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IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameIBEW LOCAL 363-MONEY PURCHASE PENSION PLAN
Plan identification number 001

IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)

401k Sponsoring company profile

IBEW LOCAL 363 MONEY PURCHASE PENSION PLAN has sponsored the creation of one or more 401k plans.

Company Name:IBEW LOCAL 363 MONEY PURCHASE PENSION PLAN
Employer identification number (EIN):136530041
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PAMELA BROWN2024-10-15 SAMUEL FRATTO2024-10-15
0012022-01-01PAMELA BROWN2023-10-12 SAMUEL FRATTO2023-10-12
0012021-01-01PAMELA BROWN2022-10-15 SAMUEL FRATTO2022-10-15
0012020-01-01PAMELA BROWN2021-10-15 SAMUEL FRATTO2021-10-15
0012019-01-01PAMELA BROWN2020-10-11 SAMUEL FRATTO2020-10-11
0012018-01-01PAMELA BROWN2019-10-08 SAMUEL FRATTO2019-10-08
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01JOHN MARAIA
0012011-01-01JOHN MARAIA
0012010-01-01JOHN MARAIA
0012009-01-01JOHN MARAIA

Plan Statistics for IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN

Measure Date Value
2023: IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,845
Total number of active participants reported on line 7a of the Form 55002023-01-011,140
Number of retired or separated participants receiving benefits2023-01-01182
Number of other retired or separated participants entitled to future benefits2023-01-01478
Total of all active and inactive participants2023-01-011,800
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0161
Total participants2023-01-011,861
Number of participants with account balances2023-01-011,861
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-012
Number of employers contributing to the scheme2023-01-01102
2022: IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,224
Total number of active participants reported on line 7a of the Form 55002022-01-011,136
Number of retired or separated participants receiving benefits2022-01-01176
Number of other retired or separated participants entitled to future benefits2022-01-01473
Total of all active and inactive participants2022-01-011,785
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0160
Total participants2022-01-011,845
Number of participants with account balances2022-01-011,845
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0146
Number of employers contributing to the scheme2022-01-01106
2021: IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,853
Total number of active participants reported on line 7a of the Form 55002021-01-01796
Number of retired or separated participants receiving benefits2021-01-01107
Number of other retired or separated participants entitled to future benefits2021-01-01262
Total of all active and inactive participants2021-01-011,165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0159
Total participants2021-01-011,224
Number of participants with account balances2021-01-011,224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0186
Number of employers contributing to the scheme2021-01-01104
2020: IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,857
Total number of active participants reported on line 7a of the Form 55002020-01-011,145
Number of retired or separated participants receiving benefits2020-01-01165
Number of other retired or separated participants entitled to future benefits2020-01-01483
Total of all active and inactive participants2020-01-011,793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0160
Total participants2020-01-011,853
Number of participants with account balances2020-01-011,853
Number of employers contributing to the scheme2020-01-01100
2019: IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,016
Total number of active participants reported on line 7a of the Form 55002019-01-011,149
Number of retired or separated participants receiving benefits2019-01-01161
Number of other retired or separated participants entitled to future benefits2019-01-01498
Total of all active and inactive participants2019-01-011,808
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0149
Total participants2019-01-011,857
Number of participants with account balances2019-01-011,857
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01160
Number of employers contributing to the scheme2019-01-01110
2018: IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,995
Total number of active participants reported on line 7a of the Form 55002018-01-011,182
Number of retired or separated participants receiving benefits2018-01-01185
Number of other retired or separated participants entitled to future benefits2018-01-01601
Total of all active and inactive participants2018-01-011,968
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0148
Total participants2018-01-012,016
Number of participants with account balances2018-01-012,016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0137
Number of employers contributing to the scheme2018-01-01107
2017: IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,956
Total number of active participants reported on line 7a of the Form 55002017-01-011,142
Number of retired or separated participants receiving benefits2017-01-01194
Number of other retired or separated participants entitled to future benefits2017-01-01610
Total of all active and inactive participants2017-01-011,946
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0142
Total participants2017-01-011,988
Number of participants with account balances2017-01-011,995
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0125
Number of employers contributing to the scheme2017-01-01108
2016: IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,003
Total number of active participants reported on line 7a of the Form 55002016-01-011,110
Number of retired or separated participants receiving benefits2016-01-01182
Number of other retired or separated participants entitled to future benefits2016-01-01608
Total of all active and inactive participants2016-01-011,900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0156
Total participants2016-01-011,956
Number of participants with account balances2016-01-011,970
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-0196
2015: IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,980
Total number of active participants reported on line 7a of the Form 55002015-01-011,088
Number of retired or separated participants receiving benefits2015-01-01219
Number of other retired or separated participants entitled to future benefits2015-01-01644
Total of all active and inactive participants2015-01-011,951
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0152
Total participants2015-01-012,003
Number of participants with account balances2015-01-011,962
Number of employers contributing to the scheme2015-01-0193
2014: IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,007
Total number of active participants reported on line 7a of the Form 55002014-01-01962
Number of retired or separated participants receiving benefits2014-01-01265
Number of other retired or separated participants entitled to future benefits2014-01-01715
Total of all active and inactive participants2014-01-011,942
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0138
Total participants2014-01-011,980
Number of participants with account balances2014-01-011,980
Number of employers contributing to the scheme2014-01-0187
2013: IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,010
Total number of active participants reported on line 7a of the Form 55002013-01-01987
Number of retired or separated participants receiving benefits2013-01-01266
Number of other retired or separated participants entitled to future benefits2013-01-01711
Total of all active and inactive participants2013-01-011,964
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0143
Total participants2013-01-012,007
Number of participants with account balances2013-01-012,007
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-0198
2012: IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,077
Total number of active participants reported on line 7a of the Form 55002012-01-011,132
Number of retired or separated participants receiving benefits2012-01-01196
Number of other retired or separated participants entitled to future benefits2012-01-01641
Total of all active and inactive participants2012-01-011,969
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0141
Total participants2012-01-012,010
Number of participants with account balances2012-01-012,010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0148
Number of employers contributing to the scheme2012-01-0190
2011: IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,123
Total number of active participants reported on line 7a of the Form 55002011-01-011,189
Number of retired or separated participants receiving benefits2011-01-01211
Number of other retired or separated participants entitled to future benefits2011-01-01641
Total of all active and inactive participants2011-01-012,041
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0136
Total participants2011-01-012,077
Number of employers contributing to the scheme2011-01-0194
2010: IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,205
Total number of active participants reported on line 7a of the Form 55002010-01-011,204
Number of retired or separated participants receiving benefits2010-01-01207
Number of other retired or separated participants entitled to future benefits2010-01-01654
Total of all active and inactive participants2010-01-012,065
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0158
Total participants2010-01-012,123
Number of participants with account balances2010-01-012,123
Number of employers contributing to the scheme2010-01-0190
2009: IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,478
Total number of active participants reported on line 7a of the Form 55002009-01-011,484
Number of retired or separated participants receiving benefits2009-01-01300
Number of other retired or separated participants entitled to future benefits2009-01-01421
Total of all active and inactive participants2009-01-012,205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012,205
Number of participants with account balances2009-01-012,205
Number of employers contributing to the scheme2009-01-0191

Financial Data on IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN

Measure Date Value
2023 : IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$-1,036,143
Total unrealized appreciation/depreciation of assets2023-12-31$-1,036,143
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$174,685
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$2,343,413
Total income from all sources (including contributions)2023-12-31$22,911,347
Total loss/gain on sale of assets2023-12-31$11,854,200
Total of all expenses incurred2023-12-31$8,598,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$7,792,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$7,963,575
Value of total assets at end of year2023-12-31$150,506,673
Value of total assets at beginning of year2023-12-31$138,362,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$805,562
Total interest from all sources2023-12-31$2,441,677
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,687,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$693,870
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$586,367
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$168,999
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$2,343,162
Other income not declared elsewhere2023-12-31$76
Administrative expenses (other) incurred2023-12-31$316,136
Liabilities. Value of operating payables at end of year2023-12-31$5,686
Liabilities. Value of operating payables at beginning of year2023-12-31$251
Total non interest bearing cash at beginning of year2023-12-31$1,459,507
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$14,313,224
Value of net assets at end of year (total assets less liabilities)2023-12-31$150,331,988
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$136,018,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$443,842
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$36,193,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$0
Income. Interest from US Government securities2023-12-31$1,506,056
Income. Interest from corporate debt instruments2023-12-31$835,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$10,315,157
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$6,040,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$6,040,412
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$99,651
Asset value of US Government securities at end of year2023-12-31$37,725,245
Asset value of US Government securities at beginning of year2023-12-31$64,401,514
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$7,963,575
Employer contributions (assets) at end of year2023-12-31$1,263,590
Employer contributions (assets) at beginning of year2023-12-31$1,697,825
Income. Dividends from common stock2023-12-31$1,687,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$7,792,561
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$32,050,972
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$11,492,719
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$32,249,573
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$52,665,542
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$15,033
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$18,291
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$167,231,766
Aggregate carrying amount (costs) on sale of assets2023-12-31$155,377,566
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS &
Accountancy firm EIN2023-12-31222951202
2022 : IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-19,396,947
Total unrealized appreciation/depreciation of assets2022-12-31$-19,396,947
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,343,413
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,119,978
Total income from all sources (including contributions)2022-12-31$-10,090,327
Total loss/gain on sale of assets2022-12-31$-1,985,395
Total of all expenses incurred2022-12-31$5,512,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,658,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,504,828
Value of total assets at end of year2022-12-31$138,362,177
Value of total assets at beginning of year2022-12-31$152,742,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$854,269
Total interest from all sources2022-12-31$1,674,653
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,112,464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$36,526
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$586,367
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$330,418
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$2,247,551
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,119,910
Other income not declared elsewhere2022-12-31$70
Administrative expenses (other) incurred2022-12-31$275,883
Liabilities. Value of operating payables at end of year2022-12-31$95,862
Liabilities. Value of operating payables at beginning of year2022-12-31$68
Total non interest bearing cash at end of year2022-12-31$1,459,507
Total non interest bearing cash at beginning of year2022-12-31$433,737
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-15,603,281
Value of net assets at end of year (total assets less liabilities)2022-12-31$136,018,764
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$151,622,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$541,860
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,756,026
Interest earned on other investments2022-12-31$351
Income. Interest from US Government securities2022-12-31$1,240,235
Income. Interest from corporate debt instruments2022-12-31$427,413
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$6,040,412
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$5,172,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$5,172,956
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$6,654
Asset value of US Government securities at end of year2022-12-31$64,401,514
Asset value of US Government securities at beginning of year2022-12-31$57,552,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$8,504,828
Employer contributions (assets) at end of year2022-12-31$1,697,825
Employer contributions (assets) at beginning of year2022-12-31$1,163,972
Income. Dividends from common stock2022-12-31$1,112,464
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,658,685
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$11,492,719
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$14,273,311
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$52,665,542
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$70,049,689
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$18,291
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$9,100
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$111,078,456
Aggregate carrying amount (costs) on sale of assets2022-12-31$113,063,851
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2022-12-31222951202
2021 : IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$4,537,261
Total unrealized appreciation/depreciation of assets2021-12-31$4,537,261
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,119,978
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$264,762
Total income from all sources (including contributions)2021-12-31$18,033,648
Total loss/gain on sale of assets2021-12-31$3,639,615
Total of all expenses incurred2021-12-31$7,655,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,800,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,364,887
Value of total assets at end of year2021-12-31$152,742,023
Value of total assets at beginning of year2021-12-31$141,508,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$854,856
Total interest from all sources2021-12-31$1,528,275
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$962,704
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$38,170
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$330,418
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$429,597
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,119,910
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$263,613
Other income not declared elsewhere2021-12-31$906
Administrative expenses (other) incurred2021-12-31$244,114
Liabilities. Value of operating payables at end of year2021-12-31$68
Liabilities. Value of operating payables at beginning of year2021-12-31$1,149
Total non interest bearing cash at end of year2021-12-31$433,737
Total non interest bearing cash at beginning of year2021-12-31$61,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$10,378,545
Value of net assets at end of year (total assets less liabilities)2021-12-31$151,622,045
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$141,243,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$572,572
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,756,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,844,677
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$893,701
Income. Interest from corporate debt instruments2021-12-31$634,339
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$5,172,956
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$4,410,686
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$4,410,686
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$235
Asset value of US Government securities at end of year2021-12-31$57,552,814
Asset value of US Government securities at beginning of year2021-12-31$52,427,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$7,364,887
Employer contributions (assets) at end of year2021-12-31$1,163,972
Employer contributions (assets) at beginning of year2021-12-31$1,194,305
Income. Dividends from common stock2021-12-31$962,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,800,247
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$14,273,311
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$17,911,406
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$70,049,689
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$59,229,265
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$9,100
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$97,848,616
Aggregate carrying amount (costs) on sale of assets2021-12-31$94,209,001
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2021-12-31222951202
2020 : IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$6,966,399
Total unrealized appreciation/depreciation of assets2020-12-31$6,966,399
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$264,762
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$322,690
Total income from all sources (including contributions)2020-12-31$21,024,929
Total loss/gain on sale of assets2020-12-31$5,333,581
Total of all expenses incurred2020-12-31$7,155,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,404,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,233,691
Value of total assets at end of year2020-12-31$141,508,262
Value of total assets at beginning of year2020-12-31$127,696,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$750,642
Total interest from all sources2020-12-31$1,560,635
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$928,898
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$31,151
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$429,597
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$441,256
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$263,613
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$322,439
Other income not declared elsewhere2020-12-31$1,725
Administrative expenses (other) incurred2020-12-31$241,315
Liabilities. Value of operating payables at end of year2020-12-31$1,149
Liabilities. Value of operating payables at beginning of year2020-12-31$251
Total non interest bearing cash at end of year2020-12-31$61,050
Total non interest bearing cash at beginning of year2020-12-31$479,205
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$13,869,725
Value of net assets at end of year (total assets less liabilities)2020-12-31$141,243,500
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$127,373,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$478,176
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,844,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,106,336
Interest earned on other investments2020-12-31$1,937
Income. Interest from US Government securities2020-12-31$1,137,539
Income. Interest from corporate debt instruments2020-12-31$415,177
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$4,410,686
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,671,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,671,218
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$5,982
Asset value of US Government securities at end of year2020-12-31$52,427,276
Asset value of US Government securities at beginning of year2020-12-31$51,725,094
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$6,233,691
Employer contributions (assets) at end of year2020-12-31$1,194,305
Employer contributions (assets) at beginning of year2020-12-31$1,178,829
Income. Dividends from common stock2020-12-31$928,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,404,562
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$17,911,406
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$9,327,415
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$59,229,265
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$55,767,049
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$63
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$98,051,709
Aggregate carrying amount (costs) on sale of assets2020-12-31$92,718,128
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2020-12-31222951202
2019 : IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$11,106,436
Total unrealized appreciation/depreciation of assets2019-12-31$11,106,436
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$322,690
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$264,244
Total income from all sources (including contributions)2019-12-31$22,646,106
Total loss/gain on sale of assets2019-12-31$2,268,908
Total of all expenses incurred2019-12-31$7,569,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,808,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,518,875
Value of total assets at end of year2019-12-31$127,696,465
Value of total assets at beginning of year2019-12-31$112,561,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$760,976
Total interest from all sources2019-12-31$1,655,777
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,095,621
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$40,664
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$441,256
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$355,438
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$322,439
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$260,802
Other income not declared elsewhere2019-12-31$489
Administrative expenses (other) incurred2019-12-31$258,037
Liabilities. Value of operating payables at end of year2019-12-31$251
Liabilities. Value of operating payables at beginning of year2019-12-31$3,442
Total non interest bearing cash at end of year2019-12-31$479,205
Total non interest bearing cash at beginning of year2019-12-31$319,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$15,076,229
Value of net assets at end of year (total assets less liabilities)2019-12-31$127,373,775
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$112,297,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$462,275
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,106,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,958,886
Interest earned on other investments2019-12-31$1,910
Income. Interest from US Government securities2019-12-31$1,210,256
Income. Interest from corporate debt instruments2019-12-31$437,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,671,218
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4,981,683
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4,981,683
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$5,838
Asset value of US Government securities at end of year2019-12-31$51,725,094
Asset value of US Government securities at beginning of year2019-12-31$47,399,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$6,518,875
Employer contributions (assets) at end of year2019-12-31$1,178,829
Employer contributions (assets) at beginning of year2019-12-31$934,198
Income. Dividends from common stock2019-12-31$1,095,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,808,901
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$9,327,415
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$9,280,127
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$55,767,049
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$43,331,996
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$63
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$279
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$83,084,489
Aggregate carrying amount (costs) on sale of assets2019-12-31$80,815,581
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2019-12-31222951202
2018 : IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-4,438,214
Total unrealized appreciation/depreciation of assets2018-12-31$-4,438,214
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$264,244
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$139,086
Total income from all sources (including contributions)2018-12-31$1,438,496
Total loss/gain on sale of assets2018-12-31$-1,698,637
Total of all expenses incurred2018-12-31$5,385,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,665,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,904,024
Value of total assets at end of year2018-12-31$112,561,790
Value of total assets at beginning of year2018-12-31$116,383,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$719,370
Total interest from all sources2018-12-31$1,610,637
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,059,150
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$85,242
Administrative expenses professional fees incurred2018-12-31$33,341
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$355,438
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$333,286
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$260,802
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$138,976
Other income not declared elsewhere2018-12-31$1,536
Administrative expenses (other) incurred2018-12-31$223,838
Liabilities. Value of operating payables at end of year2018-12-31$3,442
Liabilities. Value of operating payables at beginning of year2018-12-31$110
Total non interest bearing cash at end of year2018-12-31$1,033,023
Total non interest bearing cash at beginning of year2018-12-31$330,990
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,946,627
Value of net assets at end of year (total assets less liabilities)2018-12-31$112,297,546
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$116,244,173
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$462,191
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,958,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Interest earned on other investments2018-12-31$3,304
Income. Interest from US Government securities2018-12-31$1,245,763
Income. Interest from corporate debt instruments2018-12-31$349,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$4,267,891
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,513,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,513,541
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$12,179
Asset value of US Government securities at end of year2018-12-31$47,399,952
Asset value of US Government securities at beginning of year2018-12-31$45,491,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,904,024
Employer contributions (assets) at end of year2018-12-31$934,198
Employer contributions (assets) at beginning of year2018-12-31$798,204
Income. Dividends from common stock2018-12-31$973,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,665,753
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$9,280,127
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$11,444,213
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$43,331,996
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$54,470,724
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$279
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$499
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$125,544,699
Aggregate carrying amount (costs) on sale of assets2018-12-31$127,243,336
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2018-12-31222951202
2017 : IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$8,737,401
Total unrealized appreciation/depreciation of assets2017-12-31$8,737,401
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$139,086
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$197,981
Total income from all sources (including contributions)2017-12-31$15,479,162
Total loss/gain on sale of assets2017-12-31$-154,302
Total of all expenses incurred2017-12-31$5,657,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,966,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,495,923
Value of total assets at end of year2017-12-31$116,383,259
Value of total assets at beginning of year2017-12-31$106,620,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$691,155
Total interest from all sources2017-12-31$1,415,079
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$976,208
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$41,250
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$333,286
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$224,902
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$138,976
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$195,249
Other income not declared elsewhere2017-12-31$8,853
Administrative expenses (other) incurred2017-12-31$204,668
Liabilities. Value of operating payables at end of year2017-12-31$110
Liabilities. Value of operating payables at beginning of year2017-12-31$2,732
Total non interest bearing cash at end of year2017-12-31$330,990
Total non interest bearing cash at beginning of year2017-12-31$56,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$9,821,548
Value of net assets at end of year (total assets less liabilities)2017-12-31$116,244,173
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$106,422,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$445,237
Interest earned on other investments2017-12-31$5,998
Income. Interest from US Government securities2017-12-31$826,613
Income. Interest from corporate debt instruments2017-12-31$578,396
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,513,541
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,865,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,865,325
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4,072
Asset value of US Government securities at end of year2017-12-31$45,491,802
Asset value of US Government securities at beginning of year2017-12-31$43,685,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,495,923
Employer contributions (assets) at end of year2017-12-31$798,204
Employer contributions (assets) at beginning of year2017-12-31$685,335
Income. Dividends from common stock2017-12-31$976,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,966,459
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$11,444,213
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$13,273,396
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$54,470,724
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$45,829,013
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$499
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$874
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$101,866,878
Aggregate carrying amount (costs) on sale of assets2017-12-31$102,021,180
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2017-12-31222951202
2016 : IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$4,056,840
Total unrealized appreciation/depreciation of assets2016-12-31$4,056,840
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$197,981
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$430,311
Total income from all sources (including contributions)2016-12-31$7,926,417
Total loss/gain on sale of assets2016-12-31$-2,317,041
Total of all expenses incurred2016-12-31$3,731,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,077,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,900,440
Value of total assets at end of year2016-12-31$106,620,606
Value of total assets at beginning of year2016-12-31$102,658,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$654,970
Total interest from all sources2016-12-31$1,453,617
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$831,638
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$67,152
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$224,902
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$289,468
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$195,249
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$424,627
Other income not declared elsewhere2016-12-31$923
Administrative expenses (other) incurred2016-12-31$190,560
Liabilities. Value of operating payables at end of year2016-12-31$2,732
Liabilities. Value of operating payables at beginning of year2016-12-31$5,684
Total non interest bearing cash at end of year2016-12-31$56,738
Total non interest bearing cash at beginning of year2016-12-31$369,993
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,194,419
Value of net assets at end of year (total assets less liabilities)2016-12-31$106,422,625
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$102,228,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$397,258
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$971,892
Interest earned on other investments2016-12-31$4,652
Income. Interest from US Government securities2016-12-31$684,836
Income. Interest from corporate debt instruments2016-12-31$762,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,865,325
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,087,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,087,564
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,311
Asset value of US Government securities at end of year2016-12-31$43,685,023
Asset value of US Government securities at beginning of year2016-12-31$31,575,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,900,440
Employer contributions (assets) at end of year2016-12-31$685,335
Employer contributions (assets) at beginning of year2016-12-31$500,491
Income. Dividends from common stock2016-12-31$831,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,077,028
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$13,273,396
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$22,486,177
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$45,829,013
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$42,376,531
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$874
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$1,306
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$115,954,979
Aggregate carrying amount (costs) on sale of assets2016-12-31$118,272,020
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MSPC CETIFIED PUBLIC ACCOUNTANTS AN
Accountancy firm EIN2016-12-31222951202
2015 : IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$210,789
Total unrealized appreciation/depreciation of assets2015-12-31$210,789
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$430,311
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$124,698
Total income from all sources (including contributions)2015-12-31$4,274,371
Total loss/gain on sale of assets2015-12-31$-1,743,245
Total of all expenses incurred2015-12-31$4,458,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,771,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,652,560
Value of total assets at end of year2015-12-31$102,658,517
Value of total assets at beginning of year2015-12-31$102,536,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$686,931
Total interest from all sources2015-12-31$1,394,351
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$756,992
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$55,292
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$289,468
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$278,450
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$424,627
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$121,467
Other income not declared elsewhere2015-12-31$2,924
Administrative expenses (other) incurred2015-12-31$214,384
Liabilities. Value of operating payables at end of year2015-12-31$5,684
Liabilities. Value of operating payables at beginning of year2015-12-31$3,231
Total non interest bearing cash at end of year2015-12-31$369,993
Total non interest bearing cash at beginning of year2015-12-31$376,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-183,813
Value of net assets at end of year (total assets less liabilities)2015-12-31$102,228,206
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$102,412,019
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$417,255
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$971,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,103,019
Interest earned on other investments2015-12-31$2,285
Income. Interest from US Government securities2015-12-31$537,454
Income. Interest from corporate debt instruments2015-12-31$854,193
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,087,564
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,802,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,802,930
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$419
Asset value of US Government securities at end of year2015-12-31$31,575,095
Asset value of US Government securities at beginning of year2015-12-31$29,684,852
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
Contributions received in cash from employer2015-12-31$3,652,560
Employer contributions (assets) at end of year2015-12-31$500,491
Employer contributions (assets) at beginning of year2015-12-31$484,530
Income. Dividends from common stock2015-12-31$756,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,771,253
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$22,486,177
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$23,898,506
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$42,376,531
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$42,906,273
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$1,306
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$1,747
Did the plan have assets held for investment2015-12-31Yes
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 PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$80,205,025
Aggregate carrying amount (costs) on sale of assets2015-12-31$81,948,270
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MSPC CETIFIED PUBLIC ACCOUNTANTS AN
Accountancy firm EIN2015-12-31222951202
2014 : IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$3,040,203
Total unrealized appreciation/depreciation of assets2014-12-31$3,040,203
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$124,698
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$165,116
Total income from all sources (including contributions)2014-12-31$7,668,104
Total loss/gain on sale of assets2014-12-31$-667,949
Total of all expenses incurred2014-12-31$7,094,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,459,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,333,140
Value of total assets at end of year2014-12-31$102,536,717
Value of total assets at beginning of year2014-12-31$102,003,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$634,748
Total interest from all sources2014-12-31$1,272,616
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$690,094
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$45,752
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
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$278,450
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$286,227
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$121,467
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$156,408
Administrative expenses (other) incurred2014-12-31$178,789
Liabilities. Value of operating payables at end of year2014-12-31$3,231
Liabilities. Value of operating payables at beginning of year2014-12-31$8,708
Total non interest bearing cash at end of year2014-12-31$376,410
Total non interest bearing cash at beginning of year2014-12-31$341,775
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$573,595
Value of net assets at end of year (total assets less liabilities)2014-12-31$102,412,019
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$101,838,424
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$410,207
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,103,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,390,777
Interest earned on other investments2014-12-31$2,533
Income. Interest from US Government securities2014-12-31$490,175
Income. Interest from corporate debt instruments2014-12-31$779,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,802,930
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,855,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,855,353
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$838
Asset value of US Government securities at end of year2014-12-31$29,684,852
Asset value of US Government securities at beginning of year2014-12-31$28,260,282
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
Contributions received in cash from employer2014-12-31$3,333,140
Employer contributions (assets) at end of year2014-12-31$484,530
Employer contributions (assets) at beginning of year2014-12-31$590,621
Income. Dividends from common stock2014-12-31$690,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,459,761
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$23,898,506
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$23,862,933
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$42,906,273
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$44,413,061
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$1,747
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$2,511
Did the plan have assets held for investment2014-12-31Yes
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
Aggregate proceeds on sale of assets2014-12-31$71,318,838
Aggregate carrying amount (costs) on sale of assets2014-12-31$71,986,787
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS A
Accountancy firm EIN2014-12-31222951202
2013 : IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$7,893,932
Total unrealized appreciation/depreciation of assets2013-12-31$7,893,932
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$165,116
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$48,637
Total income from all sources (including contributions)2013-12-31$14,215,269
Total loss/gain on sale of assets2013-12-31$1,076,774
Total of all expenses incurred2013-12-31$7,574,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,973,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,246,056
Value of total assets at end of year2013-12-31$102,003,540
Value of total assets at beginning of year2013-12-31$95,245,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$600,799
Total interest from all sources2013-12-31$1,341,880
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$656,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$55,165
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$3,355,452
Amount contributed by the employer to the plan for this plan year2013-12-31$3,355,452
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$286,227
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$311,336
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$156,408
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$44,692
Administrative expenses (other) incurred2013-12-31$166,572
Liabilities. Value of operating payables at end of year2013-12-31$8,708
Liabilities. Value of operating payables at beginning of year2013-12-31$3,945
Total non interest bearing cash at end of year2013-12-31$341,775
Total non interest bearing cash at beginning of year2013-12-31$100,414
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$6,641,256
Value of net assets at end of year (total assets less liabilities)2013-12-31$101,838,424
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$95,197,168
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$379,062
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,390,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,094,327
Interest earned on other investments2013-12-31$7,564
Income. Interest from US Government securities2013-12-31$607,081
Income. Interest from corporate debt instruments2013-12-31$726,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,855,353
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,054,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,054,401
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$904
Asset value of US Government securities at end of year2013-12-31$28,260,282
Asset value of US Government securities at beginning of year2013-12-31$30,957,510
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
Contributions received in cash from employer2013-12-31$3,246,056
Employer contributions (assets) at end of year2013-12-31$590,621
Employer contributions (assets) at beginning of year2013-12-31$473,589
Income. Dividends from common stock2013-12-31$656,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,973,214
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$23,862,933
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$21,777,417
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$44,413,061
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$36,472,900
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$2,511
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$3,911
Did the plan have assets held for investment2013-12-31Yes
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
Aggregate proceeds on sale of assets2013-12-31$80,908,819
Aggregate carrying amount (costs) on sale of assets2013-12-31$79,832,045
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS A
Accountancy firm EIN2013-12-31222951202
2012 : IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$4,386,886
Total unrealized appreciation/depreciation of assets2012-12-31$4,386,886
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$48,637
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$157,532
Total income from all sources (including contributions)2012-12-31$10,287,478
Total loss/gain on sale of assets2012-12-31$870,375
Total of all expenses incurred2012-12-31$7,040,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,396,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,768,633
Value of total assets at end of year2012-12-31$95,245,805
Value of total assets at beginning of year2012-12-31$92,107,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$643,270
Total interest from all sources2012-12-31$1,447,617
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$813,967
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$67,136
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$2,897,249
Amount contributed by the employer to the plan for this plan year2012-12-31$2,897,249
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$311,336
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$330,784
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$44,692
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$151,001
Administrative expenses (other) incurred2012-12-31$188,442
Liabilities. Value of operating payables at end of year2012-12-31$3,945
Liabilities. Value of operating payables at beginning of year2012-12-31$6,531
Total non interest bearing cash at end of year2012-12-31$100,414
Total non interest bearing cash at beginning of year2012-12-31$421,447
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$3,247,338
Value of net assets at end of year (total assets less liabilities)2012-12-31$95,197,168
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$91,949,830
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$387,692
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,094,327
Interest earned on other investments2012-12-31$6,907
Income. Interest from US Government securities2012-12-31$574,293
Income. Interest from corporate debt instruments2012-12-31$865,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,054,401
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,363,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,363,976
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$462
Asset value of US Government securities at end of year2012-12-31$30,957,510
Asset value of US Government securities at beginning of year2012-12-31$28,940,081
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$2,768,633
Employer contributions (assets) at end of year2012-12-31$473,589
Employer contributions (assets) at beginning of year2012-12-31$529,483
Income. Dividends from common stock2012-12-31$813,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,396,870
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$21,777,417
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$22,943,023
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$36,472,900
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$35,573,264
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$3,911
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$5,304
Did the plan have assets held for investment2012-12-31Yes
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
Aggregate proceeds on sale of assets2012-12-31$81,692,855
Aggregate carrying amount (costs) on sale of assets2012-12-31$80,822,480
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS A
Accountancy firm EIN2012-12-31222951202
2011 : IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-898,775
Total unrealized appreciation/depreciation of assets2011-12-31$-898,775
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$157,532
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$10,185
Total income from all sources (including contributions)2011-12-31$5,009,934
Total loss/gain on sale of assets2011-12-31$289,907
Total of all expenses incurred2011-12-31$6,277,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,642,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,301,262
Value of total assets at end of year2011-12-31$92,107,362
Value of total assets at beginning of year2011-12-31$93,227,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$635,586
Total interest from all sources2011-12-31$1,663,218
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$654,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$79,735
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$330,784
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$404,649
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$151,001
Administrative expenses (other) incurred2011-12-31$165,553
Liabilities. Value of operating payables at end of year2011-12-31$6,531
Liabilities. Value of operating payables at beginning of year2011-12-31$10,185
Total non interest bearing cash at end of year2011-12-31$421,447
Total non interest bearing cash at beginning of year2011-12-31$215,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,267,975
Value of net assets at end of year (total assets less liabilities)2011-12-31$91,949,830
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$93,217,805
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$390,298
Interest earned on other investments2011-12-31$14,700
Income. Interest from US Government securities2011-12-31$623,040
Income. Interest from corporate debt instruments2011-12-31$1,025,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,363,976
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,203,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,203,349
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$244
Asset value of US Government securities at end of year2011-12-31$28,940,081
Asset value of US Government securities at beginning of year2011-12-31$27,008,799
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
Contributions received in cash from employer2011-12-31$3,301,262
Employer contributions (assets) at end of year2011-12-31$529,483
Employer contributions (assets) at beginning of year2011-12-31$531,075
Income. Dividends from common stock2011-12-31$654,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,642,323
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$22,943,023
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$23,431,435
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$35,573,264
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$39,426,456
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$5,304
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$6,687
Did the plan have assets held for investment2011-12-31Yes
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
Aggregate proceeds on sale of assets2011-12-31$104,224,432
Aggregate carrying amount (costs) on sale of assets2011-12-31$103,934,525
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MSPC CERTIFIED PUBLIC ACCTS AND ADV
Accountancy firm EIN2011-12-31222951202
2010 : IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,036,390
Total unrealized appreciation/depreciation of assets2010-12-31$2,036,390
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$10,185
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$10,985
Total income from all sources (including contributions)2010-12-31$11,937,117
Total loss/gain on sale of assets2010-12-31$3,933,909
Total of all expenses incurred2010-12-31$7,095,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,501,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,498,429
Value of total assets at end of year2010-12-31$93,227,990
Value of total assets at beginning of year2010-12-31$88,386,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$593,562
Total interest from all sources2010-12-31$1,910,428
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$556,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$73,992
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$404,649
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$442,991
Other income not declared elsewhere2010-12-31$1,819
Administrative expenses (other) incurred2010-12-31$136,396
Liabilities. Value of operating payables at end of year2010-12-31$10,185
Liabilities. Value of operating payables at beginning of year2010-12-31$10,985
Total non interest bearing cash at end of year2010-12-31$215,540
Total non interest bearing cash at beginning of year2010-12-31$216,035
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$4,841,821
Value of net assets at end of year (total assets less liabilities)2010-12-31$93,217,805
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$88,375,984
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$383,174
Interest earned on other investments2010-12-31$9,166
Income. Interest from US Government securities2010-12-31$698,111
Income. Interest from corporate debt instruments2010-12-31$1,200,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,203,349
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,480,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,480,383
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,464
Asset value of US Government securities at end of year2010-12-31$27,008,799
Asset value of US Government securities at beginning of year2010-12-31$25,109,971
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
Contributions received in cash from employer2010-12-31$3,498,429
Employer contributions (assets) at end of year2010-12-31$531,075
Employer contributions (assets) at beginning of year2010-12-31$571,706
Income. Dividends from common stock2010-12-31$556,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,501,734
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$23,431,435
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$23,314,549
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$39,426,456
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$36,245,592
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$6,687
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$5,742
Did the plan have assets held for investment2010-12-31Yes
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
Aggregate proceeds on sale of assets2010-12-31$83,448,649
Aggregate carrying amount (costs) on sale of assets2010-12-31$79,514,740
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MSPC CERTIFIED PUBLIC ACCOUNTS AND
Accountancy firm EIN2010-12-31222951202
2009 : IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$3,687,850
Amount contributed by the employer to the plan for this plan year2009-12-31$3,687,850

Form 5500 Responses for IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN

2023: IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: IBEW LOCAL 363-MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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