401k Plan data: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN plan

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 401k Plan overview

Plan Name	INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN
Plan identification number	002

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

INTL BROTHERHOOD OF ELEC WORKERS UNION LOCAL 7 has sponsored the creation of one or more 401k plans.

Company Name: INTL BROTHERHOOD OF ELEC WORKERS UNION LOCAL 7

Employer identification number (EIN): 042733497

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-06-01
002 2021-06-01
002 2020-06-01
002 2019-06-01
002 2018-06-01
002 2017-06-01 THOMAS SCHMITT DAN D ALMA 2019-03-05
002 2016-06-01 THOMAS SCHMITT DAN D ALMA 2018-02-08
002 2015-06-01 THOMAS SCHMITT DAN D ALMA 2017-02-16
002 2014-06-01 THOMAS SCHMITT 2016-02-11
002 2013-06-01 DANIEL GOYETTE THOMAS SCHMITT 2014-12-30
002 2012-06-01 THOMAS SCHMITT TODD HICKMAN 2014-02-11
002 2011-06-01 THOMAS SCHMITT TODD HICKMAN 2013-02-05
002 2009-06-01 2011-03-15 TODD HICKMAN 2011-03-13
002 2009-06-01 TODD HICKMAN 2012-01-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-06-01
002	2021-06-01
002	2020-06-01
002	2019-06-01
002	2018-06-01
002	2017-06-01	THOMAS SCHMITT		DAN D ALMA	2019-03-05
002	2016-06-01	THOMAS SCHMITT		DAN D ALMA	2018-02-08
002	2015-06-01	THOMAS SCHMITT		DAN D ALMA	2017-02-16
002	2014-06-01	THOMAS SCHMITT	2016-02-11
002	2013-06-01	DANIEL GOYETTE		THOMAS SCHMITT	2014-12-30
002	2012-06-01	THOMAS SCHMITT		TODD HICKMAN	2014-02-11
002	2011-06-01	THOMAS SCHMITT		TODD HICKMAN	2013-02-05
002	2009-06-01		2011-03-15	TODD HICKMAN	2011-03-13
002	2009-06-01	TODD HICKMAN	2012-01-20

Plan Statistics for INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN

401k plan membership statisitcs for INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN

Measure Date Value
2022: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year 2022-06-01 864
Total number of active participants reported on line 7a of the Form 5500 2022-06-01 803
Number of retired or separated participants receiving benefits 2022-06-01 21
Number of other retired or separated participants entitled to future benefits 2022-06-01 47
Total of all active and inactive participants 2022-06-01 871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-06-01 19
Total participants 2022-06-01 890
Number of participants with account balances 2022-06-01 890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-06-01 0
Number of employers contributing to the scheme 2022-06-01 35
2021: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year 2021-06-01 859
Total number of active participants reported on line 7a of the Form 5500 2021-06-01 790
Number of retired or separated participants receiving benefits 2021-06-01 16
Number of other retired or separated participants entitled to future benefits 2021-06-01 40
Total of all active and inactive participants 2021-06-01 846
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-06-01 18
Total participants 2021-06-01 864
Number of participants with account balances 2021-06-01 864
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-06-01 0
Number of employers contributing to the scheme 2021-06-01 36
2020: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year 2020-06-01 802
Total number of active participants reported on line 7a of the Form 5500 2020-06-01 796
Number of retired or separated participants receiving benefits 2020-06-01 11
Number of other retired or separated participants entitled to future benefits 2020-06-01 38
Total of all active and inactive participants 2020-06-01 845
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-06-01 14
Total participants 2020-06-01 859
Number of participants with account balances 2020-06-01 858
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-06-01 0
Number of employers contributing to the scheme 2020-06-01 30
2019: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year 2019-06-01 772
Total number of active participants reported on line 7a of the Form 5500 2019-06-01 749
Number of retired or separated participants receiving benefits 2019-06-01 15
Number of other retired or separated participants entitled to future benefits 2019-06-01 27
Total of all active and inactive participants 2019-06-01 791
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-06-01 11
Total participants 2019-06-01 802
Number of participants with account balances 2019-06-01 802
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-06-01 0
Number of employers contributing to the scheme 2019-06-01 31
2018: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year 2018-06-01 742
Total number of active participants reported on line 7a of the Form 5500 2018-06-01 714
Number of retired or separated participants receiving benefits 2018-06-01 11
Number of other retired or separated participants entitled to future benefits 2018-06-01 37
Total of all active and inactive participants 2018-06-01 762
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-06-01 10
Total participants 2018-06-01 772
Number of participants with account balances 2018-06-01 772
Number of employers contributing to the scheme 2018-06-01 50
2017: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year 2017-06-01 684
Total number of active participants reported on line 7a of the Form 5500 2017-06-01 688
Number of retired or separated participants receiving benefits 2017-06-01 10
Number of other retired or separated participants entitled to future benefits 2017-06-01 32
Total of all active and inactive participants 2017-06-01 730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-06-01 12
Total participants 2017-06-01 742
Number of participants with account balances 2017-06-01 742
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-06-01 0
Number of employers contributing to the scheme 2017-06-01 50
2016: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year 2016-06-01 656
Total number of active participants reported on line 7a of the Form 5500 2016-06-01 637
Number of retired or separated participants receiving benefits 2016-06-01 10
Number of other retired or separated participants entitled to future benefits 2016-06-01 29
Total of all active and inactive participants 2016-06-01 676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-06-01 8
Total participants 2016-06-01 684
Number of participants with account balances 2016-06-01 684
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-06-01 0
Number of employers contributing to the scheme 2016-06-01 49
2015: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-06-01 637
Total number of active participants reported on line 7a of the Form 5500 2015-06-01 615
Number of retired or separated participants receiving benefits 2015-06-01 9
Number of other retired or separated participants entitled to future benefits 2015-06-01 27
Total of all active and inactive participants 2015-06-01 651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-06-01 5
Total participants 2015-06-01 656
Number of participants with account balances 2015-06-01 656
Number of employers contributing to the scheme 2015-06-01 38
2014: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-06-01 636
Total number of active participants reported on line 7a of the Form 5500 2014-06-01 588
Number of retired or separated participants receiving benefits 2014-06-01 10
Number of other retired or separated participants entitled to future benefits 2014-06-01 33
Total of all active and inactive participants 2014-06-01 631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-06-01 6
Total participants 2014-06-01 637
Number of participants with account balances 2014-06-01 667
Number of employers contributing to the scheme 2014-06-01 38
2013: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-06-01 639
Total number of active participants reported on line 7a of the Form 5500 2013-06-01 598
Number of retired or separated participants receiving benefits 2013-06-01 7
Number of other retired or separated participants entitled to future benefits 2013-06-01 24
Total of all active and inactive participants 2013-06-01 629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-06-01 7
Total participants 2013-06-01 636
Number of participants with account balances 2013-06-01 636
Number of employers contributing to the scheme 2013-06-01 51
2012: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-06-01 632
Total number of active participants reported on line 7a of the Form 5500 2012-06-01 602
Number of retired or separated participants receiving benefits 2012-06-01 8
Number of other retired or separated participants entitled to future benefits 2012-06-01 30
Total of all active and inactive participants 2012-06-01 640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-06-01 5
Total participants 2012-06-01 645
Number of participants with account balances 2012-06-01 645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-06-01 0
Number of employers contributing to the scheme 2012-06-01 45
2011: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-06-01 632
Total number of active participants reported on line 7a of the Form 5500 2011-06-01 602
Number of retired or separated participants receiving benefits 2011-06-01 8
Number of other retired or separated participants entitled to future benefits 2011-06-01 30
Total of all active and inactive participants 2011-06-01 640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-06-01 5
Total participants 2011-06-01 645
Number of participants with account balances 2011-06-01 645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-06-01 0
Number of employers contributing to the scheme 2011-06-01 45
2009: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-06-01 632
Number of retired or separated participants receiving benefits 2009-06-01 1
Number of other retired or separated participants entitled to future benefits 2009-06-01 41
Total of all active and inactive participants 2009-06-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-06-01 7
Total participants 2009-06-01 49
Number of participants with account balances 2009-06-01 634
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-06-01 0
Number of employers contributing to the scheme 2009-06-01 45

Measure	Date	Value
2022: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year	2022-06-01	864
Total number of active participants reported on line 7a of the Form 5500	2022-06-01	803
Number of retired or separated participants receiving benefits	2022-06-01	21
Number of other retired or separated participants entitled to future benefits	2022-06-01	47
Total of all active and inactive participants	2022-06-01	871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-06-01	19
Total participants	2022-06-01	890
Number of participants with account balances	2022-06-01	890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-06-01	0
Number of employers contributing to the scheme	2022-06-01	35
2021: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year	2021-06-01	859
Total number of active participants reported on line 7a of the Form 5500	2021-06-01	790
Number of retired or separated participants receiving benefits	2021-06-01	16
Number of other retired or separated participants entitled to future benefits	2021-06-01	40
Total of all active and inactive participants	2021-06-01	846
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-06-01	18
Total participants	2021-06-01	864
Number of participants with account balances	2021-06-01	864
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-06-01	0
Number of employers contributing to the scheme	2021-06-01	36
2020: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year	2020-06-01	802
Total number of active participants reported on line 7a of the Form 5500	2020-06-01	796
Number of retired or separated participants receiving benefits	2020-06-01	11
Number of other retired or separated participants entitled to future benefits	2020-06-01	38
Total of all active and inactive participants	2020-06-01	845
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-06-01	14
Total participants	2020-06-01	859
Number of participants with account balances	2020-06-01	858
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-06-01	0
Number of employers contributing to the scheme	2020-06-01	30
2019: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year	2019-06-01	772
Total number of active participants reported on line 7a of the Form 5500	2019-06-01	749
Number of retired or separated participants receiving benefits	2019-06-01	15
Number of other retired or separated participants entitled to future benefits	2019-06-01	27
Total of all active and inactive participants	2019-06-01	791
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-06-01	11
Total participants	2019-06-01	802
Number of participants with account balances	2019-06-01	802
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-06-01	0
Number of employers contributing to the scheme	2019-06-01	31
2018: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year	2018-06-01	742
Total number of active participants reported on line 7a of the Form 5500	2018-06-01	714
Number of retired or separated participants receiving benefits	2018-06-01	11
Number of other retired or separated participants entitled to future benefits	2018-06-01	37
Total of all active and inactive participants	2018-06-01	762
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-06-01	10
Total participants	2018-06-01	772
Number of participants with account balances	2018-06-01	772
Number of employers contributing to the scheme	2018-06-01	50
2017: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year	2017-06-01	684
Total number of active participants reported on line 7a of the Form 5500	2017-06-01	688
Number of retired or separated participants receiving benefits	2017-06-01	10
Number of other retired or separated participants entitled to future benefits	2017-06-01	32
Total of all active and inactive participants	2017-06-01	730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-06-01	12
Total participants	2017-06-01	742
Number of participants with account balances	2017-06-01	742
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-06-01	0
Number of employers contributing to the scheme	2017-06-01	50
2016: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year	2016-06-01	656
Total number of active participants reported on line 7a of the Form 5500	2016-06-01	637
Number of retired or separated participants receiving benefits	2016-06-01	10
Number of other retired or separated participants entitled to future benefits	2016-06-01	29
Total of all active and inactive participants	2016-06-01	676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-06-01	8
Total participants	2016-06-01	684
Number of participants with account balances	2016-06-01	684
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-06-01	0
Number of employers contributing to the scheme	2016-06-01	49
2015: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-06-01	637
Total number of active participants reported on line 7a of the Form 5500	2015-06-01	615
Number of retired or separated participants receiving benefits	2015-06-01	9
Number of other retired or separated participants entitled to future benefits	2015-06-01	27
Total of all active and inactive participants	2015-06-01	651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-06-01	5
Total participants	2015-06-01	656
Number of participants with account balances	2015-06-01	656
Number of employers contributing to the scheme	2015-06-01	38
2014: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-06-01	636
Total number of active participants reported on line 7a of the Form 5500	2014-06-01	588
Number of retired or separated participants receiving benefits	2014-06-01	10
Number of other retired or separated participants entitled to future benefits	2014-06-01	33
Total of all active and inactive participants	2014-06-01	631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-06-01	6
Total participants	2014-06-01	637
Number of participants with account balances	2014-06-01	667
Number of employers contributing to the scheme	2014-06-01	38
2013: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-06-01	639
Total number of active participants reported on line 7a of the Form 5500	2013-06-01	598
Number of retired or separated participants receiving benefits	2013-06-01	7
Number of other retired or separated participants entitled to future benefits	2013-06-01	24
Total of all active and inactive participants	2013-06-01	629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-06-01	7
Total participants	2013-06-01	636
Number of participants with account balances	2013-06-01	636
Number of employers contributing to the scheme	2013-06-01	51
2012: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-06-01	632
Total number of active participants reported on line 7a of the Form 5500	2012-06-01	602
Number of retired or separated participants receiving benefits	2012-06-01	8
Number of other retired or separated participants entitled to future benefits	2012-06-01	30
Total of all active and inactive participants	2012-06-01	640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-06-01	5
Total participants	2012-06-01	645
Number of participants with account balances	2012-06-01	645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-06-01	0
Number of employers contributing to the scheme	2012-06-01	45
2011: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-06-01	632
Total number of active participants reported on line 7a of the Form 5500	2011-06-01	602
Number of retired or separated participants receiving benefits	2011-06-01	8
Number of other retired or separated participants entitled to future benefits	2011-06-01	30
Total of all active and inactive participants	2011-06-01	640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-06-01	5
Total participants	2011-06-01	645
Number of participants with account balances	2011-06-01	645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-06-01	0
Number of employers contributing to the scheme	2011-06-01	45
2009: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-06-01	632
Number of retired or separated participants receiving benefits	2009-06-01	1
Number of other retired or separated participants entitled to future benefits	2009-06-01	41
Total of all active and inactive participants	2009-06-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-06-01	7
Total participants	2009-06-01	49
Number of participants with account balances	2009-06-01	634
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-06-01	0
Number of employers contributing to the scheme	2009-06-01	45

Financial Data on INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN

Measure	Date	Value
2023 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2023-05-31	$192,704
Total unrealized appreciation/depreciation of assets	2023-05-31	$192,704
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-05-31	$0
Total income from all sources (including contributions)	2023-05-31	$6,151,295
Total loss/gain on sale of assets	2023-05-31	$0
Total of all expenses incurred	2023-05-31	$5,895,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-05-31	$5,599,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-05-31	$4,063,427
Value of total assets at end of year	2023-05-31	$66,002,906
Value of total assets at beginning of year	2023-05-31	$65,747,563
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-05-31	$296,512
Total interest from all sources	2023-05-31	$31,036
Total dividends received (eg from common stock, registered investment company shares)	2023-05-31	$1,864,128
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-05-31	No
Administrative expenses professional fees incurred	2023-05-31	$41,064
Was this plan covered by a fidelity bond	2023-05-31	Yes
Value of fidelity bond cover	2023-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2023-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-05-31	No
Participant contributions at end of year	2023-05-31	$605,581
Participant contributions at beginning of year	2023-05-31	$744,618
Administrative expenses (other) incurred	2023-05-31	$23,059
Total non interest bearing cash at end of year	2023-05-31	$385,080
Total non interest bearing cash at beginning of year	2023-05-31	$352,575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-05-31	No
Value of net income/loss	2023-05-31	$255,343
Value of net assets at end of year (total assets less liabilities)	2023-05-31	$66,002,906
Value of net assets at beginning of year (total assets less liabilities)	2023-05-31	$65,747,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-05-31	No
Were any leases to which the plan was party in default or uncollectible	2023-05-31	No
Investment advisory and management fees	2023-05-31	$198,621
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-05-31	$37,576,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-05-31	$37,106,259
Interest on participant loans	2023-05-31	$31,036
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-05-31	$27,436,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-05-31	$27,544,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-05-31	No
Was there a failure to transmit to the plan any participant contributions	2023-05-31	No
Has the plan failed to provide any benefit when due under the plan	2023-05-31	No
Contributions received in cash from employer	2023-05-31	$4,063,427
Income. Dividends from preferred stock	2023-05-31	$1,864,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-05-31	$5,599,440
Contract administrator fees	2023-05-31	$33,768
Did the plan have assets held for investment	2023-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-05-31	No
Opinion of an independent qualified public accountant for this plan	2023-05-31	Unqualified
Accountancy firm name	2023-05-31	LAPIER DILLON AND ASSOCIATES PC
Accountancy firm EIN	2023-05-31	320048525
2022 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-05-31	$0
Total income from all sources (including contributions)	2022-05-31	$214,664
Total loss/gain on sale of assets	2022-05-31	$0
Total of all expenses incurred	2022-05-31	$3,908,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-05-31	$3,706,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-05-31	$3,561,064
Value of total assets at end of year	2022-05-31	$65,747,563
Value of total assets at beginning of year	2022-05-31	$69,441,146
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-05-31	$201,781
Total interest from all sources	2022-05-31	$32,807
Total dividends received (eg from common stock, registered investment company shares)	2022-05-31	$2,807,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-05-31	$2,807,236
Administrative expenses professional fees incurred	2022-05-31	$30,160
Was this plan covered by a fidelity bond	2022-05-31	Yes
Value of fidelity bond cover	2022-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-05-31	No
Participant contributions at end of year	2022-05-31	$744,618
Participant contributions at beginning of year	2022-05-31	$689,250
Administrative expenses (other) incurred	2022-05-31	$21,736
Total non interest bearing cash at end of year	2022-05-31	$352,575
Total non interest bearing cash at beginning of year	2022-05-31	$356,862
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-05-31	No
Value of net income/loss	2022-05-31	$-3,693,583
Value of net assets at end of year (total assets less liabilities)	2022-05-31	$65,747,563
Value of net assets at beginning of year (total assets less liabilities)	2022-05-31	$69,441,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-05-31	No
Were any leases to which the plan was party in default or uncollectible	2022-05-31	No
Investment advisory and management fees	2022-05-31	$116,117
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-05-31	$37,106,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-05-31	$41,293,615
Interest on participant loans	2022-05-31	$32,807
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-05-31	$27,544,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-05-31	$27,101,419
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-05-31	$-6,186,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-05-31	No
Was there a failure to transmit to the plan any participant contributions	2022-05-31	No
Has the plan failed to provide any benefit when due under the plan	2022-05-31	No
Contributions received in cash from employer	2022-05-31	$3,561,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-05-31	$3,706,466
Contract administrator fees	2022-05-31	$33,768
Did the plan have assets held for investment	2022-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-05-31	No
Opinion of an independent qualified public accountant for this plan	2022-05-31	Unqualified
Accountancy firm name	2022-05-31	LAPIER, DILLON & ASSOCIATES PC
Accountancy firm EIN	2022-05-31	320048525
2021 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-05-31	$0
Total income from all sources (including contributions)	2021-05-31	$14,842,718
Total loss/gain on sale of assets	2021-05-31	$0
Total of all expenses incurred	2021-05-31	$2,814,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-05-31	$2,623,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-05-31	$3,297,156
Value of total assets at end of year	2021-05-31	$69,441,146
Value of total assets at beginning of year	2021-05-31	$57,412,594
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-05-31	$190,536
Total interest from all sources	2021-05-31	$37,127
Total dividends received (eg from common stock, registered investment company shares)	2021-05-31	$1,812,135
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-05-31	$1,812,135
Administrative expenses professional fees incurred	2021-05-31	$26,960
Was this plan covered by a fidelity bond	2021-05-31	Yes
Value of fidelity bond cover	2021-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-05-31	No
Participant contributions at end of year	2021-05-31	$689,250
Participant contributions at beginning of year	2021-05-31	$830,288
Administrative expenses (other) incurred	2021-05-31	$20,878
Total non interest bearing cash at end of year	2021-05-31	$356,862
Total non interest bearing cash at beginning of year	2021-05-31	$323,381
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-05-31	No
Value of net income/loss	2021-05-31	$12,028,552
Value of net assets at end of year (total assets less liabilities)	2021-05-31	$69,441,146
Value of net assets at beginning of year (total assets less liabilities)	2021-05-31	$57,412,594
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-05-31	No
Were any leases to which the plan was party in default or uncollectible	2021-05-31	No
Investment advisory and management fees	2021-05-31	$109,012
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-05-31	$41,293,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-05-31	$30,042,012
Interest on participant loans	2021-05-31	$37,127
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-05-31	$27,101,419
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-05-31	$26,216,913
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-05-31	$9,696,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-05-31	No
Was there a failure to transmit to the plan any participant contributions	2021-05-31	No
Has the plan failed to provide any benefit when due under the plan	2021-05-31	No
Contributions received in cash from employer	2021-05-31	$3,297,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-05-31	$2,623,630
Contract administrator fees	2021-05-31	$33,686
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	2021-05-31	No
Did the plan have assets held for investment	2021-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-05-31	No
Opinion of an independent qualified public accountant for this plan	2021-05-31	Disclaimer
Accountancy firm name	2021-05-31	LAPIER DILLON AND ASSOCIATES
Accountancy firm EIN	2021-05-31	320048525
2020 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-05-31	$0
Total income from all sources (including contributions)	2020-05-31	$5,844,229
Total loss/gain on sale of assets	2020-05-31	$0
Total of all expenses incurred	2020-05-31	$2,055,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-05-31	$1,869,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-05-31	$3,107,042
Value of total assets at end of year	2020-05-31	$57,412,594
Value of total assets at beginning of year	2020-05-31	$53,623,555
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-05-31	$185,745
Total interest from all sources	2020-05-31	$39,082
Total dividends received (eg from common stock, registered investment company shares)	2020-05-31	$1,621,081
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-05-31	$1,621,081
Administrative expenses professional fees incurred	2020-05-31	$24,036
Was this plan covered by a fidelity bond	2020-05-31	Yes
Value of fidelity bond cover	2020-05-31	$500,000
If this is an individual account plan, was there a blackout period	2020-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-05-31	No
Participant contributions at end of year	2020-05-31	$830,288
Participant contributions at beginning of year	2020-05-31	$614,173
Administrative expenses (other) incurred	2020-05-31	$22,874
Total non interest bearing cash at end of year	2020-05-31	$323,381
Total non interest bearing cash at beginning of year	2020-05-31	$336,714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-05-31	No
Value of net income/loss	2020-05-31	$3,789,039
Value of net assets at end of year (total assets less liabilities)	2020-05-31	$57,412,594
Value of net assets at beginning of year (total assets less liabilities)	2020-05-31	$53,623,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-05-31	No
Were any leases to which the plan was party in default or uncollectible	2020-05-31	No
Investment advisory and management fees	2020-05-31	$106,131
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-05-31	$30,042,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-05-31	$27,045,577
Interest on participant loans	2020-05-31	$39,082
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-05-31	$26,216,913
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-05-31	$25,627,091
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-05-31	$1,077,024
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-05-31	No
Was there a failure to transmit to the plan any participant contributions	2020-05-31	No
Has the plan failed to provide any benefit when due under the plan	2020-05-31	No
Contributions received in cash from employer	2020-05-31	$3,107,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-05-31	$1,869,445
Contract administrator fees	2020-05-31	$32,704
Did the plan have assets held for investment	2020-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-05-31	Disclaimer
Accountancy firm name	2020-05-31	NICHOLAS LAPIER CPA PC
Accountancy firm EIN	2020-05-31	320048525
2019 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-05-31	$0
Total income from all sources (including contributions)	2019-05-31	$3,375,105
Total loss/gain on sale of assets	2019-05-31	$0
Total of all expenses incurred	2019-05-31	$3,155,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-05-31	$2,942,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-05-31	$2,611,702
Value of total assets at end of year	2019-05-31	$53,623,555
Value of total assets at beginning of year	2019-05-31	$53,403,717
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-05-31	$213,249
Total interest from all sources	2019-05-31	$793,946
Total dividends received (eg from common stock, registered investment company shares)	2019-05-31	$571,352
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-05-31	$571,352
Administrative expenses professional fees incurred	2019-05-31	$22,505
Was this plan covered by a fidelity bond	2019-05-31	Yes
Value of fidelity bond cover	2019-05-31	$500,000
If this is an individual account plan, was there a blackout period	2019-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-05-31	No
Participant contributions at end of year	2019-05-31	$614,173
Participant contributions at beginning of year	2019-05-31	$671,550
Administrative expenses (other) incurred	2019-05-31	$20,297
Total non interest bearing cash at end of year	2019-05-31	$336,714
Total non interest bearing cash at beginning of year	2019-05-31	$461,053
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-05-31	No
Value of net income/loss	2019-05-31	$219,838
Value of net assets at end of year (total assets less liabilities)	2019-05-31	$53,623,555
Value of net assets at beginning of year (total assets less liabilities)	2019-05-31	$53,403,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-05-31	No
Were any leases to which the plan was party in default or uncollectible	2019-05-31	No
Investment advisory and management fees	2019-05-31	$138,700
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-05-31	$27,045,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-05-31	$26,533,401
Interest on participant loans	2019-05-31	$27,910
Interest earned on other investments	2019-05-31	$766,036
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-05-31	$25,627,091
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-05-31	$25,737,713
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-05-31	$-601,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-05-31	No
Was there a failure to transmit to the plan any participant contributions	2019-05-31	No
Has the plan failed to provide any benefit when due under the plan	2019-05-31	No
Contributions received in cash from employer	2019-05-31	$2,611,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-05-31	$2,942,018
Contract administrator fees	2019-05-31	$31,747
Did the plan have assets held for investment	2019-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-05-31	Disclaimer
Accountancy firm name	2019-05-31	NICHOLAS LAPIER CPA PC
Accountancy firm EIN	2019-05-31	320048525
2018 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-05-31	$0
Total income from all sources (including contributions)	2018-05-31	$6,805,067
Total loss/gain on sale of assets	2018-05-31	$0
Total of all expenses incurred	2018-05-31	$2,613,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-05-31	$2,381,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-05-31	$2,865,238
Value of total assets at end of year	2018-05-31	$53,403,717
Value of total assets at beginning of year	2018-05-31	$49,212,063
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-05-31	$232,132
Total interest from all sources	2018-05-31	$799,407
Total dividends received (eg from common stock, registered investment company shares)	2018-05-31	$349,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-05-31	$349,142
Administrative expenses professional fees incurred	2018-05-31	$20,751
Was this plan covered by a fidelity bond	2018-05-31	Yes
Value of fidelity bond cover	2018-05-31	$500,000
If this is an individual account plan, was there a blackout period	2018-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-05-31	No
Participant contributions at end of year	2018-05-31	$671,550
Participant contributions at beginning of year	2018-05-31	$723,753
Administrative expenses (other) incurred	2018-05-31	$21,042
Total non interest bearing cash at end of year	2018-05-31	$461,053
Total non interest bearing cash at beginning of year	2018-05-31	$250,603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-05-31	No
Value of net income/loss	2018-05-31	$4,191,654
Value of net assets at end of year (total assets less liabilities)	2018-05-31	$53,403,717
Value of net assets at beginning of year (total assets less liabilities)	2018-05-31	$49,212,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-05-31	No
Were any leases to which the plan was party in default or uncollectible	2018-05-31	No
Investment advisory and management fees	2018-05-31	$159,439
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-05-31	$26,533,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-05-31	$22,690,207
Interest on participant loans	2018-05-31	$33,823
Interest earned on other investments	2018-05-31	$765,584
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-05-31	$25,737,713
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-05-31	$25,547,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-05-31	$2,791,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-05-31	No
Was there a failure to transmit to the plan any participant contributions	2018-05-31	No
Has the plan failed to provide any benefit when due under the plan	2018-05-31	No
Contributions received in cash from employer	2018-05-31	$2,865,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-05-31	$2,381,281
Contract administrator fees	2018-05-31	$30,900
Did the plan have assets held for investment	2018-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-05-31	Disclaimer
Accountancy firm name	2018-05-31	NICHOLAS LAPIER CPA PC
Accountancy firm EIN	2018-05-31	320048525
2017 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-05-31	$0
Total income from all sources (including contributions)	2017-05-31	$5,873,460
Total loss/gain on sale of assets	2017-05-31	$0
Total of all expenses incurred	2017-05-31	$2,059,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-05-31	$1,892,573
Expenses. Certain deemed distributions of participant loans	2017-05-31	$12,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-05-31	$2,119,413
Value of total assets at end of year	2017-05-31	$49,212,063
Value of total assets at beginning of year	2017-05-31	$45,397,906
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-05-31	$153,825
Total interest from all sources	2017-05-31	$796,827
Total dividends received (eg from common stock, registered investment company shares)	2017-05-31	$349,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-05-31	$349,142
Administrative expenses professional fees incurred	2017-05-31	$16,802
Was this plan covered by a fidelity bond	2017-05-31	Yes
Value of fidelity bond cover	2017-05-31	$500,000
If this is an individual account plan, was there a blackout period	2017-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-05-31	No
Participant contributions at end of year	2017-05-31	$723,753
Participant contributions at beginning of year	2017-05-31	$708,523
Other income not declared elsewhere	2017-05-31	$10,590
Administrative expenses (other) incurred	2017-05-31	$82,674
Total non interest bearing cash at end of year	2017-05-31	$250,603
Total non interest bearing cash at beginning of year	2017-05-31	$290,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-05-31	No
Value of net income/loss	2017-05-31	$3,814,157
Value of net assets at end of year (total assets less liabilities)	2017-05-31	$49,212,063
Value of net assets at beginning of year (total assets less liabilities)	2017-05-31	$45,397,906
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-05-31	No
Were any leases to which the plan was party in default or uncollectible	2017-05-31	No
Investment advisory and management fees	2017-05-31	$23,974
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-05-31	$22,690,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-05-31	$18,744,375
Interest on participant loans	2017-05-31	$31,243
Interest earned on other investments	2017-05-31	$765,584
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-05-31	$25,547,500
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-05-31	$25,654,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-05-31	$2,597,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-05-31	No
Was there a failure to transmit to the plan any participant contributions	2017-05-31	No
Has the plan failed to provide any benefit when due under the plan	2017-05-31	No
Contributions received in cash from employer	2017-05-31	$2,119,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-05-31	$1,892,573
Contract administrator fees	2017-05-31	$30,375
Did the plan have assets held for investment	2017-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-05-31	Disclaimer
Accountancy firm name	2017-05-31	NICHOLAS LAPIER CPA PC
Accountancy firm EIN	2017-05-31	320048525
2016 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-05-31	$-955,933
Total unrealized appreciation/depreciation of assets	2016-05-31	$-955,933
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-05-31	$0
Total income from all sources (including contributions)	2016-05-31	$2,251,569
Total loss/gain on sale of assets	2016-05-31	$0
Total of all expenses incurred	2016-05-31	$1,819,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-05-31	$1,737,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-05-31	$1,715,173
Value of total assets at end of year	2016-05-31	$45,397,906
Value of total assets at beginning of year	2016-05-31	$44,965,370
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-05-31	$81,555
Total interest from all sources	2016-05-31	$761,155
Total dividends received (eg from common stock, registered investment company shares)	2016-05-31	$228,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-05-31	No
Administrative expenses professional fees incurred	2016-05-31	$29,673
Was this plan covered by a fidelity bond	2016-05-31	Yes
Value of fidelity bond cover	2016-05-31	$500,000
If this is an individual account plan, was there a blackout period	2016-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-05-31	No
Participant contributions at end of year	2016-05-31	$708,523
Participant contributions at beginning of year	2016-05-31	$664,653
Income. Received or receivable in cash from other sources (including rollovers)	2016-05-31	$40,000
Administrative expenses (other) incurred	2016-05-31	$22,407
Total non interest bearing cash at end of year	2016-05-31	$290,648
Total non interest bearing cash at beginning of year	2016-05-31	$312,637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-05-31	No
Value of net income/loss	2016-05-31	$432,536
Value of net assets at end of year (total assets less liabilities)	2016-05-31	$45,397,906
Value of net assets at beginning of year (total assets less liabilities)	2016-05-31	$44,965,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-05-31	No
Were any leases to which the plan was party in default or uncollectible	2016-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-05-31	$18,744,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-05-31	$19,275,520
Interest on participant loans	2016-05-31	$19,151
Interest earned on other investments	2016-05-31	$742,004
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-05-31	$25,654,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-05-31	$24,712,560
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-05-31	$503,104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-05-31	No
Was there a failure to transmit to the plan any participant contributions	2016-05-31	No
Has the plan failed to provide any benefit when due under the plan	2016-05-31	No
Contributions received in cash from employer	2016-05-31	$1,675,173
Income. Dividends from common stock	2016-05-31	$228,070
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-05-31	$1,737,478
Contract administrator fees	2016-05-31	$29,475
Did the plan have assets held for investment	2016-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-05-31	Disclaimer
Accountancy firm name	2016-05-31	NICHOLAS LAPIER CPA PC
Accountancy firm EIN	2016-05-31	320048525
2015 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-05-31	$-200,299
Total unrealized appreciation/depreciation of assets	2015-05-31	$-200,299
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-05-31	$0
Total income from all sources (including contributions)	2015-05-31	$3,664,993
Total loss/gain on sale of assets	2015-05-31	$0
Total of all expenses incurred	2015-05-31	$2,108,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-05-31	$2,036,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-05-31	$1,735,581
Value of total assets at end of year	2015-05-31	$44,965,370
Value of total assets at beginning of year	2015-05-31	$43,408,738
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-05-31	$71,425
Total interest from all sources	2015-05-31	$753,861
Total dividends received (eg from common stock, registered investment company shares)	2015-05-31	$407,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-05-31	No
Administrative expenses professional fees incurred	2015-05-31	$19,994
Was this plan covered by a fidelity bond	2015-05-31	Yes
Value of fidelity bond cover	2015-05-31	$500,000
If this is an individual account plan, was there a blackout period	2015-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-05-31	No
Participant contributions at end of year	2015-05-31	$664,653
Participant contributions at beginning of year	2015-05-31	$742,798
Income. Received or receivable in cash from other sources (including rollovers)	2015-05-31	$43,530
Administrative expenses (other) incurred	2015-05-31	$22,856
Total non interest bearing cash at end of year	2015-05-31	$312,637
Total non interest bearing cash at beginning of year	2015-05-31	$292,504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-05-31	No
Value of net income/loss	2015-05-31	$1,556,632
Value of net assets at end of year (total assets less liabilities)	2015-05-31	$44,965,370
Value of net assets at beginning of year (total assets less liabilities)	2015-05-31	$43,408,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-05-31	No
Were any leases to which the plan was party in default or uncollectible	2015-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-05-31	$19,275,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-05-31	$18,138,147
Interest on participant loans	2015-05-31	$29,771
Interest earned on other investments	2015-05-31	$724,090
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-05-31	$24,712,560
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-05-31	$24,235,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-05-31	$968,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-05-31	No
Was there a failure to transmit to the plan any participant contributions	2015-05-31	No
Has the plan failed to provide any benefit when due under the plan	2015-05-31	No
Contributions received in cash from employer	2015-05-31	$1,692,051
Income. Dividends from common stock	2015-05-31	$407,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-05-31	$2,036,936
Contract administrator fees	2015-05-31	$28,575
Did the plan have assets held for investment	2015-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-05-31	Disclaimer
Accountancy firm name	2015-05-31	NICHOLAS LAPIER CPA PC
Accountancy firm EIN	2015-05-31	320048525
2014 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-05-31	$0
Total income from all sources (including contributions)	2014-05-31	$4,984,819
Total loss/gain on sale of assets	2014-05-31	$0
Total of all expenses incurred	2014-05-31	$1,901,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-05-31	$1,834,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-05-31	$1,725,556
Value of total assets at end of year	2014-05-31	$43,408,738
Value of total assets at beginning of year	2014-05-31	$40,325,565
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-05-31	$67,544
Total interest from all sources	2014-05-31	$3,259,263
Total dividends received (eg from common stock, registered investment company shares)	2014-05-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-05-31	No
Administrative expenses professional fees incurred	2014-05-31	$21,643
Was this plan covered by a fidelity bond	2014-05-31	Yes
Value of fidelity bond cover	2014-05-31	$500,000
If this is an individual account plan, was there a blackout period	2014-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-05-31	No
Participant contributions at end of year	2014-05-31	$742,798
Participant contributions at beginning of year	2014-05-31	$677,501
Income. Received or receivable in cash from other sources (including rollovers)	2014-05-31	$31,620
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-05-31	$292,504
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-05-31	$333,579
Administrative expenses (other) incurred	2014-05-31	$18,001
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-05-31	No
Value of net income/loss	2014-05-31	$3,083,173
Value of net assets at end of year (total assets less liabilities)	2014-05-31	$43,408,738
Value of net assets at beginning of year (total assets less liabilities)	2014-05-31	$40,325,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-05-31	No
Were any leases to which the plan was party in default or uncollectible	2014-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-05-31	$18,138,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-05-31	$15,306,405
Interest on participant loans	2014-05-31	$34,485
Interest earned on other investments	2014-05-31	$3,224,778
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-05-31	$24,235,289
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-05-31	$24,008,080
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-05-31	No
Was there a failure to transmit to the plan any participant contributions	2014-05-31	No
Has the plan failed to provide any benefit when due under the plan	2014-05-31	No
Contributions received in cash from employer	2014-05-31	$1,693,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-05-31	$1,834,102
Contract administrator fees	2014-05-31	$27,900
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	2014-05-31	No
Did the plan have assets held for investment	2014-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-05-31	Disclaimer
Accountancy firm name	2014-05-31	NICHOLAS LAPIER CPA PC
Accountancy firm EIN	2014-05-31	320048525
2013 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-05-31	$5,262,240
Total of all expenses incurred	2013-05-31	$3,159,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-05-31	$3,103,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-05-31	$1,865,786
Value of total assets at end of year	2013-05-31	$40,325,565
Value of total assets at beginning of year	2013-05-31	$38,222,763
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-05-31	$55,668
Total interest from all sources	2013-05-31	$3,396,454
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-05-31	No
Administrative expenses professional fees incurred	2013-05-31	$17,424
Was this plan covered by a fidelity bond	2013-05-31	Yes
Value of fidelity bond cover	2013-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-05-31	No
Contributions received from participants	2013-05-31	$0
Participant contributions at end of year	2013-05-31	$677,501
Participant contributions at beginning of year	2013-05-31	$565,908
Income. Received or receivable in cash from other sources (including rollovers)	2013-05-31	$73,292
Administrative expenses (other) incurred	2013-05-31	$11,244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-05-31	No
Value of net income/loss	2013-05-31	$2,102,802
Value of net assets at end of year (total assets less liabilities)	2013-05-31	$40,325,565
Value of net assets at beginning of year (total assets less liabilities)	2013-05-31	$38,222,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-05-31	No
Were any leases to which the plan was party in default or uncollectible	2013-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-05-31	$15,306,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-05-31	$13,045,532
Interest on participant loans	2013-05-31	$27,350
Interest earned on other investments	2013-05-31	$3,369,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-05-31	$333,579
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-05-31	$269,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-05-31	$269,984
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-05-31	$24,008,080
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-05-31	$24,341,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-05-31	No
Was there a failure to transmit to the plan any participant contributions	2013-05-31	No
Has the plan failed to provide any benefit when due under the plan	2013-05-31	No
Contributions received in cash from employer	2013-05-31	$1,792,494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-05-31	$3,103,770
Contract administrator fees	2013-05-31	$27,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-05-31	No
Did the plan have assets held for investment	2013-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-05-31	Disclaimer
Accountancy firm name	2013-05-31	NICHOLAS LAPIER CPA PC
Accountancy firm EIN	2013-05-31	320048525
2012 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-05-31	$1,797,522
Total of all expenses incurred	2012-05-31	$1,787,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-05-31	$1,676,245
Expenses. Certain deemed distributions of participant loans	2012-05-31	$38,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-05-31	$1,800,519
Value of total assets at end of year	2012-05-31	$38,222,763
Value of total assets at beginning of year	2012-05-31	$38,213,206
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-05-31	$72,830
Total interest from all sources	2012-05-31	$809,763
Total dividends received (eg from common stock, registered investment company shares)	2012-05-31	$146,368
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-05-31	$146,368
Administrative expenses professional fees incurred	2012-05-31	$28,996
Was this plan covered by a fidelity bond	2012-05-31	Yes
Value of fidelity bond cover	2012-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-05-31	No
Participant contributions at end of year	2012-05-31	$565,908
Participant contributions at beginning of year	2012-05-31	$520,578
Income. Received or receivable in cash from other sources (including rollovers)	2012-05-31	$50,170
Administrative expenses (other) incurred	2012-05-31	$17,834
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-05-31	No
Value of net income/loss	2012-05-31	$9,557
Value of net assets at end of year (total assets less liabilities)	2012-05-31	$38,222,763
Value of net assets at beginning of year (total assets less liabilities)	2012-05-31	$38,213,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-05-31	No
Were any leases to which the plan was party in default or uncollectible	2012-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-05-31	$13,045,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-05-31	$13,712,460
Interest on participant loans	2012-05-31	$22,465
Interest earned on other investments	2012-05-31	$787,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-05-31	$269,984
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-05-31	$283,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-05-31	$283,376
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-05-31	$24,341,339
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-05-31	$23,696,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-05-31	$-959,128
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-05-31	No
Was there a failure to transmit to the plan any participant contributions	2012-05-31	No
Has the plan failed to provide any benefit when due under the plan	2012-05-31	No
Contributions received in cash from employer	2012-05-31	$1,750,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-05-31	$1,676,245
Contract administrator fees	2012-05-31	$26,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-05-31	No
Did the plan have assets held for investment	2012-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-05-31	Disclaimer
Accountancy firm name	2012-05-31	NICHOLAS LAPIERS CPA PC
Accountancy firm EIN	2012-05-31	320048525
2011 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-05-31	$5,216,449
Total of all expenses incurred	2011-05-31	$1,876,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-05-31	$1,741,546
Expenses. Certain deemed distributions of participant loans	2011-05-31	$71,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-05-31	$1,599,711
Value of total assets at end of year	2011-05-31	$38,213,206
Value of total assets at beginning of year	2011-05-31	$34,873,225
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-05-31	$63,391
Total interest from all sources	2011-05-31	$906,534
Total dividends received (eg from common stock, registered investment company shares)	2011-05-31	$147,629
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-05-31	No
Administrative expenses professional fees incurred	2011-05-31	$23,360
Was this plan covered by a fidelity bond	2011-05-31	Yes
Value of fidelity bond cover	2011-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-05-31	No
Participant contributions at end of year	2011-05-31	$520,578
Participant contributions at beginning of year	2011-05-31	$577,024
Income. Received or receivable in cash from other sources (including rollovers)	2011-05-31	$44,555
Administrative expenses (other) incurred	2011-05-31	$15,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-05-31	No
Value of net income/loss	2011-05-31	$3,339,981
Value of net assets at end of year (total assets less liabilities)	2011-05-31	$38,213,206
Value of net assets at beginning of year (total assets less liabilities)	2011-05-31	$34,873,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-05-31	No
Were any leases to which the plan was party in default or uncollectible	2011-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-05-31	$13,712,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-05-31	$10,831,128
Interest on participant loans	2011-05-31	$35,442
Interest earned on other investments	2011-05-31	$871,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-05-31	$283,376
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-05-31	$231,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-05-31	$231,040
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-05-31	$23,696,792
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-05-31	$23,234,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-05-31	$2,562,575
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-05-31	No
Was there a failure to transmit to the plan any participant contributions	2011-05-31	No
Has the plan failed to provide any benefit when due under the plan	2011-05-31	No
Contributions received in cash from employer	2011-05-31	$1,555,156
Income. Dividends from preferred stock	2011-05-31	$147,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-05-31	$1,741,546
Contract administrator fees	2011-05-31	$25,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-05-31	No
Did the plan have assets held for investment	2011-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-05-31	Disclaimer
Accountancy firm name	2011-05-31	NICHOLAS LAPIER CPA PC
Accountancy firm EIN	2011-05-31	320048525
2010 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-05-31	$0

Form 5500 Responses for INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN

2022: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2022 form 5500 responses
2022-06-01	Type of plan entity	Multi-employer plan
2022-06-01	Submission has been amended	No
2022-06-01	This submission is the final filing	No
2022-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-06-01	Plan is a collectively bargained plan	Yes
2022-06-01	Plan funding arrangement – Insurance	Yes
2022-06-01	Plan funding arrangement – Trust	Yes
2022-06-01	Plan benefit arrangement – Insurance	Yes
2022-06-01	Plan benefit arrangement - Trust	Yes
2021: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2021 form 5500 responses
2021-06-01	Type of plan entity	Multi-employer plan
2021-06-01	Submission has been amended	No
2021-06-01	This submission is the final filing	No
2021-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-06-01	Plan is a collectively bargained plan	Yes
2021-06-01	Plan funding arrangement – Insurance	Yes
2021-06-01	Plan funding arrangement – Trust	Yes
2021-06-01	Plan benefit arrangement – Insurance	Yes
2021-06-01	Plan benefit arrangement - Trust	Yes
2020: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2020 form 5500 responses
2020-06-01	Type of plan entity	Multi-employer plan
2020-06-01	Submission has been amended	No
2020-06-01	This submission is the final filing	No
2020-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-06-01	Plan is a collectively bargained plan	Yes
2020-06-01	Plan funding arrangement – Insurance	Yes
2020-06-01	Plan funding arrangement – Trust	Yes
2020-06-01	Plan benefit arrangement – Insurance	Yes
2020-06-01	Plan benefit arrangement - Trust	Yes
2019: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2019 form 5500 responses
2019-06-01	Type of plan entity	Multi-employer plan
2019-06-01	Submission has been amended	No
2019-06-01	This submission is the final filing	No
2019-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-06-01	Plan is a collectively bargained plan	Yes
2019-06-01	Plan funding arrangement – Insurance	Yes
2019-06-01	Plan funding arrangement – Trust	Yes
2019-06-01	Plan benefit arrangement – Insurance	Yes
2019-06-01	Plan benefit arrangement - Trust	Yes
2018: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2018 form 5500 responses
2018-06-01	Type of plan entity	Multi-employer plan
2018-06-01	Submission has been amended	No
2018-06-01	This submission is the final filing	No
2018-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-06-01	Plan is a collectively bargained plan	Yes
2018-06-01	Plan funding arrangement – Insurance	Yes
2018-06-01	Plan funding arrangement – Trust	Yes
2018-06-01	Plan benefit arrangement – Insurance	Yes
2018-06-01	Plan benefit arrangement - Trust	Yes
2017: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2017 form 5500 responses
2017-06-01	Type of plan entity	Multi-employer plan
2017-06-01	Submission has been amended	No
2017-06-01	This submission is the final filing	No
2017-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-06-01	Plan is a collectively bargained plan	Yes
2017-06-01	Plan funding arrangement – Insurance	Yes
2017-06-01	Plan funding arrangement – Trust	Yes
2017-06-01	Plan benefit arrangement – Insurance	Yes
2017-06-01	Plan benefit arrangement - Trust	Yes
2016: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2016 form 5500 responses
2016-06-01	Type of plan entity	Multi-employer plan
2016-06-01	Submission has been amended	No
2016-06-01	This submission is the final filing	No
2016-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-06-01	Plan is a collectively bargained plan	Yes
2016-06-01	Plan funding arrangement – Insurance	Yes
2016-06-01	Plan funding arrangement – Trust	Yes
2016-06-01	Plan benefit arrangement – Insurance	Yes
2016-06-01	Plan benefit arrangement - Trust	Yes
2015: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2015 form 5500 responses
2015-06-01	Type of plan entity	Multi-employer plan
2015-06-01	Submission has been amended	No
2015-06-01	This submission is the final filing	No
2015-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-06-01	Plan is a collectively bargained plan	Yes
2015-06-01	Plan funding arrangement – Insurance	Yes
2015-06-01	Plan funding arrangement – Trust	Yes
2015-06-01	Plan benefit arrangement – Insurance	Yes
2015-06-01	Plan benefit arrangement - Trust	Yes
2014: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2014 form 5500 responses
2014-06-01	Type of plan entity	Multi-employer plan
2014-06-01	Submission has been amended	No
2014-06-01	This submission is the final filing	No
2014-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-06-01	Plan is a collectively bargained plan	Yes
2014-06-01	Plan funding arrangement – Insurance	Yes
2014-06-01	Plan funding arrangement – Trust	Yes
2014-06-01	Plan benefit arrangement – Insurance	Yes
2014-06-01	Plan benefit arrangement - Trust	Yes
2013: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2013 form 5500 responses
2013-06-01	Type of plan entity	Multi-employer plan
2013-06-01	Submission has been amended	No
2013-06-01	This submission is the final filing	No
2013-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-06-01	Plan is a collectively bargained plan	Yes
2013-06-01	Plan funding arrangement – Insurance	Yes
2013-06-01	Plan funding arrangement – Trust	Yes
2013-06-01	Plan benefit arrangement – Insurance	Yes
2013-06-01	Plan benefit arrangement - Trust	Yes
2012: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2012 form 5500 responses
2012-06-01	Type of plan entity	Multi-employer plan
2012-06-01	Submission has been amended	No
2012-06-01	This submission is the final filing	No
2012-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-06-01	Plan is a collectively bargained plan	Yes
2012-06-01	Plan funding arrangement – Insurance	Yes
2012-06-01	Plan funding arrangement – Trust	Yes
2012-06-01	Plan benefit arrangement – Insurance	Yes
2012-06-01	Plan benefit arrangement - Trust	Yes
2011: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2011 form 5500 responses
2011-06-01	Type of plan entity	Multi-employer plan
2011-06-01	Submission has been amended	No
2011-06-01	This submission is the final filing	No
2011-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-06-01	Plan is a collectively bargained plan	Yes
2011-06-01	Plan funding arrangement – Insurance	Yes
2011-06-01	Plan funding arrangement – Trust	Yes
2011-06-01	Plan benefit arrangement – Insurance	Yes
2011-06-01	Plan benefit arrangement - Trust	Yes
2009: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL NO.7 ANNUITY PLAN 2009 form 5500 responses
2009-06-01	Type of plan entity	Multi-employer plan
2009-06-01	Submission has been amended	No
2009-06-01	This submission is the final filing	No
2009-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-06-01	Plan is a collectively bargained plan	Yes
2009-06-01	Plan funding arrangement – Insurance	Yes
2009-06-01	Plan funding arrangement – Trust	Yes
2009-06-01	Plan benefit arrangement – Insurance	Yes
2009-06-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

MT50771

Policy instance

Insurance contract or identification number	MT50771
Number of Individuals Covered	890
Insurance policy start date	2022-06-01
Insurance policy end date	2023-05-31
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?	Yes
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?	Yes

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

MT50771

Policy instance

Insurance contract or identification number	MT50771
Number of Individuals Covered	864
Insurance policy start date	2021-06-01
Insurance policy end date	2022-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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?	Yes
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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

MT50771

Policy instance

Insurance contract or identification number	MT50771
Number of Individuals Covered	858
Insurance policy start date	2020-06-01
Insurance policy end date	2021-05-31
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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

MT50771

Policy instance

Insurance contract or identification number	MT50771
Number of Individuals Covered	802
Insurance policy start date	2019-06-01
Insurance policy end date	2020-05-31
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?	Yes
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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

MT50771

Policy instance

Insurance contract or identification number	MT50771
Number of Individuals Covered	772
Insurance policy start date	2018-06-01
Insurance policy end date	2019-05-31
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?	Yes
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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

MT50771

Policy instance

Insurance contract or identification number	MT50771
Number of Individuals Covered	742
Insurance policy start date	2017-06-01
Insurance policy end date	2018-05-31
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?	Yes
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:	INTL BROTHERHOOD OF ELEC WORKERS UNION LOCAL 7
Employer identification number (EIN):	042733497
NAIC Classification:	238210
NAIC Description:	Electrical Contractors and Other Wiring Installation Contractors