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I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameI.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN
Plan identification number 002

I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION 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.

401k Sponsoring company profile

IBEW LU 654 PENSION FUND TRUSTEES has sponsored the creation of one or more 401k plans.

Company Name:IBEW LU 654 PENSION FUND TRUSTEES
Employer identification number (EIN):236538183
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 # 654 DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01WILLIAM ADAMS - UNION TRUSTEE
0022016-01-01WILLIAM ADAMS - UNION TRUSTEE
0022015-01-01WILLIAM ADAMS - UNION TRUSTEE
0022014-01-01WILLIAM ADAMS
0022013-01-01WILLIAM ADAMS
0022012-01-01WILLIAM ADAMS
0022011-01-01WILLIAM ADAMS
0022010-01-01WILLIAM ADAMS
0022009-01-01WILLIAM ADAMS JEFFREY P. SCARPELLO2010-10-08

Plan Statistics for I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN

Measure Date Value
2023: I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01630
Total number of active participants reported on line 7a of the Form 55002023-01-01447
Number of retired or separated participants receiving benefits2023-01-014
Number of other retired or separated participants entitled to future benefits2023-01-01168
Total of all active and inactive participants2023-01-01619
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01619
Number of participants with account balances2023-01-01619
Number of employers contributing to the scheme2023-01-0162
2022: I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01652
Total number of active participants reported on line 7a of the Form 55002022-01-01438
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-01188
Total of all active and inactive participants2022-01-01630
Total participants2022-01-01630
Number of participants with account balances2022-01-01630
Number of employers contributing to the scheme2022-01-0162
2021: I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01651
Total number of active participants reported on line 7a of the Form 55002021-01-01437
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-01212
Total of all active and inactive participants2021-01-01652
Total participants2021-01-01652
Number of participants with account balances2021-01-01652
Number of employers contributing to the scheme2021-01-0163
2020: I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01658
Total number of active participants reported on line 7a of the Form 55002020-01-01439
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01211
Total of all active and inactive participants2020-01-01651
Total participants2020-01-01651
Number of participants with account balances2020-01-01651
Number of employers contributing to the scheme2020-01-0160
2019: I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01638
Total number of active participants reported on line 7a of the Form 55002019-01-01467
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01190
Total of all active and inactive participants2019-01-01658
Total participants2019-01-01658
Number of participants with account balances2019-01-01658
Number of employers contributing to the scheme2019-01-0155
2018: I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01591
Total number of active participants reported on line 7a of the Form 55002018-01-01467
Number of other retired or separated participants entitled to future benefits2018-01-01171
Total of all active and inactive participants2018-01-01638
Total participants2018-01-01638
Number of employers contributing to the scheme2018-01-0158
2017: I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01597
Total number of active participants reported on line 7a of the Form 55002017-01-01427
Number of other retired or separated participants entitled to future benefits2017-01-01164
Total of all active and inactive participants2017-01-01591
Total participants2017-01-01591
Number of employers contributing to the scheme2017-01-0164
2016: I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01596
Total number of active participants reported on line 7a of the Form 55002016-01-01478
Number of other retired or separated participants entitled to future benefits2016-01-01119
Total of all active and inactive participants2016-01-01597
Total participants2016-01-01597
Number of participants with account balances2016-01-01597
Number of employers contributing to the scheme2016-01-0171
2015: I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01606
Total number of active participants reported on line 7a of the Form 55002015-01-01505
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0191
Total of all active and inactive participants2015-01-01596
Total participants2015-01-01596
Number of participants with account balances2015-01-01596
Number of employers contributing to the scheme2015-01-0169
2014: I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01624
Total number of active participants reported on line 7a of the Form 55002014-01-01495
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01111
Total of all active and inactive participants2014-01-01606
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01606
Number of participants with account balances2014-01-01606
Number of employers contributing to the scheme2014-01-0180
2013: I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01664
Total number of active participants reported on line 7a of the Form 55002013-01-01517
Number of other retired or separated participants entitled to future benefits2013-01-01107
Total of all active and inactive participants2013-01-01624
Total participants2013-01-01624
Number of participants with account balances2013-01-01624
Number of employers contributing to the scheme2013-01-0180
2012: I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01662
Total number of active participants reported on line 7a of the Form 55002012-01-01561
Number of other retired or separated participants entitled to future benefits2012-01-01103
Total of all active and inactive participants2012-01-01664
Total participants2012-01-01664
Number of participants with account balances2012-01-01664
Number of employers contributing to the scheme2012-01-0154
2011: I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01718
Total number of active participants reported on line 7a of the Form 55002011-01-01576
Number of other retired or separated participants entitled to future benefits2011-01-0186
Total of all active and inactive participants2011-01-01662
Total participants2011-01-01662
Number of participants with account balances2011-01-01662
Number of employers contributing to the scheme2011-01-0154
2010: I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01701
Total number of active participants reported on line 7a of the Form 55002010-01-01610
Number of other retired or separated participants entitled to future benefits2010-01-01108
Total of all active and inactive participants2010-01-01718
Total participants2010-01-01718
Number of participants with account balances2010-01-01718
Number of employers contributing to the scheme2010-01-0176
2009: I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01742
Total number of active participants reported on line 7a of the Form 55002009-01-01658
Number of other retired or separated participants entitled to future benefits2009-01-0143
Total of all active and inactive participants2009-01-01701
Total participants2009-01-01701
Number of participants with account balances2009-01-01701
Number of employers contributing to the scheme2009-01-0170

Financial Data on I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN

Measure Date Value
2023 : I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$45,245
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$29,784
Total income from all sources (including contributions)2023-12-31$26,084,560
Total of all expenses incurred2023-12-31$4,556,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$4,285,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$8,465,000
Value of total assets at end of year2023-12-31$138,626,403
Value of total assets at beginning of year2023-12-31$117,082,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$270,578
Total interest from all sources2023-12-31$366,437
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$2,214,449
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$2,214,449
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$38,311
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$36,484
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$37,875
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$23,280
Other income not declared elsewhere2023-12-31$123,734
Administrative expenses (other) incurred2023-12-31$19,323
Liabilities. Value of operating payables at end of year2023-12-31$7,370
Liabilities. Value of operating payables at beginning of year2023-12-31$6,504
Total non interest bearing cash at end of year2023-12-31$719,709
Total non interest bearing cash at beginning of year2023-12-31$496,562
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$21,528,553
Value of net assets at end of year (total assets less liabilities)2023-12-31$138,581,158
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$117,052,605
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$26,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$101,532,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$84,736,388
Value of interest in pooled separate accounts at end of year2023-12-31$6,117,790
Value of interest in pooled separate accounts at beginning of year2023-12-31$5,312,047
Interest earned on other investments2023-12-31$350,077
Value of interest in common/collective trusts at end of year2023-12-31$8,959,599
Value of interest in common/collective trusts at beginning of year2023-12-31$6,883,876
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$602,015
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$488,421
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$488,421
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$16,360
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$19,855,199
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$18,427,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$12,328,821
Net investment gain/loss from pooled separate accounts2023-12-31$779,481
Net investment gain or loss from common/collective trusts2023-12-31$1,806,638
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 contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$8,465,000
Employer contributions (assets) at end of year2023-12-31$801,606
Employer contributions (assets) at beginning of year2023-12-31$700,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$4,285,429
Contract administrator fees2023-12-31$37,516
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 name2023-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2023-12-31611436956
2022 : I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$29,784
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$35,074
Total income from all sources (including contributions)2022-12-31$-11,925,804
Total of all expenses incurred2022-12-31$6,308,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,040,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,520,094
Value of total assets at end of year2022-12-31$117,082,389
Value of total assets at beginning of year2022-12-31$135,321,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$267,886
Total interest from all sources2022-12-31$294,987
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,680,445
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$1,680,445
Administrative expenses professional fees incurred2022-12-31$20,330
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$36,484
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$38,597
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$23,280
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$26,481
Other income not declared elsewhere2022-12-31$125,529
Administrative expenses (other) incurred2022-12-31$23,910
Liabilities. Value of operating payables at end of year2022-12-31$6,504
Liabilities. Value of operating payables at beginning of year2022-12-31$8,593
Total non interest bearing cash at end of year2022-12-31$496,562
Total non interest bearing cash at beginning of year2022-12-31$675,903
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-18,233,940
Value of net assets at end of year (total assets less liabilities)2022-12-31$117,052,605
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$135,286,545
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$188,254
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$84,736,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$104,001,306
Value of interest in pooled separate accounts at end of year2022-12-31$5,312,047
Value of interest in pooled separate accounts at beginning of year2022-12-31$6,036,512
Interest earned on other investments2022-12-31$292,439
Value of interest in common/collective trusts at end of year2022-12-31$6,883,876
Value of interest in common/collective trusts at beginning of year2022-12-31$8,689,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$488,421
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$351,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$351,001
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2,548
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$18,427,847
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$14,847,137
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-17,746,383
Net investment gain/loss from pooled separate accounts2022-12-31$-2,221,887
Net investment gain or loss from common/collective trusts2022-12-31$-1,578,589
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$7,520,094
Employer contributions (assets) at end of year2022-12-31$700,764
Employer contributions (assets) at beginning of year2022-12-31$682,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,040,250
Contract administrator fees2022-12-31$35,392
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2022-12-31611436956
2021 : I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$35,074
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$29,801
Total income from all sources (including contributions)2021-12-31$21,197,134
Total of all expenses incurred2021-12-31$5,745,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,523,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,261,931
Value of total assets at end of year2021-12-31$135,321,619
Value of total assets at beginning of year2021-12-31$119,864,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$221,949
Total interest from all sources2021-12-31$236,336
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,713,941
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$1,713,941
Administrative expenses professional fees incurred2021-12-31$22,137
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
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$7,261,931
Amount contributed by the employer to the plan for this plan year2021-12-31$7,261,931
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$38,597
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$26,096
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$26,481
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$27,925
Other income not declared elsewhere2021-12-31$206,030
Administrative expenses (other) incurred2021-12-31$23,242
Liabilities. Value of operating payables at end of year2021-12-31$8,593
Liabilities. Value of operating payables at beginning of year2021-12-31$1,876
Total non interest bearing cash at end of year2021-12-31$675,903
Total non interest bearing cash at beginning of year2021-12-31$491,973
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$15,451,357
Value of net assets at end of year (total assets less liabilities)2021-12-31$135,286,545
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$119,835,188
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$143,296
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$104,001,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$92,906,757
Value of interest in pooled separate accounts at end of year2021-12-31$6,036,512
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,504,518
Interest earned on other investments2021-12-31$236,321
Value of interest in common/collective trusts at end of year2021-12-31$8,689,106
Value of interest in common/collective trusts at beginning of year2021-12-31$5,669,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$351,001
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$427,503
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$427,503
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$15
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$14,847,137
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$15,137,898
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,640,659
Net investment gain/loss from pooled separate accounts2021-12-31$1,370,917
Net investment gain or loss from common/collective trusts2021-12-31$1,767,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$7,261,931
Employer contributions (assets) at end of year2021-12-31$682,057
Employer contributions (assets) at beginning of year2021-12-31$701,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,523,828
Contract administrator fees2021-12-31$33,274
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
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2021-12-31611436956
2020 : I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$29,801
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$46,111
Total income from all sources (including contributions)2020-12-31$19,704,322
Total of all expenses incurred2020-12-31$6,739,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,519,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,960,943
Value of total assets at end of year2020-12-31$119,864,989
Value of total assets at beginning of year2020-12-31$106,916,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$219,226
Total interest from all sources2020-12-31$308,548
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,206,192
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$1,206,192
Administrative expenses professional fees incurred2020-12-31$20,432
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
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$5,960,943
Amount contributed by the employer to the plan for this plan year2020-12-31$5,960,943
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$26,096
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$532,239
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$27,925
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$43,204
Other income not declared elsewhere2020-12-31$83,977
Administrative expenses (other) incurred2020-12-31$22,433
Liabilities. Value of operating payables at end of year2020-12-31$1,876
Liabilities. Value of operating payables at beginning of year2020-12-31$2,907
Total non interest bearing cash at end of year2020-12-31$491,973
Total non interest bearing cash at beginning of year2020-12-31$7,227
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$12,965,292
Value of net assets at end of year (total assets less liabilities)2020-12-31$119,835,188
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$106,869,896
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$142,092
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$92,906,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$81,947,554
Value of interest in pooled separate accounts at end of year2020-12-31$4,504,518
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,060,903
Interest earned on other investments2020-12-31$308,548
Value of interest in common/collective trusts at end of year2020-12-31$5,669,150
Value of interest in common/collective trusts at beginning of year2020-12-31$4,608,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$427,503
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$410,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$410,190
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$15,137,898
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$13,535,654
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$11,279,318
Net investment gain/loss from pooled separate accounts2020-12-31$47,703
Net investment gain or loss from common/collective trusts2020-12-31$817,641
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$5,960,943
Employer contributions (assets) at end of year2020-12-31$701,094
Employer contributions (assets) at beginning of year2020-12-31$813,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,519,804
Contract administrator fees2020-12-31$34,269
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
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
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2020-12-31611436956
2019 : I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$46,111
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$177,242
Total income from all sources (including contributions)2019-12-31$23,504,430
Total of all expenses incurred2019-12-31$4,786,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,572,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,744,875
Value of total assets at end of year2019-12-31$106,916,007
Value of total assets at beginning of year2019-12-31$88,329,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$214,324
Total interest from all sources2019-12-31$289,429
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,557,195
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$1,557,195
Administrative expenses professional fees incurred2019-12-31$23,579
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
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$6,625,123
Amount contributed by the employer to the plan for this plan year2019-12-31$6,625,123
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$532,239
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$45,296
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$43,204
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$162,956
Other income not declared elsewhere2019-12-31$99,785
Administrative expenses (other) incurred2019-12-31$26,661
Liabilities. Value of operating payables at end of year2019-12-31$2,907
Liabilities. Value of operating payables at beginning of year2019-12-31$14,286
Total non interest bearing cash at end of year2019-12-31$7,227
Total non interest bearing cash at beginning of year2019-12-31$9,716
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$18,717,588
Value of net assets at end of year (total assets less liabilities)2019-12-31$106,869,896
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$88,152,308
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$130,263
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$81,947,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$66,157,979
Value of interest in pooled separate accounts at end of year2019-12-31$5,060,903
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,049,159
Interest earned on other investments2019-12-31$289,429
Value of interest in common/collective trusts at end of year2019-12-31$4,608,580
Value of interest in common/collective trusts at beginning of year2019-12-31$3,373,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$410,190
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$943,902
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$943,902
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$13,535,654
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$13,049,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,807,060
Net investment gain/loss from pooled separate accounts2019-12-31$948,188
Net investment gain or loss from common/collective trusts2019-12-31$1,057,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$6,744,875
Employer contributions (assets) at end of year2019-12-31$813,660
Employer contributions (assets) at beginning of year2019-12-31$700,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,572,518
Contract administrator fees2019-12-31$33,821
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
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2019-12-31611436956
2018 : I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$177,242
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$34,540
Total income from all sources (including contributions)2018-12-31$871,876
Total of all expenses incurred2018-12-31$3,300,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,049,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,493,158
Value of total assets at end of year2018-12-31$88,329,550
Value of total assets at beginning of year2018-12-31$90,615,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$251,472
Total interest from all sources2018-12-31$230,845
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,338,243
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$1,338,243
Administrative expenses professional fees incurred2018-12-31$43,415
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
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$5,493,158
Amount contributed by the employer to the plan for this plan year2018-12-31$5,493,158
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$45,296
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$66,790
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$162,956
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$33,572
Other income not declared elsewhere2018-12-31$118,135
Administrative expenses (other) incurred2018-12-31$29,304
Liabilities. Value of operating payables at end of year2018-12-31$14,286
Liabilities. Value of operating payables at beginning of year2018-12-31$968
Total non interest bearing cash at end of year2018-12-31$9,716
Total non interest bearing cash at beginning of year2018-12-31$10,330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,428,899
Value of net assets at end of year (total assets less liabilities)2018-12-31$88,152,308
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$90,581,207
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$139,037
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$66,157,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$68,133,830
Value of interest in pooled separate accounts at end of year2018-12-31$4,049,159
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,194,777
Interest earned on other investments2018-12-31$226,939
Value of interest in common/collective trusts at end of year2018-12-31$3,373,500
Value of interest in common/collective trusts at beginning of year2018-12-31$3,761,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$943,902
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$614,759
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$614,759
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,906
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$13,049,488
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$12,401,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,374,885
Net investment gain/loss from pooled separate accounts2018-12-31$-777,210
Net investment gain or loss from common/collective trusts2018-12-31$-156,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,493,158
Employer contributions (assets) at end of year2018-12-31$700,510
Employer contributions (assets) at beginning of year2018-12-31$432,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,049,303
Contract administrator fees2018-12-31$39,716
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
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2018-12-31611436956
2017 : I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$34,540
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$429,715
Total income from all sources (including contributions)2017-12-31$16,032,837
Total of all expenses incurred2017-12-31$3,471,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,286,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,660,003
Value of total assets at end of year2017-12-31$90,615,747
Value of total assets at beginning of year2017-12-31$78,450,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$185,132
Total interest from all sources2017-12-31$200,470
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,093,959
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$1,093,959
Administrative expenses professional fees incurred2017-12-31$16,695
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
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$4,660,003
Amount contributed by the employer to the plan for this plan year2017-12-31$4,660,003
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$66,790
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$24,770
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$33,572
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$429,715
Other income not declared elsewhere2017-12-31$136,497
Administrative expenses (other) incurred2017-12-31$30,086
Liabilities. Value of operating payables at end of year2017-12-31$968
Total non interest bearing cash at end of year2017-12-31$10,330
Total non interest bearing cash at beginning of year2017-12-31$122,394
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$12,560,900
Value of net assets at end of year (total assets less liabilities)2017-12-31$90,581,207
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$78,020,307
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$103,898
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$68,133,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$55,938,156
Value of interest in pooled separate accounts at end of year2017-12-31$5,194,777
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,737,747
Interest earned on other investments2017-12-31$200,470
Value of interest in common/collective trusts at end of year2017-12-31$3,761,120
Value of interest in common/collective trusts at beginning of year2017-12-31$3,179,467
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$614,759
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$772,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$772,725
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$12,401,672
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$12,970,399
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,649,224
Net investment gain/loss from pooled separate accounts2017-12-31$621,867
Net investment gain or loss from common/collective trusts2017-12-31$670,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,660,003
Employer contributions (assets) at end of year2017-12-31$432,469
Employer contributions (assets) at beginning of year2017-12-31$704,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,286,805
Contract administrator fees2017-12-31$34,453
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2017-12-31611436956
2016 : I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$429,715
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$195,928
Total income from all sources (including contributions)2016-12-31$9,253,016
Total of all expenses incurred2016-12-31$2,918,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,740,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,030,247
Value of total assets at end of year2016-12-31$78,450,022
Value of total assets at beginning of year2016-12-31$71,882,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$178,927
Total interest from all sources2016-12-31$195,526
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$960,806
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$960,806
Administrative expenses professional fees incurred2016-12-31$18,177
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
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$4,030,247
Amount contributed by the employer to the plan for this plan year2016-12-31$4,030,247
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$24,770
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$34,626
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$429,715
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$194,334
Other income not declared elsewhere2016-12-31$88,097
Administrative expenses (other) incurred2016-12-31$25,362
Liabilities. Value of operating payables at beginning of year2016-12-31$1,594
Total non interest bearing cash at end of year2016-12-31$122,394
Total non interest bearing cash at beginning of year2016-12-31$2,976
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$6,334,049
Value of net assets at end of year (total assets less liabilities)2016-12-31$78,020,307
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$71,686,258
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$102,114
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$55,938,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$55,470,453
Value of interest in pooled separate accounts at end of year2016-12-31$4,737,747
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,652,576
Interest earned on other investments2016-12-31$194,050
Value of interest in common/collective trusts at end of year2016-12-31$3,179,467
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$772,725
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$930,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$930,500
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,476
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$12,970,399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$11,371,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,868,227
Net investment gain/loss from pooled separate accounts2016-12-31$765,889
Net investment gain or loss from common/collective trusts2016-12-31$344,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$4,030,247
Employer contributions (assets) at end of year2016-12-31$704,364
Employer contributions (assets) at beginning of year2016-12-31$419,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,740,040
Contract administrator fees2016-12-31$33,274
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
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2016-12-31611436956
2015 : I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$195,928
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$26,656
Total income from all sources (including contributions)2015-12-31$3,772,059
Total of all expenses incurred2015-12-31$3,075,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,843,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,122,854
Value of total assets at end of year2015-12-31$71,882,186
Value of total assets at beginning of year2015-12-31$71,016,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$231,996
Total interest from all sources2015-12-31$192,356
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$922,468
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$922,468
Administrative expenses professional fees incurred2015-12-31$26,354
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
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$4,122,854
Amount contributed by the employer to the plan for this plan year2015-12-31$4,122,854
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$34,626
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$128,841
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$194,334
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$22,441
Other income not declared elsewhere2015-12-31$151,868
Administrative expenses (other) incurred2015-12-31$22,565
Liabilities. Value of operating payables at end of year2015-12-31$1,594
Liabilities. Value of operating payables at beginning of year2015-12-31$4,215
Total non interest bearing cash at end of year2015-12-31$2,976
Total non interest bearing cash at beginning of year2015-12-31$4
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$696,234
Value of net assets at end of year (total assets less liabilities)2015-12-31$71,686,258
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$70,990,024
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$149,936
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$55,470,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$52,050,879
Value of interest in pooled separate accounts at end of year2015-12-31$3,652,576
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,788,335
Interest earned on other investments2015-12-31$192,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$930,500
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$474,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$474,854
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$355
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$11,371,612
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$11,239,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,360,118
Net investment gain/loss from pooled separate accounts2015-12-31$-257,369
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$4,122,854
Employer contributions (assets) at end of year2015-12-31$419,443
Employer contributions (assets) at beginning of year2015-12-31$334,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,843,829
Contract administrator fees2015-12-31$33,141
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2015-12-31611436956
2014 : I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$26,656
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$25,528
Total income from all sources (including contributions)2014-12-31$7,577,560
Total of all expenses incurred2014-12-31$4,099,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,874,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,601,581
Value of total assets at end of year2014-12-31$71,016,680
Value of total assets at beginning of year2014-12-31$67,537,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$224,976
Total interest from all sources2014-12-31$210,013
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$844,815
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$844,815
Administrative expenses professional fees incurred2014-12-31$29,356
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
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$3,598,963
Amount contributed by the employer to the plan for this plan year2014-12-31$3,598,963
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,618
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$128,841
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$24,021
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$22,441
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$13,837
Other income not declared elsewhere2014-12-31$140,657
Administrative expenses (other) incurred2014-12-31$29,335
Liabilities. Value of operating payables at end of year2014-12-31$4,215
Liabilities. Value of operating payables at beginning of year2014-12-31$11,691
Total non interest bearing cash at end of year2014-12-31$4
Total non interest bearing cash at beginning of year2014-12-31$496
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$3,478,086
Value of net assets at end of year (total assets less liabilities)2014-12-31$70,990,024
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$67,511,938
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$133,861
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$52,050,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$48,162,804
Value of interest in pooled separate accounts at end of year2014-12-31$6,788,335
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,705,496
Interest earned on other investments2014-12-31$209,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$474,854
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$507,923
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$507,923
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$41
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$11,239,171
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$11,803,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,259,690
Net investment gain/loss from pooled separate accounts2014-12-31$520,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,598,963
Employer contributions (assets) at end of year2014-12-31$334,596
Employer contributions (assets) at beginning of year2014-12-31$333,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,874,498
Contract administrator fees2014-12-31$32,424
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2014-12-31611436956
2013 : I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$25,528
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$78,051
Total income from all sources (including contributions)2013-12-31$12,506,804
Total of all expenses incurred2013-12-31$4,127,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,887,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,019,196
Value of total assets at end of year2013-12-31$67,537,466
Value of total assets at beginning of year2013-12-31$59,211,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$240,924
Total interest from all sources2013-12-31$240,304
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$718,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$718,041
Administrative expenses professional fees incurred2013-12-31$30,982
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$3,019,196
Amount contributed by the employer to the plan for this plan year2013-12-31$3,019,196
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$24,021
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$26,175
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$13,837
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$27,373
Other income not declared elsewhere2013-12-31$153,881
Administrative expenses (other) incurred2013-12-31$25,030
Liabilities. Value of operating payables at end of year2013-12-31$11,691
Liabilities. Value of operating payables at beginning of year2013-12-31$50,678
Total non interest bearing cash at end of year2013-12-31$496
Total non interest bearing cash at beginning of year2013-12-31$237
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$8,378,845
Value of net assets at end of year (total assets less liabilities)2013-12-31$67,511,938
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$59,133,093
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$153,012
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$48,162,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$34,190,511
Value of interest in pooled separate accounts at end of year2013-12-31$6,705,496
Value of interest in pooled separate accounts at beginning of year2013-12-31$11,605,451
Interest earned on other investments2013-12-31$240,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$507,923
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$492,803
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$492,803
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$97
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$11,803,040
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$12,492,899
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,613,298
Net investment gain/loss from pooled separate accounts2013-12-31$1,762,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,019,196
Employer contributions (assets) at end of year2013-12-31$333,686
Employer contributions (assets) at beginning of year2013-12-31$403,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,887,035
Contract administrator fees2013-12-31$31,900
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2013-12-31611436956
2012 : I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$78,051
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$24,906
Total income from all sources (including contributions)2012-12-31$8,919,856
Total of all expenses incurred2012-12-31$4,863,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,686,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,263,397
Value of total assets at end of year2012-12-31$59,211,144
Value of total assets at beginning of year2012-12-31$55,102,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$176,907
Total interest from all sources2012-12-31$296,422
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$695,846
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$695,846
Administrative expenses professional fees incurred2012-12-31$21,503
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$3,263,397
Amount contributed by the employer to the plan for this plan year2012-12-31$3,263,397
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$26,175
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$27,005
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$27,373
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$10,944
Other income not declared elsewhere2012-12-31$168,609
Administrative expenses (other) incurred2012-12-31$20,329
Liabilities. Value of operating payables at end of year2012-12-31$50,678
Liabilities. Value of operating payables at beginning of year2012-12-31$13,962
Total non interest bearing cash at end of year2012-12-31$237
Total non interest bearing cash at beginning of year2012-12-31$3,101
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$4,055,999
Value of net assets at end of year (total assets less liabilities)2012-12-31$59,133,093
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$55,077,094
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$102,988
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$34,190,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$27,285,268
Value of interest in pooled separate accounts at end of year2012-12-31$11,605,451
Value of interest in pooled separate accounts at beginning of year2012-12-31$13,699,409
Interest earned on other investments2012-12-31$296,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$492,803
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$614,021
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$614,021
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$169
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$12,492,899
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$12,921,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,768,985
Net investment gain/loss from pooled separate accounts2012-12-31$1,726,597
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$3,263,397
Employer contributions (assets) at end of year2012-12-31$403,068
Employer contributions (assets) at beginning of year2012-12-31$551,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,686,950
Contract administrator fees2012-12-31$32,087
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2012-12-31611436956
2011 : I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$24,906
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$21,733
Total income from all sources (including contributions)2011-12-31$3,093,754
Total of all expenses incurred2011-12-31$2,767,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,568,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,594,038
Value of total assets at end of year2011-12-31$55,102,000
Value of total assets at beginning of year2011-12-31$54,772,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$199,343
Total interest from all sources2011-12-31$306,115
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$621,675
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$621,675
Administrative expenses professional fees incurred2011-12-31$46,653
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$3,583,706
Amount contributed by the employer to the plan for this plan year2011-12-31$3,583,706
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$10,332
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$27,005
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$51,321
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$10,944
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$17,839
Other income not declared elsewhere2011-12-31$242,258
Administrative expenses (other) incurred2011-12-31$24,542
Liabilities. Value of operating payables at end of year2011-12-31$13,962
Liabilities. Value of operating payables at beginning of year2011-12-31$3,894
Total non interest bearing cash at end of year2011-12-31$3,101
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$325,931
Value of net assets at end of year (total assets less liabilities)2011-12-31$55,077,094
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$54,751,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$98,211
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$27,285,268
Value of interest in pooled separate accounts at end of year2011-12-31$13,699,409
Value of interest in pooled separate accounts at beginning of year2011-12-31$43,432,116
Interest earned on other investments2011-12-31$305,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$614,021
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$376,128
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$376,128
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$193
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$12,921,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$10,564,708
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,116,168
Net investment gain/loss from pooled separate accounts2011-12-31$445,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,583,706
Employer contributions (assets) at end of year2011-12-31$551,329
Employer contributions (assets) at beginning of year2011-12-31$348,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,568,480
Contract administrator fees2011-12-31$29,937
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2011-12-31611436956
2010 : I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$21,733
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$40,749
Total income from all sources (including contributions)2010-12-31$8,414,845
Total of all expenses incurred2010-12-31$4,786,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,606,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,381,238
Value of total assets at end of year2010-12-31$54,772,896
Value of total assets at beginning of year2010-12-31$51,163,393
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$180,254
Total interest from all sources2010-12-31$307,798
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$34,589
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$3,381,238
Amount contributed by the employer to the plan for this plan year2010-12-31$3,381,238
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$51,321
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$13,232
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$17,839
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$18,192
Other income not declared elsewhere2010-12-31$182,942
Administrative expenses (other) incurred2010-12-31$18,668
Liabilities. Value of operating payables at end of year2010-12-31$3,894
Liabilities. Value of operating payables at beginning of year2010-12-31$22,557
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$3,628,519
Value of net assets at end of year (total assets less liabilities)2010-12-31$54,751,163
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$51,122,644
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$95,567
Value of interest in pooled separate accounts at end of year2010-12-31$43,432,116
Value of interest in pooled separate accounts at beginning of year2010-12-31$40,262,338
Interest earned on other investments2010-12-31$306,516
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$376,128
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$412,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$412,349
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,282
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$10,564,708
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$10,127,883
Net investment gain/loss from pooled separate accounts2010-12-31$4,542,867
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,381,238
Employer contributions (assets) at end of year2010-12-31$348,623
Employer contributions (assets) at beginning of year2010-12-31$347,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,606,072
Contract administrator fees2010-12-31$31,430
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2010-12-31611436956
2009 : I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$2,943,254
Amount contributed by the employer to the plan for this plan year2009-12-31$2,943,254

Form 5500 Responses for I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN

2023: I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION 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 – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION 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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: I.B.E.W. LOCAL UNION # 654 DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
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 number38445
Policy instance 1
Insurance contract or identification number38445
Number of Individuals Covered619
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number38445
Policy instance 1
Insurance contract or identification number38445
Number of Individuals Covered630
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number38445
Policy instance 1
Insurance contract or identification number38445
Number of Individuals Covered652
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number38445
Policy instance 1
Insurance contract or identification number38445
Number of Individuals Covered651
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number38445
Policy instance 1
Insurance contract or identification number38445
Number of Individuals Covered658
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number38445
Policy instance 1
Insurance contract or identification number38445
Number of Individuals Covered638
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number38445
Policy instance 1
Insurance contract or identification number38445
Number of Individuals Covered591
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number38445
Policy instance 1
Insurance contract or identification number38445
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number38445
Policy instance 1
Insurance contract or identification number38445
Number of Individuals Covered606
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number38445
Policy instance 1
Insurance contract or identification number38445
Number of Individuals Covered624
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number38445
Policy instance 1
Insurance contract or identification number38445
Number of Individuals Covered664
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number38445
Policy instance 1
Insurance contract or identification number38445
Number of Individuals Covered662
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number38445
Policy instance 1
Insurance contract or identification number38445
Number of Individuals Covered718
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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