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IBEW LOCAL 683 PENSION FUND PENSION PLAN 401k Plan overview

Plan NameIBEW LOCAL 683 PENSION FUND PENSION PLAN
Plan identification number 001

IBEW LOCAL 683 PENSION FUND PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

IBEW LOCAL 683 BOARD OF TRUSTEES has sponsored the creation of one or more 401k plans.

Company Name:IBEW LOCAL 683 BOARD OF TRUSTEES
Employer identification number (EIN):341442087
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL 683 PENSION FUND PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARGARET R. STIMMEL
0012017-01-01MARGARET R. STIMMEL BRIAN DAMANT
0012016-01-01MARGARET R. STIMMEL
0012015-01-01MARGARET R. STIMMEL BRIAN DAMANT2016-10-12
0012014-01-01MARGARET R. STIMMEL BRIAN DAMANT2015-10-15
0012014-01-01MARGARET R. STIMMEL BRIAN DAMANT2015-10-22
0012013-01-01MARGARET R. STIMMEL BRIAN DAMANT2014-10-15
0012012-01-01MARGARET R. STIMMEL BRIAN DAMANT2014-08-11
0012011-01-01MARGARET R STIMMEL BRIAN DAMANT2012-10-15
0012009-01-01MARGARET R STIMMEL BRIAN D DAMANT2010-10-11
0012009-01-01MARGARET R STIMMEL BRIAN DAMANT2011-08-08
0012009-01-01MARGARET R STIMMEL BRIAN DAMANT2011-08-11

Plan Statistics for IBEW LOCAL 683 PENSION FUND PENSION PLAN

401k plan membership statisitcs for IBEW LOCAL 683 PENSION FUND PENSION PLAN

Measure Date Value
2023: IBEW LOCAL 683 PENSION FUND PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-013,389
Total number of active participants reported on line 7a of the Form 55002023-01-012,325
Number of retired or separated participants receiving benefits2023-01-01852
Number of other retired or separated participants entitled to future benefits2023-01-01589
Total of all active and inactive participants2023-01-013,766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-01263
Total participants2023-01-014,029
Number of employers contributing to the scheme2023-01-01104
2022: IBEW LOCAL 683 PENSION FUND PENSION PLAN 2022 401k membership
Current value of assets2022-12-31288,802,541
Acturial value of assets for funding standard account2022-12-31266,738,700
Accrued liability for plan using immediate gains methods2022-12-31301,273,602
Accrued liability under unit credit cost method2022-12-31301,273,603
RPA 94 current liability2022-12-31619,952,411
Expected increase in current liability due to benefits accruing during the plan year2022-12-3125,906,891
Expected release from RPA 94 current liability for plan year2022-12-3117,362,754
Expected plan disbursements for the plan year2022-12-3117,737,754
Current value of assets2022-12-31288,802,541
Number of retired participants and beneficiaries receiving payment2022-12-31938
Current liability for retired participants and beneficiaries receiving payment2022-12-31250,025,165
Number of terminated vested participants2022-12-31504
Current liability for terminated vested participants2022-12-3183,441,031
Current liability for active participants non vested benefits2022-12-319,841,227
Current liability for active participants vested benefits2022-12-31276,644,988
Total number of active articipats2022-12-311,512
Current liability for active participants2022-12-31286,486,215
Total participant count with liabilities2022-12-312,954
Total current liabilitoes for participants with libailities2022-12-31619,952,411
Total employer contributions in plan year2022-12-3120,986,309
Employer’s normal cost for plan year as of valuation date2022-12-318,067,028
Prior year credit balance2022-12-3124,513,077
Amortization credits as of valuation date2022-12-312,097,284
Total participants, beginning-of-year2022-01-012,954
Total number of active participants reported on line 7a of the Form 55002022-01-011,938
Number of retired or separated participants receiving benefits2022-01-01732
Number of other retired or separated participants entitled to future benefits2022-01-01496
Total of all active and inactive participants2022-01-013,166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01223
Total participants2022-01-013,389
Number of employers contributing to the scheme2022-01-0187
2021: IBEW LOCAL 683 PENSION FUND PENSION PLAN 2021 401k membership
Current value of assets2021-12-31253,508,724
Acturial value of assets for funding standard account2021-12-31242,432,204
Accrued liability for plan using immediate gains methods2021-12-31289,098,686
Accrued liability under unit credit cost method2021-12-31289,098,686
RPA 94 current liability2021-12-31575,445,854
Expected increase in current liability due to benefits accruing during the plan year2021-12-3120,404,200
Expected release from RPA 94 current liability for plan year2021-12-3116,717,697
Expected plan disbursements for the plan year2021-12-3117,067,697
Current value of assets2021-12-31253,508,724
Number of retired participants and beneficiaries receiving payment2021-12-31919
Current liability for retired participants and beneficiaries receiving payment2021-12-31239,557,491
Number of terminated vested participants2021-12-31502
Current liability for terminated vested participants2021-12-3178,050,528
Current liability for active participants non vested benefits2021-12-318,856,243
Current liability for active participants vested benefits2021-12-31248,981,592
Total number of active articipats2021-12-311,386
Current liability for active participants2021-12-31257,837,835
Total participant count with liabilities2021-12-312,807
Total current liabilitoes for participants with libailities2021-12-31575,445,854
Total employer contributions in plan year2021-12-3117,302,667
Employer’s normal cost for plan year as of valuation date2021-12-316,786,608
Prior year credit balance2021-12-3121,808,656
Amortization credits as of valuation date2021-12-311,805,679
Total participants, beginning-of-year2021-01-012,807
Total number of active participants reported on line 7a of the Form 55002021-01-011,512
Number of retired or separated participants receiving benefits2021-01-01723
Number of other retired or separated participants entitled to future benefits2021-01-01504
Total of all active and inactive participants2021-01-012,739
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01215
Total participants2021-01-012,954
Number of employers contributing to the scheme2021-01-0176
2020: IBEW LOCAL 683 PENSION FUND PENSION PLAN 2020 401k membership
Current value of assets2020-12-31227,304,058
Acturial value of assets for funding standard account2020-12-31222,167,809
Accrued liability for plan using immediate gains methods2020-12-31257,801,519
Accrued liability under unit credit cost method2020-12-31257,801,519
RPA 94 current liability2020-12-31493,889,123
Expected increase in current liability due to benefits accruing during the plan year2020-12-3115,103,493
Expected release from RPA 94 current liability for plan year2020-12-3115,566,866
Expected plan disbursements for the plan year2020-12-3115,966,866
Current value of assets2020-12-31227,304,058
Number of retired participants and beneficiaries receiving payment2020-12-31882
Current liability for retired participants and beneficiaries receiving payment2020-12-31206,897,237
Number of terminated vested participants2020-12-31511
Current liability for terminated vested participants2020-12-3172,201,750
Current liability for active participants non vested benefits2020-12-3121,647,396
Current liability for active participants vested benefits2020-12-31193,142,740
Total number of active articipats2020-12-311,288
Current liability for active participants2020-12-31214,790,136
Total participant count with liabilities2020-12-312,681
Total current liabilitoes for participants with libailities2020-12-31493,889,123
Total employer contributions in plan year2020-12-3115,038,692
Employer’s normal cost for plan year as of valuation date2020-12-315,846,170
Prior year credit balance2020-12-3118,981,833
Amortization credits as of valuation date2020-12-311,829,431
Total participants, beginning-of-year2020-01-012,681
Total number of active participants reported on line 7a of the Form 55002020-01-011,386
Number of retired or separated participants receiving benefits2020-01-01713
Number of other retired or separated participants entitled to future benefits2020-01-01502
Total of all active and inactive participants2020-01-012,601
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01206
Total participants2020-01-012,807
Number of employers contributing to the scheme2020-01-0166
2019: IBEW LOCAL 683 PENSION FUND PENSION PLAN 2019 401k membership
Current value of assets2019-12-31193,009,968
Acturial value of assets for funding standard account2019-12-31209,569,663
Accrued liability for plan using immediate gains methods2019-12-31245,381,395
Accrued liability under unit credit cost method2019-12-31245,381,395
RPA 94 current liability2019-12-31447,391,619
Expected increase in current liability due to benefits accruing during the plan year2019-12-3112,430,219
Expected release from RPA 94 current liability for plan year2019-12-3114,606,986
Expected plan disbursements for the plan year2019-12-3114,926,986
Current value of assets2019-12-31193,009,968
Number of retired participants and beneficiaries receiving payment2019-12-31861
Current liability for retired participants and beneficiaries receiving payment2019-12-31195,817,146
Number of terminated vested participants2019-12-31514
Current liability for terminated vested participants2019-12-3164,187,992
Current liability for active participants non vested benefits2019-12-3116,780,137
Current liability for active participants vested benefits2019-12-31170,606,344
Total number of active articipats2019-12-311,123
Current liability for active participants2019-12-31187,386,481
Total participant count with liabilities2019-12-312,498
Total current liabilitoes for participants with libailities2019-12-31447,391,619
Total employer contributions in plan year2019-12-3113,961,480
Employer’s normal cost for plan year as of valuation date2019-12-315,302,077
Prior year credit balance2019-12-3115,877,346
Amortization credits as of valuation date2019-12-312,139,031
Total participants, beginning-of-year2019-01-012,498
Total number of active participants reported on line 7a of the Form 55002019-01-011,288
Number of retired or separated participants receiving benefits2019-01-01675
Number of other retired or separated participants entitled to future benefits2019-01-01511
Total of all active and inactive participants2019-01-012,474
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01207
Total participants2019-01-012,681
Number of employers contributing to the scheme2019-01-0179
2018: IBEW LOCAL 683 PENSION FUND PENSION PLAN 2018 401k membership
Current value of assets2018-12-31206,535,126
Acturial value of assets for funding standard account2018-12-31202,602,639
Accrued liability for plan using immediate gains methods2018-12-31235,699,317
Accrued liability under unit credit cost method2018-12-31235,699,317
RPA 94 current liability2018-12-31437,043,364
Expected increase in current liability due to benefits accruing during the plan year2018-12-3111,902,693
Expected release from RPA 94 current liability for plan year2018-12-3113,789,588
Expected plan disbursements for the plan year2018-12-3114,089,588
Current value of assets2018-12-31206,535,126
Number of retired participants and beneficiaries receiving payment2018-12-31849
Current liability for retired participants and beneficiaries receiving payment2018-12-31186,681,722
Number of terminated vested participants2018-12-31523
Current liability for terminated vested participants2018-12-3164,649,566
Current liability for active participants non vested benefits2018-12-3115,621,634
Current liability for active participants vested benefits2018-12-31170,090,442
Total number of active articipats2018-12-311,042
Current liability for active participants2018-12-31185,712,076
Total participant count with liabilities2018-12-312,414
Total current liabilitoes for participants with libailities2018-12-31437,043,364
Total employer contributions in plan year2018-12-3111,677,906
Employer’s normal cost for plan year as of valuation date2018-12-315,067,993
Prior year credit balance2018-12-3110,836,101
Amortization credits as of valuation date2018-12-315,466,684
Total participants, beginning-of-year2018-01-012,414
Total number of active participants reported on line 7a of the Form 55002018-01-011,123
Number of retired or separated participants receiving benefits2018-01-01657
Number of other retired or separated participants entitled to future benefits2018-01-01514
Total of all active and inactive participants2018-01-012,294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01204
Total participants2018-01-012,498
Number of employers contributing to the scheme2018-01-0171
2017: IBEW LOCAL 683 PENSION FUND PENSION PLAN 2017 401k membership
Current value of assets2017-12-31185,227,755
Acturial value of assets for funding standard account2017-12-31190,683,154
Accrued liability for plan using immediate gains methods2017-12-31224,534,455
Accrued liability under unit credit cost method2017-12-31224,534,455
RPA 94 current liability2017-12-31410,987,129
Expected increase in current liability due to benefits accruing during the plan year2017-12-3111,966,561
Expected release from RPA 94 current liability for plan year2017-12-3113,396,154
Expected plan disbursements for the plan year2017-12-3113,696,154
Current value of assets2017-12-31185,227,755
Number of retired participants and beneficiaries receiving payment2017-12-31825
Current liability for retired participants and beneficiaries receiving payment2017-12-31166,385,802
Number of terminated vested participants2017-12-31545
Current liability for terminated vested participants2017-12-3160,201,648
Current liability for active participants non vested benefits2017-12-314,254,389
Current liability for active participants vested benefits2017-12-31180,145,290
Total number of active articipats2017-12-31966
Current liability for active participants2017-12-31184,399,679
Total participant count with liabilities2017-12-312,336
Total current liabilitoes for participants with libailities2017-12-31410,987,129
Total employer contributions in plan year2017-12-319,605,267
Employer’s normal cost for plan year as of valuation date2017-12-314,968,215
Prior year credit balance2017-12-317,906,227
Amortization credits as of valuation date2017-12-315,466,685
Total participants, beginning-of-year2017-01-012,336
Total number of active participants reported on line 7a of the Form 55002017-01-011,042
Number of retired or separated participants receiving benefits2017-01-01641
Number of other retired or separated participants entitled to future benefits2017-01-01523
Total of all active and inactive participants2017-01-012,206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01208
Total participants2017-01-012,414
Number of employers contributing to the scheme2017-01-0171
2016: IBEW LOCAL 683 PENSION FUND PENSION PLAN 2016 401k membership
Current value of assets2016-12-31175,187,281
Acturial value of assets for funding standard account2016-12-31181,852,831
Accrued liability for plan using immediate gains methods2016-12-31213,181,089
Accrued liability under unit credit cost method2016-12-31213,181,089
RPA 94 current liability2016-12-31383,794,408
Expected increase in current liability due to benefits accruing during the plan year2016-12-3110,688,427
Expected release from RPA 94 current liability for plan year2016-12-3112,691,991
Expected plan disbursements for the plan year2016-12-3112,981,991
Current value of assets2016-12-31175,187,282
Number of retired participants and beneficiaries receiving payment2016-12-31803
Current liability for retired participants and beneficiaries receiving payment2016-12-31154,822,837
Number of terminated vested participants2016-12-31572
Current liability for terminated vested participants2016-12-3160,948,852
Current liability for active participants non vested benefits2016-12-314,072,876
Current liability for active participants vested benefits2016-12-31163,950,353
Total number of active articipats2016-12-31920
Current liability for active participants2016-12-31168,023,229
Total participant count with liabilities2016-12-312,295
Total current liabilitoes for participants with libailities2016-12-31383,794,918
Total employer contributions in plan year2016-12-318,015,815
Employer’s normal cost for plan year as of valuation date2016-12-314,683,507
Prior year credit balance2016-12-316,065,528
Amortization credits as of valuation date2016-12-315,466,681
Total participants, beginning-of-year2016-01-012,295
Total number of active participants reported on line 7a of the Form 55002016-01-01966
Number of retired or separated participants receiving benefits2016-01-01617
Number of other retired or separated participants entitled to future benefits2016-01-01545
Total of all active and inactive participants2016-01-012,128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01208
Total participants2016-01-012,336
Number of employers contributing to the scheme2016-01-0163
2015: IBEW LOCAL 683 PENSION FUND PENSION PLAN 2015 401k membership
Current value of assets2015-12-31179,628,751
Acturial value of assets for funding standard account2015-12-31175,837,422
Accrued liability for plan using immediate gains methods2015-12-31205,318,429
Accrued liability under unit credit cost method2015-12-31205,318,429
RPA 94 current liability2015-12-31361,940,184
Expected increase in current liability due to benefits accruing during the plan year2015-12-3110,437,593
Expected release from RPA 94 current liability for plan year2015-12-3112,115,130
Expected plan disbursements for the plan year2015-12-3112,395,130
Current value of assets2015-12-31179,628,751
Number of retired participants and beneficiaries receiving payment2015-12-31794
Current liability for retired participants and beneficiaries receiving payment2015-12-31147,865,463
Number of terminated vested participants2015-12-31600
Current liability for terminated vested participants2015-12-3159,027,600
Current liability for active participants non vested benefits2015-12-318,415,201
Current liability for active participants vested benefits2015-12-31146,631,920
Total number of active articipats2015-12-31892
Current liability for active participants2015-12-31155,047,121
Total participant count with liabilities2015-12-312,286
Total current liabilitoes for participants with libailities2015-12-31361,940,184
Total employer contributions in plan year2015-12-316,753,114
Employer’s normal cost for plan year as of valuation date2015-12-314,686,173
Prior year credit balance2015-12-315,356,028
Amortization credits as of valuation date2015-12-315,454,020
Total participants, beginning-of-year2015-01-012,286
Total number of active participants reported on line 7a of the Form 55002015-01-01920
Number of retired or separated participants receiving benefits2015-01-01611
Number of other retired or separated participants entitled to future benefits2015-01-01572
Total of all active and inactive participants2015-01-012,103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01192
Total participants2015-01-012,295
Number of employers contributing to the scheme2015-01-0163
2014: IBEW LOCAL 683 PENSION FUND PENSION PLAN 2014 401k membership
Current value of assets2014-12-31174,744,398
Acturial value of assets for funding standard account2014-12-31165,561,267
Accrued liability for plan using immediate gains methods2014-12-31194,641,324
Accrued liability under unit credit cost method2014-12-31194,641,324
RPA 94 current liability2014-12-31340,876,056
Expected increase in current liability due to benefits accruing during the plan year2014-12-319,932,882
Expected release from RPA 94 current liability for plan year2014-12-3111,187,616
Expected plan disbursements for the plan year2014-12-3111,492,616
Current value of assets2014-12-31174,744,398
Number of retired participants and beneficiaries receiving payment2014-12-31754
Current liability for retired participants and beneficiaries receiving payment2014-12-31133,571,536
Number of terminated vested participants2014-12-31600
Current liability for terminated vested participants2014-12-3156,506,665
Current liability for active participants non vested benefits2014-12-318,169,870
Current liability for active participants vested benefits2014-12-31142,627,985
Total number of active articipats2014-12-31919
Current liability for active participants2014-12-31150,797,855
Total participant count with liabilities2014-12-312,273
Total current liabilitoes for participants with libailities2014-12-31340,876,056
Total employer contributions in plan year2014-12-316,787,959
Employer’s normal cost for plan year as of valuation date2014-12-314,547,365
Prior year credit balance2014-12-314,469,945
Amortization credits as of valuation date2014-12-315,331,217
Total participants, beginning-of-year2014-01-012,273
Total number of active participants reported on line 7a of the Form 55002014-01-01892
Number of retired or separated participants receiving benefits2014-01-01609
Number of other retired or separated participants entitled to future benefits2014-01-01600
Total of all active and inactive participants2014-01-012,101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01185
Total participants2014-01-012,286
Number of employers contributing to the scheme2014-01-0163
2013: IBEW LOCAL 683 PENSION FUND PENSION PLAN 2013 401k membership
Current value of assets2013-12-31155,571,816
Acturial value of assets for funding standard account2013-12-31154,034,873
Accrued liability for plan using immediate gains methods2013-12-31183,649,318
Accrued liability under unit credit cost method2013-12-31183,649,318
RPA 94 current liability2013-12-31320,769,679
Expected increase in current liability due to benefits accruing during the plan year2013-12-319,432,853
Expected plan disbursements for the plan year2013-12-3110,483,763
Current value of assets2013-12-31155,571,816
Number of retired participants and beneficiaries receiving payment2013-12-31720
Current liability for retired participants and beneficiaries receiving payment2013-12-31122,511,756
Number of terminated vested participants2013-12-31565
Current liability for terminated vested participants2013-12-3149,116,474
Current liability for active participants non vested benefits2013-12-318,060,487
Current liability for active participants vested benefits2013-12-31141,080,962
Total number of active articipats2013-12-311,011
Current liability for active participants2013-12-31149,141,449
Total participant count with liabilities2013-12-312,296
Total current liabilitoes for participants with libailities2013-12-31320,769,679
Total employer contributions in plan year2013-12-316,139,950
Employer’s normal cost for plan year as of valuation date2013-12-314,387,046
Prior year credit balance2013-12-316,640,979
Amortization credits as of valuation date2013-12-315,421,095
Total participants, beginning-of-year2013-01-012,298
Total number of active participants reported on line 7a of the Form 55002013-01-01919
Number of retired or separated participants receiving benefits2013-01-01580
Number of other retired or separated participants entitled to future benefits2013-01-01600
Total of all active and inactive participants2013-01-012,099
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01174
Total participants2013-01-012,273
Number of employers contributing to the scheme2013-01-0175
2012: IBEW LOCAL 683 PENSION FUND PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,291
Total number of active participants reported on line 7a of the Form 55002012-01-011,011
Number of retired or separated participants receiving benefits2012-01-01558
Number of other retired or separated participants entitled to future benefits2012-01-01565
Total of all active and inactive participants2012-01-012,134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01162
Total participants2012-01-012,296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0120
Number of employers contributing to the scheme2012-01-0192
2011: IBEW LOCAL 683 PENSION FUND PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,221
Total number of active participants reported on line 7a of the Form 55002011-01-011,101
Number of retired or separated participants receiving benefits2011-01-01544
Number of other retired or separated participants entitled to future benefits2011-01-01492
Total of all active and inactive participants2011-01-012,137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01154
Total participants2011-01-012,291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0122
Number of employers contributing to the scheme2011-01-0158
2009: IBEW LOCAL 683 PENSION FUND PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,231
Total number of active participants reported on line 7a of the Form 55002009-01-01908
Number of retired or separated participants receiving benefits2009-01-01529
Number of other retired or separated participants entitled to future benefits2009-01-01648
Total of all active and inactive participants2009-01-012,085
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01125
Total participants2009-01-012,210
Number of employers contributing to the scheme2009-01-0179

Financial Data on IBEW LOCAL 683 PENSION FUND PENSION PLAN

Measure Date Value
2023 : IBEW LOCAL 683 PENSION FUND PENSION PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-12-31$-613,021
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$38,318,514
Total unrealized appreciation/depreciation of assets2023-12-31$37,705,493
Total transfer of assets to this plan2023-12-31$21,498,070
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$1,171,148
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$1,172,292
Total income from all sources (including contributions)2023-12-31$66,385,557
Total loss/gain on sale of assets2023-12-31$164,284
Total of all expenses incurred2023-12-31$21,286,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$20,154,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$25,670,919
Value of total assets at end of year2023-12-31$316,080,731
Value of total assets at beginning of year2023-12-31$249,484,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$1,131,732
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$2,844,680
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$2,844,680
Assets. Real estate other than employer real property at end of year2023-12-31$4,932,052
Assets. Real estate other than employer real property at beginning of year2023-12-31$3,152,151
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$67,524
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$6,079
Other income not declared elsewhere2023-12-31$181
Administrative expenses (other) incurred2023-12-31$192,701
Liabilities. Value of operating payables at end of year2023-12-31$1,171,148
Liabilities. Value of operating payables at beginning of year2023-12-31$1,172,292
Total non interest bearing cash at end of year2023-12-31$748,807
Total non interest bearing cash at beginning of year2023-12-31$2,750,941
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$45,098,862
Value of net assets at end of year (total assets less liabilities)2023-12-31$314,909,583
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$248,312,651
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
Assets. partnership/joint venture interests at end of year2023-12-31$7,934,705
Assets. partnership/joint venture interests at beginning of year2023-12-31$8,312,220
Investment advisory and management fees2023-12-31$599,858
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$101,977,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$77,447,817
Value of interest in common/collective trusts at end of year2023-12-31$167,014,692
Value of interest in common/collective trusts at beginning of year2023-12-31$131,135,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$663,318
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$53,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$53,229
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$29,936,345
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$24,455,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$25,670,919
Employer contributions (assets) at end of year2023-12-31$2,806,024
Employer contributions (assets) at beginning of year2023-12-31$2,171,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$20,154,963
Contract administrator fees2023-12-31$128,846
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$43,014,630
Aggregate carrying amount (costs) on sale of assets2023-12-31$42,850,346
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31DGPERRY, PLLC
Accountancy firm EIN2023-12-31833033790
2022 : IBEW LOCAL 683 PENSION FUND PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$585,756
Total unrealized appreciation/depreciation of assets2022-12-31$585,756
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,172,292
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$911,392
Total income from all sources (including contributions)2022-12-31$-22,342,413
Total loss/gain on sale of assets2022-12-31$82,410
Total of all expenses incurred2022-12-31$18,147,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$17,179,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$20,986,309
Value of total assets at end of year2022-12-31$249,484,943
Value of total assets at beginning of year2022-12-31$289,713,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$968,414
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,398,870
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$1,398,870
Assets. Real estate other than employer real property at end of year2022-12-31$11,464,371
Assets. Real estate other than employer real property at beginning of year2022-12-31$9,053,616
Administrative expenses professional fees incurred2022-12-31$116,194
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$6,079
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$928,212
Other income not declared elsewhere2022-12-31$3
Administrative expenses (other) incurred2022-12-31$160,693
Liabilities. Value of operating payables at end of year2022-12-31$1,172,292
Liabilities. Value of operating payables at beginning of year2022-12-31$911,392
Total non interest bearing cash at end of year2022-12-31$2,750,941
Total non interest bearing cash at beginning of year2022-12-31$2,196,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-40,489,890
Value of net assets at end of year (total assets less liabilities)2022-12-31$248,312,651
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$288,802,541
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$566,271
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$77,447,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$90,379,309
Value of interest in common/collective trusts at end of year2022-12-31$155,591,328
Value of interest in common/collective trusts at beginning of year2022-12-31$185,188,523
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$53,229
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$52,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$52,373
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-16,568,439
Net investment gain or loss from common/collective trusts2022-12-31$-28,827,322
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$20,986,309
Employer contributions (assets) at end of year2022-12-31$2,171,178
Employer contributions (assets) at beginning of year2022-12-31$1,915,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$17,179,063
Contract administrator fees2022-12-31$125,256
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$8,250,396
Aggregate carrying amount (costs) on sale of assets2022-12-31$8,167,986
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BODINE PERRY, PLLC
Accountancy firm EIN2022-12-31833033790
2021 : IBEW LOCAL 683 PENSION FUND PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$4,874,498
Total unrealized appreciation/depreciation of assets2021-12-31$4,874,498
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$911,392
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$658,786
Total income from all sources (including contributions)2021-12-31$52,863,903
Total loss/gain on sale of assets2021-12-31$4,204,316
Total of all expenses incurred2021-12-31$17,570,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$16,614,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$17,302,667
Value of total assets at end of year2021-12-31$289,713,933
Value of total assets at beginning of year2021-12-31$254,167,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$955,304
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$264,131
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$264,131
Assets. Real estate other than employer real property at end of year2021-12-31$18,761,517
Assets. Real estate other than employer real property at beginning of year2021-12-31$13,463,432
Administrative expenses professional fees incurred2021-12-31$106,731
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$3,212
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$3,201
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$925,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,477,656
Administrative expenses (other) incurred2021-12-31$145,896
Liabilities. Value of operating payables at end of year2021-12-31$911,392
Liabilities. Value of operating payables at beginning of year2021-12-31$658,786
Total non interest bearing cash at end of year2021-12-31$2,196,125
Total non interest bearing cash at beginning of year2021-12-31$2,723,061
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$35,293,817
Value of net assets at end of year (total assets less liabilities)2021-12-31$288,802,541
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$253,508,724
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$579,427
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$90,379,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$82,015,014
Value of interest in common/collective trusts at end of year2021-12-31$175,480,622
Value of interest in common/collective trusts at beginning of year2021-12-31$151,957,639
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$52,373
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$52,980
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$52,980
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,327,302
Net investment gain or loss from common/collective trusts2021-12-31$19,890,989
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$17,302,667
Employer contributions (assets) at end of year2021-12-31$1,915,775
Employer contributions (assets) at beginning of year2021-12-31$1,474,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$16,614,782
Contract administrator fees2021-12-31$123,250
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$17,374,461
Aggregate carrying amount (costs) on sale of assets2021-12-31$13,170,145
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BODINE PERRY, PLLC
Accountancy firm EIN2021-12-31833033790
2020 : IBEW LOCAL 683 PENSION FUND PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$1,109
Total unrealized appreciation/depreciation of assets2020-12-31$1,109
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$658,786
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$408,802
Total income from all sources (including contributions)2020-12-31$41,479,772
Total loss/gain on sale of assets2020-12-31$11,061,091
Total of all expenses incurred2020-12-31$15,275,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$14,549,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$15,038,692
Value of total assets at end of year2020-12-31$254,167,510
Value of total assets at beginning of year2020-12-31$227,712,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$725,234
Total interest from all sources2020-12-31$277,282
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$83,928
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$83,928
Assets. Real estate other than employer real property at end of year2020-12-31$13,463,432
Assets. Real estate other than employer real property at beginning of year2020-12-31$10,638,642
Administrative expenses professional fees incurred2020-12-31$91,408
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$3,201
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,785,913
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,477,656
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$53,111
Other income not declared elsewhere2020-12-31$787
Administrative expenses (other) incurred2020-12-31$134,970
Liabilities. Value of operating payables at end of year2020-12-31$658,786
Liabilities. Value of operating payables at beginning of year2020-12-31$408,802
Total non interest bearing cash at end of year2020-12-31$2,723,061
Total non interest bearing cash at beginning of year2020-12-31$541,981
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$26,204,666
Value of net assets at end of year (total assets less liabilities)2020-12-31$253,508,724
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$227,304,058
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$373,260
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$82,015,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$117,563,486
Income. Interest from corporate debt instruments2020-12-31$276,999
Value of interest in common/collective trusts at end of year2020-12-31$151,957,639
Value of interest in common/collective trusts at beginning of year2020-12-31$83,577,443
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$52,980
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$4,023,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$4,023,125
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$283
Asset value of US Government securities at beginning of year2020-12-31$5,323,930
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-4,609,264
Net investment gain or loss from common/collective trusts2020-12-31$19,626,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$15,038,692
Employer contributions (assets) at end of year2020-12-31$1,474,527
Employer contributions (assets) at beginning of year2020-12-31$1,587,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$14,549,872
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$2,617,379
Contract administrator fees2020-12-31$125,596
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$355,898,221
Aggregate carrying amount (costs) on sale of assets2020-12-31$344,837,130
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BODINE PERRY, LLC
Accountancy firm EIN2020-12-31412028444
2019 : IBEW LOCAL 683 PENSION FUND PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$3,213,646
Total unrealized appreciation/depreciation of assets2019-12-31$3,213,646
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$408,802
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$722,264
Total income from all sources (including contributions)2019-12-31$49,191,851
Total loss/gain on sale of assets2019-12-31$4,280,737
Total of all expenses incurred2019-12-31$14,897,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,182,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$13,961,480
Value of total assets at end of year2019-12-31$227,712,860
Value of total assets at beginning of year2019-12-31$193,732,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$715,354
Total interest from all sources2019-12-31$851,952
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$6,733,192
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$6,733,192
Assets. Real estate other than employer real property at end of year2019-12-31$10,638,642
Assets. Real estate other than employer real property at beginning of year2019-12-31$5,692,959
Administrative expenses professional fees incurred2019-12-31$114,672
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,785,913
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,295,891
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$53,111
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$48,466
Other income not declared elsewhere2019-12-31$10,567
Administrative expenses (other) incurred2019-12-31$127,582
Liabilities. Value of operating payables at end of year2019-12-31$408,802
Liabilities. Value of operating payables at beginning of year2019-12-31$722,264
Total non interest bearing cash at end of year2019-12-31$541,981
Total non interest bearing cash at beginning of year2019-12-31$736,122
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$34,294,090
Value of net assets at end of year (total assets less liabilities)2019-12-31$227,304,058
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$193,009,968
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$311,373
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$117,563,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$105,145,162
Interest earned on other investments2019-12-31$505,114
Income. Interest from corporate debt instruments2019-12-31$273,529
Value of interest in common/collective trusts at end of year2019-12-31$83,577,443
Value of interest in common/collective trusts at beginning of year2019-12-31$71,003,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,023,125
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$595,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$595,623
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$73,309
Asset value of US Government securities at end of year2019-12-31$5,323,930
Asset value of US Government securities at beginning of year2019-12-31$3,137,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,640,512
Net investment gain or loss from common/collective trusts2019-12-31$11,499,765
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$13,961,480
Employer contributions (assets) at end of year2019-12-31$1,587,850
Employer contributions (assets) at beginning of year2019-12-31$1,531,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,182,407
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$2,617,379
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$2,545,344
Contract administrator fees2019-12-31$161,727
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$18,265,655
Aggregate carrying amount (costs) on sale of assets2019-12-31$13,984,918
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 name2019-12-31BODINE PERRY, LLC
Accountancy firm EIN2019-12-31412028444
2018 : IBEW LOCAL 683 PENSION FUND PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$248,253
Total unrealized appreciation/depreciation of assets2018-12-31$248,253
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$722,264
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$243,609
Total income from all sources (including contributions)2018-12-31$755,236
Total loss/gain on sale of assets2018-12-31$4,353,649
Total of all expenses incurred2018-12-31$14,280,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$13,727,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$11,677,906
Value of total assets at end of year2018-12-31$193,732,232
Value of total assets at beginning of year2018-12-31$206,778,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$553,293
Total interest from all sources2018-12-31$737,187
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$6,894,385
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$6,894,385
Assets. Real estate other than employer real property at end of year2018-12-31$5,692,959
Assets. Real estate other than employer real property at beginning of year2018-12-31$5,356,382
Administrative expenses professional fees incurred2018-12-31$109,087
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$3,295,891
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$48,466
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$52,427
Administrative expenses (other) incurred2018-12-31$108,083
Liabilities. Value of operating payables at end of year2018-12-31$722,264
Liabilities. Value of operating payables at beginning of year2018-12-31$243,609
Total non interest bearing cash at end of year2018-12-31$736,122
Total non interest bearing cash at beginning of year2018-12-31$550,373
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-13,525,158
Value of net assets at end of year (total assets less liabilities)2018-12-31$193,009,968
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$206,535,126
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$234,483
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$105,145,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$114,875,304
Interest earned on other investments2018-12-31$474,801
Income. Interest from corporate debt instruments2018-12-31$259,461
Value of interest in common/collective trusts at end of year2018-12-31$71,003,325
Value of interest in common/collective trusts at beginning of year2018-12-31$75,584,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$595,623
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$438,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$438,172
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,925
Asset value of US Government securities at end of year2018-12-31$3,137,955
Asset value of US Government securities at beginning of year2018-12-31$4,672,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-19,311,273
Net investment gain or loss from common/collective trusts2018-12-31$-3,844,871
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$11,677,906
Employer contributions (assets) at end of year2018-12-31$1,531,385
Employer contributions (assets) at beginning of year2018-12-31$989,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$13,727,101
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$2,545,344
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$4,259,735
Contract administrator fees2018-12-31$101,640
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$12,469,106
Aggregate carrying amount (costs) on sale of assets2018-12-31$8,115,457
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 name2018-12-31BODINE PERRY, LLC
Accountancy firm EIN2018-12-31412028444
2017 : IBEW LOCAL 683 PENSION FUND PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$323,859
Total unrealized appreciation/depreciation of assets2017-12-31$323,859
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$243,609
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$250,607
Total income from all sources (including contributions)2017-12-31$34,647,634
Total loss/gain on sale of assets2017-12-31$1,984,064
Total of all expenses incurred2017-12-31$13,340,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$12,806,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,605,267
Value of total assets at end of year2017-12-31$206,778,735
Value of total assets at beginning of year2017-12-31$185,478,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$533,507
Total interest from all sources2017-12-31$637,869
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,631,168
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$4,631,168
Assets. Real estate other than employer real property at end of year2017-12-31$5,356,382
Assets. Real estate other than employer real property at beginning of year2017-12-31$5,031,902
Administrative expenses professional fees incurred2017-12-31$99,202
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$52,427
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$49,306
Administrative expenses (other) incurred2017-12-31$97,604
Liabilities. Value of operating payables at end of year2017-12-31$243,609
Liabilities. Value of operating payables at beginning of year2017-12-31$250,607
Total non interest bearing cash at end of year2017-12-31$550,373
Total non interest bearing cash at beginning of year2017-12-31$623,880
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$21,307,371
Value of net assets at end of year (total assets less liabilities)2017-12-31$206,535,126
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$185,227,755
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$235,061
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$114,875,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$100,877,848
Interest earned on other investments2017-12-31$389,201
Income. Interest from corporate debt instruments2017-12-31$247,169
Value of interest in common/collective trusts at end of year2017-12-31$75,584,394
Value of interest in common/collective trusts at beginning of year2017-12-31$68,906,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$438,172
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$650,924
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$650,924
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,499
Asset value of US Government securities at end of year2017-12-31$4,672,653
Asset value of US Government securities at beginning of year2017-12-31$4,342,681
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,360,854
Net investment gain or loss from common/collective trusts2017-12-31$8,104,553
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$9,605,267
Employer contributions (assets) at end of year2017-12-31$989,295
Employer contributions (assets) at beginning of year2017-12-31$804,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$12,806,756
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$4,259,735
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$4,191,558
Contract administrator fees2017-12-31$101,640
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$8,102,735
Aggregate carrying amount (costs) on sale of assets2017-12-31$6,118,671
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 name2017-12-31BODINE PERRY, LLC
Accountancy firm EIN2017-12-31412028444
2016 : IBEW LOCAL 683 PENSION FUND PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$32,022
Total unrealized appreciation/depreciation of assets2016-12-31$32,022
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$250,607
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$168,563
Total income from all sources (including contributions)2016-12-31$22,591,869
Total loss/gain on sale of assets2016-12-31$5,518,349
Total of all expenses incurred2016-12-31$12,551,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$12,066,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,015,816
Value of total assets at end of year2016-12-31$185,478,362
Value of total assets at beginning of year2016-12-31$175,355,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$485,286
Total interest from all sources2016-12-31$615,245
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,966,139
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$3,966,139
Assets. Real estate other than employer real property at end of year2016-12-31$5,031,902
Administrative expenses professional fees incurred2016-12-31$98,943
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$49,306
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$59,862
Administrative expenses (other) incurred2016-12-31$141,370
Liabilities. Value of operating payables at end of year2016-12-31$250,607
Liabilities. Value of operating payables at beginning of year2016-12-31$168,563
Total non interest bearing cash at end of year2016-12-31$623,880
Total non interest bearing cash at beginning of year2016-12-31$471,993
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$10,040,473
Value of net assets at end of year (total assets less liabilities)2016-12-31$185,227,755
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$175,187,282
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$143,333
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$100,877,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$89,335,947
Interest earned on other investments2016-12-31$370,206
Income. Interest from corporate debt instruments2016-12-31$244,370
Value of interest in common/collective trusts at end of year2016-12-31$68,906,181
Value of interest in common/collective trusts at beginning of year2016-12-31$75,139,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$650,924
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$244,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$244,500
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$669
Asset value of US Government securities at end of year2016-12-31$4,342,681
Asset value of US Government securities at beginning of year2016-12-31$4,485,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,199,941
Net investment gain or loss from common/collective trusts2016-12-31$244,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$8,015,816
Employer contributions (assets) at end of year2016-12-31$804,082
Employer contributions (assets) at beginning of year2016-12-31$605,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$12,066,110
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$4,191,558
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$5,012,637
Contract administrator fees2016-12-31$101,640
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$24,752,930
Aggregate carrying amount (costs) on sale of assets2016-12-31$19,234,581
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BODINE PERRY, LLC
Accountancy firm EIN2016-12-31412028444
2015 : IBEW LOCAL 683 PENSION FUND PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-105,703
Total unrealized appreciation/depreciation of assets2015-12-31$-105,703
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$168,563
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$167,223
Total income from all sources (including contributions)2015-12-31$7,698,137
Total loss/gain on sale of assets2015-12-31$-27,118
Total of all expenses incurred2015-12-31$12,139,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$11,679,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,753,114
Value of total assets at end of year2015-12-31$175,355,845
Value of total assets at beginning of year2015-12-31$179,795,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$459,631
Total interest from all sources2015-12-31$737,620
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,854,830
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$1,854,830
Administrative expenses professional fees incurred2015-12-31$84,844
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$59,862
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$154,667
Administrative expenses (other) incurred2015-12-31$131,662
Liabilities. Value of operating payables at end of year2015-12-31$168,563
Liabilities. Value of operating payables at beginning of year2015-12-31$167,223
Total non interest bearing cash at end of year2015-12-31$471,993
Total non interest bearing cash at beginning of year2015-12-31$314,817
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,441,470
Value of net assets at end of year (total assets less liabilities)2015-12-31$175,187,282
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$179,628,752
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$141,485
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$89,335,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$89,756,468
Interest earned on other investments2015-12-31$384,230
Income. Interest from US Government securities2015-12-31$155,822
Income. Interest from corporate debt instruments2015-12-31$197,369
Value of interest in common/collective trusts at end of year2015-12-31$75,139,292
Value of interest in common/collective trusts at beginning of year2015-12-31$74,244,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$244,500
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$214,416
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$214,416
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$199
Asset value of US Government securities at end of year2015-12-31$4,485,801
Asset value of US Government securities at beginning of year2015-12-31$5,856,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,275,350
Net investment gain or loss from common/collective trusts2015-12-31$760,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$6,753,114
Employer contributions (assets) at end of year2015-12-31$605,813
Employer contributions (assets) at beginning of year2015-12-31$574,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$11,679,976
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$5,012,637
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$8,680,596
Contract administrator fees2015-12-31$101,640
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$15,665,842
Aggregate carrying amount (costs) on sale of assets2015-12-31$15,692,960
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 name2015-12-31KISSEL & ASSOCIATES, INC.
Accountancy firm EIN2015-12-31341204227
2014 : IBEW LOCAL 683 PENSION FUND PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$24,925
Total unrealized appreciation/depreciation of assets2014-12-31$24,925
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$167,223
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$172,957
Total income from all sources (including contributions)2014-12-31$16,449,021
Total loss/gain on sale of assets2014-12-31$-163,931
Total of all expenses incurred2014-12-31$11,564,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$11,072,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,787,959
Value of total assets at end of year2014-12-31$179,795,975
Value of total assets at beginning of year2014-12-31$174,917,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$492,301
Total interest from all sources2014-12-31$823,702
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,506,842
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$4,506,842
Administrative expenses professional fees incurred2014-12-31$101,345
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$154,667
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$205,289
Other income not declared elsewhere2014-12-31$229,103
Administrative expenses (other) incurred2014-12-31$108,099
Liabilities. Value of operating payables at end of year2014-12-31$167,223
Liabilities. Value of operating payables at beginning of year2014-12-31$172,957
Total non interest bearing cash at end of year2014-12-31$314,817
Total non interest bearing cash at beginning of year2014-12-31$348,814
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$4,884,354
Value of net assets at end of year (total assets less liabilities)2014-12-31$179,628,752
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$174,744,398
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$168,227
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$89,756,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$87,713,982
Interest earned on other investments2014-12-31$351,646
Income. Interest from US Government securities2014-12-31$214,506
Income. Interest from corporate debt instruments2014-12-31$257,339
Value of interest in common/collective trusts at end of year2014-12-31$74,244,318
Value of interest in common/collective trusts at beginning of year2014-12-31$69,814,129
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$214,416
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$905,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$905,946
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$211
Asset value of US Government securities at end of year2014-12-31$5,856,513
Asset value of US Government securities at beginning of year2014-12-31$7,648,780
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-2,313,121
Net investment gain or loss from common/collective trusts2014-12-31$6,553,542
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$6,787,959
Employer contributions (assets) at end of year2014-12-31$574,180
Employer contributions (assets) at beginning of year2014-12-31$553,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$11,072,366
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$8,680,596
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$6,916,427
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$810,714
Contract administrator fees2014-12-31$114,630
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$26,237,298
Aggregate carrying amount (costs) on sale of assets2014-12-31$26,401,229
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31KISSEL & ASSOCIATES, INC.
Accountancy firm EIN2014-12-31341204227
2013 : IBEW LOCAL 683 PENSION FUND PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-353,837
Total unrealized appreciation/depreciation of assets2013-12-31$-353,837
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$172,958
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$170,812
Total income from all sources (including contributions)2013-12-31$29,912,696
Total loss/gain on sale of assets2013-12-31$-319,201
Total of all expenses incurred2013-12-31$10,740,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$10,229,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,139,950
Value of total assets at end of year2013-12-31$174,917,355
Value of total assets at beginning of year2013-12-31$155,742,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$510,875
Total interest from all sources2013-12-31$859,743
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,742,022
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$3,742,022
Administrative expenses professional fees incurred2013-12-31$94,094
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$205,289
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$305,787
Administrative expenses (other) incurred2013-12-31$117,060
Liabilities. Value of operating payables at end of year2013-12-31$172,958
Liabilities. Value of operating payables at beginning of year2013-12-31$170,812
Total non interest bearing cash at end of year2013-12-31$348,814
Total non interest bearing cash at beginning of year2013-12-31$371,789
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$19,172,582
Value of net assets at end of year (total assets less liabilities)2013-12-31$174,744,397
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$155,571,815
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$158,921
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$87,713,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$75,866,719
Interest earned on other investments2013-12-31$464,947
Income. Interest from US Government securities2013-12-31$202,180
Income. Interest from corporate debt instruments2013-12-31$192,416
Value of interest in common/collective trusts at end of year2013-12-31$69,814,129
Value of interest in common/collective trusts at beginning of year2013-12-31$62,080,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$905,946
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$579,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$579,642
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$200
Asset value of US Government securities at end of year2013-12-31$7,648,780
Asset value of US Government securities at beginning of year2013-12-31$7,693,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,105,240
Net investment gain or loss from common/collective trusts2013-12-31$11,738,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$6,139,950
Employer contributions (assets) at end of year2013-12-31$553,274
Employer contributions (assets) at beginning of year2013-12-31$575,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$10,229,239
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$6,916,427
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$6,476,365
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$810,714
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$1,792,816
Contract administrator fees2013-12-31$140,800
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$27,088,811
Aggregate carrying amount (costs) on sale of assets2013-12-31$27,408,012
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 name2013-12-31KISSEL & ASSOCIATES, INC.
Accountancy firm EIN2013-12-31341204227
2012 : IBEW LOCAL 683 PENSION FUND PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$140,186
Total unrealized appreciation/depreciation of assets2012-12-31$140,186
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$170,812
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$167,541
Total income from all sources (including contributions)2012-12-31$21,077,227
Total loss/gain on sale of assets2012-12-31$49,644
Total of all expenses incurred2012-12-31$10,166,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$9,684,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,407,875
Value of total assets at end of year2012-12-31$155,742,627
Value of total assets at beginning of year2012-12-31$144,828,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$481,906
Total interest from all sources2012-12-31$1,294,544
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,028,015
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$3,028,015
Administrative expenses professional fees incurred2012-12-31$84,909
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31Yes
Amount of non-exempt transactions with any party-in-interest2012-12-31$425,055
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$305,787
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$141,355
Administrative expenses (other) incurred2012-12-31$59,030
Liabilities. Value of operating payables at end of year2012-12-31$170,812
Liabilities. Value of operating payables at beginning of year2012-12-31$167,541
Total non interest bearing cash at end of year2012-12-31$371,789
Total non interest bearing cash at beginning of year2012-12-31$298,733
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$10,910,381
Value of net assets at end of year (total assets less liabilities)2012-12-31$155,571,815
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$144,661,434
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$197,167
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$75,866,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$100,021,368
Interest earned on other investments2012-12-31$844,476
Income. Interest from US Government securities2012-12-31$168,658
Income. Interest from corporate debt instruments2012-12-31$281,179
Value of interest in common/collective trusts at end of year2012-12-31$62,080,679
Value of interest in common/collective trusts at beginning of year2012-12-31$27,904,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$579,642
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$936,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$936,280
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$231
Asset value of US Government securities at end of year2012-12-31$7,693,777
Asset value of US Government securities at beginning of year2012-12-31$5,309,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,159,221
Net investment gain or loss from common/collective trusts2012-12-31$4,997,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$6,407,875
Employer contributions (assets) at end of year2012-12-31$575,053
Employer contributions (assets) at beginning of year2012-12-31$582,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$9,684,940
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$6,476,365
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$7,257,552
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$1,792,816
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$2,376,863
Contract administrator fees2012-12-31$140,800
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$17,353,124
Aggregate carrying amount (costs) on sale of assets2012-12-31$17,303,480
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31KISSEL & ASSOCIATES, INC.
Accountancy firm EIN2012-12-31341204227
2011 : IBEW LOCAL 683 PENSION FUND PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-2,761,697
Total unrealized appreciation/depreciation of assets2011-12-31$-2,761,697
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$167,541
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$143,175
Total income from all sources (including contributions)2011-12-31$7,869,943
Total loss/gain on sale of assets2011-12-31$34,970
Total of all expenses incurred2011-12-31$9,774,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$9,287,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,628,583
Value of total assets at end of year2011-12-31$144,828,975
Value of total assets at beginning of year2011-12-31$146,709,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$487,179
Total interest from all sources2011-12-31$1,483,925
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,484,162
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$2,484,162
Administrative expenses professional fees incurred2011-12-31$101,666
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31Yes
Amount of non-exempt transactions with any party-in-interest2011-12-31$433,121
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$141,355
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$137,980
Administrative expenses (other) incurred2011-12-31$54,059
Liabilities. Value of operating payables at end of year2011-12-31$167,541
Liabilities. Value of operating payables at beginning of year2011-12-31$143,175
Total non interest bearing cash at end of year2011-12-31$298,733
Total non interest bearing cash at beginning of year2011-12-31$378,690
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,904,509
Value of net assets at end of year (total assets less liabilities)2011-12-31$144,661,434
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$146,565,943
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$190,654
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$100,021,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$102,462,597
Interest earned on other investments2011-12-31$946,654
Income. Interest from US Government securities2011-12-31$215,236
Income. Interest from corporate debt instruments2011-12-31$321,754
Value of interest in common/collective trusts at end of year2011-12-31$27,904,754
Value of interest in common/collective trusts at beginning of year2011-12-31$29,058,099
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$936,280
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$611,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$611,334
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$281
Asset value of US Government securities at end of year2011-12-31$5,309,583
Asset value of US Government securities at beginning of year2011-12-31$6,034,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$6,628,583
Employer contributions (assets) at end of year2011-12-31$582,487
Employer contributions (assets) at beginning of year2011-12-31$538,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$9,287,273
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$7,257,552
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$7,487,428
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$2,376,863
Contract administrator fees2011-12-31$140,800
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$16,500,127
Aggregate carrying amount (costs) on sale of assets2011-12-31$16,465,157
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 name2011-12-31KISSEL & ASSOCIATES, INC.
Accountancy firm EIN2011-12-31341204227
2010 : IBEW LOCAL 683 PENSION FUND PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$13,027,518
Total unrealized appreciation/depreciation of assets2010-12-31$13,027,518
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$143,175
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$125,408
Total income from all sources (including contributions)2010-12-31$20,692,028
Total loss/gain on sale of assets2010-12-31$340,303
Total of all expenses incurred2010-12-31$9,301,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$8,867,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,466,703
Value of total assets at end of year2010-12-31$146,709,118
Value of total assets at beginning of year2010-12-31$135,300,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$434,008
Total interest from all sources2010-12-31$643,543
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$52,742
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31Yes
Amount of non-exempt transactions with any party-in-interest2010-12-31$375,715
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$137,980
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$179,589
Administrative expenses (other) incurred2010-12-31$60,110
Liabilities. Value of operating payables at end of year2010-12-31$143,175
Liabilities. Value of operating payables at beginning of year2010-12-31$125,408
Total non interest bearing cash at end of year2010-12-31$378,690
Total non interest bearing cash at beginning of year2010-12-31$161,719
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$11,390,847
Value of net assets at end of year (total assets less liabilities)2010-12-31$146,565,943
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$135,175,096
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$180,356
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$102,462,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$86,739,237
Income. Interest from US Government securities2010-12-31$296,735
Income. Interest from corporate debt instruments2010-12-31$346,380
Value of interest in common/collective trusts at end of year2010-12-31$29,058,099
Value of interest in common/collective trusts at beginning of year2010-12-31$31,661,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$611,334
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$305,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$305,725
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$428
Asset value of US Government securities at end of year2010-12-31$6,034,566
Asset value of US Government securities at beginning of year2010-12-31$7,429,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,017,468
Net investment gain or loss from common/collective trusts2010-12-31$1,196,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$4,466,703
Employer contributions (assets) at end of year2010-12-31$538,424
Employer contributions (assets) at beginning of year2010-12-31$315,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$8,867,173
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$7,487,428
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$8,508,116
Contract administrator fees2010-12-31$140,800
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$22,140,969
Aggregate carrying amount (costs) on sale of assets2010-12-31$21,800,666
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 name2010-12-31KISSEL & ASSOCIATES, INC.
Accountancy firm EIN2010-12-31341204227

Form 5500 Responses for IBEW LOCAL 683 PENSION FUND PENSION PLAN

2023: IBEW LOCAL 683 PENSION FUND PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: IBEW LOCAL 683 PENSION FUND PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IBEW LOCAL 683 PENSION FUND PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IBEW LOCAL 683 PENSION FUND PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IBEW LOCAL 683 PENSION FUND PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IBEW LOCAL 683 PENSION FUND PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IBEW LOCAL 683 PENSION FUND PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IBEW LOCAL 683 PENSION FUND PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IBEW LOCAL 683 PENSION FUND PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IBEW LOCAL 683 PENSION FUND PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IBEW LOCAL 683 PENSION FUND PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IBEW LOCAL 683 PENSION FUND PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IBEW LOCAL 683 PENSION FUND PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: IBEW LOCAL 683 PENSION FUND PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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