHTH DISTRICT ELECTRICAL PENSION FUND ANNUITY PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$853,121
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,163,673
Total income from all sources (including contributions)2020-12-31$147,273,609
Total of all expenses incurred2020-12-31$31,888,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$29,717,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$48,148,479
Value of total assets at end of year2020-12-31$807,970,733
Value of total assets at beginning of year2020-12-31$692,896,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,170,648
Total interest from all sources2020-12-31$1,490,357
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,782,124
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$4,782,124
Administrative expenses professional fees incurred2020-12-31$1,626,766
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2020-12-310
Minimum employer required contribution for this plan year2020-12-31$42,147,592
Amount contributed by the employer to the plan for this plan year2020-12-31$42,147,592
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,937,141
Participant contributions at end of year2020-12-31$8,022,280
Participant contributions at beginning of year2020-12-31$8,707,259
Participant contributions at end of year2020-12-31$543,198
Participant contributions at beginning of year2020-12-31$365,058
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,063,746
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$354,619
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$200,622
Other income not declared elsewhere2020-12-31$857,248
Administrative expenses (other) incurred2020-12-31$174,022
Liabilities. Value of operating payables at end of year2020-12-31$853,121
Liabilities. Value of operating payables at beginning of year2020-12-31$1,163,673
Total non interest bearing cash at end of year2020-12-31$4,578,899
Total non interest bearing cash at beginning of year2020-12-31$6,886,377
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$115,385,229
Value of net assets at end of year (total assets less liabilities)2020-12-31$807,117,612
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$691,732,383
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$97,871
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$126,819,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$111,970,809
Value of interest in pooled separate accounts at end of year2020-12-31$570,003,778
Value of interest in pooled separate accounts at beginning of year2020-12-31$481,033,986
Interest on participant loans2020-12-31$469,516
Interest earned on other investments2020-12-31$950,064
Value of interest in common/collective trusts at end of year2020-12-31$40,333,802
Value of interest in common/collective trusts at beginning of year2020-12-31$35,613,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$219,097
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$428,186
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$428,186
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$70,777
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$49,841,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$42,121,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$37,928,920
Net investment gain/loss from pooled separate accounts2020-12-31$47,929,913
Net investment gain or loss from common/collective trusts2020-12-31$6,136,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$42,147,592
Employer contributions (assets) at end of year2020-12-31$7,253,834
Employer contributions (assets) at beginning of year2020-12-31$5,568,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$29,717,732
Contract administrator fees2020-12-31$271,989
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2020-12-31952036255
2019 : EIGHTH DISTRICT ELECTRICAL PENSION FUND ANNUITY PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,163,673
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$494,508
Total income from all sources (including contributions)2019-12-31$167,640,758
Total of all expenses incurred2019-12-31$31,953,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$29,605,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$46,554,097
Value of total assets at end of year2019-12-31$692,896,056
Value of total assets at beginning of year2019-12-31$556,539,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,347,896
Total interest from all sources2019-12-31$1,365,598
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$6,857,734
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$6,857,734
Administrative expenses professional fees incurred2019-12-31$1,858,891
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$46,554,097
Amount contributed by the employer to the plan for this plan year2019-12-31$46,554,097
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,372,234
Participant contributions at end of year2019-12-31$8,707,259
Participant contributions at beginning of year2019-12-31$8,691,588
Participant contributions at end of year2019-12-31$365,058
Participant contributions at beginning of year2019-12-31$373,526
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$662,473
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$200,622
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$895,667
Other income not declared elsewhere2019-12-31$1,438,830
Administrative expenses (other) incurred2019-12-31$119,687
Liabilities. Value of operating payables at end of year2019-12-31$1,163,673
Liabilities. Value of operating payables at beginning of year2019-12-31$494,508
Total non interest bearing cash at end of year2019-12-31$6,886,377
Total non interest bearing cash at beginning of year2019-12-31$4,518,689
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$135,687,752
Value of net assets at end of year (total assets less liabilities)2019-12-31$691,732,383
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$556,044,631
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$75,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$111,970,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$71,912,217
Value of interest in pooled separate accounts at end of year2019-12-31$481,033,986
Value of interest in pooled separate accounts at beginning of year2019-12-31$394,301,676
Interest on participant loans2019-12-31$480,187
Interest earned on other investments2019-12-31$883,212
Value of interest in common/collective trusts at end of year2019-12-31$35,613,933
Value of interest in common/collective trusts at beginning of year2019-12-31$27,875,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$428,186
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$108,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$108,832
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,199
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$42,121,738
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$42,112,925
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$29,452,753
Net investment gain/loss from pooled separate accounts2019-12-31$73,296,014
Net investment gain or loss from common/collective trusts2019-12-31$8,675,732
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$41,519,390
Employer contributions (assets) at end of year2019-12-31$5,568,088
Employer contributions (assets) at beginning of year2019-12-31$5,748,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$29,605,110
Contract administrator fees2019-12-31$294,318
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2019-12-31952036255
2018 : EIGHTH DISTRICT ELECTRICAL PENSION FUND ANNUITY PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$494,508
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$394,096
Total income from all sources (including contributions)2018-12-31$16,667,966
Total of all expenses incurred2018-12-31$30,132,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$28,482,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$42,116,979
Value of total assets at end of year2018-12-31$556,539,139
Value of total assets at beginning of year2018-12-31$569,903,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,649,941
Total interest from all sources2018-12-31$1,116,563
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$7,549,425
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$7,549,425
Administrative expenses professional fees incurred2018-12-31$1,093,767
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-12-310
Minimum employer required contribution for this plan year2018-12-31$42,116,979
Amount contributed by the employer to the plan for this plan year2018-12-31$42,116,979
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,766,059
Participant contributions at end of year2018-12-31$8,691,588
Participant contributions at beginning of year2018-12-31$7,824,321
Participant contributions at end of year2018-12-31$373,526
Participant contributions at beginning of year2018-12-31$265,520
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,081,958
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$895,667
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$855,787
Other income not declared elsewhere2018-12-31$1,527,319
Administrative expenses (other) incurred2018-12-31$192,625
Liabilities. Value of operating payables at end of year2018-12-31$494,508
Liabilities. Value of operating payables at beginning of year2018-12-31$394,096
Total non interest bearing cash at end of year2018-12-31$4,518,689
Total non interest bearing cash at beginning of year2018-12-31$3,541,393
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-13,464,818
Value of net assets at end of year (total assets less liabilities)2018-12-31$556,044,631
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$569,509,449
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$75,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$71,912,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$121,676,854
Value of interest in pooled separate accounts at end of year2018-12-31$394,301,676
Value of interest in pooled separate accounts at beginning of year2018-12-31$363,374,523
Interest on participant loans2018-12-31$395,456
Interest earned on other investments2018-12-31$721,107
Value of interest in common/collective trusts at end of year2018-12-31$27,875,306
Value of interest in common/collective trusts at beginning of year2018-12-31$28,761,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$108,832
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,736,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,736,539
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$42,112,925
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$37,727,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,558,743
Net investment gain/loss from pooled separate accounts2018-12-31$-27,753,172
Net investment gain or loss from common/collective trusts2018-12-31$-1,330,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$37,268,962
Employer contributions (assets) at end of year2018-12-31$5,748,713
Employer contributions (assets) at beginning of year2018-12-31$4,139,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$28,482,843
Contract administrator fees2018-12-31$288,549
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 name2018-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2018-12-31952036255
2017 : EIGHTH DISTRICT ELECTRICAL PENSION FUND ANNUITY PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$394,096
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$255,253
Total income from all sources (including contributions)2017-12-31$109,307,051
Total of all expenses incurred2017-12-31$27,132,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$25,564,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$36,356,130
Value of total assets at end of year2017-12-31$569,903,545
Value of total assets at beginning of year2017-12-31$487,589,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,567,501
Total interest from all sources2017-12-31$894,999
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$6,940,451
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$6,940,451
Administrative expenses professional fees incurred2017-12-31$947,899
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-310
Minimum employer required contribution for this plan year2017-12-31$36,356,130
Amount contributed by the employer to the plan for this plan year2017-12-31$36,356,130
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,295,796
Participant contributions at end of year2017-12-31$7,824,321
Participant contributions at beginning of year2017-12-31$7,513,653
Participant contributions at end of year2017-12-31$265,520
Participant contributions at beginning of year2017-12-31$266,960
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$527,555
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$855,787
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$282,052
Other income not declared elsewhere2017-12-31$1,540,025
Administrative expenses (other) incurred2017-12-31$254,064
Liabilities. Value of operating payables at end of year2017-12-31$394,096
Liabilities. Value of operating payables at beginning of year2017-12-31$255,253
Total non interest bearing cash at end of year2017-12-31$3,541,393
Total non interest bearing cash at beginning of year2017-12-31$1,955,849
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$82,174,905
Value of net assets at end of year (total assets less liabilities)2017-12-31$569,509,449
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$487,334,544
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$81,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$121,676,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$103,728,223
Value of interest in pooled separate accounts at end of year2017-12-31$363,374,523
Value of interest in pooled separate accounts at beginning of year2017-12-31$309,043,763
Interest on participant loans2017-12-31$312,221
Interest earned on other investments2017-12-31$582,778
Value of interest in common/collective trusts at end of year2017-12-31$28,761,681
Value of interest in common/collective trusts at beginning of year2017-12-31$22,707,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,736,539
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,044,759
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,044,759
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$37,727,195
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$37,283,049
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$14,745,641
Net investment gain/loss from pooled separate accounts2017-12-31$43,789,861
Net investment gain or loss from common/collective trusts2017-12-31$5,039,944
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$32,532,779
Employer contributions (assets) at end of year2017-12-31$4,139,732
Employer contributions (assets) at beginning of year2017-12-31$3,734,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$25,564,645
Contract administrator fees2017-12-31$284,288
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$29,414
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 name2017-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2017-12-31952036255
2016 : EIGHTH DISTRICT ELECTRICAL PENSION FUND ANNUITY PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$255,253
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$513,343
Total income from all sources (including contributions)2016-12-31$68,046,911
Total of all expenses incurred2016-12-31$23,690,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$22,169,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$33,640,012
Value of total assets at end of year2016-12-31$487,589,797
Value of total assets at beginning of year2016-12-31$443,491,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,521,174
Total interest from all sources2016-12-31$757,996
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,754,032
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$2,754,032
Administrative expenses professional fees incurred2016-12-31$975,217
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-310
Minimum employer required contribution for this plan year2016-12-31$33,640,012
Amount contributed by the employer to the plan for this plan year2016-12-31$33,640,012
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,227,750
Participant contributions at end of year2016-12-31$7,513,653
Participant contributions at beginning of year2016-12-31$3,539,701
Participant contributions at end of year2016-12-31$266,960
Participant contributions at beginning of year2016-12-31$275,019
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$420,324
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$282,052
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$339,123
Other income not declared elsewhere2016-12-31$912,097
Administrative expenses (other) incurred2016-12-31$205,135
Liabilities. Value of operating payables at end of year2016-12-31$255,253
Liabilities. Value of operating payables at beginning of year2016-12-31$513,343
Total non interest bearing cash at end of year2016-12-31$1,955,849
Total non interest bearing cash at beginning of year2016-12-31$1,500,373
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$44,356,003
Value of net assets at end of year (total assets less liabilities)2016-12-31$487,334,544
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$442,978,541
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$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$103,728,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$99,281,157
Value of interest in pooled separate accounts at end of year2016-12-31$309,043,763
Value of interest in pooled separate accounts at beginning of year2016-12-31$280,263,694
Interest on participant loans2016-12-31$216,062
Interest earned on other investments2016-12-31$541,934
Value of interest in common/collective trusts at end of year2016-12-31$22,707,260
Value of interest in common/collective trusts at beginning of year2016-12-31$20,258,779
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,044,759
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,335,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,335,614
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$37,283,049
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$32,866,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$7,742,656
Net investment gain/loss from pooled separate accounts2016-12-31$19,772,939
Net investment gain or loss from common/collective trusts2016-12-31$2,467,179
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$29,991,938
Employer contributions (assets) at end of year2016-12-31$3,734,815
Employer contributions (assets) at beginning of year2016-12-31$3,802,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$22,169,734
Contract administrator fees2016-12-31$290,822
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$29,414
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$29,176
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 name2016-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2016-12-31952036255
2015 : EIGHTH DISTRICT ELECTRICAL PENSION FUND ANNUITY PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$513,343
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$529,789
Total income from all sources (including contributions)2015-12-31$15,050,560
Total of all expenses incurred2015-12-31$17,360,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$16,203,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$25,315,298
Value of total assets at end of year2015-12-31$443,491,884
Value of total assets at beginning of year2015-12-31$445,817,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,156,686
Total interest from all sources2015-12-31$487,871
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$12,872,117
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$12,872,117
Administrative expenses professional fees incurred2015-12-31$800,569
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$25,315,298
Amount contributed by the employer to the plan for this plan year2015-12-31$25,315,298
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,392,335
Participant contributions at end of year2015-12-31$3,539,701
Participant contributions at beginning of year2015-12-31$3,568,247
Participant contributions at end of year2015-12-31$275,019
Participant contributions at beginning of year2015-12-31$268,037
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$312,072
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$339,123
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$210,000
Other income not declared elsewhere2015-12-31$759,123
Administrative expenses (other) incurred2015-12-31$118,733
Liabilities. Value of operating payables at end of year2015-12-31$513,343
Liabilities. Value of operating payables at beginning of year2015-12-31$529,789
Total non interest bearing cash at end of year2015-12-31$1,500,373
Total non interest bearing cash at beginning of year2015-12-31$1,537,851
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,309,527
Value of net assets at end of year (total assets less liabilities)2015-12-31$442,978,541
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$445,288,068
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$37,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$99,281,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$106,580,021
Value of interest in pooled separate accounts at end of year2015-12-31$280,263,694
Value of interest in pooled separate accounts at beginning of year2015-12-31$278,030,390
Interest on participant loans2015-12-31$102,799
Interest earned on other investments2015-12-31$385,072
Value of interest in common/collective trusts at end of year2015-12-31$20,258,779
Value of interest in common/collective trusts at beginning of year2015-12-31$19,599,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,335,614
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,090,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,090,673
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$32,866,912
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$30,993,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-17,745,159
Net investment gain/loss from pooled separate accounts2015-12-31$-6,731,420
Net investment gain or loss from common/collective trusts2015-12-31$92,730
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$22,610,891
Employer contributions (assets) at end of year2015-12-31$3,802,336
Employer contributions (assets) at beginning of year2015-12-31$3,925,786
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$16,203,401
Contract administrator fees2015-12-31$199,884
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$29,176
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$13,685
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 name2015-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2015-12-31952036255
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$529,789
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$186,322
Total income from all sources (including contributions)2015-03-31$61,572,416
Total of all expenses incurred2015-03-31$22,186,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$20,733,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$31,450,422
Value of total assets at end of year2015-03-31$445,817,857
Value of total assets at beginning of year2015-03-31$406,088,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$1,452,776
Total interest from all sources2015-03-31$684,380
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$10,385,361
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-03-31$10,385,361
Administrative expenses professional fees incurred2015-03-31$280,453
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$1,000,000
If this is an individual account plan, was there a blackout period2015-03-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-03-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
Minimum employer required contribution for this plan year2015-03-31$31,450,422
Amount contributed by the employer to the plan for this plan year2015-03-31$31,450,422
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Contributions received from participants2015-03-31$2,935,625
Participant contributions at end of year2015-03-31$3,568,247
Participant contributions at beginning of year2015-03-31$2,950,209
Participant contributions at end of year2015-03-31$268,037
Participant contributions at beginning of year2015-03-31$248,760
Income. Received or receivable in cash from other sources (including rollovers)2015-03-31$202,185
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-03-31$210,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-03-31$0
Other income not declared elsewhere2015-03-31$1,202,944
Administrative expenses (other) incurred2015-03-31$169,777
Liabilities. Value of operating payables at end of year2015-03-31$529,789
Liabilities. Value of operating payables at beginning of year2015-03-31$186,322
Total non interest bearing cash at end of year2015-03-31$1,537,851
Total non interest bearing cash at beginning of year2015-03-31$1,821,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$39,385,888
Value of net assets at end of year (total assets less liabilities)2015-03-31$445,288,068
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$405,902,180
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Investment advisory and management fees2015-03-31$740,719
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-03-31$106,580,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-03-31$98,721,213
Value of interest in pooled separate accounts at end of year2015-03-31$278,030,390
Value of interest in pooled separate accounts at beginning of year2015-03-31$249,121,003
Interest on participant loans2015-03-31$122,736
Interest earned on other investments2015-03-31$561,644
Value of interest in common/collective trusts at end of year2015-03-31$19,599,582
Value of interest in common/collective trusts at beginning of year2015-03-31$16,781,090
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-03-31$1,090,673
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-03-31$411,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-03-31$411,490
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-03-31$30,993,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-03-31$32,477,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-03-31$-1,597,928
Net investment gain/loss from pooled separate accounts2015-03-31$17,298,773
Net investment gain or loss from common/collective trusts2015-03-31$2,148,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31No
Was there a failure to transmit to the plan any participant contributions2015-03-31Yes
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$28,312,612
Employer contributions (assets) at end of year2015-03-31$3,925,786
Employer contributions (assets) at beginning of year2015-03-31$3,542,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$20,733,752
Contract administrator fees2015-03-31$261,827
Assets. Value of buildings and other operty used in plan operation at end of year2015-03-31$13,685
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-03-31$13,043
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31No
Opinion of an independent qualified public accountant for this plan2015-03-31Unqualified
Accountancy firm name2015-03-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2015-03-31952036255
2014 : EIGHTH DISTRICT ELECTRICAL PENSION FUND ANNUITY PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$186,322
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$216,579
Total income from all sources (including contributions)2014-03-31$81,251,169
Total of all expenses incurred2014-03-31$23,690,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$22,696,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$26,705,376
Value of total assets at end of year2014-03-31$406,088,502
Value of total assets at beginning of year2014-03-31$348,558,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$994,245
Total interest from all sources2014-03-31$848,488
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$5,091,644
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-03-31$5,091,644
Administrative expenses professional fees incurred2014-03-31$242,294
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$1,000,000
If this is an individual account plan, was there a blackout period2014-03-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-03-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-03-31$0
Minimum employer required contribution for this plan year2014-03-31$26,705,376
Amount contributed by the employer to the plan for this plan year2014-03-31$26,705,376
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Contributions received from participants2014-03-31$2,493,112
Participant contributions at end of year2014-03-31$2,950,209
Participant contributions at beginning of year2014-03-31$3,382,522
Participant contributions at end of year2014-03-31$248,760
Participant contributions at beginning of year2014-03-31$199,370
Income. Received or receivable in cash from other sources (including rollovers)2014-03-31$176,624
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-03-31$77,729
Other income not declared elsewhere2014-03-31$313,032
Administrative expenses (other) incurred2014-03-31$160,674
Liabilities. Value of operating payables at end of year2014-03-31$186,322
Liabilities. Value of operating payables at beginning of year2014-03-31$216,579
Total non interest bearing cash at end of year2014-03-31$1,821,232
Total non interest bearing cash at beginning of year2014-03-31$2,568,422
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$57,560,415
Value of net assets at end of year (total assets less liabilities)2014-03-31$405,902,180
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$348,341,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Investment advisory and management fees2014-03-31$51,667
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$98,721,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-03-31$81,485,584
Value of interest in pooled separate accounts at end of year2014-03-31$249,121,003
Value of interest in pooled separate accounts at beginning of year2014-03-31$209,909,684
Interest on participant loans2014-03-31$122,246
Interest earned on other investments2014-03-31$726,242
Value of interest in common/collective trusts at end of year2014-03-31$16,781,090
Value of interest in common/collective trusts at beginning of year2014-03-31$13,932,102
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-03-31$411,490
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-03-31$1,103,413
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-03-31$1,103,413
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-03-31$32,477,797
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-03-31$32,382,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-03-31$13,322,905
Net investment gain/loss from pooled separate accounts2014-03-31$31,956,237
Net investment gain or loss from common/collective trusts2014-03-31$3,013,487
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31No
Was there a failure to transmit to the plan any participant contributions2014-03-31Yes
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$24,035,640
Employer contributions (assets) at end of year2014-03-31$3,542,665
Employer contributions (assets) at beginning of year2014-03-31$3,502,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$22,696,509
Contract administrator fees2014-03-31$539,610
Assets. Value of buildings and other operty used in plan operation at end of year2014-03-31$13,043
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-03-31$14,067
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31No
Opinion of an independent qualified public accountant for this plan2014-03-31Unqualified
Accountancy firm name2014-03-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2014-03-31952036255
2013 : EIGHTH DISTRICT ELECTRICAL PENSION FUND ANNUITY PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$216,579
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$479,089
Total income from all sources (including contributions)2013-03-31$56,395,663
Total of all expenses incurred2013-03-31$24,707,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$23,895,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$25,640,328
Value of total assets at end of year2013-03-31$348,558,344
Value of total assets at beginning of year2013-03-31$317,133,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$811,945
Total interest from all sources2013-03-31$908,199
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$2,851,073
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-03-31$2,851,073
Administrative expenses professional fees incurred2013-03-31$208,731
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$1,000,000
If this is an individual account plan, was there a blackout period2013-03-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-03-310
Minimum employer required contribution for this plan year2013-03-31$25,640,328
Amount contributed by the employer to the plan for this plan year2013-03-31$25,640,328
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Contributions received from participants2013-03-31$2,302,120
Participant contributions at end of year2013-03-31$3,382,522
Participant contributions at beginning of year2013-03-31$4,610,858
Participant contributions at end of year2013-03-31$199,370
Participant contributions at beginning of year2013-03-31$199,008
Income. Received or receivable in cash from other sources (including rollovers)2013-03-31$70,449
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-03-31$77,729
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-03-31$77,708
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-03-31$232,955
Other income not declared elsewhere2013-03-31$327,136
Administrative expenses (other) incurred2013-03-31$155,489
Liabilities. Value of operating payables at end of year2013-03-31$216,579
Liabilities. Value of operating payables at beginning of year2013-03-31$246,134
Total non interest bearing cash at end of year2013-03-31$2,568,422
Total non interest bearing cash at beginning of year2013-03-31$1,211,848
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$31,687,776
Value of net assets at end of year (total assets less liabilities)2013-03-31$348,341,765
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$316,653,989
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Investment advisory and management fees2013-03-31$40,810
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-03-31$81,485,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-31$76,776,786
Value of interest in pooled separate accounts at end of year2013-03-31$209,909,684
Value of interest in pooled separate accounts at beginning of year2013-03-31$186,213,841
Interest on participant loans2013-03-31$103,350
Interest earned on other investments2013-03-31$804,761
Value of interest in common/collective trusts at end of year2013-03-31$13,932,102
Value of interest in common/collective trusts at beginning of year2013-03-31$12,705,367
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-03-31$1,103,413
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-03-31$2,307,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-03-31$2,307,944
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-03-31$88
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-03-31$32,382,799
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-03-31$30,225,898
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-03-31$5,949,192
Net investment gain/loss from pooled separate accounts2013-03-31$19,005,940
Net investment gain or loss from common/collective trusts2013-03-31$1,713,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31No
Was there a failure to transmit to the plan any participant contributions2013-03-31Yes
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$23,267,759
Employer contributions (assets) at end of year2013-03-31$3,502,652
Employer contributions (assets) at beginning of year2013-03-31$2,790,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$23,895,942
Contract administrator fees2013-03-31$406,915
Assets. Value of buildings and other operty used in plan operation at end of year2013-03-31$14,067
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-03-31$13,549
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31No
Opinion of an independent qualified public accountant for this plan2013-03-31Unqualified
Accountancy firm name2013-03-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2013-03-31952036255
2012 : EIGHTH DISTRICT ELECTRICAL PENSION FUND ANNUITY PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$479,089
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$924,378
Total income from all sources (including contributions)2012-03-31$35,740,788
Total of all expenses incurred2012-03-31$21,130,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$20,280,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$23,014,861
Value of total assets at end of year2012-03-31$317,133,078
Value of total assets at beginning of year2012-03-31$302,968,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$850,410
Total interest from all sources2012-03-31$944,608
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$1,451,020
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-03-31$1,451,020
Administrative expenses professional fees incurred2012-03-31$225,747
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$1,000,000
If this is an individual account plan, was there a blackout period2012-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-03-31$0
Minimum employer required contribution for this plan year2012-03-31$23,014,861
Amount contributed by the employer to the plan for this plan year2012-03-31$23,014,861
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Contributions received from participants2012-03-31$2,307,450
Participant contributions at end of year2012-03-31$4,610,858
Participant contributions at beginning of year2012-03-31$4,195,860
Participant contributions at end of year2012-03-31$199,008
Participant contributions at beginning of year2012-03-31$229,628
Income. Received or receivable in cash from other sources (including rollovers)2012-03-31$74,405
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-03-31$77,708
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-03-31$95,043
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-03-31$232,955
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-03-31$715,358
Other income not declared elsewhere2012-03-31$313,759
Administrative expenses (other) incurred2012-03-31$94,223
Liabilities. Value of operating payables at end of year2012-03-31$246,134
Liabilities. Value of operating payables at beginning of year2012-03-31$209,020
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$14,610,207
Value of net assets at end of year (total assets less liabilities)2012-03-31$316,653,989
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$302,043,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Investment advisory and management fees2012-03-31$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-03-31$76,776,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-03-31$78,838,675
Value of interest in pooled separate accounts at end of year2012-03-31$186,213,841
Value of interest in pooled separate accounts at beginning of year2012-03-31$176,918,668
Interest on participant loans2012-03-31$106,148
Interest earned on other investments2012-03-31$838,167
Value of interest in common/collective trusts at end of year2012-03-31$12,705,367
Value of interest in common/collective trusts at beginning of year2012-03-31$12,189,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-03-31$3,519,792
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-03-31$2,286,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-03-31$2,286,623
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-03-31$293
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-03-31$30,225,898
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-03-31$26,075,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-03-31$940,507
Net investment gain/loss from pooled separate accounts2012-03-31$8,078,920
Net investment gain or loss from common/collective trusts2012-03-31$997,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31No
Was there a failure to transmit to the plan any participant contributions2012-03-31Yes
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$20,633,006
Employer contributions (assets) at end of year2012-03-31$2,790,271
Employer contributions (assets) at beginning of year2012-03-31$2,125,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$20,280,171
Contract administrator fees2012-03-31$490,440
Assets. Value of buildings and other operty used in plan operation at end of year2012-03-31$13,549
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-03-31$13,478
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31No
Opinion of an independent qualified public accountant for this plan2012-03-31Unqualified
Accountancy firm name2012-03-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2012-03-31952036255
2011 : EIGHTH DISTRICT ELECTRICAL PENSION FUND ANNUITY PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$924,378
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$1,325,740
Total income from all sources (including contributions)2011-03-31$58,360,695
Total of all expenses incurred2011-03-31$18,839,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$17,925,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$21,260,386
Value of total assets at end of year2011-03-31$302,968,160
Value of total assets at beginning of year2011-03-31$263,848,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$913,974
Total interest from all sources2011-03-31$854,524
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$665,485
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-03-31$665,485
Administrative expenses professional fees incurred2011-03-31$265,074
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$500,000
If this is an individual account plan, was there a blackout period2011-03-31No
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Contributions received from participants2011-03-31$2,375,753
Participant contributions at end of year2011-03-31$4,195,860
Participant contributions at beginning of year2011-03-31$3,121,945
Participant contributions at end of year2011-03-31$229,628
Participant contributions at beginning of year2011-03-31$227,644
Income. Received or receivable in cash from other sources (including rollovers)2011-03-31$40,606
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-03-31$95,043
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-03-31$86,130
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-03-31$715,358
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-03-31$1,068,679
Other income not declared elsewhere2011-03-31$348,930
Administrative expenses (other) incurred2011-03-31$115,761
Liabilities. Value of operating payables at end of year2011-03-31$209,020
Liabilities. Value of operating payables at beginning of year2011-03-31$257,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$39,521,471
Value of net assets at end of year (total assets less liabilities)2011-03-31$302,043,782
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$262,522,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Investment advisory and management fees2011-03-31$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-03-31$78,838,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-03-31$69,676,003
Value of interest in pooled separate accounts at end of year2011-03-31$176,918,668
Value of interest in pooled separate accounts at beginning of year2011-03-31$150,476,501
Interest on participant loans2011-03-31$100,030
Interest earned on other investments2011-03-31$754,410
Value of interest in common/collective trusts at end of year2011-03-31$12,189,402
Value of interest in common/collective trusts at beginning of year2011-03-31$11,278,468
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-03-31$2,286,623
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-03-31$4,561,626
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-03-31$4,561,626
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-03-31$84
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-03-31$26,075,125
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-03-31$22,248,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-03-31$11,406,656
Net investment gain/loss from pooled separate accounts2011-03-31$22,157,134
Net investment gain or loss from common/collective trusts2011-03-31$1,667,580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31No
Was there a failure to transmit to the plan any participant contributions2011-03-31Yes
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$18,844,027
Employer contributions (assets) at end of year2011-03-31$2,125,658
Employer contributions (assets) at beginning of year2011-03-31$2,154,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$17,925,250
Contract administrator fees2011-03-31$493,139
Assets. Value of buildings and other operty used in plan operation at end of year2011-03-31$13,478
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-03-31$16,966
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31No
Opinion of an independent qualified public accountant for this plan2011-03-31Unqualified
Accountancy firm name2011-03-31ROBISON, HILL & COMPANY
Accountancy firm EIN2011-03-31870328572

Form 5500 Responses for EIGHTH DISTRICT ELECTRICAL PENSION FUND ANNUITY PLAN

2022: EIGHTH DISTRICT ELECTRICAL PENSION FUND 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: EIGHTH DISTRICT ELECTRICAL PENSION FUND 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: EIGHTH DISTRICT ELECTRICAL PENSION FUND 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: EIGHTH DISTRICT ELECTRICAL PENSION FUND 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: EIGHTH DISTRICT ELECTRICAL PENSION FUND 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: EIGHTH DISTRICT ELECTRICAL PENSION FUND 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: EIGHTH DISTRICT ELECTRICAL PENSION FUND 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: EIGHTH DISTRICT ELECTRICAL PENSION FUND ANNUITY PLAN 2015 form 5500 responses
2015-04-01Type of plan entityMulti-employer plan
2015-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-04-01Plan is a collectively bargained planYes
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement – InsuranceYes
2015-04-01Plan benefit arrangement - TrustYes
2014: EIGHTH DISTRICT ELECTRICAL PENSION FUND ANNUITY PLAN 2014 form 5500 responses
2014-04-01Type of plan entityMulti-employer plan
2014-04-01Plan is a collectively bargained planYes
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2014-04-01Plan benefit arrangement - TrustYes
2013: EIGHTH DISTRICT ELECTRICAL PENSION FUND ANNUITY PLAN 2013 form 5500 responses
2013-04-01Type of plan entityMulti-employer plan
2013-04-01Plan is a collectively bargained planYes
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement - TrustYes
2012: EIGHTH DISTRICT ELECTRICAL PENSION FUND ANNUITY PLAN 2012 form 5500 responses
2012-04-01Type of plan entityMulti-employer plan
2012-04-01Plan is a collectively bargained planYes
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement - TrustYes
2011: EIGHTH DISTRICT ELECTRICAL PENSION FUND ANNUITY PLAN 2011 form 5500 responses
2011-04-01Type of plan entityMulti-employer plan
2011-04-01Plan is a collectively bargained planYes
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement – InsuranceYes
2011-04-01Plan benefit arrangement - TrustYes
2009: EIGHTH DISTRICT ELECTRICAL PENSION FUND ANNUITY PLAN 2009 form 5500 responses
2009-04-01Type of plan entityMulti-employer plan
2009-04-01Plan is a collectively bargained planYes
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan 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 number038766
Policy instance 1
Insurance contract or identification number038766
Number of Individuals Covered21191
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 number038766
Policy instance 1
Insurance contract or identification number038766
Number of Individuals Covered19976
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 number038766
Policy instance 1
Insurance contract or identification number038766
Number of Individuals Covered19044
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 number038766
Policy instance 1
Insurance contract or identification number038766
Number of Individuals Covered18289
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 number038766
Policy instance 1
Insurance contract or identification number038766
Number of Individuals Covered17310
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 number038766
Policy instance 1
Insurance contract or identification number038766
Number of Individuals Covered16913
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 number038766
Policy instance 1
Insurance contract or identification number038766
Number of Individuals Covered16220
Insurance policy start date2014-04-01
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 number038766
Policy instance 1
Insurance contract or identification number038766
Number of Individuals Covered15970
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038766
Policy instance 1
Insurance contract or identification number038766
Number of Individuals Covered15661
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038766
Policy instance 1
Insurance contract or identification number038766
Number of Individuals Covered15770
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038766
Policy instance 1
Insurance contract or identification number038766
Number of Individuals Covered15483
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038766
Policy instance 1
Insurance contract or identification number038766
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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