401k Plan data: I.B.E.W. LOCAL NO. 490 ANNUITY FUND plan

I.B.E.W. LOCAL NO. 490 ANNUITY FUND 401k Plan overview

Plan Name	I.B.E.W. LOCAL NO. 490 ANNUITY FUND
Plan identification number	002

I.B.E.W. LOCAL NO. 490 ANNUITY FUND Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

JOINT BOARD OF TRUSTEE OF I.B.E.W. has sponsored the creation of one or more 401k plans.

Company Name: JOINT BOARD OF TRUSTEE OF I.B.E.W.

Employer identification number (EIN): 026075267

NAIC Classification: 238210
NAIC Description: Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.B.E.W. LOCAL NO. 490 ANNUITY FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-06-01 ERIC BATCHELOR 2024-03-13 KRISTEN GOWIN 2024-03-13
002 2021-06-01 MARCO LACASSE 2023-02-16 KRISTEN GOWIN 2023-02-16
002 2020-06-01 MARCO LACASSE 2022-03-07
002 2019-06-01 MARCO LACASSE 2021-03-01
002 2018-06-01 DENIS BEAUDOIN 2020-03-04
002 2017-06-01
002 2016-06-01
002 2015-06-01 KATHLEEN SANBORN
002 2014-06-01 DENIS BEAUDOIN
002 2013-06-01 DENIS BEAUDOIN
002 2012-06-01 DENIS BEAUDOIN
002 2011-06-01 DENIS BEAUDOIN
002 2010-06-01 DENIS BEAUDOIN
002 2009-06-01 DENIS BEAUDOIN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-06-01	ERIC BATCHELOR	2024-03-13	KRISTEN GOWIN	2024-03-13
002	2021-06-01	MARCO LACASSE	2023-02-16	KRISTEN GOWIN	2023-02-16
002	2020-06-01	MARCO LACASSE	2022-03-07
002	2019-06-01	MARCO LACASSE	2021-03-01
002	2018-06-01	DENIS BEAUDOIN	2020-03-04
002	2017-06-01
002	2016-06-01
002	2015-06-01	KATHLEEN SANBORN
002	2014-06-01	DENIS BEAUDOIN
002	2013-06-01	DENIS BEAUDOIN
002	2012-06-01	DENIS BEAUDOIN
002	2011-06-01	DENIS BEAUDOIN
002	2010-06-01	DENIS BEAUDOIN
002	2009-06-01	DENIS BEAUDOIN

Plan Statistics for I.B.E.W. LOCAL NO. 490 ANNUITY FUND

401k plan membership statisitcs for I.B.E.W. LOCAL NO. 490 ANNUITY FUND

Measure Date Value
2022: I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2022 401k membership
Total participants, beginning-of-year 2022-06-01 481
Total number of active participants reported on line 7a of the Form 5500 2022-06-01 340
Number of other retired or separated participants entitled to future benefits 2022-06-01 26
Total of all active and inactive participants 2022-06-01 366
Total participants 2022-06-01 366
Number of participants with account balances 2022-06-01 366
Number of employers contributing to the scheme 2022-06-01 30
2021: I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2021 401k membership
Total participants, beginning-of-year 2021-06-01 535
Total number of active participants reported on line 7a of the Form 5500 2021-06-01 341
Number of retired or separated participants receiving benefits 2021-06-01 0
Number of other retired or separated participants entitled to future benefits 2021-06-01 140
Total of all active and inactive participants 2021-06-01 481
Total participants 2021-06-01 481
Number of participants with account balances 2021-06-01 445
Number of employers contributing to the scheme 2021-06-01 32
2020: I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2020 401k membership
Total participants, beginning-of-year 2020-06-01 511
Total number of active participants reported on line 7a of the Form 5500 2020-06-01 468
Number of retired or separated participants receiving benefits 2020-06-01 1
Number of other retired or separated participants entitled to future benefits 2020-06-01 66
Total of all active and inactive participants 2020-06-01 535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-06-01 0
Total participants 2020-06-01 535
Number of participants with account balances 2020-06-01 499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-06-01 0
Number of employers contributing to the scheme 2020-06-01 31
2019: I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2019 401k membership
Total participants, beginning-of-year 2019-06-01 489
Total number of active participants reported on line 7a of the Form 5500 2019-06-01 437
Number of retired or separated participants receiving benefits 2019-06-01 1
Number of other retired or separated participants entitled to future benefits 2019-06-01 73
Total of all active and inactive participants 2019-06-01 511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-06-01 0
Total participants 2019-06-01 511
Number of participants with account balances 2019-06-01 481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-06-01 0
Number of employers contributing to the scheme 2019-06-01 31
2018: I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2018 401k membership
Total participants, beginning-of-year 2018-06-01 472
Total number of active participants reported on line 7a of the Form 5500 2018-06-01 400
Number of retired or separated participants receiving benefits 2018-06-01 1
Number of other retired or separated participants entitled to future benefits 2018-06-01 82
Total of all active and inactive participants 2018-06-01 483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-06-01 0
Total participants 2018-06-01 483
Number of participants with account balances 2018-06-01 460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-06-01 0
Number of employers contributing to the scheme 2018-06-01 31
2017: I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year 2017-06-01 467
Total number of active participants reported on line 7a of the Form 5500 2017-06-01 381
Number of retired or separated participants receiving benefits 2017-06-01 1
Number of other retired or separated participants entitled to future benefits 2017-06-01 90
Total of all active and inactive participants 2017-06-01 472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-06-01 0
Total participants 2017-06-01 472
Number of participants with account balances 2017-06-01 440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-06-01 0
Number of employers contributing to the scheme 2017-06-01 31
2016: I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year 2016-06-01 436
Total number of active participants reported on line 7a of the Form 5500 2016-06-01 358
Number of retired or separated participants receiving benefits 2016-06-01 0
Number of other retired or separated participants entitled to future benefits 2016-06-01 109
Total of all active and inactive participants 2016-06-01 467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-06-01 0
Total participants 2016-06-01 467
Number of participants with account balances 2016-06-01 438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-06-01 0
Number of employers contributing to the scheme 2016-06-01 31
2015: I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year 2015-06-01 453
Total number of active participants reported on line 7a of the Form 5500 2015-06-01 331
Number of retired or separated participants receiving benefits 2015-06-01 0
Number of other retired or separated participants entitled to future benefits 2015-06-01 105
Total of all active and inactive participants 2015-06-01 436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-06-01 0
Total participants 2015-06-01 436
Number of participants with account balances 2015-06-01 412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-06-01 0
Number of employers contributing to the scheme 2015-06-01 21
2014: I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year 2014-06-01 469
Total number of active participants reported on line 7a of the Form 5500 2014-06-01 337
Number of retired or separated participants receiving benefits 2014-06-01 0
Number of other retired or separated participants entitled to future benefits 2014-06-01 116
Total of all active and inactive participants 2014-06-01 453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-06-01 0
Total participants 2014-06-01 453
Number of participants with account balances 2014-06-01 426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-06-01 0
Number of employers contributing to the scheme 2014-06-01 21
2013: I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year 2013-06-01 462
Total number of active participants reported on line 7a of the Form 5500 2013-06-01 348
Number of retired or separated participants receiving benefits 2013-06-01 0
Number of other retired or separated participants entitled to future benefits 2013-06-01 121
Total of all active and inactive participants 2013-06-01 469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-06-01 0
Total participants 2013-06-01 469
Number of participants with account balances 2013-06-01 444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-06-01 0
Number of employers contributing to the scheme 2013-06-01 21
2012: I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year 2012-06-01 465
Total number of active participants reported on line 7a of the Form 5500 2012-06-01 237
Number of retired or separated participants receiving benefits 2012-06-01 0
Number of other retired or separated participants entitled to future benefits 2012-06-01 223
Total of all active and inactive participants 2012-06-01 460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-06-01 0
Total participants 2012-06-01 460
Number of participants with account balances 2012-06-01 460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-06-01 0
Number of employers contributing to the scheme 2012-06-01 21
2011: I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year 2011-06-01 467
Total number of active participants reported on line 7a of the Form 5500 2011-06-01 255
Number of retired or separated participants receiving benefits 2011-06-01 1
Number of other retired or separated participants entitled to future benefits 2011-06-01 208
Total of all active and inactive participants 2011-06-01 464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-06-01 1
Total participants 2011-06-01 465
Number of participants with account balances 2011-06-01 465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-06-01 0
Number of employers contributing to the scheme 2011-06-01 21
2010: I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2010 401k membership
Total participants, beginning-of-year 2010-06-01 492
Total number of active participants reported on line 7a of the Form 5500 2010-06-01 248
Number of retired or separated participants receiving benefits 2010-06-01 1
Number of other retired or separated participants entitled to future benefits 2010-06-01 217
Total of all active and inactive participants 2010-06-01 466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-06-01 1
Total participants 2010-06-01 467
Number of participants with account balances 2010-06-01 466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-06-01 0
Number of employers contributing to the scheme 2010-06-01 21
2009: I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year 2009-06-01 470
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 345
Number of retired or separated participants receiving benefits 2009-06-01 1
Number of other retired or separated participants entitled to future benefits 2009-06-01 145
Total of all active and inactive participants 2009-06-01 491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-06-01 1
Total participants 2009-06-01 492
Number of participants with account balances 2009-06-01 466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-06-01 0
Number of employers contributing to the scheme 2009-06-01 21

Measure	Date	Value
2022: I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2022 401k membership
Total participants, beginning-of-year	2022-06-01	481
Total number of active participants reported on line 7a of the Form 5500	2022-06-01	340
Number of other retired or separated participants entitled to future benefits	2022-06-01	26
Total of all active and inactive participants	2022-06-01	366
Total participants	2022-06-01	366
Number of participants with account balances	2022-06-01	366
Number of employers contributing to the scheme	2022-06-01	30
2021: I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2021 401k membership
Total participants, beginning-of-year	2021-06-01	535
Total number of active participants reported on line 7a of the Form 5500	2021-06-01	341
Number of retired or separated participants receiving benefits	2021-06-01	0
Number of other retired or separated participants entitled to future benefits	2021-06-01	140
Total of all active and inactive participants	2021-06-01	481
Total participants	2021-06-01	481
Number of participants with account balances	2021-06-01	445
Number of employers contributing to the scheme	2021-06-01	32
2020: I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2020 401k membership
Total participants, beginning-of-year	2020-06-01	511
Total number of active participants reported on line 7a of the Form 5500	2020-06-01	468
Number of retired or separated participants receiving benefits	2020-06-01	1
Number of other retired or separated participants entitled to future benefits	2020-06-01	66
Total of all active and inactive participants	2020-06-01	535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-06-01	0
Total participants	2020-06-01	535
Number of participants with account balances	2020-06-01	499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-06-01	0
Number of employers contributing to the scheme	2020-06-01	31
2019: I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2019 401k membership
Total participants, beginning-of-year	2019-06-01	489
Total number of active participants reported on line 7a of the Form 5500	2019-06-01	437
Number of retired or separated participants receiving benefits	2019-06-01	1
Number of other retired or separated participants entitled to future benefits	2019-06-01	73
Total of all active and inactive participants	2019-06-01	511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-06-01	0
Total participants	2019-06-01	511
Number of participants with account balances	2019-06-01	481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-06-01	0
Number of employers contributing to the scheme	2019-06-01	31
2018: I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2018 401k membership
Total participants, beginning-of-year	2018-06-01	472
Total number of active participants reported on line 7a of the Form 5500	2018-06-01	400
Number of retired or separated participants receiving benefits	2018-06-01	1
Number of other retired or separated participants entitled to future benefits	2018-06-01	82
Total of all active and inactive participants	2018-06-01	483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-06-01	0
Total participants	2018-06-01	483
Number of participants with account balances	2018-06-01	460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-06-01	0
Number of employers contributing to the scheme	2018-06-01	31
2017: I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year	2017-06-01	467
Total number of active participants reported on line 7a of the Form 5500	2017-06-01	381
Number of retired or separated participants receiving benefits	2017-06-01	1
Number of other retired or separated participants entitled to future benefits	2017-06-01	90
Total of all active and inactive participants	2017-06-01	472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-06-01	0
Total participants	2017-06-01	472
Number of participants with account balances	2017-06-01	440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-06-01	0
Number of employers contributing to the scheme	2017-06-01	31
2016: I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year	2016-06-01	436
Total number of active participants reported on line 7a of the Form 5500	2016-06-01	358
Number of retired or separated participants receiving benefits	2016-06-01	0
Number of other retired or separated participants entitled to future benefits	2016-06-01	109
Total of all active and inactive participants	2016-06-01	467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-06-01	0
Total participants	2016-06-01	467
Number of participants with account balances	2016-06-01	438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-06-01	0
Number of employers contributing to the scheme	2016-06-01	31
2015: I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year	2015-06-01	453
Total number of active participants reported on line 7a of the Form 5500	2015-06-01	331
Number of retired or separated participants receiving benefits	2015-06-01	0
Number of other retired or separated participants entitled to future benefits	2015-06-01	105
Total of all active and inactive participants	2015-06-01	436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-06-01	0
Total participants	2015-06-01	436
Number of participants with account balances	2015-06-01	412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-06-01	0
Number of employers contributing to the scheme	2015-06-01	21
2014: I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year	2014-06-01	469
Total number of active participants reported on line 7a of the Form 5500	2014-06-01	337
Number of retired or separated participants receiving benefits	2014-06-01	0
Number of other retired or separated participants entitled to future benefits	2014-06-01	116
Total of all active and inactive participants	2014-06-01	453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-06-01	0
Total participants	2014-06-01	453
Number of participants with account balances	2014-06-01	426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-06-01	0
Number of employers contributing to the scheme	2014-06-01	21
2013: I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year	2013-06-01	462
Total number of active participants reported on line 7a of the Form 5500	2013-06-01	348
Number of retired or separated participants receiving benefits	2013-06-01	0
Number of other retired or separated participants entitled to future benefits	2013-06-01	121
Total of all active and inactive participants	2013-06-01	469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-06-01	0
Total participants	2013-06-01	469
Number of participants with account balances	2013-06-01	444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-06-01	0
Number of employers contributing to the scheme	2013-06-01	21
2012: I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year	2012-06-01	465
Total number of active participants reported on line 7a of the Form 5500	2012-06-01	237
Number of retired or separated participants receiving benefits	2012-06-01	0
Number of other retired or separated participants entitled to future benefits	2012-06-01	223
Total of all active and inactive participants	2012-06-01	460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-06-01	0
Total participants	2012-06-01	460
Number of participants with account balances	2012-06-01	460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-06-01	0
Number of employers contributing to the scheme	2012-06-01	21
2011: I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year	2011-06-01	467
Total number of active participants reported on line 7a of the Form 5500	2011-06-01	255
Number of retired or separated participants receiving benefits	2011-06-01	1
Number of other retired or separated participants entitled to future benefits	2011-06-01	208
Total of all active and inactive participants	2011-06-01	464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-06-01	1
Total participants	2011-06-01	465
Number of participants with account balances	2011-06-01	465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-06-01	0
Number of employers contributing to the scheme	2011-06-01	21
2010: I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2010 401k membership
Total participants, beginning-of-year	2010-06-01	492
Total number of active participants reported on line 7a of the Form 5500	2010-06-01	248
Number of retired or separated participants receiving benefits	2010-06-01	1
Number of other retired or separated participants entitled to future benefits	2010-06-01	217
Total of all active and inactive participants	2010-06-01	466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-06-01	1
Total participants	2010-06-01	467
Number of participants with account balances	2010-06-01	466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-06-01	0
Number of employers contributing to the scheme	2010-06-01	21
2009: I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year	2009-06-01	470
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	345
Number of retired or separated participants receiving benefits	2009-06-01	1
Number of other retired or separated participants entitled to future benefits	2009-06-01	145
Total of all active and inactive participants	2009-06-01	491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-06-01	1
Total participants	2009-06-01	492
Number of participants with account balances	2009-06-01	466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-06-01	0
Number of employers contributing to the scheme	2009-06-01	21

Financial Data on I.B.E.W. LOCAL NO. 490 ANNUITY FUND

Measure	Date	Value
2023 : I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-05-31	$112,055
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-05-31	$115,004
Total income from all sources (including contributions)	2023-05-31	$1,828,872
Total of all expenses incurred	2023-05-31	$1,318,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-05-31	$1,185,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-05-31	$1,313,839
Value of total assets at end of year	2023-05-31	$26,478,576
Value of total assets at beginning of year	2023-05-31	$25,970,905
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-05-31	$132,910
Total interest from all sources	2023-05-31	$84,651
Total dividends received (eg from common stock, registered investment company shares)	2023-05-31	$1,113,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-05-31	$1,113,514
Administrative expenses professional fees incurred	2023-05-31	$27,308
Was this plan covered by a fidelity bond	2023-05-31	Yes
Value of fidelity bond cover	2023-05-31	$1,500,000
If this is an individual account plan, was there a blackout period	2023-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-05-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2023-05-31	$455,326
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-05-31	$83,033
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-05-31	$66,426
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-05-31	$112,055
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-05-31	$115,004
Administrative expenses (other) incurred	2023-05-31	$15,877
Total non interest bearing cash at end of year	2023-05-31	$62,392
Total non interest bearing cash at beginning of year	2023-05-31	$56,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-05-31	No
Value of net income/loss	2023-05-31	$510,620
Value of net assets at end of year (total assets less liabilities)	2023-05-31	$26,366,521
Value of net assets at beginning of year (total assets less liabilities)	2023-05-31	$25,855,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-05-31	No
Were any leases to which the plan was party in default or uncollectible	2023-05-31	No
Investment advisory and management fees	2023-05-31	$43,465
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-05-31	$18,998,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-05-31	$18,969,800
Interest earned on other investments	2023-05-31	$84,651
Value of interest in common/collective trusts at end of year	2023-05-31	$2,956,268
Value of interest in common/collective trusts at beginning of year	2023-05-31	$3,129,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-05-31	$3,689
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-05-31	$3,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-05-31	$3,562
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-05-31	$4,270,158
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-05-31	$3,645,662
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-05-31	$-726,818
Net investment gain or loss from common/collective trusts	2023-05-31	$43,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-05-31	No
Was there a failure to transmit to the plan any participant contributions	2023-05-31	No
Has the plan failed to provide any benefit when due under the plan	2023-05-31	No
Contributions received in cash from employer	2023-05-31	$858,513
Employer contributions (assets) at end of year	2023-05-31	$104,785
Employer contributions (assets) at beginning of year	2023-05-31	$98,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-05-31	$1,185,342
Contract administrator fees	2023-05-31	$46,260
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-05-31	No
Did the plan have assets held for investment	2023-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-05-31	No
Opinion of an independent qualified public accountant for this plan	2023-05-31	Unqualified
Accountancy firm name	2023-05-31	NOVAK FRANCELLA, LLC
Accountancy firm EIN	2023-05-31	611436956
2022 : I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-05-31	$48,036
Total unrealized appreciation/depreciation of assets	2022-05-31	$48,036
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-05-31	$115,004
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-05-31	$102,474
Total income from all sources (including contributions)	2022-05-31	$-1,265,435
Total loss/gain on sale of assets	2022-05-31	$50,190
Total of all expenses incurred	2022-05-31	$1,831,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-05-31	$1,708,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-05-31	$1,222,179
Value of total assets at end of year	2022-05-31	$25,970,905
Value of total assets at beginning of year	2022-05-31	$29,055,389
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-05-31	$123,003
Total interest from all sources	2022-05-31	$20,965
Total dividends received (eg from common stock, registered investment company shares)	2022-05-31	$1,388,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-05-31	$1,388,630
Administrative expenses professional fees incurred	2022-05-31	$19,180
Was this plan covered by a fidelity bond	2022-05-31	Yes
Value of fidelity bond cover	2022-05-31	$1,500,000
If this is an individual account plan, was there a blackout period	2022-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-05-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2022-05-31	$221,836
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-05-31	$66,426
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-05-31	$83,405
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-05-31	$115,004
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-05-31	$102,474
Other income not declared elsewhere	2022-05-31	$9,523
Administrative expenses (other) incurred	2022-05-31	$14,771
Total non interest bearing cash at end of year	2022-05-31	$56,696
Total non interest bearing cash at beginning of year	2022-05-31	$44,369
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-05-31	No
Value of net income/loss	2022-05-31	$-3,097,014
Value of net assets at end of year (total assets less liabilities)	2022-05-31	$25,855,901
Value of net assets at beginning of year (total assets less liabilities)	2022-05-31	$28,952,915
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-05-31	No
Were any leases to which the plan was party in default or uncollectible	2022-05-31	No
Investment advisory and management fees	2022-05-31	$48,052
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-05-31	$18,969,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-05-31	$25,776,127
Interest earned on other investments	2022-05-31	$20,965
Value of interest in common/collective trusts at end of year	2022-05-31	$3,129,812
Value of interest in common/collective trusts at beginning of year	2022-05-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-05-31	$3,562
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-05-31	$94,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-05-31	$94,184
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-05-31	$3,645,662
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-05-31	$2,963,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-05-31	$-3,706,463
Net investment gain or loss from common/collective trusts	2022-05-31	$-298,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-05-31	No
Was there a failure to transmit to the plan any participant contributions	2022-05-31	No
Has the plan failed to provide any benefit when due under the plan	2022-05-31	No
Contributions received in cash from employer	2022-05-31	$1,000,343
Employer contributions (assets) at end of year	2022-05-31	$98,947
Employer contributions (assets) at beginning of year	2022-05-31	$94,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-05-31	$1,708,576
Contract administrator fees	2022-05-31	$41,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-05-31	No
Did the plan have assets held for investment	2022-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-05-31	No
Aggregate proceeds on sale of assets	2022-05-31	$3,674,014
Aggregate carrying amount (costs) on sale of assets	2022-05-31	$3,623,824
Opinion of an independent qualified public accountant for this plan	2022-05-31	Unqualified
Accountancy firm name	2022-05-31	NOVAK FRANCELLA, LLC
Accountancy firm EIN	2022-05-31	611436956
2021 : I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-05-31	$102,474
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-05-31	$55,833
Total income from all sources (including contributions)	2021-05-31	$8,087,002
Total loss/gain on sale of assets	2021-05-31	$0
Total of all expenses incurred	2021-05-31	$1,045,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-05-31	$901,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-05-31	$1,139,465
Value of total assets at end of year	2021-05-31	$29,055,389
Value of total assets at beginning of year	2021-05-31	$21,967,126
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-05-31	$143,842
Total interest from all sources	2021-05-31	$67,776
Total dividends received (eg from common stock, registered investment company shares)	2021-05-31	$484,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-05-31	$484,975
Administrative expenses professional fees incurred	2021-05-31	$25,830
Was this plan covered by a fidelity bond	2021-05-31	Yes
Value of fidelity bond cover	2021-05-31	$1,500,000
If this is an individual account plan, was there a blackout period	2021-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-05-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-05-31	$83,405
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-05-31	$50,061
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-05-31	$102,474
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-05-31	$55,833
Other income not declared elsewhere	2021-05-31	$11,196
Administrative expenses (other) incurred	2021-05-31	$16,043
Total non interest bearing cash at end of year	2021-05-31	$44,369
Total non interest bearing cash at beginning of year	2021-05-31	$36,297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-05-31	No
Value of net income/loss	2021-05-31	$7,041,622
Value of net assets at end of year (total assets less liabilities)	2021-05-31	$28,952,915
Value of net assets at beginning of year (total assets less liabilities)	2021-05-31	$21,911,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-05-31	No
Were any leases to which the plan was party in default or uncollectible	2021-05-31	No
Investment advisory and management fees	2021-05-31	$45,954
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-05-31	$25,776,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-05-31	$18,742,320
Interest earned on other investments	2021-05-31	$67,776
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-05-31	$94,184
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-05-31	$88,860
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-05-31	$88,860
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-05-31	$2,963,008
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-05-31	$2,963,220
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-05-31	$6,383,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-05-31	No
Was there a failure to transmit to the plan any participant contributions	2021-05-31	No
Has the plan failed to provide any benefit when due under the plan	2021-05-31	No
Contributions received in cash from employer	2021-05-31	$1,139,465
Employer contributions (assets) at end of year	2021-05-31	$94,296
Employer contributions (assets) at beginning of year	2021-05-31	$86,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-05-31	$901,538
Contract administrator fees	2021-05-31	$56,015
Did the plan have assets held for investment	2021-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-05-31	No
Opinion of an independent qualified public accountant for this plan	2021-05-31	Unqualified
Accountancy firm name	2021-05-31	NOVAK FRANCELLA, LLC
Accountancy firm EIN	2021-05-31	611436956
2020 : I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-05-31	$55,833
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-05-31	$38,327
Total income from all sources (including contributions)	2020-05-31	$3,368,110
Total loss/gain on sale of assets	2020-05-31	$0
Total of all expenses incurred	2020-05-31	$1,120,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-05-31	$985,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-05-31	$1,153,705
Value of total assets at end of year	2020-05-31	$21,967,126
Value of total assets at beginning of year	2020-05-31	$19,701,716
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-05-31	$134,257
Total interest from all sources	2020-05-31	$68,042
Total dividends received (eg from common stock, registered investment company shares)	2020-05-31	$421,929
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-05-31	$421,929
Administrative expenses professional fees incurred	2020-05-31	$29,569
Was this plan covered by a fidelity bond	2020-05-31	Yes
Value of fidelity bond cover	2020-05-31	$1,200,000
If this is an individual account plan, was there a blackout period	2020-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-05-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-05-31	$50,061
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-05-31	$78,022
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-05-31	$55,833
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-05-31	$38,327
Other income not declared elsewhere	2020-05-31	$7,469
Administrative expenses (other) incurred	2020-05-31	$14,279
Total non interest bearing cash at end of year	2020-05-31	$36,297
Total non interest bearing cash at beginning of year	2020-05-31	$37,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-05-31	No
Value of net income/loss	2020-05-31	$2,247,904
Value of net assets at end of year (total assets less liabilities)	2020-05-31	$21,911,293
Value of net assets at beginning of year (total assets less liabilities)	2020-05-31	$19,663,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-05-31	No
Were any leases to which the plan was party in default or uncollectible	2020-05-31	No
Investment advisory and management fees	2020-05-31	$42,467
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-05-31	$18,742,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-05-31	$17,026,649
Interest earned on other investments	2020-05-31	$68,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-05-31	$88,860
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-05-31	$12,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-05-31	$12,812
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-05-31	$2,963,220
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-05-31	$2,429,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-05-31	$1,716,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-05-31	No
Was there a failure to transmit to the plan any participant contributions	2020-05-31	No
Has the plan failed to provide any benefit when due under the plan	2020-05-31	No
Contributions received in cash from employer	2020-05-31	$1,153,705
Employer contributions (assets) at end of year	2020-05-31	$86,368
Employer contributions (assets) at beginning of year	2020-05-31	$117,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-05-31	$985,949
Contract administrator fees	2020-05-31	$47,942
Did the plan have assets held for investment	2020-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-05-31	No
Opinion of an independent qualified public accountant for this plan	2020-05-31	Unqualified
Accountancy firm name	2020-05-31	NOVAK FRANCELLA, LLC
Accountancy firm EIN	2020-05-31	611436956
2019 : I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-05-31	$38,327
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-05-31	$28,260
Total income from all sources (including contributions)	2019-05-31	$1,520,972
Total loss/gain on sale of assets	2019-05-31	$0
Total of all expenses incurred	2019-05-31	$1,088,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-05-31	$974,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-05-31	$1,108,564
Value of total assets at end of year	2019-05-31	$19,701,716
Value of total assets at beginning of year	2019-05-31	$19,258,967
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-05-31	$113,569
Total interest from all sources	2019-05-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-05-31	$578,053
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-05-31	$578,053
Administrative expenses professional fees incurred	2019-05-31	$23,240
Was this plan covered by a fidelity bond	2019-05-31	Yes
Value of fidelity bond cover	2019-05-31	$1,200,000
If this is an individual account plan, was there a blackout period	2019-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-05-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2019-05-31	$1,666
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-05-31	$78,022
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-05-31	$42,207
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-05-31	$38,327
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-05-31	$28,260
Other income not declared elsewhere	2019-05-31	$7,539
Administrative expenses (other) incurred	2019-05-31	$6,468
Total non interest bearing cash at end of year	2019-05-31	$37,150
Total non interest bearing cash at beginning of year	2019-05-31	$48,182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-05-31	No
Value of net income/loss	2019-05-31	$432,682
Value of net assets at end of year (total assets less liabilities)	2019-05-31	$19,663,389
Value of net assets at beginning of year (total assets less liabilities)	2019-05-31	$19,230,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-05-31	No
Were any leases to which the plan was party in default or uncollectible	2019-05-31	No
Investment advisory and management fees	2019-05-31	$39,115
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-05-31	$17,026,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-05-31	$16,813,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-05-31	$12,812
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-05-31	$1,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-05-31	$1,755
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-05-31	$2,429,204
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-05-31	$2,272,827
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-05-31	$-173,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-05-31	No
Was there a failure to transmit to the plan any participant contributions	2019-05-31	No
Has the plan failed to provide any benefit when due under the plan	2019-05-31	No
Contributions received in cash from employer	2019-05-31	$1,106,898
Employer contributions (assets) at end of year	2019-05-31	$117,879
Employer contributions (assets) at beginning of year	2019-05-31	$80,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-05-31	$974,721
Contract administrator fees	2019-05-31	$44,746
Did the plan have assets held for investment	2019-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-05-31	No
Opinion of an independent qualified public accountant for this plan	2019-05-31	Unqualified
Accountancy firm name	2019-05-31	NOVAK FRANCELLA, LLC
Accountancy firm EIN	2019-05-31	611436956
2018 : I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-05-31	$28,260
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-05-31	$2,534,138
Total income from all sources (including contributions)	2018-05-31	$3,460,534
Total loss/gain on sale of assets	2018-05-31	$0
Total of all expenses incurred	2018-05-31	$792,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-05-31	$686,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-05-31	$1,081,646
Value of total assets at end of year	2018-05-31	$19,258,967
Value of total assets at beginning of year	2018-05-31	$19,096,643
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-05-31	$106,207
Total interest from all sources	2018-05-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-05-31	$385,028
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-05-31	$385,028
Administrative expenses professional fees incurred	2018-05-31	$25,384
Was this plan covered by a fidelity bond	2018-05-31	Yes
Value of fidelity bond cover	2018-05-31	$1,200,000
If this is an individual account plan, was there a blackout period	2018-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-05-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2018-05-31	$48,244
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-05-31	$42,207
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-05-31	$2,434,390
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-05-31	$28,260
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-05-31	$2,534,138
Other income not declared elsewhere	2018-05-31	$10,782
Administrative expenses (other) incurred	2018-05-31	$2,491
Total non interest bearing cash at end of year	2018-05-31	$48,182
Total non interest bearing cash at beginning of year	2018-05-31	$86,422
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-05-31	No
Value of net income/loss	2018-05-31	$2,668,202
Value of net assets at end of year (total assets less liabilities)	2018-05-31	$19,230,707
Value of net assets at beginning of year (total assets less liabilities)	2018-05-31	$16,562,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-05-31	No
Were any leases to which the plan was party in default or uncollectible	2018-05-31	No
Investment advisory and management fees	2018-05-31	$38,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-05-31	$16,813,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-05-31	$13,985,567
Interest earned on other investments	2018-05-31	$0
Value of interest in common/collective trusts at beginning of year	2018-05-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-05-31	$1,755
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-05-31	$112,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-05-31	$112,754
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-05-31	$2,272,827
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-05-31	$2,412,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-05-31	$1,983,078
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-05-31	No
Was there a failure to transmit to the plan any participant contributions	2018-05-31	No
Has the plan failed to provide any benefit when due under the plan	2018-05-31	No
Contributions received in cash from employer	2018-05-31	$1,033,402
Employer contributions (assets) at end of year	2018-05-31	$80,846
Employer contributions (assets) at beginning of year	2018-05-31	$64,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-05-31	$686,125
Contract administrator fees	2018-05-31	$40,332
Did the plan have assets held for investment	2018-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-05-31	No
Opinion of an independent qualified public accountant for this plan	2018-05-31	Unqualified
Accountancy firm name	2018-05-31	NOVAK FRANCELLA, LLC
Accountancy firm EIN	2018-05-31	611436956
2017 : I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-05-31	$2,534,138
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-05-31	$28,002
Total income from all sources (including contributions)	2017-05-31	$3,135,892
Total loss/gain on sale of assets	2017-05-31	$0
Total of all expenses incurred	2017-05-31	$1,062,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-05-31	$945,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-05-31	$996,332
Value of total assets at end of year	2017-05-31	$19,096,643
Value of total assets at beginning of year	2017-05-31	$14,516,707
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-05-31	$116,695
Total interest from all sources	2017-05-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-05-31	$224,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-05-31	$224,707
Administrative expenses professional fees incurred	2017-05-31	$40,374
Was this plan covered by a fidelity bond	2017-05-31	Yes
Value of fidelity bond cover	2017-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-05-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-05-31	$2,434,390
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-05-31	$31,746
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-05-31	$2,534,138
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-05-31	$28,002
Other income not declared elsewhere	2017-05-31	$16,439
Administrative expenses (other) incurred	2017-05-31	$2,430
Total non interest bearing cash at end of year	2017-05-31	$86,422
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-05-31	No
Value of net income/loss	2017-05-31	$2,073,800
Value of net assets at end of year (total assets less liabilities)	2017-05-31	$16,562,505
Value of net assets at beginning of year (total assets less liabilities)	2017-05-31	$14,488,705
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-05-31	No
Were any leases to which the plan was party in default or uncollectible	2017-05-31	No
Investment advisory and management fees	2017-05-31	$39,345
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-05-31	$13,985,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-05-31	$12,236,266
Value of interest in common/collective trusts at end of year	2017-05-31	$0
Value of interest in common/collective trusts at beginning of year	2017-05-31	$2,111,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-05-31	$112,754
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-05-31	$59,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-05-31	$59,698
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-05-31	$2,412,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-05-31	$1,876,723
Net investment gain or loss from common/collective trusts	2017-05-31	$21,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-05-31	No
Was there a failure to transmit to the plan any participant contributions	2017-05-31	No
Has the plan failed to provide any benefit when due under the plan	2017-05-31	No
Contributions received in cash from employer	2017-05-31	$996,332
Employer contributions (assets) at end of year	2017-05-31	$64,930
Employer contributions (assets) at beginning of year	2017-05-31	$77,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-05-31	$945,397
Contract administrator fees	2017-05-31	$34,546
Did the plan have assets held for investment	2017-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-05-31	No
Opinion of an independent qualified public accountant for this plan	2017-05-31	Unqualified
Accountancy firm name	2017-05-31	NOVAK FRANCELLA, LLC
Accountancy firm EIN	2017-05-31	611436956
2016 : I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-05-31	$28,002
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-05-31	$49,863
Total income from all sources (including contributions)	2016-05-31	$603,364
Total loss/gain on sale of assets	2016-05-31	$0
Total of all expenses incurred	2016-05-31	$1,051,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-05-31	$968,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-05-31	$813,737
Value of total assets at end of year	2016-05-31	$14,516,707
Value of total assets at beginning of year	2016-05-31	$14,986,431
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-05-31	$82,236
Total interest from all sources	2016-05-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-05-31	$340,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-05-31	$340,121
Was this plan covered by a fidelity bond	2016-05-31	Yes
Value of fidelity bond cover	2016-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-05-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-05-31	$31,746
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-05-31	$109,765
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-05-31	$28,002
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-05-31	$49,863
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-05-31	No
Value of net income/loss	2016-05-31	$-447,863
Value of net assets at end of year (total assets less liabilities)	2016-05-31	$14,488,705
Value of net assets at beginning of year (total assets less liabilities)	2016-05-31	$14,936,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-05-31	No
Were any leases to which the plan was party in default or uncollectible	2016-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-05-31	$12,236,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-05-31	$12,611,588
Value of interest in common/collective trusts at end of year	2016-05-31	$2,111,804
Value of interest in common/collective trusts at beginning of year	2016-05-31	$2,136,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-05-31	$59,698
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-05-31	$47,094
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-05-31	$47,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-05-31	$-567,702
Net investment gain or loss from common/collective trusts	2016-05-31	$17,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-05-31	Yes
Was there a failure to transmit to the plan any participant contributions	2016-05-31	No
Has the plan failed to provide any benefit when due under the plan	2016-05-31	No
Contributions received in cash from employer	2016-05-31	$813,737
Employer contributions (assets) at end of year	2016-05-31	$77,193
Employer contributions (assets) at beginning of year	2016-05-31	$81,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-05-31	$968,991
Contract administrator fees	2016-05-31	$82,236
Did the plan have assets held for investment	2016-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-05-31	Disclaimer
Accountancy firm name	2016-05-31	LEONE, MCDONNELL & ROBERTS
Accountancy firm EIN	2016-05-31	020417217
2015 : I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-05-31	$49,863
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-05-31	$84,858
Total income from all sources (including contributions)	2015-05-31	$2,019,700
Total loss/gain on sale of assets	2015-05-31	$0
Total of all expenses incurred	2015-05-31	$1,333,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-05-31	$1,254,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-05-31	$834,033
Value of total assets at end of year	2015-05-31	$14,986,431
Value of total assets at beginning of year	2015-05-31	$14,335,194
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-05-31	$78,966
Total interest from all sources	2015-05-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-05-31	$801,779
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-05-31	$801,779
Administrative expenses professional fees incurred	2015-05-31	$78,966
Was this plan covered by a fidelity bond	2015-05-31	Yes
Value of fidelity bond cover	2015-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-05-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-05-31	$109,765
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-05-31	$36,737
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-05-31	$49,863
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-05-31	$84,858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-05-31	No
Value of net income/loss	2015-05-31	$686,232
Value of net assets at end of year (total assets less liabilities)	2015-05-31	$14,936,568
Value of net assets at beginning of year (total assets less liabilities)	2015-05-31	$14,250,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-05-31	No
Were any leases to which the plan was party in default or uncollectible	2015-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-05-31	$12,611,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-05-31	$11,897,277
Value of interest in common/collective trusts at end of year	2015-05-31	$2,136,722
Value of interest in common/collective trusts at beginning of year	2015-05-31	$2,276,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-05-31	$47,094
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-05-31	$51,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-05-31	$51,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-05-31	$370,672
Net investment gain or loss from common/collective trusts	2015-05-31	$13,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-05-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-05-31	No
Has the plan failed to provide any benefit when due under the plan	2015-05-31	No
Contributions received in cash from employer	2015-05-31	$834,033
Employer contributions (assets) at end of year	2015-05-31	$81,262
Employer contributions (assets) at beginning of year	2015-05-31	$73,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-05-31	$1,254,502
Did the plan have assets held for investment	2015-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-05-31	Disclaimer
Accountancy firm name	2015-05-31	LEONE, MCDONNELL & ROBERTS
Accountancy firm EIN	2015-05-31	020417217
2014 : I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-05-31	$84,858
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-05-31	$186,932
Total income from all sources (including contributions)	2014-05-31	$2,676,546
Total loss/gain on sale of assets	2014-05-31	$0
Total of all expenses incurred	2014-05-31	$1,395,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-05-31	$1,329,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-05-31	$847,728
Value of total assets at end of year	2014-05-31	$14,335,194
Value of total assets at beginning of year	2014-05-31	$13,155,846
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-05-31	$66,070
Total interest from all sources	2014-05-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-05-31	$462,124
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-05-31	$462,124
Administrative expenses professional fees incurred	2014-05-31	$66,070
Was this plan covered by a fidelity bond	2014-05-31	Yes
Value of fidelity bond cover	2014-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-05-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-05-31	$36,737
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-05-31	$26,165
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-05-31	$84,858
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-05-31	$186,932
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-05-31	No
Value of net income/loss	2014-05-31	$1,281,422
Value of net assets at end of year (total assets less liabilities)	2014-05-31	$14,250,336
Value of net assets at beginning of year (total assets less liabilities)	2014-05-31	$12,968,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-05-31	No
Were any leases to which the plan was party in default or uncollectible	2014-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-05-31	$11,897,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-05-31	$10,377,966
Value of interest in common/collective trusts at end of year	2014-05-31	$2,276,111
Value of interest in common/collective trusts at beginning of year	2014-05-31	$2,449,148
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-05-31	$51,461
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-05-31	$175,644
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-05-31	$175,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-05-31	$1,356,225
Net investment gain or loss from common/collective trusts	2014-05-31	$10,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-05-31	No
Was there a failure to transmit to the plan any participant contributions	2014-05-31	No
Has the plan failed to provide any benefit when due under the plan	2014-05-31	No
Contributions received in cash from employer	2014-05-31	$847,728
Employer contributions (assets) at end of year	2014-05-31	$73,608
Employer contributions (assets) at beginning of year	2014-05-31	$126,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-05-31	$1,329,054
Did the plan have assets held for investment	2014-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-05-31	Disclaimer
Accountancy firm name	2014-05-31	LEONE, MCDONNELL & ROBERTS
Accountancy firm EIN	2014-05-31	020417217
2013 : I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-05-31	$186,932
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-05-31	$190,468
Total income from all sources (including contributions)	2013-05-31	$2,886,388
Total loss/gain on sale of assets	2013-05-31	$0
Total of all expenses incurred	2013-05-31	$863,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-05-31	$801,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-05-31	$912,722
Value of total assets at end of year	2013-05-31	$13,155,846
Value of total assets at beginning of year	2013-05-31	$11,136,703
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-05-31	$62,552
Total interest from all sources	2013-05-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-05-31	$275,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-05-31	$275,864
Administrative expenses professional fees incurred	2013-05-31	$62,552
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-05-31	$0
Was this plan covered by a fidelity bond	2013-05-31	Yes
Value of fidelity bond cover	2013-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-05-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-05-31	$26,165
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-05-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-05-31	$186,932
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-05-31	$190,468
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-05-31	No
Value of net income/loss	2013-05-31	$2,022,679
Value of net assets at end of year (total assets less liabilities)	2013-05-31	$12,968,914
Value of net assets at beginning of year (total assets less liabilities)	2013-05-31	$10,946,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-05-31	No
Were any leases to which the plan was party in default or uncollectible	2013-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-05-31	$10,377,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-05-31	$8,155,920
Value of interest in common/collective trusts at end of year	2013-05-31	$2,449,148
Value of interest in common/collective trusts at beginning of year	2013-05-31	$2,589,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-05-31	$175,644
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-05-31	$242,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-05-31	$242,987
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-05-31	$1,680,362
Net investment gain or loss from common/collective trusts	2013-05-31	$17,440
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-05-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-05-31	No
Has the plan failed to provide any benefit when due under the plan	2013-05-31	No
Contributions received in cash from employer	2013-05-31	$912,722
Employer contributions (assets) at end of year	2013-05-31	$126,923
Employer contributions (assets) at beginning of year	2013-05-31	$147,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-05-31	$801,157
Did the plan have assets held for investment	2013-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-05-31	Disclaimer
Accountancy firm name	2013-05-31	LEONE, MCDONNELL & ROBERTS
Accountancy firm EIN	2013-05-31	020417217
2012 : I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-05-31	$190,468
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-05-31	$32,642
Total income from all sources (including contributions)	2012-05-31	$662,552
Total loss/gain on sale of assets	2012-05-31	$0
Total of all expenses incurred	2012-05-31	$1,172,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-05-31	$1,110,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-05-31	$976,369
Value of total assets at end of year	2012-05-31	$11,136,703
Value of total assets at beginning of year	2012-05-31	$11,488,730
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-05-31	$61,785
Total interest from all sources	2012-05-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-05-31	$233,787
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-05-31	$233,787
Administrative expenses professional fees incurred	2012-05-31	$61,785
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-05-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2012-05-31	$14,529
Was this plan covered by a fidelity bond	2012-05-31	Yes
Value of fidelity bond cover	2012-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-05-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-05-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-05-31	$25,070
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-05-31	$190,468
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-05-31	$32,642
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-05-31	No
Value of net income/loss	2012-05-31	$-509,853
Value of net assets at end of year (total assets less liabilities)	2012-05-31	$10,946,235
Value of net assets at beginning of year (total assets less liabilities)	2012-05-31	$11,456,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-05-31	No
Were any leases to which the plan was party in default or uncollectible	2012-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-05-31	$8,155,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-05-31	$8,556,949
Value of interest in common/collective trusts at end of year	2012-05-31	$2,589,984
Value of interest in common/collective trusts at beginning of year	2012-05-31	$2,655,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-05-31	$242,987
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-05-31	$135,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-05-31	$135,849
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-05-31	$-581,607
Net investment gain or loss from common/collective trusts	2012-05-31	$34,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-05-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-05-31	No
Has the plan failed to provide any benefit when due under the plan	2012-05-31	No
Contributions received in cash from employer	2012-05-31	$976,369
Employer contributions (assets) at end of year	2012-05-31	$147,812
Employer contributions (assets) at beginning of year	2012-05-31	$100,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-05-31	$1,110,620
Did the plan have assets held for investment	2012-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-05-31	Disclaimer
Accountancy firm name	2012-05-31	LEONE, MCDONNELL & ROBERTS
Accountancy firm EIN	2012-05-31	020417217
2011 : I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-05-31	$32,642
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-05-31	$55,231
Total income from all sources (including contributions)	2011-05-31	$2,752,408
Total loss/gain on sale of assets	2011-05-31	$0
Total of all expenses incurred	2011-05-31	$735,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-05-31	$669,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-05-31	$903,412
Value of total assets at end of year	2011-05-31	$11,488,730
Value of total assets at beginning of year	2011-05-31	$9,494,708
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-05-31	$66,288
Total interest from all sources	2011-05-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-05-31	$104,327
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-05-31	$104,327
Administrative expenses professional fees incurred	2011-05-31	$66,288
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-05-31	$14,529
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-05-31	$14,529
Was this plan covered by a fidelity bond	2011-05-31	Yes
Value of fidelity bond cover	2011-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-05-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-05-31	$25,070
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-05-31	$32,642
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-05-31	$55,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-05-31	No
Value of net income/loss	2011-05-31	$2,016,611
Value of net assets at end of year (total assets less liabilities)	2011-05-31	$11,456,088
Value of net assets at beginning of year (total assets less liabilities)	2011-05-31	$9,439,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-05-31	No
Were any leases to which the plan was party in default or uncollectible	2011-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-05-31	$8,556,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-05-31	$6,585,049
Value of interest in common/collective trusts at end of year	2011-05-31	$2,655,463
Value of interest in common/collective trusts at beginning of year	2011-05-31	$2,701,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-05-31	$135,849
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-05-31	$78,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-05-31	$78,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-05-31	$1,694,289
Net investment gain or loss from common/collective trusts	2011-05-31	$50,380
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-05-31	No
Was there a failure to transmit to the plan any participant contributions	2011-05-31	No
Has the plan failed to provide any benefit when due under the plan	2011-05-31	No
Contributions received in cash from employer	2011-05-31	$903,412
Employer contributions (assets) at end of year	2011-05-31	$100,870
Employer contributions (assets) at beginning of year	2011-05-31	$114,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-05-31	$669,509
Did the plan have assets held for investment	2011-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-05-31	Disclaimer
Accountancy firm name	2011-05-31	LEONE, MCDONNELL & ROBERTS
Accountancy firm EIN	2011-05-31	020417217
2010 : I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-05-31	$0

Form 5500 Responses for I.B.E.W. LOCAL NO. 490 ANNUITY FUND

2022: I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2022 form 5500 responses
2022-06-01	Type of plan entity	Multi-employer plan
2022-06-01	Plan is a collectively bargained plan	Yes
2022-06-01	Plan funding arrangement – Insurance	Yes
2022-06-01	Plan funding arrangement – Trust	Yes
2022-06-01	Plan benefit arrangement – Insurance	Yes
2022-06-01	Plan benefit arrangement - Trust	Yes
2021: I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2021 form 5500 responses
2021-06-01	Type of plan entity	Multi-employer plan
2021-06-01	Plan is a collectively bargained plan	Yes
2021-06-01	Plan funding arrangement – Insurance	Yes
2021-06-01	Plan funding arrangement – Trust	Yes
2021-06-01	Plan benefit arrangement – Insurance	Yes
2021-06-01	Plan benefit arrangement - Trust	Yes
2020: I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2020 form 5500 responses
2020-06-01	Type of plan entity	Multi-employer plan
2020-06-01	Submission has been amended	No
2020-06-01	This submission is the final filing	No
2020-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-06-01	Plan is a collectively bargained plan	Yes
2020-06-01	Plan funding arrangement – Insurance	Yes
2020-06-01	Plan funding arrangement – Trust	Yes
2020-06-01	Plan benefit arrangement – Insurance	Yes
2020-06-01	Plan benefit arrangement - Trust	Yes
2019: I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2019 form 5500 responses
2019-06-01	Type of plan entity	Multi-employer plan
2019-06-01	Submission has been amended	No
2019-06-01	This submission is the final filing	No
2019-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-06-01	Plan is a collectively bargained plan	Yes
2019-06-01	Plan funding arrangement – Insurance	Yes
2019-06-01	Plan funding arrangement – Trust	Yes
2019-06-01	Plan benefit arrangement – Insurance	Yes
2019-06-01	Plan benefit arrangement - Trust	Yes
2018: I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2018 form 5500 responses
2018-06-01	Type of plan entity	Multi-employer plan
2018-06-01	Submission has been amended	No
2018-06-01	This submission is the final filing	No
2018-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-06-01	Plan is a collectively bargained plan	Yes
2018-06-01	Plan funding arrangement – Insurance	Yes
2018-06-01	Plan funding arrangement – Trust	Yes
2018-06-01	Plan benefit arrangement – Insurance	Yes
2018-06-01	Plan benefit arrangement - Trust	Yes
2017: I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2017 form 5500 responses
2017-06-01	Type of plan entity	Multi-employer plan
2017-06-01	Submission has been amended	No
2017-06-01	This submission is the final filing	No
2017-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-06-01	Plan is a collectively bargained plan	Yes
2017-06-01	Plan funding arrangement – Insurance	Yes
2017-06-01	Plan funding arrangement – Trust	Yes
2017-06-01	Plan benefit arrangement – Insurance	Yes
2017-06-01	Plan benefit arrangement - Trust	Yes
2016: I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2016 form 5500 responses
2016-06-01	Type of plan entity	Multi-employer plan
2016-06-01	Submission has been amended	No
2016-06-01	This submission is the final filing	No
2016-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-06-01	Plan is a collectively bargained plan	Yes
2016-06-01	Plan funding arrangement – Insurance	Yes
2016-06-01	Plan funding arrangement – Trust	Yes
2016-06-01	Plan benefit arrangement – Insurance	Yes
2016-06-01	Plan benefit arrangement - Trust	Yes
2015: I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2015 form 5500 responses
2015-06-01	Type of plan entity	Multi-employer plan
2015-06-01	Submission has been amended	No
2015-06-01	This submission is the final filing	No
2015-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-06-01	Plan is a collectively bargained plan	Yes
2015-06-01	Plan funding arrangement – Trust	Yes
2015-06-01	Plan benefit arrangement - Trust	Yes
2014: I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2014 form 5500 responses
2014-06-01	Type of plan entity	Multi-employer plan
2014-06-01	Submission has been amended	No
2014-06-01	This submission is the final filing	No
2014-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-06-01	Plan is a collectively bargained plan	Yes
2014-06-01	Plan funding arrangement – Trust	Yes
2014-06-01	Plan benefit arrangement - Trust	Yes
2013: I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2013 form 5500 responses
2013-06-01	Type of plan entity	Multi-employer plan
2013-06-01	Submission has been amended	No
2013-06-01	This submission is the final filing	No
2013-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-06-01	Plan is a collectively bargained plan	Yes
2013-06-01	Plan funding arrangement – Trust	Yes
2013-06-01	Plan benefit arrangement - Trust	Yes
2012: I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2012 form 5500 responses
2012-06-01	Type of plan entity	Multi-employer plan
2012-06-01	Submission has been amended	No
2012-06-01	This submission is the final filing	No
2012-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-06-01	Plan is a collectively bargained plan	Yes
2012-06-01	Plan funding arrangement – Trust	Yes
2012-06-01	Plan benefit arrangement - Trust	Yes
2011: I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2011 form 5500 responses
2011-06-01	Type of plan entity	Multi-employer plan
2011-06-01	Submission has been amended	No
2011-06-01	This submission is the final filing	No
2011-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-06-01	Plan is a collectively bargained plan	Yes
2011-06-01	Plan funding arrangement – Trust	Yes
2011-06-01	Plan benefit arrangement - Trust	Yes
2010: I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2010 form 5500 responses
2010-06-01	Type of plan entity	Multi-employer plan
2010-06-01	Submission has been amended	No
2010-06-01	This submission is the final filing	No
2010-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-06-01	Plan is a collectively bargained plan	Yes
2010-06-01	Plan funding arrangement – Trust	Yes
2010-06-01	Plan benefit arrangement - Trust	Yes
2009: I.B.E.W. LOCAL NO. 490 ANNUITY FUND 2009 form 5500 responses
2009-06-01	Type of plan entity	Multi-employer plan
2009-06-01	Submission has been amended	No
2009-06-01	This submission is the final filing	No
2009-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-06-01	Plan is a collectively bargained plan	Yes
2009-06-01	Plan funding arrangement – Trust	Yes
2009-06-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

330204-01

Policy instance

Insurance contract or identification number	330204-01
Number of Individuals Covered	104
Insurance policy start date	2022-06-01
Insurance policy end date	2023-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

803763

Policy instance

Insurance contract or identification number	803763
Number of Individuals Covered	0
Insurance policy start date	2021-06-01
Insurance policy end date	2022-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

EMPOWER RETIREMENT LLC (National Association of Insurance Commissioners NAIC id number: 52524 )

Policy contract number

GA330204-01

Policy instance

Insurance contract or identification number	GA330204-01
Number of Individuals Covered	481
Insurance policy start date	2021-06-01
Insurance policy end date	2022-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

803763

Policy instance

Insurance contract or identification number	803763
Number of Individuals Covered	535
Insurance policy start date	2020-06-01
Insurance policy end date	2021-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

803763

Policy instance

Insurance contract or identification number	803763
Number of Individuals Covered	511
Insurance policy start date	2019-06-01
Insurance policy end date	2020-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

803763

Policy instance

Insurance contract or identification number	803763
Number of Individuals Covered	483
Insurance policy start date	2018-06-01
Insurance policy end date	2019-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

803763

Policy instance

Insurance contract or identification number	803763
Number of Individuals Covered	472
Insurance policy start date	2017-06-01
Insurance policy end date	2018-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	JOINT BOARD OF TRUSTEE OF I.B.E.W.
Employer identification number (EIN):	026075267
NAIC Classification:	238210
NAIC Description:	Electrical Contractors and Other Wiring Installation Contractors