401k Plan data: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN plan

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN 401k Plan overview

Plan Name	INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN
Plan identification number	001

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS-LOCAL 1499 has sponsored the creation of one or more 401k plans.

Company Name: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS-LOCAL 1499

Employer identification number (EIN): 042400724

NAIC Classification: 813930
NAIC Description: Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 JOHN HORAK
001 2013-01-01 JOHN HORAK
001 2012-01-01 JOHN HORAK
001 2011-01-01 JOHN HORAK
001 2010-01-01 JOHN HORAK
001 2009-01-01 MICHAEL PERRY

Plan Statistics for INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN

401k plan membership statisitcs for INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN

Measure Date Value
2018: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 73
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
Number of employers contributing to the scheme 2018-01-01 3
2017: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 20
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 49
Total of all active and inactive participants 2017-01-01 71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 73
Number of participants with account balances 2017-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
Number of employers contributing to the scheme 2017-01-01 3
2016: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 78
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 18
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 56
Total of all active and inactive participants 2016-01-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 74
Number of participants with account balances 2016-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
Number of employers contributing to the scheme 2016-01-01 3
2015: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 19
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 58
Total of all active and inactive participants 2015-01-01 78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 78
Number of participants with account balances 2015-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
Number of employers contributing to the scheme 2015-01-01 3
2014: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 91
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 17
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 67
Total of all active and inactive participants 2014-01-01 84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 84
Number of participants with account balances 2014-01-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
Number of employers contributing to the scheme 2014-01-01 3
2013: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 24
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 66
Total of all active and inactive participants 2013-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 91
Number of participants with account balances 2013-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
Number of employers contributing to the scheme 2013-01-01 3
2012: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 99
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 23
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 72
Total of all active and inactive participants 2012-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 95
Number of participants with account balances 2012-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
Number of employers contributing to the scheme 2012-01-01 3
2011: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 21
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 78
Total of all active and inactive participants 2011-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 99
Number of participants with account balances 2011-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
Number of employers contributing to the scheme 2011-01-01 3
2010: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 20
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 91
Total of all active and inactive participants 2010-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 111
Number of participants with account balances 2010-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
Number of employers contributing to the scheme 2010-01-01 3
2009: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 27
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 95
Total of all active and inactive participants 2009-01-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 122
Number of participants with account balances 2009-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
Number of employers contributing to the scheme 2009-01-01 4

Measure	Date	Value
2018: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	73
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
Number of employers contributing to the scheme	2018-01-01	3
2017: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	20
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	49
Total of all active and inactive participants	2017-01-01	71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	73
Number of participants with account balances	2017-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
Number of employers contributing to the scheme	2017-01-01	3
2016: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	78
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	18
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	56
Total of all active and inactive participants	2016-01-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	74
Number of participants with account balances	2016-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
Number of employers contributing to the scheme	2016-01-01	3
2015: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	19
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	58
Total of all active and inactive participants	2015-01-01	78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	78
Number of participants with account balances	2015-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
Number of employers contributing to the scheme	2015-01-01	3
2014: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	91
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	17
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	67
Total of all active and inactive participants	2014-01-01	84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	84
Number of participants with account balances	2014-01-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
Number of employers contributing to the scheme	2014-01-01	3
2013: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	24
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	66
Total of all active and inactive participants	2013-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	91
Number of participants with account balances	2013-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
Number of employers contributing to the scheme	2013-01-01	3
2012: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	99
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	23
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	72
Total of all active and inactive participants	2012-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	95
Number of participants with account balances	2012-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
Number of employers contributing to the scheme	2012-01-01	3
2011: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	21
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	78
Total of all active and inactive participants	2011-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	99
Number of participants with account balances	2011-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
Number of employers contributing to the scheme	2011-01-01	3
2010: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	20
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	91
Total of all active and inactive participants	2010-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	111
Number of participants with account balances	2010-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
Number of employers contributing to the scheme	2010-01-01	3
2009: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	27
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	95
Total of all active and inactive participants	2009-01-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	122
Number of participants with account balances	2009-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
Number of employers contributing to the scheme	2009-01-01	4

Financial Data on INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN

Measure	Date	Value
2018 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-07-31	$-1,929,855
Total income from all sources	2018-07-31	$75,952
Expenses. Total of all expenses incurred	2018-07-31	$53,592
Benefits paid (including direct rollovers)	2018-07-31	$48,171
Total plan assets at end of year	2018-07-31	$0
Total plan assets at beginning of year	2018-07-31	$1,907,495
Value of fidelity bond covering the plan	2018-07-31	$500,000
Total contributions received or receivable from participants	2018-07-31	$8,305
Other income received	2018-07-31	$62,539
Net income (gross income less expenses)	2018-07-31	$22,360
Net plan assets at end of year (total assets less liabilities)	2018-07-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2018-07-31	$1,907,495
Assets. Value of participant loans	2018-07-31	$0
Total contributions received or receivable from employer(s)	2018-07-31	$5,108
Expenses. Administrative service providers (salaries,fees and commissions)	2018-07-31	$5,421
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-07-31	$0
2017 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$322,135
Expenses. Total of all expenses incurred	2017-12-31	$154,851
Benefits paid (including direct rollovers)	2017-12-31	$139,114
Total plan assets at end of year	2017-12-31	$1,907,495
Total plan assets at beginning of year	2017-12-31	$1,740,211
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$19,752
Other income received	2017-12-31	$290,470
Net income (gross income less expenses)	2017-12-31	$167,284
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,907,495
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,740,211
Assets. Value of participant loans	2017-12-31	$17,836
Total contributions received or receivable from employer(s)	2017-12-31	$11,913
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$15,737
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$169,659
Expenses. Total of all expenses incurred	2016-12-31	$252,923
Benefits paid (including direct rollovers)	2016-12-31	$235,042
Total plan assets at end of year	2016-12-31	$1,740,211
Total plan assets at beginning of year	2016-12-31	$1,823,475
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$28,799
Other income received	2016-12-31	$118,434
Net income (gross income less expenses)	2016-12-31	$-83,264
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,740,211
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,823,475
Assets. Value of participant loans	2016-12-31	$8,642
Total contributions received or receivable from employer(s)	2016-12-31	$22,426
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$17,881
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$71,731
Expenses. Total of all expenses incurred	2015-12-31	$387,493
Benefits paid (including direct rollovers)	2015-12-31	$365,035
Total plan assets at end of year	2015-12-31	$1,823,475
Total plan assets at beginning of year	2015-12-31	$2,139,237
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$28,571
Other income received	2015-12-31	$18,917
Net income (gross income less expenses)	2015-12-31	$-315,762
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,823,475
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,139,237
Assets. Value of participant loans	2015-12-31	$12,962
Total contributions received or receivable from employer(s)	2015-12-31	$24,243
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$22,458
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$174,857
Expenses. Total of all expenses incurred	2014-12-31	$192,323
Benefits paid (including direct rollovers)	2014-12-31	$179,300
Total plan assets at end of year	2014-12-31	$2,139,237
Total plan assets at beginning of year	2014-12-31	$2,156,703
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$28,977
Expenses. Other expenses not covered elsewhere	2014-12-31	$13,023
Other income received	2014-12-31	$121,592
Net income (gross income less expenses)	2014-12-31	$-17,466
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,139,237
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,156,703
Assets. Value of participant loans	2014-12-31	$22,554
Total contributions received or receivable from employer(s)	2014-12-31	$24,288
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$412,677
Expenses. Total of all expenses incurred	2013-12-31	$216,517
Benefits paid (including direct rollovers)	2013-12-31	$202,928
Total plan assets at end of year	2013-12-31	$2,156,703
Total plan assets at beginning of year	2013-12-31	$1,960,543
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$31,277
Expenses. Other expenses not covered elsewhere	2013-12-31	$4,330
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$356,422
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$196,160
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,156,703
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,960,543
Assets. Value of participant loans	2013-12-31	$37,936
Total contributions received or receivable from employer(s)	2013-12-31	$24,978
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$9,259
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$301,440
Expenses. Total of all expenses incurred	2012-12-31	$113,121
Benefits paid (including direct rollovers)	2012-12-31	$94,065
Total plan assets at end of year	2012-12-31	$1,960,543
Total plan assets at beginning of year	2012-12-31	$1,772,224
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$31,488
Expenses. Other expenses not covered elsewhere	2012-12-31	$13,500
Other income received	2012-12-31	$246,108
Net income (gross income less expenses)	2012-12-31	$188,319
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,960,543
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,772,224
Assets. Value of participant loans	2012-12-31	$17,992
Total contributions received or receivable from employer(s)	2012-12-31	$23,844
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$5,556
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$39,426
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$620,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$608,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$51,733
Value of total assets at end of year	2011-12-31	$1,772,224
Value of total assets at beginning of year	2011-12-31	$2,353,683
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$12,847
Total interest from all sources	2011-12-31	$1,075
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$29,156
Participant contributions at end of year	2011-12-31	$11,304
Participant contributions at beginning of year	2011-12-31	$44,319
Administrative expenses (other) incurred	2011-12-31	$12,847
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-581,459
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,772,224
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,353,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,760,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,309,364
Interest on participant loans	2011-12-31	$1,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-13,382
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$22,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$608,038
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MICHAEL P. ROSS, CPA
Accountancy firm EIN	2011-12-31	300293272
2010 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$297,250
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$212,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$200,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$47,322
Value of total assets at end of year	2010-12-31	$2,353,683
Value of total assets at beginning of year	2010-12-31	$2,269,248
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$12,330
Total interest from all sources	2010-12-31	$2,158
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$350
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$25,256
Participant contributions at end of year	2010-12-31	$44,319
Participant contributions at beginning of year	2010-12-31	$43,054
Administrative expenses (other) incurred	2010-12-31	$11,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$84,435
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,353,683
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,269,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,309,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,226,194
Interest on participant loans	2010-12-31	$2,158
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$0
Net investment gain/loss from pooled separate accounts	2010-12-31	$247,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$22,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$200,485
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MICHAEL P. ROSS, CPA
Accountancy firm EIN	2010-12-31	300293272
2009 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN

2018: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Multi-employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Multi-employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Multi-employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Multi-employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Multi-employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Multi-employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Multi-employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Multi-employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	Yes
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 1499 SECTION 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

46435

Policy instance

Insurance contract or identification number	46435
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-07-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $721
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?	Yes
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	721
Additional information about fees paid to insurance broker	FEES/TPA ADMINISTRATOR ALLOWANCE
Insurance broker organization code?	5
Insurance broker name	THE ANGELL PENSION GROUP, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

46435

Policy instance

Insurance contract or identification number	46435
Number of Individuals Covered	57
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,823
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?	Yes
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	1823
Additional information about fees paid to insurance broker	FEES/TPA ADMINISTRATOR ALLOWANCE
Insurance broker organization code?	5
Insurance broker name	THE ANGELL PENSION GROUP, INC.

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Company Name:	INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS-LOCAL 1499
Employer identification number (EIN):	042400724
NAIC Classification:	813930
NAIC Description:	Labor Unions and Similar Labor Organizations