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INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED EMPLOYEES' RETIREMENT PLAN (NON-NJ & NON-NY EMP) 401k Plan overview

Plan NameINSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED EMPLOYEES' RETIREMENT PLAN (NON-NJ & NON-NY EMP)
Plan identification number 002

INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED EMPLOYEES' RETIREMENT PLAN (NON-NJ & NON-NY EMP) Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC.
Employer identification number (EIN):131656633
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED EMPLOYEES' RETIREMENT PLAN (NON-NJ & NON-NY EMP)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-01-01SHANNON JOHNSTON THOMAS R. SIEGERT2016-09-13
0022014-01-01SHANNON JOHNSTON THOMAS R. SIEGERT2015-10-13
0022013-01-01SHANNON JOHNSTON THOMAS R. SIEGERT2014-10-13
0022012-01-01ELIZABETH DAVIS THOMAS R. SIEGERT2013-10-11
0022011-01-01SHANNON JOHNSTON THOMAS LYNCH2012-10-13
0022010-01-01ELIZABETH DAVIS THOMAS LYNCH2011-10-15
0022009-01-01ELIZABETH DAVIS

Plan Statistics for INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED EMPLOYEES' RETIREMENT PLAN (NON-NJ & NON-NY EMP)

401k plan membership statisitcs for INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED EMPLOYEES' RETIREMENT PLAN (NON-NJ & NON-NY EMP)

Measure Date Value
2015: INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED EMPLOYEES' RETIREMENT PLAN (NON-NJ & NON-NY EMP) 2015 401k membership
Total participants, beginning-of-year2015-01-01163
Total number of active participants reported on line 7a of the Form 55002015-01-010
Total of all active and inactive participants2015-01-010
Total participants2015-01-010
2014: INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED EMPLOYEES' RETIREMENT PLAN (NON-NJ & NON-NY EMP) 2014 401k membership
Total participants, beginning-of-year2014-01-01165
Total number of active participants reported on line 7a of the Form 55002014-01-0164
Number of retired or separated participants receiving benefits2014-01-0142
Number of other retired or separated participants entitled to future benefits2014-01-0156
Total of all active and inactive participants2014-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED EMPLOYEES' RETIREMENT PLAN (NON-NJ & NON-NY EMP) 2013 401k membership
Total participants, beginning-of-year2013-01-01173
Total number of active participants reported on line 7a of the Form 55002013-01-0170
Number of retired or separated participants receiving benefits2013-01-0141
Number of other retired or separated participants entitled to future benefits2013-01-0154
Total of all active and inactive participants2013-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED EMPLOYEES' RETIREMENT PLAN (NON-NJ & NON-NY EMP) 2012 401k membership
Total participants, beginning-of-year2012-01-01180
Total number of active participants reported on line 7a of the Form 55002012-01-0178
Number of retired or separated participants receiving benefits2012-01-0141
Number of other retired or separated participants entitled to future benefits2012-01-0154
Total of all active and inactive participants2012-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01173
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED EMPLOYEES' RETIREMENT PLAN (NON-NJ & NON-NY EMP) 2011 401k membership
Total participants, beginning-of-year2011-01-01184
Total number of active participants reported on line 7a of the Form 55002011-01-0187
Number of retired or separated participants receiving benefits2011-01-0138
Number of other retired or separated participants entitled to future benefits2011-01-0155
Total of all active and inactive participants2011-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01180
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED EMPLOYEES' RETIREMENT PLAN (NON-NJ & NON-NY EMP) 2010 401k membership
Total participants, beginning-of-year2010-01-01190
Total number of active participants reported on line 7a of the Form 55002010-01-0194
Number of retired or separated participants receiving benefits2010-01-0138
Number of other retired or separated participants entitled to future benefits2010-01-0152
Total of all active and inactive participants2010-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01184
Number of participants with account balances2010-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED EMPLOYEES' RETIREMENT PLAN (NON-NJ & NON-NY EMP) 2009 401k membership
Total participants, beginning-of-year2009-01-01194
Total number of active participants reported on line 7a of the Form 55002009-01-01102
Number of retired or separated participants receiving benefits2009-01-0137
Number of other retired or separated participants entitled to future benefits2009-01-0151
Total of all active and inactive participants2009-01-01190
Total participants2009-01-01190

Financial Data on INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED EMPLOYEES' RETIREMENT PLAN (NON-NJ & NON-NY EMP)

Measure Date Value
2015 : INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED EMPLOYEES' RETIREMENT PLAN (NON-NJ & NON-NY EMP) 2015 401k financial data
Total transfer of assets from this plan2015-12-31$10,574,418
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$12,633
Total income from all sources (including contributions)2015-12-31$269,815
Total of all expenses incurred2015-12-31$810,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$766,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$700,000
Value of total assets at end of year2015-12-31$0
Value of total assets at beginning of year2015-12-31$11,127,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$43,527
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$700,000
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$12,633
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-540,648
Value of net assets at end of year (total assets less liabilities)2015-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,115,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$43,527
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$11,127,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$766,936
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GRANT THORNTON LLP
Accountancy firm EIN2015-12-31036605558
2014 : INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED EMPLOYEES' RETIREMENT PLAN (NON-NJ & NON-NY EMP) 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$12,633
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$11,821
Total income from all sources (including contributions)2014-12-31$1,778,190
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$561,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$519,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$11,127,699
Value of total assets at beginning of year2014-12-31$9,910,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$42,691
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$21,577
Liabilities. Value of operating payables at end of year2014-12-31$12,633
Liabilities. Value of operating payables at beginning of year2014-12-31$11,821
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,216,440
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,115,066
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,898,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$42,691
Value of interest in master investment trust accounts at end of year2014-12-31$11,127,699
Value of interest in master investment trust accounts at beginning of year2014-12-31$9,888,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$519,059
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GRANT THORNTON LLP
Accountancy firm EIN2014-12-31036605558
2013 : INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED EMPLOYEES' RETIREMENT PLAN (NON-NJ & NON-NY EMP) 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$11,821
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$15,354
Total income from all sources (including contributions)2013-12-31$-315,097
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,600,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,558,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$9,910,447
Value of total assets at beginning of year2013-12-31$11,829,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$41,030
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$21,577
Liabilities. Value of operating payables at end of year2013-12-31$11,821
Liabilities. Value of operating payables at beginning of year2013-12-31$15,354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-1,915,108
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,898,626
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,813,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$41,030
Value of interest in master investment trust accounts at end of year2013-12-31$9,888,870
Value of interest in master investment trust accounts at beginning of year2013-12-31$11,814,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Employer contributions (assets) at beginning of year2013-12-31$14,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,558,981
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GRANT THORNTON
Accountancy firm EIN2013-12-31366055558
2012 : INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED EMPLOYEES' RETIREMENT PLAN (NON-NJ & NON-NY EMP) 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$15,354
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$15,406
Total income from all sources (including contributions)2012-12-31$1,346,284
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$783,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$739,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$14,675
Value of total assets at end of year2012-12-31$11,829,088
Value of total assets at beginning of year2012-12-31$11,266,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$43,719
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Liabilities. Value of operating payables at end of year2012-12-31$15,354
Liabilities. Value of operating payables at beginning of year2012-12-31$15,406
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$562,657
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,813,734
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,251,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$43,719
Value of interest in master investment trust accounts at end of year2012-12-31$11,814,413
Value of interest in master investment trust accounts at beginning of year2012-12-31$11,266,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$14,675
Employer contributions (assets) at end of year2012-12-31$14,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$739,908
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GRANT THORNTON LLP
Accountancy firm EIN2012-12-31366055558
2011 : INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED EMPLOYEES' RETIREMENT PLAN (NON-NJ & NON-NY EMP) 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$236,175
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$15,406
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$250,530
Total income from all sources (including contributions)2011-12-31$-170,622
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$482,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$432,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$11,266,483
Value of total assets at beginning of year2011-12-31$12,390,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$49,794
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$236,175
Liabilities. Value of operating payables at end of year2011-12-31$15,406
Liabilities. Value of operating payables at beginning of year2011-12-31$14,355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-652,911
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,251,077
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,140,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$48,743
Value of interest in master investment trust accounts at end of year2011-12-31$11,266,483
Value of interest in master investment trust accounts at beginning of year2011-12-31$12,390,693
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$432,495
Contract administrator fees2011-12-31$1,051
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2011-12-31132781641
2010 : INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED EMPLOYEES' RETIREMENT PLAN (NON-NJ & NON-NY EMP) 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$64,453
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$250,530
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$10,932
Total income from all sources (including contributions)2010-12-31$1,157,039
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$882,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$836,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$12,390,693
Value of total assets at beginning of year2010-12-31$11,940,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$45,348
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$282,248
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$236,175
Liabilities. Value of operating payables at end of year2010-12-31$14,355
Liabilities. Value of operating payables at beginning of year2010-12-31$10,932
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$274,850
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,140,163
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,929,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$41,925
Value of interest in master investment trust accounts at end of year2010-12-31$12,390,693
Value of interest in master investment trust accounts at beginning of year2010-12-31$10,058,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Employer contributions (assets) at beginning of year2010-12-31$1,600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$836,841
Contract administrator fees2010-12-31$3,423
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2010-12-31132781641

Form 5500 Responses for INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED EMPLOYEES' RETIREMENT PLAN (NON-NJ & NON-NY EMP)

2015: INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED EMPLOYEES' RETIREMENT PLAN (NON-NJ & NON-NY EMP) 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED EMPLOYEES' RETIREMENT PLAN (NON-NJ & NON-NY EMP) 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED EMPLOYEES' RETIREMENT PLAN (NON-NJ & NON-NY EMP) 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED EMPLOYEES' RETIREMENT PLAN (NON-NJ & NON-NY EMP) 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED EMPLOYEES' RETIREMENT PLAN (NON-NJ & NON-NY EMP) 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED EMPLOYEES' RETIREMENT PLAN (NON-NJ & NON-NY EMP) 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC. AMENDED AND RESTATED EMPLOYEES' RETIREMENT PLAN (NON-NJ & NON-NY EMP) 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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