401k Plan data: I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN plan

I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 401k Plan overview

Plan Name	I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN
Plan identification number	001

I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit) 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.

401k Sponsoring company profile

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

Company Name: INTERNATIONAL BROTHERHOOD OF ELECTRICAL

Employer identification number (EIN): 030275174

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 300 - UNIT 1 PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01 JEFFREY WIMETTE 2024-04-04 TIMOTHY LABOMBARD 2024-04-09
001 2021-07-01 JEFFREY WIMETTE 2023-03-08 TIMOTHY LABOMBARD 2023-03-08
001 2020-07-01 JEFFREY WIMETTE 2022-03-18 JEFFREY WIMETTE 2022-03-18
001 2019-07-01
001 2018-07-01
001 2017-07-01 TIMOTHY WATKINS KENNETH DOUGLAS 2019-01-03
001 2016-07-01 JEFFREY C. WIMETTE KENNETH DOUGLAS 2018-01-29
001 2015-07-01 JEFFREY C. WIMETTE KENNETH DOUGLAS 2017-01-30
001 2014-07-01 JEFFREY C. WIMETTE KENNETH DOUGLAS 2016-01-29
001 2013-07-01 JEFFREY C. WIMETTE KENNETH DOUGLAS 2015-01-30
001 2012-07-01 JEFFREY C. WIMETTE KENNETH DOUGLAS 2014-03-24
001 2011-07-01 JEFFREY C. WIMETTE KENNETH DOUGLAS 2013-01-29
001 2009-07-01 JEFFREY C. WIMETTE KENNETH DOUGLAS 2011-01-27
001 2009-07-01 JEFFREY C. WIMETTE KENNETH DOUGLAS 2011-01-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-07-01	JEFFREY WIMETTE	2024-04-04	TIMOTHY LABOMBARD	2024-04-09
001	2021-07-01	JEFFREY WIMETTE	2023-03-08	TIMOTHY LABOMBARD	2023-03-08
001	2020-07-01	JEFFREY WIMETTE	2022-03-18	JEFFREY WIMETTE	2022-03-18
001	2019-07-01
001	2018-07-01
001	2017-07-01	TIMOTHY WATKINS		KENNETH DOUGLAS	2019-01-03
001	2016-07-01	JEFFREY C. WIMETTE		KENNETH DOUGLAS	2018-01-29
001	2015-07-01	JEFFREY C. WIMETTE		KENNETH DOUGLAS	2017-01-30
001	2014-07-01	JEFFREY C. WIMETTE		KENNETH DOUGLAS	2016-01-29
001	2013-07-01	JEFFREY C. WIMETTE		KENNETH DOUGLAS	2015-01-30
001	2012-07-01	JEFFREY C. WIMETTE		KENNETH DOUGLAS	2014-03-24
001	2011-07-01	JEFFREY C. WIMETTE		KENNETH DOUGLAS	2013-01-29
001	2009-07-01	JEFFREY C. WIMETTE		KENNETH DOUGLAS	2011-01-27
001	2009-07-01	JEFFREY C. WIMETTE		KENNETH DOUGLAS	2011-01-27

Plan Statistics for I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN

401k plan membership statisitcs for I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN

Measure Date Value
2022: I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 352
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 167
Number of retired or separated participants receiving benefits 2022-07-01 7
Number of other retired or separated participants entitled to future benefits 2022-07-01 178
Total of all active and inactive participants 2022-07-01 352
Total participants 2022-07-01 352
Number of participants with account balances 2022-07-01 352
Number of employers contributing to the scheme 2022-07-01 12
2021: I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 344
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 188
Number of retired or separated participants receiving benefits 2021-07-01 5
Number of other retired or separated participants entitled to future benefits 2021-07-01 159
Total of all active and inactive participants 2021-07-01 352
Total participants 2021-07-01 352
Number of participants with account balances 2021-07-01 352
Number of employers contributing to the scheme 2021-07-01 20
2020: I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 332
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 177
Number of retired or separated participants receiving benefits 2020-07-01 4
Number of other retired or separated participants entitled to future benefits 2020-07-01 162
Total of all active and inactive participants 2020-07-01 343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 1
Total participants 2020-07-01 344
Number of participants with account balances 2020-07-01 344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
Number of employers contributing to the scheme 2020-07-01 17
2019: I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 329
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 187
Number of retired or separated participants receiving benefits 2019-07-01 3
Number of other retired or separated participants entitled to future benefits 2019-07-01 141
Total of all active and inactive participants 2019-07-01 331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 1
Total participants 2019-07-01 332
Number of participants with account balances 2019-07-01 332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 3
2018: I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 294
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 175
Number of retired or separated participants receiving benefits 2018-07-01 3
Number of other retired or separated participants entitled to future benefits 2018-07-01 151
Total of all active and inactive participants 2018-07-01 329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 329
Number of participants with account balances 2018-07-01 329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 287
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 162
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 132
Total of all active and inactive participants 2017-07-01 294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 294
Number of participants with account balances 2017-07-01 294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 289
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 143
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 144
Total of all active and inactive participants 2016-07-01 287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 287
Number of participants with account balances 2016-07-01 287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 325
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 144
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 145
Total of all active and inactive participants 2015-07-01 289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 289
Number of participants with account balances 2015-07-01 289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 336
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 169
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 156
Total of all active and inactive participants 2014-07-01 325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 325
Number of participants with account balances 2014-07-01 325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 343
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 145
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 191
Total of all active and inactive participants 2013-07-01 336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 336
Number of participants with account balances 2013-07-01 336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 3
2012: I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 371
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 165
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 178
Total of all active and inactive participants 2012-07-01 343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 343
Number of participants with account balances 2012-07-01 343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 6
2011: I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 391
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 127
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 244
Total of all active and inactive participants 2011-07-01 371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 371
Number of participants with account balances 2011-07-01 371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 18
Number of employers contributing to the scheme 2011-07-01 5
2009: I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 436
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 196
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 214
Total of all active and inactive participants 2009-07-01 410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 410
Number of participants with account balances 2009-07-01 410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 2

Measure	Date	Value
2022: I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	352
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	167
Number of retired or separated participants receiving benefits	2022-07-01	7
Number of other retired or separated participants entitled to future benefits	2022-07-01	178
Total of all active and inactive participants	2022-07-01	352
Total participants	2022-07-01	352
Number of participants with account balances	2022-07-01	352
Number of employers contributing to the scheme	2022-07-01	12
2021: I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	344
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	188
Number of retired or separated participants receiving benefits	2021-07-01	5
Number of other retired or separated participants entitled to future benefits	2021-07-01	159
Total of all active and inactive participants	2021-07-01	352
Total participants	2021-07-01	352
Number of participants with account balances	2021-07-01	352
Number of employers contributing to the scheme	2021-07-01	20
2020: I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	332
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	177
Number of retired or separated participants receiving benefits	2020-07-01	4
Number of other retired or separated participants entitled to future benefits	2020-07-01	162
Total of all active and inactive participants	2020-07-01	343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	1
Total participants	2020-07-01	344
Number of participants with account balances	2020-07-01	344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
Number of employers contributing to the scheme	2020-07-01	17
2019: I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	329
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	187
Number of retired or separated participants receiving benefits	2019-07-01	3
Number of other retired or separated participants entitled to future benefits	2019-07-01	141
Total of all active and inactive participants	2019-07-01	331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	1
Total participants	2019-07-01	332
Number of participants with account balances	2019-07-01	332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	3
2018: I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	294
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	175
Number of retired or separated participants receiving benefits	2018-07-01	3
Number of other retired or separated participants entitled to future benefits	2018-07-01	151
Total of all active and inactive participants	2018-07-01	329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	329
Number of participants with account balances	2018-07-01	329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	287
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	162
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	132
Total of all active and inactive participants	2017-07-01	294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	294
Number of participants with account balances	2017-07-01	294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	289
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	143
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	144
Total of all active and inactive participants	2016-07-01	287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	287
Number of participants with account balances	2016-07-01	287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	325
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	144
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	145
Total of all active and inactive participants	2015-07-01	289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	289
Number of participants with account balances	2015-07-01	289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	336
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	169
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	156
Total of all active and inactive participants	2014-07-01	325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	325
Number of participants with account balances	2014-07-01	325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	343
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	145
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	191
Total of all active and inactive participants	2013-07-01	336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	336
Number of participants with account balances	2013-07-01	336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	3
2012: I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	371
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	165
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	178
Total of all active and inactive participants	2012-07-01	343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	343
Number of participants with account balances	2012-07-01	343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	6
2011: I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	391
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	127
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	244
Total of all active and inactive participants	2011-07-01	371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	371
Number of participants with account balances	2011-07-01	371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	18
Number of employers contributing to the scheme	2011-07-01	5
2009: I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	436
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	196
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	214
Total of all active and inactive participants	2009-07-01	410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	410
Number of participants with account balances	2009-07-01	410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	2

Financial Data on I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN

Measure	Date	Value
2023 : I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$16,810
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$18,253
Total income from all sources (including contributions)	2023-06-30	$4,798,969
Total of all expenses incurred	2023-06-30	$1,996,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$1,894,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$1,112,870
Value of total assets at end of year	2023-06-30	$33,202,483
Value of total assets at beginning of year	2023-06-30	$30,401,244
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$101,641
Total interest from all sources	2023-06-30	$7
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$1,043,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-06-30	$1,043,446
Administrative expenses professional fees incurred	2023-06-30	$6,595
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$500,000
If this is an individual account plan, was there a blackout period	2023-06-30	Yes
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$28,678
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-06-30	$3,249
Administrative expenses (other) incurred	2023-06-30	$20,739
Liabilities. Value of operating payables at end of year	2023-06-30	$16,810
Liabilities. Value of operating payables at beginning of year	2023-06-30	$18,253
Total non interest bearing cash at end of year	2023-06-30	$44,987
Total non interest bearing cash at beginning of year	2023-06-30	$58,945
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$2,802,682
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$33,185,673
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$30,382,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Investment advisory and management fees	2023-06-30	$28,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$30,812,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$28,049,960
Value of interest in common/collective trusts at end of year	2023-06-30	$2,176,567
Value of interest in common/collective trusts at beginning of year	2023-06-30	$2,104,753
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-06-30	$44,593
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-06-30	$43,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-06-30	$43,296
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-06-30	$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$2,594,356
Net investment gain or loss from common/collective trusts	2023-06-30	$48,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Contributions received in cash from employer	2023-06-30	$1,084,192
Employer contributions (assets) at end of year	2023-06-30	$119,777
Employer contributions (assets) at beginning of year	2023-06-30	$143,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$1,894,646
Contract administrator fees	2023-06-30	$46,307
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	2023-06-30	No
Assets. Value of buildings and other operty used in plan operation at end of year	2023-06-30	$708
Assets. Value of buildings and other operty used in plan operation at beginning of year	2023-06-30	$901
Did the plan have assets held for investment	2023-06-30	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	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	MANZI & ASSOCIATES, LLC
Accountancy firm EIN	2023-06-30	043508036
2022 : I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$18,253
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$17,506
Total income from all sources (including contributions)	2022-06-30	$-4,042,227
Total of all expenses incurred	2022-06-30	$3,913,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$3,786,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$1,184,772
Value of total assets at end of year	2022-06-30	$30,401,244
Value of total assets at beginning of year	2022-06-30	$38,356,525
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$127,383
Total interest from all sources	2022-06-30	$9
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$2,602,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$2,602,953
Administrative expenses professional fees incurred	2022-06-30	$25,650
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$97,832
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-06-30	$91
Administrative expenses (other) incurred	2022-06-30	$17,097
Liabilities. Value of operating payables at end of year	2022-06-30	$18,253
Liabilities. Value of operating payables at beginning of year	2022-06-30	$17,506
Total non interest bearing cash at end of year	2022-06-30	$58,945
Total non interest bearing cash at beginning of year	2022-06-30	$17,296
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-7,956,028
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$30,382,991
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$38,339,019
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Investment advisory and management fees	2022-06-30	$28,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$28,049,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$36,156,419
Value of interest in common/collective trusts at end of year	2022-06-30	$2,104,753
Value of interest in common/collective trusts at beginning of year	2022-06-30	$1,986,929
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$43,296
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$89,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$89,925
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-7,891,648
Net investment gain/loss from pooled separate accounts	2022-06-30	$61,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$1,086,940
Employer contributions (assets) at end of year	2022-06-30	$143,389
Employer contributions (assets) at beginning of year	2022-06-30	$105,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$3,786,418
Contract administrator fees	2022-06-30	$56,636
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	2022-06-30	No
Assets. Value of buildings and other operty used in plan operation at end of year	2022-06-30	$901
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	MANZI & ASSOCIATES, LLC
Accountancy firm EIN	2022-06-30	043508036
2021 : I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-06-30	$0
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$17,506
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$8,696
Total income from all sources (including contributions)	2021-06-30	$10,228,327
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$1,877,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$1,775,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$1,359,657
Value of total assets at end of year	2021-06-30	$38,356,525
Value of total assets at beginning of year	2021-06-30	$29,997,332
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$102,279
Total interest from all sources	2021-06-30	$5
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$1,319,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$1,319,220
Administrative expenses professional fees incurred	2021-06-30	$15,750
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2021-06-30	$0
Minimum employer required contribution for this plan year	2021-06-30	$1,010,053
Amount contributed by the employer to the plan for this plan year	2021-06-30	$1,010,053
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$349,604
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-06-30	$91
Administrative expenses (other) incurred	2021-06-30	$14,342
Liabilities. Value of operating payables at end of year	2021-06-30	$17,506
Liabilities. Value of operating payables at beginning of year	2021-06-30	$8,696
Total non interest bearing cash at end of year	2021-06-30	$17,296
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$8,350,383
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$38,339,019
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$29,988,636
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Investment advisory and management fees	2021-06-30	$28,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$36,156,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$28,532,210
Value of interest in common/collective trusts at end of year	2021-06-30	$1,986,929
Value of interest in common/collective trusts at beginning of year	2021-06-30	$1,344,881
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-06-30	$89,925
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-06-30	$26,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-06-30	$26,212
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-06-30	$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$7,515,757
Net investment gain/loss from pooled separate accounts	2021-06-30	$33,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$1,010,053
Employer contributions (assets) at end of year	2021-06-30	$105,865
Employer contributions (assets) at beginning of year	2021-06-30	$94,029
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$1,775,665
Contract administrator fees	2021-06-30	$44,187
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	2021-06-30	No
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Aggregate proceeds on sale of assets	2021-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2021-06-30	$0
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	MANZI & ASSOCIATES, LLC
Accountancy firm EIN	2021-06-30	043508036
2020 : I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$8,696
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$332
Total income from all sources (including contributions)	2020-06-30	$2,372,907
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$2,304,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$2,167,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$1,014,684
Value of total assets at end of year	2020-06-30	$29,997,332
Value of total assets at beginning of year	2020-06-30	$29,920,097
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$136,413
Total interest from all sources	2020-06-30	$300
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$1,235,635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$1,235,635
Administrative expenses professional fees incurred	2020-06-30	$29,479
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2020-06-30	$2,428
Minimum employer required contribution for this plan year	2020-06-30	$1,014,684
Amount contributed by the employer to the plan for this plan year	2020-06-30	$1,012,256
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Administrative expenses (other) incurred	2020-06-30	$19,734
Liabilities. Value of operating payables at end of year	2020-06-30	$8,696
Liabilities. Value of operating payables at beginning of year	2020-06-30	$332
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$68,871
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$29,988,636
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$29,919,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Investment advisory and management fees	2020-06-30	$28,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$28,532,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$27,962,116
Interest earned on other investments	2020-06-30	$53
Value of interest in common/collective trusts at end of year	2020-06-30	$1,344,881
Value of interest in common/collective trusts at beginning of year	2020-06-30	$1,717,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$26,212
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-06-30	$110,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-06-30	$110,335
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$247
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$88,515
Net investment gain or loss from common/collective trusts	2020-06-30	$33,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$1,014,684
Employer contributions (assets) at end of year	2020-06-30	$94,029
Employer contributions (assets) at beginning of year	2020-06-30	$130,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$2,167,623
Contract administrator fees	2020-06-30	$59,200
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	2020-06-30	Yes
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	MCSOLEY MCCOY & CO., CPA'S
Accountancy firm EIN	2020-06-30	030327374
2019 : I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$332
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$4,160
Total income from all sources (including contributions)	2019-06-30	$2,819,868
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$1,594,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$1,467,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$1,103,264
Value of total assets at end of year	2019-06-30	$29,920,097
Value of total assets at beginning of year	2019-06-30	$28,698,883
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$126,889
Total interest from all sources	2019-06-30	$934
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$1,408,883
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$1,408,883
Administrative expenses professional fees incurred	2019-06-30	$15,500
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2019-06-30	$0
Minimum employer required contribution for this plan year	2019-06-30	$1,103,366
Amount contributed by the employer to the plan for this plan year	2019-06-30	$1,103,366
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-06-30	$7,314
Administrative expenses (other) incurred	2019-06-30	$23,182
Liabilities. Value of operating payables at end of year	2019-06-30	$332
Liabilities. Value of operating payables at beginning of year	2019-06-30	$4,160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$1,225,042
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$29,919,765
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$28,694,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Investment advisory and management fees	2019-06-30	$35,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$29,679,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$0
Value of interest in pooled separate accounts at end of year	2019-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$28,530,775
Interest earned on other investments	2019-06-30	$59
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-06-30	$110,335
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-06-30	$35,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-06-30	$35,412
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-06-30	$875
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$-399,382
Net investment gain/loss from pooled separate accounts	2019-06-30	$706,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$1,103,264
Employer contributions (assets) at end of year	2019-06-30	$130,602
Employer contributions (assets) at beginning of year	2019-06-30	$125,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$1,467,937
Contract administrator fees	2019-06-30	$53,207
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	2019-06-30	Yes
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	MCSOLEY MCCOY & CO., CPA'S
Accountancy firm EIN	2019-06-30	030327374
2018 : I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$4,160
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$1,458
Total income from all sources (including contributions)	2018-06-30	$4,007,201
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$974,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$901,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$1,025,444
Value of total assets at end of year	2018-06-30	$28,698,883
Value of total assets at beginning of year	2018-06-30	$25,663,346
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$73,162
Total interest from all sources	2018-06-30	$66
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Administrative expenses professional fees incurred	2018-06-30	$15,350
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2018-06-30	$0
Minimum employer required contribution for this plan year	2018-06-30	$1,023,500
Amount contributed by the employer to the plan for this plan year	2018-06-30	$1,023,500
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$1,944
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-06-30	$7,314
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-06-30	$0
Administrative expenses (other) incurred	2018-06-30	$18,929
Liabilities. Value of operating payables at end of year	2018-06-30	$4,160
Liabilities. Value of operating payables at beginning of year	2018-06-30	$1,458
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$3,032,835
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$28,694,723
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$25,661,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Investment advisory and management fees	2018-06-30	$520
Value of interest in pooled separate accounts at end of year	2018-06-30	$28,530,775
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$25,558,152
Interest earned on other investments	2018-06-30	$66
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-06-30	$35,412
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-06-30	$33,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-06-30	$33,278
Net investment gain/loss from pooled separate accounts	2018-06-30	$2,981,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$1,023,500
Employer contributions (assets) at end of year	2018-06-30	$125,382
Employer contributions (assets) at beginning of year	2018-06-30	$71,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$901,204
Contract administrator fees	2018-06-30	$38,363
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	MCSOLEY MCCOY & CO., CPA'S
Accountancy firm EIN	2018-06-30	030327374
2017 : I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$1,458
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$2,976
Total income from all sources (including contributions)	2017-06-30	$4,096,206
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$2,082,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$2,017,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$889,819
Value of total assets at end of year	2017-06-30	$25,663,346
Value of total assets at beginning of year	2017-06-30	$23,651,200
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$64,820
Total interest from all sources	2017-06-30	$101
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Administrative expenses professional fees incurred	2017-06-30	$12,950
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Administrative expenses (other) incurred	2017-06-30	$13,333
Liabilities. Value of operating payables at end of year	2017-06-30	$1,458
Liabilities. Value of operating payables at beginning of year	2017-06-30	$2,976
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$2,013,664
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$25,661,888
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$23,648,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Investment advisory and management fees	2017-06-30	$600
Value of interest in pooled separate accounts at end of year	2017-06-30	$25,558,152
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$23,570,537
Interest earned on other investments	2017-06-30	$101
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-30	$33,278
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$4,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$4,444
Net investment gain/loss from pooled separate accounts	2017-06-30	$3,206,286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$889,819
Employer contributions (assets) at end of year	2017-06-30	$71,916
Employer contributions (assets) at beginning of year	2017-06-30	$76,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$2,017,722
Contract administrator fees	2017-06-30	$37,937
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	MCSOLEY MCCOY & CO., CPA'S
Accountancy firm EIN	2017-06-30	030327374
2016 : I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$2,976
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$5,149
Total income from all sources (including contributions)	2016-06-30	$528,607
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$1,808,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$1,743,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$724,672
Value of total assets at end of year	2016-06-30	$23,651,200
Value of total assets at beginning of year	2016-06-30	$24,933,027
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$64,829
Total interest from all sources	2016-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Administrative expenses professional fees incurred	2016-06-30	$16,800
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2016-06-30	$0
Minimum employer required contribution for this plan year	2016-06-30	$724,258
Amount contributed by the employer to the plan for this plan year	2016-06-30	$724,258
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Administrative expenses (other) incurred	2016-06-30	$12,154
Liabilities. Value of operating payables at end of year	2016-06-30	$2,976
Liabilities. Value of operating payables at beginning of year	2016-06-30	$5,149
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-1,279,654
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$23,648,224
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$24,927,878
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Investment advisory and management fees	2016-06-30	$1,050
Value of interest in pooled separate accounts at end of year	2016-06-30	$23,570,537
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$24,826,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$4,444
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$2,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$2,676
Net investment gain/loss from pooled separate accounts	2016-06-30	$-196,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$724,672
Employer contributions (assets) at end of year	2016-06-30	$76,219
Employer contributions (assets) at beginning of year	2016-06-30	$104,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$1,743,432
Contract administrator fees	2016-06-30	$34,825
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	MCSOLEY MCCOY & CO., CPA'S
Accountancy firm EIN	2016-06-30	030327374
2015 : I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$5,149
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$10,603
Total income from all sources (including contributions)	2015-06-30	$1,912,510
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$991,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$921,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$904,248
Value of total assets at end of year	2015-06-30	$24,933,027
Value of total assets at beginning of year	2015-06-30	$24,017,007
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$69,915
Total interest from all sources	2015-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Administrative expenses professional fees incurred	2015-06-30	$15,250
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2015-06-30	$-10
Minimum employer required contribution for this plan year	2015-06-30	$902,523
Amount contributed by the employer to the plan for this plan year	2015-06-30	$902,533
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$1,725
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-06-30	$27
Administrative expenses (other) incurred	2015-06-30	$18,838
Liabilities. Value of operating payables at end of year	2015-06-30	$5,149
Liabilities. Value of operating payables at beginning of year	2015-06-30	$10,603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$921,474
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$24,927,878
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$24,006,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in pooled separate accounts at end of year	2015-06-30	$24,826,029
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$23,897,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$2,676
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-06-30	$1,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$1,879
Net investment gain/loss from pooled separate accounts	2015-06-30	$1,008,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$902,523
Employer contributions (assets) at end of year	2015-06-30	$104,322
Employer contributions (assets) at beginning of year	2015-06-30	$118,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$921,121
Contract administrator fees	2015-06-30	$35,827
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	MCSOLEY MCCOY & CO., CPA'S
Accountancy firm EIN	2015-06-30	030327374
2014 : I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$10,603
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$16,243
Total income from all sources (including contributions)	2014-06-30	$4,447,047
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$1,391,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$1,328,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$753,558
Value of total assets at end of year	2014-06-30	$24,017,007
Value of total assets at beginning of year	2014-06-30	$20,966,813
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$62,543
Total interest from all sources	2014-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Administrative expenses professional fees incurred	2014-06-30	$15,850
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2014-06-30	$0
Minimum employer required contribution for this plan year	2014-06-30	$753,596
Amount contributed by the employer to the plan for this plan year	2014-06-30	$753,596
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$312
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-06-30	$27
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-06-30	$0
Other income not declared elsewhere	2014-06-30	$10,367
Administrative expenses (other) incurred	2014-06-30	$11,807
Liabilities. Value of operating payables at end of year	2014-06-30	$10,603
Liabilities. Value of operating payables at beginning of year	2014-06-30	$16,243
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$3,055,834
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$24,006,404
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$20,950,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in pooled separate accounts at end of year	2014-06-30	$23,897,029
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$20,836,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-06-30	$1,879
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$1,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$1,629
Net investment gain/loss from pooled separate accounts	2014-06-30	$3,683,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$753,246
Employer contributions (assets) at end of year	2014-06-30	$118,072
Employer contributions (assets) at beginning of year	2014-06-30	$128,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$1,328,670
Contract administrator fees	2014-06-30	$34,886
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	MCSOLEY MCCOY & CO., CPA'S
Accountancy firm EIN	2014-06-30	030327374
2013 : I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$16,243
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$215
Total income from all sources (including contributions)	2013-06-30	$3,505,447
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$1,422,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$1,355,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$915,999
Value of total assets at end of year	2013-06-30	$20,966,813
Value of total assets at beginning of year	2013-06-30	$18,867,946
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$67,226
Total interest from all sources	2013-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Administrative expenses professional fees incurred	2013-06-30	$18,038
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2013-06-30	$0
Minimum employer required contribution for this plan year	2013-06-30	$913,482
Amount contributed by the employer to the plan for this plan year	2013-06-30	$913,482
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$2,517
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-06-30	$0
Administrative expenses (other) incurred	2013-06-30	$15,699
Liabilities. Value of operating payables at end of year	2013-06-30	$16,243
Liabilities. Value of operating payables at beginning of year	2013-06-30	$215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$2,082,839
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$20,950,570
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$18,867,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in pooled separate accounts at end of year	2013-06-30	$20,836,469
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$18,760,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-06-30	$1,629
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$1,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$1,373
Net investment gain/loss from pooled separate accounts	2013-06-30	$2,589,448
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$913,482
Employer contributions (assets) at end of year	2013-06-30	$128,715
Employer contributions (assets) at beginning of year	2013-06-30	$106,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$1,355,382
Contract administrator fees	2013-06-30	$33,489
Did the plan have assets held for investment	2013-06-30	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	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	MCSOLEY MCCOY & CO., CPA'S
Accountancy firm EIN	2013-06-30	030327374
2012 : I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$215
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$1,286
Total income from all sources (including contributions)	2012-06-30	$811,902
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$1,030,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$961,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$844,912
Value of total assets at end of year	2012-06-30	$18,867,946
Value of total assets at beginning of year	2012-06-30	$19,087,339
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$68,396
Total interest from all sources	2012-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Administrative expenses professional fees incurred	2012-06-30	$17,851
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2012-06-30	$0
Minimum employer required contribution for this plan year	2012-06-30	$844,912
Amount contributed by the employer to the plan for this plan year	2012-06-30	$844,912
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Other income not declared elsewhere	2012-06-30	$43
Administrative expenses (other) incurred	2012-06-30	$15,216
Liabilities. Value of operating payables at end of year	2012-06-30	$215
Liabilities. Value of operating payables at beginning of year	2012-06-30	$1,286
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$-218,322
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$18,867,731
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$19,086,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in pooled separate accounts at end of year	2012-06-30	$18,760,047
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$18,912,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-06-30	$1,373
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$9,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$9,912
Net investment gain/loss from pooled separate accounts	2012-06-30	$-33,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$844,912
Employer contributions (assets) at end of year	2012-06-30	$106,526
Employer contributions (assets) at beginning of year	2012-06-30	$165,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$961,828
Contract administrator fees	2012-06-30	$35,329
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	MCSOLEY MCCOY & CO., CPA'S
Accountancy firm EIN	2012-06-30	030327374
2011 : I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$1,286
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$1,492
Total income from all sources (including contributions)	2011-06-30	$3,923,728
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$1,721,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$1,652,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$822,245
Value of total assets at end of year	2011-06-30	$19,087,339
Value of total assets at beginning of year	2011-06-30	$16,885,172
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$68,471
Total interest from all sources	2011-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Administrative expenses professional fees incurred	2011-06-30	$17,700
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2011-06-30	$0
Minimum employer required contribution for this plan year	2011-06-30	$822,245
Amount contributed by the employer to the plan for this plan year	2011-06-30	$822,245
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Other income not declared elsewhere	2011-06-30	$25,402
Administrative expenses (other) incurred	2011-06-30	$16,884
Liabilities. Value of operating payables at end of year	2011-06-30	$1,286
Liabilities. Value of operating payables at beginning of year	2011-06-30	$1,492
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$2,202,373
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$19,086,053
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$16,883,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in pooled separate accounts at end of year	2011-06-30	$18,912,185
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$16,738,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$9,912
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$6,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$6,371
Net investment gain/loss from pooled separate accounts	2011-06-30	$3,076,081
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$822,245
Employer contributions (assets) at end of year	2011-06-30	$165,242
Employer contributions (assets) at beginning of year	2011-06-30	$140,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$1,652,884
Contract administrator fees	2011-06-30	$33,887
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	MCSOLEY MCCOY & CO., CPA'S
Accountancy firm EIN	2011-06-30	030327374
2010 : I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year	2010-06-30	$0
Minimum employer required contribution for this plan year	2010-06-30	$909,778
Amount contributed by the employer to the plan for this plan year	2010-06-30	$909,778

Form 5500 Responses for I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN

2022: I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Multi-employer plan
2022-07-01	Plan is a collectively bargained plan	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Multi-employer plan
2021-07-01	Plan is a collectively bargained plan	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Multi-employer plan
2020-07-01	Plan is a collectively bargained plan	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Multi-employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	Yes
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Multi-employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	Yes
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Multi-employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	Yes
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Multi-employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	Yes
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Multi-employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	Yes
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Multi-employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	Yes
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Multi-employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	Yes
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Multi-employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	Yes
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Multi-employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	Yes
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: I.B.E.W. LOCAL 300 - UNIT 1 PENSION PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Multi-employer plan
2009-07-01	Submission has been amended	Yes
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	Yes
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-710040

Policy instance

Insurance contract or identification number	GA-710040
Number of Individuals Covered	0
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $6,086
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	0
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
Amount paid for insurance broker fees	6086
Additional information about fees paid to insurance broker	PLAN EXPENSE PAYMENTS
Insurance broker organization code?	5

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-710040

Policy instance

Insurance contract or identification number	GA-710040
Number of Individuals Covered	294
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $33,428
Total amount of fees paid to insurance company	USD $13,296
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	0
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
Commission paid to Insurance Broker	USD $33,428
Insurance broker organization code?	3
Amount paid for insurance broker fees	13296
Additional information about fees paid to insurance broker	ADMINISTRATION ALLOWANCES
Insurance broker name	FUTURE PLANNING ASSOCIATES, INC.

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-710040

Policy instance

Insurance contract or identification number	GA-710040
Number of Individuals Covered	289
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $59,581
Total amount of fees paid to insurance company	USD $11,192
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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
Commission paid to Insurance Broker	USD $59,581
Insurance broker organization code?	3
Amount paid for insurance broker fees	11192
Additional information about fees paid to insurance broker	ADMINISTRATION ALLOWANCES
Insurance broker name	FUTURE PLANNING ASSOCIATES, INC.

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-710040

Policy instance

Insurance contract or identification number	GA-710040
Number of Individuals Covered	325
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $60,195
Total amount of fees paid to insurance company	USD $11,161
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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
Commission paid to Insurance Broker	USD $60,195
Insurance broker organization code?	3
Amount paid for insurance broker fees	11161
Additional information about fees paid to insurance broker	ADMINISTRATION ALLOWANCES
Insurance broker name	FUTURE PLANNING ASSOCIATES, INC.

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-710040

Policy instance

Insurance contract or identification number	GA-710040
Number of Individuals Covered	332
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $54,605
Total amount of fees paid to insurance company	USD $10,209
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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
Commission paid to Insurance Broker	USD $54,605
Insurance broker organization code?	3
Amount paid for insurance broker fees	10209
Additional information about fees paid to insurance broker	ADMINISTRATION ALLOWANCES
Insurance broker name	FUTURE PLANNING ASSOCIATES, INC.

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-710040

Policy instance

Insurance contract or identification number	GA-710040
Number of Individuals Covered	343
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $50,490
Total amount of fees paid to insurance company	USD $6,888
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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
Commission paid to Insurance Broker	USD $50,490
Insurance broker organization code?	3
Amount paid for insurance broker fees	6788
Additional information about fees paid to insurance broker	ADMINISTRATION ALLOWANCES
Insurance broker name	MORGANSTANLEY SMITHBARNEY, LLC

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-710040

Policy instance

Insurance contract or identification number	GA-710040
Number of Individuals Covered	365
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $50,490
Total amount of fees paid to insurance company	USD $6,888
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-710040

Policy instance

Insurance contract or identification number	GA-710040
Number of Individuals Covered	391
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $49,691
Total amount of fees paid to insurance company	USD $9,177
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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

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Company Name:	INTERNATIONAL BROTHERHOOD OF ELECTRICAL
Employer identification number (EIN):	030275174
NAIC Classification:	238210
NAIC Description:	Electrical Contractors and Other Wiring Installation Contractors