401k Plan data: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN plan

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 401k Plan overview

Plan Name	INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN
Plan identification number	023

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

IBEW LOCAL 827 has sponsored the creation of one or more 401k plans.

Company Name: IBEW LOCAL 827

Employer identification number (EIN): 221151765

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
023 2011-01-01 JOHN CITTI
023 2010-01-01 DENIS CARDONE
023 2009-01-01 DENIS CARDONE DENIS CARDONE 2010-10-18

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
023	2011-01-01	JOHN CITTI
023	2010-01-01	DENIS CARDONE
023	2009-01-01	DENIS CARDONE	DENIS CARDONE	2010-10-18

Plan Statistics for INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN

401k plan membership statisitcs for INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN

Measure Date Value
2011: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3,552
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 284
Number of retired or separated participants receiving benefits 2011-01-01 849
Number of other retired or separated participants entitled to future benefits 2011-01-01 2,174
Total of all active and inactive participants 2011-01-01 3,307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 99
Total participants 2011-01-01 3,406
Number of participants with account balances 2011-01-01 3,406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
Number of employers contributing to the scheme 2011-01-01 0
2010: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3,710
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 351
Number of retired or separated participants receiving benefits 2010-01-01 856
Number of other retired or separated participants entitled to future benefits 2010-01-01 2,254
Total of all active and inactive participants 2010-01-01 3,461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 91
Total participants 2010-01-01 3,552
Number of participants with account balances 2010-01-01 3,552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
Number of employers contributing to the scheme 2010-01-01 0
2009: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3,697
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 381
Number of retired or separated participants receiving benefits 2009-01-01 792
Number of other retired or separated participants entitled to future benefits 2009-01-01 2,370
Total of all active and inactive participants 2009-01-01 3,543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 82
Total participants 2009-01-01 3,625
Number of participants with account balances 2009-01-01 3,625
Number of employers contributing to the scheme 2009-01-01 24

Measure	Date	Value
2011: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3,552
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	284
Number of retired or separated participants receiving benefits	2011-01-01	849
Number of other retired or separated participants entitled to future benefits	2011-01-01	2,174
Total of all active and inactive participants	2011-01-01	3,307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	99
Total participants	2011-01-01	3,406
Number of participants with account balances	2011-01-01	3,406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
Number of employers contributing to the scheme	2011-01-01	0
2010: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3,710
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	351
Number of retired or separated participants receiving benefits	2010-01-01	856
Number of other retired or separated participants entitled to future benefits	2010-01-01	2,254
Total of all active and inactive participants	2010-01-01	3,461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	91
Total participants	2010-01-01	3,552
Number of participants with account balances	2010-01-01	3,552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
Number of employers contributing to the scheme	2010-01-01	0
2009: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3,697
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	381
Number of retired or separated participants receiving benefits	2009-01-01	792
Number of other retired or separated participants entitled to future benefits	2009-01-01	2,370
Total of all active and inactive participants	2009-01-01	3,543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	82
Total participants	2009-01-01	3,625
Number of participants with account balances	2009-01-01	3,625
Number of employers contributing to the scheme	2009-01-01	24

Financial Data on INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN

Measure	Date	Value
2011 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$48,220
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$240,451
Total income from all sources (including contributions)	2011-12-31	$53,426,544
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$51,700,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$47,067,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$45,133,696
Value of total assets at end of year	2011-12-31	$470,717,749
Value of total assets at beginning of year	2011-12-31	$469,184,298
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$4,633,642
Total interest from all sources	2011-12-31	$1,996,591
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$3,911,908
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$3,911,908
Administrative expenses professional fees incurred	2011-12-31	$4,633,642
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,493,288
Participant contributions at end of year	2011-12-31	$4,493,716
Participant contributions at beginning of year	2011-12-31	$4,615,653
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$1,879,133
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$1,642,106
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$43,100,613
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$48,220
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$240,451
Other income not declared elsewhere	2011-12-31	$195,903
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$1,725,682
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$470,669,529
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$468,943,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$209,584,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$187,727,656
Interest on participant loans	2011-12-31	$134,307
Income. Interest from US Government securities	2011-12-31	$1,027,496
Income. Interest from corporate debt instruments	2011-12-31	$834,788
Value of interest in common/collective trusts at end of year	2011-12-31	$207,069,874
Value of interest in common/collective trusts at beginning of year	2011-12-31	$194,790,319
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$18,183,105
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$20,258,169
Asset value of US Government securities at end of year	2011-12-31	$20,243,686
Asset value of US Government securities at beginning of year	2011-12-31	$35,700,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-7,184,309
Net investment gain or loss from common/collective trusts	2011-12-31	$9,372,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$539,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$47,067,220
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$9,263,516
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$24,449,955
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	CROWE HORWATH LLP
Accountancy firm EIN	2011-12-31	350921680
2010 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$240,451
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$107,600,003
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$45,768,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$41,419,721
Expenses. Certain deemed distributions of participant loans	2010-12-31	$10,408
Value of total corrective distributions	2010-12-31	$355,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$75,268,338
Value of total assets at end of year	2010-12-31	$469,184,298
Value of total assets at beginning of year	2010-12-31	$407,112,017
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$3,982,173
Total interest from all sources	2010-12-31	$3,462,389
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$2,360,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$2,360,151
Administrative expenses professional fees incurred	2010-12-31	$3,982,173
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,658,473
Participant contributions at end of year	2010-12-31	$4,615,653
Participant contributions at beginning of year	2010-12-31	$4,259,166
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$1,642,106
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$2,175,676
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$73,052,006
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$240,451
Other income not declared elsewhere	2010-12-31	$-573,142
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$61,831,830
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$468,943,847
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$407,112,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$187,727,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$139,862,908
Interest on participant loans	2010-12-31	$143,349
Income. Interest from US Government securities	2010-12-31	$1,686,417
Income. Interest from corporate debt instruments	2010-12-31	$1,632,623
Value of interest in common/collective trusts at end of year	2010-12-31	$194,790,319
Value of interest in common/collective trusts at beginning of year	2010-12-31	$163,286,863
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$415,796
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$415,796
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$20,258,169
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$12,325,809
Asset value of US Government securities at end of year	2010-12-31	$35,700,440
Asset value of US Government securities at beginning of year	2010-12-31	$48,784,491
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$17,450,570
Net investment gain or loss from common/collective trusts	2010-12-31	$9,631,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$557,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$41,419,721
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$24,449,955
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$36,001,308
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	CROWE HORWATH LLP
Accountancy firm EIN	2010-12-31	350921680
2009 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN

2011: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Multi-employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	Yes
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	IBEW LOCAL 827
Employer identification number (EIN):	221151765
NAIC Classification:	813930
NAIC Description:	Labor Unions and Similar Labor Organizations