IBEW LOCAL 827 has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION SAVINGS & RETIREMENT PLAN
401k plan membership statisitcs for INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION SAVINGS & RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2012: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION SAVINGS & RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 1,813 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 219 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 75 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1,387 |
| Total of all active and inactive participants | 2012-01-01 | 1,681 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 6 |
| Total participants | 2012-01-01 | 1,687 |
| Number of participants with account balances | 2012-01-01 | 1,687 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| Number of employers contributing to the scheme | 2012-01-01 | 0 |
| 2011: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION SAVINGS & RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 1,925 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 241 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 80 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1,486 |
| Total of all active and inactive participants | 2011-01-01 | 1,807 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 6 |
| Total participants | 2011-01-01 | 1,813 |
| Number of participants with account balances | 2011-01-01 | 1,813 |
| 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 UNION SAVINGS & RETIREMENT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 2,134 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 262 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 87 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1,570 |
| Total of all active and inactive participants | 2010-01-01 | 1,919 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 6 |
| Total participants | 2010-01-01 | 1,925 |
| Number of participants with account balances | 2010-01-01 | 1,925 |
| 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 UNION SAVINGS & RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 2,113 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 257 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 96 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1,756 |
| Total of all active and inactive participants | 2009-01-01 | 2,109 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 25 |
| Total participants | 2009-01-01 | 2,134 |
| Number of participants with account balances | 2009-01-01 | 257 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Number of employers contributing to the scheme | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2012 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION SAVINGS & RETIREMENT PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $6,147,035 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $11,069,473 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $9,576,624 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,282,248 |
| Value of total assets at end of year | 2012-12-31 | $98,881,897 |
| Value of total assets at beginning of year | 2012-12-31 | $103,804,335 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,492,849 |
| Total interest from all sources | 2012-12-31 | $3,231,170 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $198,064 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $198,064 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $2,282,248 |
| Administrative expenses (other) incurred | 2012-12-31 | $543,051 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $-4,922,438 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $98,881,897 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $103,804,335 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Investment advisory and management fees | 2012-12-31 | $165,699 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $4,734,279 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $4,576,450 |
| Interest earned on other investments | 2012-12-31 | $3,231,170 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $94,147,618 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $99,227,885 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $435,553 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $9,576,624 |
| Contract administrator fees | 2012-12-31 | $784,099 |
| Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | CROWE HORWATH LLP |
| Accountancy firm EIN | 2012-12-31 | 350921680 |
| 2011 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION SAVINGS & RETIREMENT 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 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $5,705,544 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $8,977,125 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $7,460,627 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,448,507 |
| Value of total assets at end of year | 2011-12-31 | $103,804,335 |
| Value of total assets at beginning of year | 2011-12-31 | $107,075,916 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,516,498 |
| Total interest from all sources | 2011-12-31 | $3,454,589 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $226,928 |
| 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 | $226,928 |
| Administrative expenses professional fees incurred | 2011-12-31 | $1,516,498 |
| 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 | $2,448,507 |
| 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 | $-3,271,581 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $103,804,335 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $107,075,916 |
| 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 | $4,576,450 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $5,104,601 |
| Interest earned on other investments | 2011-12-31 | $3,454,589 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $99,227,885 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $101,971,315 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-424,480 |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $7,460,627 |
| 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 UNION SAVINGS & RETIREMENT 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 | $0 |
| 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 | $6,097,176 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $8,905,994 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $7,228,039 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,589,574 |
| Value of total assets at end of year | 2010-12-31 | $107,075,916 |
| Value of total assets at beginning of year | 2010-12-31 | $109,884,734 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,677,955 |
| Total interest from all sources | 2010-12-31 | $3,681,216 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $106,891 |
| 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 | $106,891 |
| Administrative expenses professional fees incurred | 2010-12-31 | $1,677,955 |
| 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 |
| 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 | $-2,808,818 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $107,075,916 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $109,884,734 |
| 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 | $5,104,601 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $4,591,770 |
| Interest earned on other investments | 2010-12-31 | $3,681,216 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $101,971,315 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $105,292,964 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $719,495 |
| 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 | No |
| 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 | $1,589,574 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $7,228,039 |
| 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 UNION SAVINGS & RETIREMENT 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 |
