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I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN 401k Plan overview

Plan NameI.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN
Plan identification number 001

I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

TRUSTEES OF I.B.E.W. LOCAL UNION NO 479 ANNUITY 401K PLAN has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF I.B.E.W. LOCAL UNION NO 479 ANNUITY 401K PLAN
Employer identification number (EIN):203824733
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JUSTIN COOPER2024-09-17 ALLEN GRAINEY2024-09-17
0012022-01-01JUSTIN COOPER2023-10-06 ALLEN GRAINEY2023-10-06
0012022-01-01JUSTIN COOPER2023-10-06 ALLEN GRAINEY2023-10-06
0012021-01-01GREG MACON2022-07-22 ALLEN GRAINEY2022-08-02
0012020-01-01DAVID BEAVENS2021-08-24 ALLEN GRAINEY2021-08-24
0012019-01-01GREG MACON2020-07-13 MITCH MACON2020-07-13
0012018-01-01GREG MACON2019-10-15 MITCH MACON2019-10-15
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01MARK STANTON
0012011-01-01BRUCE CARLSON
0012010-01-01DAVID GONZALES
0012009-01-01DAVID GONZALES
0012009-01-01DAVID GONZALES
0012009-01-01DAVID GONZALES

Plan Statistics for I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN

401k plan membership statisitcs for I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN

Measure Date Value
2023: I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,586
Total number of active participants reported on line 7a of the Form 55002023-01-011,287
Number of retired or separated participants receiving benefits2023-01-011
Number of other retired or separated participants entitled to future benefits2023-01-01393
Total of all active and inactive participants2023-01-011,681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-011,681
Number of participants with account balances2023-01-011,681
Number of employers contributing to the scheme2023-01-0135
2022: I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,554
Total number of active participants reported on line 7a of the Form 55002022-01-011,190
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01393
Total of all active and inactive participants2022-01-011,586
Total participants2022-01-011,586
Number of participants with account balances2022-01-011,586
Number of employers contributing to the scheme2022-01-0135
2021: I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,527
Total number of active participants reported on line 7a of the Form 55002021-01-011,158
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01394
Total of all active and inactive participants2021-01-011,554
Total participants2021-01-011,554
Number of participants with account balances2021-01-011,554
Number of employers contributing to the scheme2021-01-0135
2020: I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,542
Total number of active participants reported on line 7a of the Form 55002020-01-011,137
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01388
Total of all active and inactive participants2020-01-011,527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,527
Number of participants with account balances2020-01-011,527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-0135
2019: I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,509
Total number of active participants reported on line 7a of the Form 55002019-01-011,154
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01387
Total of all active and inactive participants2019-01-011,542
Total participants2019-01-011,542
Number of participants with account balances2019-01-011,542
Number of employers contributing to the scheme2019-01-0135
2018: I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,541
Total number of active participants reported on line 7a of the Form 55002018-01-011,342
Number of other retired or separated participants entitled to future benefits2018-01-01166
Total of all active and inactive participants2018-01-011,508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,509
Number of participants with account balances2018-01-011,509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-0135
2017: I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,619
Total number of active participants reported on line 7a of the Form 55002017-01-011,339
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01201
Total of all active and inactive participants2017-01-011,541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,541
Number of participants with account balances2017-01-011,541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-0135
2016: I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,735
Total number of active participants reported on line 7a of the Form 55002016-01-011,369
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01248
Total of all active and inactive participants2016-01-011,619
Total participants2016-01-011,619
Number of participants with account balances2016-01-011,619
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 scheme2016-01-0135
2015: I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,919
Total number of active participants reported on line 7a of the Form 55002015-01-011,420
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01313
Total of all active and inactive participants2015-01-011,735
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,735
Number of participants with account balances2015-01-011,735
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-0135
2014: I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,438
Total number of active participants reported on line 7a of the Form 55002014-01-011,467
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-01449
Total of all active and inactive participants2014-01-011,919
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,919
Number of participants with account balances2014-01-011,919
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-0134
2013: I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,412
Total number of active participants reported on line 7a of the Form 55002013-01-011,622
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01814
Total of all active and inactive participants2013-01-012,438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,438
Number of participants with account balances2013-01-012,438
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 scheme2013-01-0139
2012: I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,373
Total number of active participants reported on line 7a of the Form 55002012-01-011,351
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0159
Total of all active and inactive participants2012-01-011,412
Total participants2012-01-011,412
Number of participants with account balances2012-01-011,412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-0137
2011: I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,433
Total number of active participants reported on line 7a of the Form 55002011-01-011,313
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0157
Total of all active and inactive participants2011-01-011,373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,373
Number of participants with account balances2011-01-011,373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-0135
2010: I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,421
Total number of active participants reported on line 7a of the Form 55002010-01-011,393
Number of retired or separated participants receiving benefits2010-01-013
Number of other retired or separated participants entitled to future benefits2010-01-0137
Total of all active and inactive participants2010-01-011,433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,433
Number of participants with account balances2010-01-011,433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
Number of employers contributing to the scheme2010-01-0135
2009: I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,467
Total number of active participants reported on line 7a of the Form 55002009-01-011,385
Number of retired or separated participants receiving benefits2009-01-017
Number of other retired or separated participants entitled to future benefits2009-01-0128
Total of all active and inactive participants2009-01-011,420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-011,421
Number of employers contributing to the scheme2009-01-0139

Financial Data on I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN

Measure Date Value
2023 : I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$117,990
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$160,466
Total income from all sources (including contributions)2023-12-31$12,722,852
Total of all expenses incurred2023-12-31$3,534,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$3,147,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,390,993
Value of total assets at end of year2023-12-31$67,696,341
Value of total assets at beginning of year2023-12-31$58,550,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$387,813
Total interest from all sources2023-12-31$150
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,062,064
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,062,064
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
Contributions received from participants2023-12-31$549,537
Participant contributions at end of year2023-12-31$45,503
Participant contributions at beginning of year2023-12-31$41,994
Assets. Other investments not covered elsewhere at end of year2023-12-31$16,831,223
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$14,383,457
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$566,107
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$62,729
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$62,127
Other income not declared elsewhere2023-12-31$60,000
Administrative expenses (other) incurred2023-12-31$13,932
Liabilities. Value of operating payables at end of year2023-12-31$117,990
Liabilities. Value of operating payables at beginning of year2023-12-31$160,466
Total non interest bearing cash at end of year2023-12-31$227,762
Total non interest bearing cash at beginning of year2023-12-31$341,808
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$9,187,941
Value of net assets at end of year (total assets less liabilities)2023-12-31$67,578,351
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$58,390,410
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$285,417
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$43,296,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$36,817,157
Value of interest in common/collective trusts at end of year2023-12-31$6,991,640
Value of interest in common/collective trusts at beginning of year2023-12-31$6,662,735
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$8,209,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$2,275,349
Employer contributions (assets) at end of year2023-12-31$230,730
Employer contributions (assets) at beginning of year2023-12-31$227,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$3,147,098
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$10,055
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$13,948
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
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31EDWARDS & LEATHERS, P.C.
Accountancy firm EIN2023-12-31208739519
2022 : I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$160,466
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$69,278
Total income from all sources (including contributions)2022-12-31$-7,962,819
Total loss/gain on sale of assets2022-12-31$189,806
Total of all expenses incurred2022-12-31$6,068,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,666,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,269,865
Value of total assets at end of year2022-12-31$58,550,876
Value of total assets at beginning of year2022-12-31$72,490,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$401,981
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$793,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$793,623
Administrative expenses professional fees incurred2022-12-31$60,552
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
Contributions received from participants2022-12-31$645,782
Participant contributions at end of year2022-12-31$41,994
Participant contributions at beginning of year2022-12-31$64,562
Assets. Other investments not covered elsewhere at end of year2022-12-31$14,383,457
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$18,355,900
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$442,272
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$62,127
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$107,638
Other income not declared elsewhere2022-12-31$60,000
Administrative expenses (other) incurred2022-12-31$47,296
Liabilities. Value of operating payables at end of year2022-12-31$160,466
Liabilities. Value of operating payables at beginning of year2022-12-31$69,278
Total non interest bearing cash at end of year2022-12-31$341,808
Total non interest bearing cash at beginning of year2022-12-31$311,842
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,030,952
Value of net assets at end of year (total assets less liabilities)2022-12-31$58,390,410
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$72,421,362
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$294,133
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$36,817,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$46,053,512
Value of interest in common/collective trusts at end of year2022-12-31$6,662,735
Value of interest in common/collective trusts at beginning of year2022-12-31$7,406,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-12,276,113
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$2,181,811
Employer contributions (assets) at end of year2022-12-31$227,650
Employer contributions (assets) at beginning of year2022-12-31$183,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,666,152
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$13,948
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$7,240
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$2,568,083
Aggregate carrying amount (costs) on sale of assets2022-12-31$2,378,277
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2022-12-31208739519
2021 : I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$69,278
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$73,209
Total income from all sources (including contributions)2021-12-31$10,611,876
Total loss/gain on sale of assets2021-12-31$11,779
Total of all expenses incurred2021-12-31$5,831,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,392,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,912,220
Value of total assets at end of year2021-12-31$72,490,640
Value of total assets at beginning of year2021-12-31$67,713,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$438,951
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$881,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$881,213
Administrative expenses professional fees incurred2021-12-31$51,287
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
Contributions received from participants2021-12-31$607,196
Participant contributions at end of year2021-12-31$64,562
Participant contributions at beginning of year2021-12-31$64,106
Assets. Other investments not covered elsewhere at end of year2021-12-31$18,355,900
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$15,801,136
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$403,872
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$107,638
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$45,883
Other income not declared elsewhere2021-12-31$60,000
Administrative expenses (other) incurred2021-12-31$60,465
Liabilities. Value of operating payables at end of year2021-12-31$69,278
Liabilities. Value of operating payables at beginning of year2021-12-31$73,209
Total non interest bearing cash at end of year2021-12-31$311,842
Total non interest bearing cash at beginning of year2021-12-31$494,557
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$4,780,704
Value of net assets at end of year (total assets less liabilities)2021-12-31$72,421,362
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$67,640,658
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$327,199
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$46,053,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$44,452,174
Value of interest in common/collective trusts at end of year2021-12-31$7,406,655
Value of interest in common/collective trusts at beginning of year2021-12-31$6,689,122
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,746,664
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$1,901,152
Employer contributions (assets) at end of year2021-12-31$183,291
Employer contributions (assets) at beginning of year2021-12-31$158,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,392,221
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. Value of buildings and other operty used in plan operation at end of year2021-12-31$7,240
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$8,462
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$2,639,203
Aggregate carrying amount (costs) on sale of assets2021-12-31$2,627,424
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2021-12-31208739519
2020 : I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$73,209
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$160,967
Total income from all sources (including contributions)2020-12-31$11,084,008
Total loss/gain on sale of assets2020-12-31$7,482
Total of all expenses incurred2020-12-31$7,583,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,186,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,626,339
Value of total assets at end of year2020-12-31$67,713,867
Value of total assets at beginning of year2020-12-31$64,301,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$397,180
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$710,612
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$710,612
Administrative expenses professional fees incurred2020-12-31$51,011
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
Contributions received from participants2020-12-31$580,506
Participant contributions at end of year2020-12-31$64,106
Participant contributions at beginning of year2020-12-31$108,637
Assets. Other investments not covered elsewhere at end of year2020-12-31$15,801,136
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$15,445,680
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$256,431
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$45,883
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$44,691
Other income not declared elsewhere2020-12-31$60,000
Administrative expenses (other) incurred2020-12-31$63,810
Liabilities. Value of operating payables at end of year2020-12-31$73,209
Liabilities. Value of operating payables at beginning of year2020-12-31$160,967
Total non interest bearing cash at end of year2020-12-31$494,557
Total non interest bearing cash at beginning of year2020-12-31$590,227
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$3,500,017
Value of net assets at end of year (total assets less liabilities)2020-12-31$67,640,658
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$64,140,641
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$282,359
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$44,452,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$43,384,784
Value of interest in common/collective trusts at end of year2020-12-31$6,689,122
Value of interest in common/collective trusts at beginning of year2020-12-31$4,422,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,679,575
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$1,789,402
Employer contributions (assets) at end of year2020-12-31$158,427
Employer contributions (assets) at beginning of year2020-12-31$295,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,186,811
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. Value of buildings and other operty used in plan operation at end of year2020-12-31$8,462
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$9,691
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$2,031,263
Aggregate carrying amount (costs) on sale of assets2020-12-31$2,023,781
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2020-12-31208739519
2019 : I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$160,967
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$151,303
Total income from all sources (including contributions)2019-12-31$10,189,529
Total loss/gain on sale of assets2019-12-31$9,839
Total of all expenses incurred2019-12-31$3,795,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,403,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,428,727
Value of total assets at end of year2019-12-31$64,301,608
Value of total assets at beginning of year2019-12-31$57,898,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$391,865
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$904,243
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$904,243
Administrative expenses professional fees incurred2019-12-31$50,755
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
Contributions received from participants2019-12-31$766,936
Participant contributions at end of year2019-12-31$108,637
Participant contributions at beginning of year2019-12-31$79,290
Assets. Other investments not covered elsewhere at end of year2019-12-31$15,445,680
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$14,258,625
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$274,599
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$44,691
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$27,224
Other income not declared elsewhere2019-12-31$60,000
Administrative expenses (other) incurred2019-12-31$67,933
Liabilities. Value of operating payables at end of year2019-12-31$160,967
Liabilities. Value of operating payables at beginning of year2019-12-31$151,303
Total non interest bearing cash at end of year2019-12-31$590,227
Total non interest bearing cash at beginning of year2019-12-31$578,204
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$6,393,676
Value of net assets at end of year (total assets less liabilities)2019-12-31$64,140,641
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$57,746,965
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$273,177
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$43,384,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$38,509,355
Value of interest in common/collective trusts at end of year2019-12-31$4,422,289
Value of interest in common/collective trusts at beginning of year2019-12-31$4,187,445
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,786,720
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$2,387,192
Employer contributions (assets) at end of year2019-12-31$295,609
Employer contributions (assets) at beginning of year2019-12-31$250,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,403,988
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. Value of buildings and other operty used in plan operation at end of year2019-12-31$9,691
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$7,212
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$937,818
Aggregate carrying amount (costs) on sale of assets2019-12-31$927,979
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2019-12-31208739519
2018 : I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-4,340,926
Total unrealized appreciation/depreciation of assets2018-12-31$-4,340,926
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$151,303
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$144,395
Total income from all sources (including contributions)2018-12-31$-72,897
Total loss/gain on sale of assets2018-12-31$8,446
Total of all expenses incurred2018-12-31$2,355,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,988,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,351,472
Value of total assets at end of year2018-12-31$57,898,268
Value of total assets at beginning of year2018-12-31$60,319,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$366,791
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$802,805
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$802,805
Administrative expenses professional fees incurred2018-12-31$52,388
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
Contributions received from participants2018-12-31$752,019
Participant contributions at end of year2018-12-31$79,290
Participant contributions at beginning of year2018-12-31$83,415
Assets. Other investments not covered elsewhere at end of year2018-12-31$14,258,625
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$15,853,363
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$222,828
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$27,224
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$20,358
Other income not declared elsewhere2018-12-31$105,306
Administrative expenses (other) incurred2018-12-31$68,059
Liabilities. Value of operating payables at end of year2018-12-31$151,303
Liabilities. Value of operating payables at beginning of year2018-12-31$144,395
Total non interest bearing cash at end of year2018-12-31$578,204
Total non interest bearing cash at beginning of year2018-12-31$563,337
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,427,980
Value of net assets at end of year (total assets less liabilities)2018-12-31$57,746,965
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$60,174,945
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$246,344
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$38,509,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$39,605,923
Value of interest in common/collective trusts at end of year2018-12-31$4,187,445
Value of interest in common/collective trusts at beginning of year2018-12-31$3,929,026
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,376,625
Employer contributions (assets) at end of year2018-12-31$250,913
Employer contributions (assets) at beginning of year2018-12-31$257,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,988,292
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. Value of buildings and other operty used in plan operation at end of year2018-12-31$7,212
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$6,764
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$1,040,972
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,032,526
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2018-12-31208739519
2017 : I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$7,655,772
Total unrealized appreciation/depreciation of assets2017-12-31$7,655,772
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$144,395
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$86,371
Total income from all sources (including contributions)2017-12-31$11,486,737
Total loss/gain on sale of assets2017-12-31$4,038
Total of all expenses incurred2017-12-31$3,689,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,357,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,040,567
Value of total assets at end of year2017-12-31$60,319,340
Value of total assets at beginning of year2017-12-31$52,464,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$332,310
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$663,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$663,876
Administrative expenses professional fees incurred2017-12-31$50,744
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
Contributions received from participants2017-12-31$708,738
Participant contributions at end of year2017-12-31$83,415
Participant contributions at beginning of year2017-12-31$59,335
Assets. Other investments not covered elsewhere at end of year2017-12-31$15,853,363
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$13,615,349
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$218,424
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$20,358
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$26,658
Other income not declared elsewhere2017-12-31$122,484
Administrative expenses (other) incurred2017-12-31$63,837
Liabilities. Value of operating payables at end of year2017-12-31$144,395
Liabilities. Value of operating payables at beginning of year2017-12-31$86,371
Total non interest bearing cash at end of year2017-12-31$563,337
Total non interest bearing cash at beginning of year2017-12-31$535,274
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$7,797,053
Value of net assets at end of year (total assets less liabilities)2017-12-31$60,174,945
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$52,377,892
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$217,729
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$39,605,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$34,552,437
Value of interest in common/collective trusts at end of year2017-12-31$3,929,026
Value of interest in common/collective trusts at beginning of year2017-12-31$3,504,762
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,113,405
Employer contributions (assets) at end of year2017-12-31$257,154
Employer contributions (assets) at beginning of year2017-12-31$163,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,357,374
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$6,764
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$6,764
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$580,816
Aggregate carrying amount (costs) on sale of assets2017-12-31$576,778
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2017-12-31208739519
2016 : I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$497,433
Total unrealized appreciation/depreciation of assets2016-12-31$497,433
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$86,371
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$75,981
Total income from all sources (including contributions)2016-12-31$5,516,184
Total loss/gain on sale of assets2016-12-31$1,522,248
Total of all expenses incurred2016-12-31$3,761,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,486,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,823,602
Value of total assets at end of year2016-12-31$52,464,263
Value of total assets at beginning of year2016-12-31$50,699,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$275,009
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$537,527
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$537,527
Administrative expenses professional fees incurred2016-12-31$52,180
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
Contributions received from participants2016-12-31$703,348
Participant contributions at end of year2016-12-31$59,335
Participant contributions at beginning of year2016-12-31$61,056
Assets. Other investments not covered elsewhere at end of year2016-12-31$13,615,349
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$139,939
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$26,658
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$10,490
Other income not declared elsewhere2016-12-31$135,374
Administrative expenses (other) incurred2016-12-31$62,255
Liabilities. Value of operating payables at end of year2016-12-31$86,371
Liabilities. Value of operating payables at beginning of year2016-12-31$75,981
Total non interest bearing cash at end of year2016-12-31$535,274
Total non interest bearing cash at beginning of year2016-12-31$305,308
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$1,754,719
Value of net assets at end of year (total assets less liabilities)2016-12-31$52,377,892
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$50,623,173
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$160,574
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$34,552,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$46,429,084
Value of interest in common/collective trusts at end of year2016-12-31$3,504,762
Value of interest in common/collective trusts at beginning of year2016-12-31$3,731,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,980,315
Employer contributions (assets) at end of year2016-12-31$163,684
Employer contributions (assets) at beginning of year2016-12-31$154,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,486,456
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. Value of buildings and other operty used in plan operation at end of year2016-12-31$6,764
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$7,402
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$37,518,331
Aggregate carrying amount (costs) on sale of assets2016-12-31$35,996,083
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2016-12-31208739519
2015 : I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$1,517,170
Total unrealized appreciation/depreciation of assets2015-12-31$1,517,170
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$75,981
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$103,961
Total income from all sources (including contributions)2015-12-31$3,840,751
Total loss/gain on sale of assets2015-12-31$-344,307
Total of all expenses incurred2015-12-31$4,429,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,128,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,502,084
Value of total assets at end of year2015-12-31$50,699,154
Value of total assets at beginning of year2015-12-31$51,315,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$300,515
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$46,439
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
Contributions received from participants2015-12-31$623,723
Participant contributions at end of year2015-12-31$61,056
Participant contributions at beginning of year2015-12-31$49,086
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$109,315
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$10,490
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$10,101
Other income not declared elsewhere2015-12-31$165,804
Administrative expenses (other) incurred2015-12-31$68,201
Liabilities. Value of operating payables at end of year2015-12-31$75,981
Liabilities. Value of operating payables at beginning of year2015-12-31$103,961
Total non interest bearing cash at end of year2015-12-31$305,308
Total non interest bearing cash at beginning of year2015-12-31$464,986
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-588,413
Value of net assets at end of year (total assets less liabilities)2015-12-31$50,623,173
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$51,211,586
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$185,875
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$46,429,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$47,254,895
Value of interest in common/collective trusts at end of year2015-12-31$3,731,642
Value of interest in common/collective trusts at beginning of year2015-12-31$3,360,183
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$1,769,046
Employer contributions (assets) at end of year2015-12-31$154,172
Employer contributions (assets) at beginning of year2015-12-31$168,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,128,649
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$7,402
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$7,402
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$8,017,455
Aggregate carrying amount (costs) on sale of assets2015-12-31$8,361,762
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2015-12-31208739519
2014 : I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$3,117,960
Total unrealized appreciation/depreciation of assets2014-12-31$3,117,960
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$103,961
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$114,843
Total income from all sources (including contributions)2014-12-31$5,516,617
Total loss/gain on sale of assets2014-12-31$-282,643
Total of all expenses incurred2014-12-31$4,409,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,029,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,433,594
Value of total assets at end of year2014-12-31$51,315,547
Value of total assets at beginning of year2014-12-31$50,219,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$380,058
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$28,988
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
Contributions received from participants2014-12-31$489,621
Participant contributions at end of year2014-12-31$49,086
Participant contributions at beginning of year2014-12-31$55,275
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$93,012
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$10,101
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$12,842
Other income not declared elsewhere2014-12-31$247,706
Administrative expenses (other) incurred2014-12-31$83,359
Liabilities. Value of operating payables at end of year2014-12-31$103,961
Liabilities. Value of operating payables at beginning of year2014-12-31$114,843
Total non interest bearing cash at end of year2014-12-31$464,986
Total non interest bearing cash at beginning of year2014-12-31$258,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,107,327
Value of net assets at end of year (total assets less liabilities)2014-12-31$51,211,586
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$50,104,259
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$267,711
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$47,254,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$46,554,482
Value of interest in common/collective trusts at end of year2014-12-31$3,360,183
Value of interest in common/collective trusts at beginning of year2014-12-31$3,141,596
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$1,850,961
Employer contributions (assets) at end of year2014-12-31$168,894
Employer contributions (assets) at beginning of year2014-12-31$188,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,029,232
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$7,402
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$7,191
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$7,601,598
Aggregate carrying amount (costs) on sale of assets2014-12-31$7,884,241
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2014-12-31208739519
2013 : I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$5,715,061
Total unrealized appreciation/depreciation of assets2013-12-31$5,715,061
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$114,843
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$170,654
Total income from all sources (including contributions)2013-12-31$8,467,704
Total loss/gain on sale of assets2013-12-31$136,329
Total of all expenses incurred2013-12-31$3,678,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,547,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,435,976
Value of total assets at end of year2013-12-31$50,219,102
Value of total assets at beginning of year2013-12-31$45,485,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$131,091
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$42,183
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$535,869
Participant contributions at end of year2013-12-31$55,275
Participant contributions at beginning of year2013-12-31$59,574
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$114,693
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$12,842
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$11,890
Other income not declared elsewhere2013-12-31$180,338
Administrative expenses (other) incurred2013-12-31$61,712
Liabilities. Value of operating payables at end of year2013-12-31$114,843
Liabilities. Value of operating payables at beginning of year2013-12-31$170,654
Total non interest bearing cash at end of year2013-12-31$258,750
Total non interest bearing cash at beginning of year2013-12-31$651,557
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$4,789,442
Value of net assets at end of year (total assets less liabilities)2013-12-31$50,104,259
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$45,314,817
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$27,196
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$46,554,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$41,275,124
Value of interest in common/collective trusts at end of year2013-12-31$3,141,596
Value of interest in common/collective trusts at beginning of year2013-12-31$3,264,520
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$1,785,414
Employer contributions (assets) at end of year2013-12-31$188,966
Employer contributions (assets) at beginning of year2013-12-31$216,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,547,171
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$7,191
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$6,762
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$8,653,574
Aggregate carrying amount (costs) on sale of assets2013-12-31$8,517,245
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2013-12-31208739519
2012 : I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$3,944,320
Total unrealized appreciation/depreciation of assets2012-12-31$3,944,320
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$170,654
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$116,575
Total income from all sources (including contributions)2012-12-31$6,882,956
Total loss/gain on sale of assets2012-12-31$-105,453
Total of all expenses incurred2012-12-31$3,287,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,161,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,862,832
Value of total assets at end of year2012-12-31$45,485,471
Value of total assets at beginning of year2012-12-31$41,506,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$125,733
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$45,317
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$581,495
Participant contributions at end of year2012-12-31$59,574
Participant contributions at beginning of year2012-12-31$50,654
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$94,225
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$11,890
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$11,890
Other income not declared elsewhere2012-12-31$181,257
Administrative expenses (other) incurred2012-12-31$57,620
Liabilities. Value of operating payables at end of year2012-12-31$170,654
Liabilities. Value of operating payables at beginning of year2012-12-31$116,575
Total non interest bearing cash at end of year2012-12-31$651,557
Total non interest bearing cash at beginning of year2012-12-31$201,557
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$3,595,255
Value of net assets at end of year (total assets less liabilities)2012-12-31$45,314,817
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$41,389,562
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$22,796
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$41,275,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$37,812,467
Value of interest in common/collective trusts at end of year2012-12-31$3,264,520
Value of interest in common/collective trusts at beginning of year2012-12-31$3,197,503
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$2,187,112
Employer contributions (assets) at end of year2012-12-31$216,044
Employer contributions (assets) at beginning of year2012-12-31$225,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,161,968
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$6,762
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$6,881
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$5,211,755
Aggregate carrying amount (costs) on sale of assets2012-12-31$5,317,208
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2012-12-31208739519
2011 : I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$417,620
Total unrealized appreciation/depreciation of assets2011-12-31$417,620
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$116,575
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$114,969
Total income from all sources (including contributions)2011-12-31$2,432,057
Total loss/gain on sale of assets2011-12-31$-336,421
Total of all expenses incurred2011-12-31$3,416,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,293,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,265,518
Value of total assets at end of year2011-12-31$41,506,137
Value of total assets at beginning of year2011-12-31$42,488,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$122,765
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$51,830
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$452,821
Participant contributions at end of year2011-12-31$50,654
Participant contributions at beginning of year2011-12-31$77,642
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$92,916
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$11,890
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$7,971
Other income not declared elsewhere2011-12-31$85,340
Administrative expenses (other) incurred2011-12-31$52,935
Liabilities. Value of operating payables at end of year2011-12-31$116,575
Liabilities. Value of operating payables at beginning of year2011-12-31$114,969
Total non interest bearing cash at end of year2011-12-31$201,557
Total non interest bearing cash at beginning of year2011-12-31$126,309
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-984,386
Value of net assets at end of year (total assets less liabilities)2011-12-31$41,389,562
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$42,373,948
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$18,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$37,812,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$38,588,929
Value of interest in common/collective trusts at end of year2011-12-31$3,197,503
Value of interest in common/collective trusts at beginning of year2011-12-31$3,328,459
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$1,719,781
Employer contributions (assets) at end of year2011-12-31$225,185
Employer contributions (assets) at beginning of year2011-12-31$351,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,293,678
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$6,881
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$7,656
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$6,700,193
Aggregate carrying amount (costs) on sale of assets2011-12-31$7,036,614
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2011-12-31208739519
2010 : I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$3,844,536
Total unrealized appreciation/depreciation of assets2010-12-31$3,844,536
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$114,969
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$72,320
Total income from all sources (including contributions)2010-12-31$6,703,512
Total loss/gain on sale of assets2010-12-31$28,308
Total of all expenses incurred2010-12-31$2,936,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,817,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,747,846
Value of total assets at end of year2010-12-31$42,488,917
Value of total assets at beginning of year2010-12-31$38,679,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$119,513
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$45,076
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$493,402
Participant contributions at end of year2010-12-31$77,642
Participant contributions at beginning of year2010-12-31$37,720
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$92,267
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$7,971
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$11,844
Other income not declared elsewhere2010-12-31$82,822
Administrative expenses (other) incurred2010-12-31$54,437
Liabilities. Value of operating payables at end of year2010-12-31$114,969
Liabilities. Value of operating payables at beginning of year2010-12-31$72,320
Total non interest bearing cash at end of year2010-12-31$126,309
Total non interest bearing cash at beginning of year2010-12-31$81,595
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$3,766,607
Value of net assets at end of year (total assets less liabilities)2010-12-31$42,373,948
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$38,607,342
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$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$38,588,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$35,513,667
Value of interest in common/collective trusts at end of year2010-12-31$3,328,459
Value of interest in common/collective trusts at beginning of year2010-12-31$2,843,066
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$2,162,177
Employer contributions (assets) at end of year2010-12-31$351,951
Employer contributions (assets) at beginning of year2010-12-31$186,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,817,392
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$7,656
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$5,336
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$7,849,246
Aggregate carrying amount (costs) on sale of assets2010-12-31$7,820,938
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2010-12-31208739519

Form 5500 Responses for I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN

2023: I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) 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: I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedYes
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) 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: I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) 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: I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) 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: I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) 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: I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) 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: I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) 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: I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) 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: I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) 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: I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) 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: I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) 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: I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) 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: I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) 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: I.B.E.W. LOCAL UNION NO. 479 ANNUITY / 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039724
Policy instance 1
Insurance contract or identification number039724
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039724
Policy instance 1
Insurance contract or identification number039724
Number of Individuals Covered1586
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039724
Policy instance 1
Insurance contract or identification number039724
Number of Individuals Covered1554
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039724
Policy instance 1
Insurance contract or identification number039724
Number of Individuals Covered1137
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039724
Policy instance 1
Insurance contract or identification number039724
Number of Individuals Covered1154
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039724
Policy instance 1
Insurance contract or identification number039724
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039724
Policy instance 1
Insurance contract or identification number039724
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31

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