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IBEW LOCAL 540 PENSION FUND 401k Plan overview

Plan NameIBEW LOCAL 540 PENSION FUND
Plan identification number 001

IBEW LOCAL 540 PENSION FUND Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

I.B.E.W. LOCAL 540 PENSION FUND has sponsored the creation of one or more 401k plans.

Company Name:I.B.E.W. LOCAL 540 PENSION FUND
Employer identification number (EIN):346701444
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 540 PENSION FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-11-01
0012021-11-01
0012020-11-01
0012020-11-01
0012019-11-01
0012018-11-01
0012017-11-01
0012016-11-01AARON BROWN
0012016-11-01
0012015-11-01DOUGLAS MATTHEWS
0012014-11-01DOUGLAS MATTHEWS
0012013-11-01PHILIP WILLIAMS
0012012-11-01PHILIP WILLIAMS
0012011-11-01PHILIP WILLIAMS
0012009-11-01TIMOTHY KIEFFER
0012009-11-01TIMOTHY KIEFFER
0012008-11-01

Plan Statistics for IBEW LOCAL 540 PENSION FUND

401k plan membership statisitcs for IBEW LOCAL 540 PENSION FUND

Measure Date Value
2023: IBEW LOCAL 540 PENSION FUND 2023 401k membership
Current value of assets2023-10-31109,174,301
Acturial value of assets for funding standard account2023-10-31130,976,776
Accrued liability for plan using immediate gains methods2023-10-31161,089,392
Accrued liability under unit credit cost method2023-10-31161,089,392
RPA 94 current liability2023-10-31302,598,674
Expected increase in current liability due to benefits accruing during the plan year2023-10-318,490,697
Expected release from RPA 94 current liability for plan year2023-10-3111,606,186
Expected plan disbursements for the plan year2023-10-3111,866,186
Current value of assets2023-10-31109,174,301
Number of retired participants and beneficiaries receiving payment2023-10-31362
Current liability for retired participants and beneficiaries receiving payment2023-10-31162,261,794
Number of terminated vested participants2023-10-31137
Current liability for terminated vested participants2023-10-3118,735,366
Current liability for active participants non vested benefits2023-10-3121,285,985
Current liability for active participants vested benefits2023-10-31100,315,529
Total number of active articipats2023-10-31520
Current liability for active participants2023-10-31121,601,514
Total participant count with liabilities2023-10-311,019
Total current liabilitoes for participants with libailities2023-10-31302,598,674
Total employer contributions in plan year2023-10-318,278,167
Employer’s normal cost for plan year as of valuation date2023-10-313,032,303
Prior year credit balance2023-10-3122,599,962
Amortization credits as of valuation date2023-10-312,655,579
2022: IBEW LOCAL 540 PENSION FUND 2022 401k membership
Total participants, beginning-of-year2022-11-011,019
Total number of active participants reported on line 7a of the Form 55002022-11-01540
Number of retired or separated participants receiving benefits2022-11-01307
Number of other retired or separated participants entitled to future benefits2022-11-01134
Total of all active and inactive participants2022-11-01981
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-11-0146
Total participants2022-11-011,027
Number of employers contributing to the scheme2022-11-0158
Current value of assets2022-10-31131,505,118
Acturial value of assets for funding standard account2022-10-31131,505,118
Accrued liability for plan using immediate gains methods2022-10-31157,456,277
Accrued liability under unit credit cost method2022-10-31157,456,277
RPA 94 current liability2022-10-31303,770,362
Expected increase in current liability due to benefits accruing during the plan year2022-10-318,512,914
Expected release from RPA 94 current liability for plan year2022-10-3111,253,260
Expected plan disbursements for the plan year2022-10-3111,513,260
Current value of assets2022-10-31131,505,118
Number of retired participants and beneficiaries receiving payment2022-10-31359
Current liability for retired participants and beneficiaries receiving payment2022-10-31163,356,971
Number of terminated vested participants2022-10-31134
Current liability for terminated vested participants2022-10-3117,799,628
Current liability for active participants non vested benefits2022-10-3120,672,255
Current liability for active participants vested benefits2022-10-31101,941,508
Total number of active articipats2022-10-31501
Current liability for active participants2022-10-31122,613,763
Total participant count with liabilities2022-10-31994
Total current liabilitoes for participants with libailities2022-10-31303,770,362
Total employer contributions in plan year2022-10-317,336,139
Employer’s normal cost for plan year as of valuation date2022-10-312,955,500
Prior year credit balance2022-10-3122,991,228
Amortization credits as of valuation date2022-10-312,655,579
2021: IBEW LOCAL 540 PENSION FUND 2021 401k membership
Total participants, beginning-of-year2021-11-01994
Total number of active participants reported on line 7a of the Form 55002021-11-01520
Number of retired or separated participants receiving benefits2021-11-01300
Number of other retired or separated participants entitled to future benefits2021-11-01137
Total of all active and inactive participants2021-11-01957
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-11-0162
Total participants2021-11-011,019
Number of employers contributing to the scheme2021-11-0150
Current value of assets2021-10-31110,094,457
Acturial value of assets for funding standard account2021-10-31107,986,107
Accrued liability for plan using immediate gains methods2021-10-31154,916,172
Accrued liability under unit credit cost method2021-10-31154,916,172
RPA 94 current liability2021-10-31289,155,615
Expected increase in current liability due to benefits accruing during the plan year2021-10-318,071,248
Expected release from RPA 94 current liability for plan year2021-10-3111,709,561
Expected plan disbursements for the plan year2021-10-3111,161,390
Current value of assets2021-10-31110,094,457
Number of retired participants and beneficiaries receiving payment2021-10-31361
Current liability for retired participants and beneficiaries receiving payment2021-10-31160,182,928
Number of terminated vested participants2021-10-31138
Current liability for terminated vested participants2021-10-3117,622,427
Current liability for active participants non vested benefits2021-10-3120,157,395
Current liability for active participants vested benefits2021-10-3191,192,865
Total number of active articipats2021-10-31490
Current liability for active participants2021-10-31111,350,260
Total participant count with liabilities2021-10-31989
Total current liabilitoes for participants with libailities2021-10-31289,155,615
Total employer contributions in plan year2021-10-316,892,709
Employer’s normal cost for plan year as of valuation date2021-10-312,853,430
Prior year credit balance2021-10-3120,658,778
Amortization credits as of valuation date2021-10-315,701,179
2020: IBEW LOCAL 540 PENSION FUND 2020 401k membership
Total participants, beginning-of-year2020-11-01978
Total number of active participants reported on line 7a of the Form 55002020-11-01501
Number of retired or separated participants receiving benefits2020-11-01299
Number of other retired or separated participants entitled to future benefits2020-11-01134
Total of all active and inactive participants2020-11-01934
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-11-0160
Total participants2020-11-01994
Number of employers contributing to the scheme2020-11-0145
Current value of assets2020-10-31106,077,011
Acturial value of assets for funding standard account2020-10-31105,630,868
Accrued liability for plan using immediate gains methods2020-10-31144,371,604
Accrued liability under unit credit cost method2020-10-31144,371,604
RPA 94 current liability2020-10-31264,130,034
Expected increase in current liability due to benefits accruing during the plan year2020-10-316,884,929
Expected release from RPA 94 current liability for plan year2020-10-3111,467,657
Expected plan disbursements for the plan year2020-10-3110,887,700
Current value of assets2020-10-31106,077,011
Number of retired participants and beneficiaries receiving payment2020-10-31353
Current liability for retired participants and beneficiaries receiving payment2020-10-31151,460,479
Number of terminated vested participants2020-10-31137
Current liability for terminated vested participants2020-10-3115,056,423
Current liability for active participants non vested benefits2020-10-3116,381,710
Current liability for active participants vested benefits2020-10-3181,231,422
Total number of active articipats2020-10-31477
Current liability for active participants2020-10-3197,613,132
Total participant count with liabilities2020-10-31967
Total current liabilitoes for participants with libailities2020-10-31264,130,034
Total employer contributions in plan year2020-10-315,587,067
Employer’s normal cost for plan year as of valuation date2020-10-312,498,651
Prior year credit balance2020-10-3118,283,670
Amortization credits as of valuation date2020-10-316,560,259
2019: IBEW LOCAL 540 PENSION FUND 2019 401k membership
Total participants, beginning-of-year2019-11-01967
Total number of active participants reported on line 7a of the Form 55002019-11-01493
Number of retired or separated participants receiving benefits2019-11-01311
Number of other retired or separated participants entitled to future benefits2019-11-01129
Total of all active and inactive participants2019-11-01933
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-11-0145
Total participants2019-11-01978
Number of employers contributing to the scheme2019-11-0143
Current value of assets2019-10-31100,593,966
Acturial value of assets for funding standard account2019-10-31105,033,054
Accrued liability for plan using immediate gains methods2019-10-31139,793,465
Accrued liability under unit credit cost method2019-10-31139,793,465
RPA 94 current liability2019-10-31256,713,532
Expected increase in current liability due to benefits accruing during the plan year2019-10-316,589,731
Expected release from RPA 94 current liability for plan year2019-10-3111,020,521
Expected plan disbursements for the plan year2019-10-3110,460,756
Current value of assets2019-10-31100,593,966
Number of retired participants and beneficiaries receiving payment2019-10-31349
Current liability for retired participants and beneficiaries receiving payment2019-10-31146,663,469
Number of terminated vested participants2019-10-31138
Current liability for terminated vested participants2019-10-3115,993,356
Current liability for active participants non vested benefits2019-10-3114,485,163
Current liability for active participants vested benefits2019-10-3179,571,544
Total number of active articipats2019-10-31468
Current liability for active participants2019-10-3194,056,707
Total participant count with liabilities2019-10-31955
Total current liabilitoes for participants with libailities2019-10-31256,713,532
Total employer contributions in plan year2019-10-315,740,334
Employer’s normal cost for plan year as of valuation date2019-10-312,398,985
Prior year credit balance2019-10-3115,798,457
Amortization credits as of valuation date2019-10-316,560,259
2018: IBEW LOCAL 540 PENSION FUND 2018 401k membership
Total participants, beginning-of-year2018-11-01955
Total number of active participants reported on line 7a of the Form 55002018-11-01477
Number of retired or separated participants receiving benefits2018-11-01300
Number of other retired or separated participants entitled to future benefits2018-11-01137
Total of all active and inactive participants2018-11-01914
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-11-0153
Total participants2018-11-01967
Number of employers contributing to the scheme2018-11-0141
Current value of assets2018-10-31104,407,223
Acturial value of assets for funding standard account2018-10-31104,447,787
Accrued liability for plan using immediate gains methods2018-10-31136,213,544
Accrued liability under unit credit cost method2018-10-31136,213,544
RPA 94 current liability2018-10-31243,726,223
Expected increase in current liability due to benefits accruing during the plan year2018-10-315,907,395
Expected release from RPA 94 current liability for plan year2018-10-3110,596,193
Expected plan disbursements for the plan year2018-10-3110,067,756
Current value of assets2018-10-31104,407,223
Number of retired participants and beneficiaries receiving payment2018-10-31337
Current liability for retired participants and beneficiaries receiving payment2018-10-31134,701,532
Number of terminated vested participants2018-10-31133
Current liability for terminated vested participants2018-10-3114,623,904
Current liability for active participants non vested benefits2018-10-3114,285,360
Current liability for active participants vested benefits2018-10-3180,115,427
Total number of active articipats2018-10-31455
Current liability for active participants2018-10-3194,400,787
Total participant count with liabilities2018-10-31925
Total current liabilitoes for participants with libailities2018-10-31243,726,223
Total employer contributions in plan year2018-10-315,614,965
Employer’s normal cost for plan year as of valuation date2018-10-312,194,995
Prior year credit balance2018-10-3113,481,307
Amortization credits as of valuation date2018-10-316,560,259
2017: IBEW LOCAL 540 PENSION FUND 2017 401k membership
Total participants, beginning-of-year2017-11-01925
Total number of active participants reported on line 7a of the Form 55002017-11-01468
Number of retired or separated participants receiving benefits2017-11-01295
Number of other retired or separated participants entitled to future benefits2017-11-01138
Total of all active and inactive participants2017-11-01901
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-11-0154
Total participants2017-11-01955
Number of employers contributing to the scheme2017-11-0144
Current value of assets2017-10-3196,023,285
Acturial value of assets for funding standard account2017-10-31103,779,407
Accrued liability for plan using immediate gains methods2017-10-31132,172,887
Accrued liability under unit credit cost method2017-10-31132,172,887
RPA 94 current liability2017-10-31237,114,099
Expected increase in current liability due to benefits accruing during the plan year2017-10-316,304,157
Expected release from RPA 94 current liability for plan year2017-10-3110,347,283
Expected plan disbursements for the plan year2017-10-319,824,991
Current value of assets2017-10-3196,023,285
Number of retired participants and beneficiaries receiving payment2017-10-31329
Current liability for retired participants and beneficiaries receiving payment2017-10-31132,490,592
Number of terminated vested participants2017-10-31130
Current liability for terminated vested participants2017-10-3112,960,447
Current liability for active participants non vested benefits2017-10-3113,768,108
Current liability for active participants vested benefits2017-10-3177,894,952
Total number of active articipats2017-10-31435
Current liability for active participants2017-10-3191,663,060
Total participant count with liabilities2017-10-31894
Total current liabilitoes for participants with libailities2017-10-31237,114,099
Total employer contributions in plan year2017-10-315,946,216
Employer’s normal cost for plan year as of valuation date2017-10-312,304,800
Prior year credit balance2017-10-3111,650,829
Amortization credits as of valuation date2017-10-316,560,259
2016: IBEW LOCAL 540 PENSION FUND 2016 401k membership
Total participants, beginning-of-year2016-11-01885
Total number of active participants reported on line 7a of the Form 55002016-11-01455
Number of retired or separated participants receiving benefits2016-11-01286
Number of other retired or separated participants entitled to future benefits2016-11-01133
Total of all active and inactive participants2016-11-01874
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-11-0151
Total participants2016-11-01925
Number of employers contributing to the scheme2016-11-0157
Current value of assets2016-10-3196,046,648
Acturial value of assets for funding standard account2016-10-31104,457,117
Accrued liability for plan using immediate gains methods2016-10-31128,998,860
Accrued liability under unit credit cost method2016-10-31128,998,860
RPA 94 current liability2016-10-31224,640,201
Expected increase in current liability due to benefits accruing during the plan year2016-10-315,053,318
Expected release from RPA 94 current liability for plan year2016-10-319,771,332
Expected plan disbursements for the plan year2016-10-319,267,700
Current value of assets2016-10-3196,046,648
Number of retired participants and beneficiaries receiving payment2016-10-31327
Current liability for retired participants and beneficiaries receiving payment2016-10-31125,695,610
Number of terminated vested participants2016-10-31126
Current liability for terminated vested participants2016-10-3111,477,156
Current liability for active participants non vested benefits2016-10-3113,725,583
Current liability for active participants vested benefits2016-10-3173,741,852
Total number of active articipats2016-10-31434
Current liability for active participants2016-10-3187,467,435
Total participant count with liabilities2016-10-31887
Total current liabilitoes for participants with libailities2016-10-31224,640,201
Total employer contributions in plan year2016-10-315,138,916
Employer’s normal cost for plan year as of valuation date2016-10-311,999,005
Prior year credit balance2016-10-3110,108,933
Amortization credits as of valuation date2016-10-316,560,259
2015: IBEW LOCAL 540 PENSION FUND 2015 401k membership
Total participants, beginning-of-year2015-11-01869
Total number of active participants reported on line 7a of the Form 55002015-11-01435
Number of retired or separated participants receiving benefits2015-11-01284
Number of other retired or separated participants entitled to future benefits2015-11-01130
Total of all active and inactive participants2015-11-01849
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-11-0145
Total participants2015-11-01894
Number of employers contributing to the scheme2015-11-0141
Current value of assets2015-10-31100,894,923
Acturial value of assets for funding standard account2015-10-31104,805,953
Accrued liability for plan using immediate gains methods2015-10-31126,907,457
Accrued liability under unit credit cost method2015-10-31126,907,457
RPA 94 current liability2015-10-31213,558,037
Expected increase in current liability due to benefits accruing during the plan year2015-10-314,405,699
Expected release from RPA 94 current liability for plan year2015-10-319,641,054
Expected plan disbursements for the plan year2015-10-319,133,755
Current value of assets2015-10-31100,894,923
Number of retired participants and beneficiaries receiving payment2015-10-31326
Current liability for retired participants and beneficiaries receiving payment2015-10-31121,706,790
Number of terminated vested participants2015-10-31125
Current liability for terminated vested participants2015-10-3110,405,747
Current liability for active participants non vested benefits2015-10-3112,735,751
Current liability for active participants vested benefits2015-10-3168,709,749
Total number of active articipats2015-10-31408
Current liability for active participants2015-10-3181,445,500
Total participant count with liabilities2015-10-31859
Total current liabilitoes for participants with libailities2015-10-31213,558,037
Total employer contributions in plan year2015-10-314,829,466
Employer’s normal cost for plan year as of valuation date2015-10-311,867,980
Prior year credit balance2015-10-318,836,487
Amortization credits as of valuation date2015-10-316,560,259
2014: IBEW LOCAL 540 PENSION FUND 2014 401k membership
Total participants, beginning-of-year2014-11-01880
Total number of active participants reported on line 7a of the Form 55002014-11-01428
Number of retired or separated participants receiving benefits2014-11-01285
Number of other retired or separated participants entitled to future benefits2014-11-01115
Total of all active and inactive participants2014-11-01828
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-11-0141
Total participants2014-11-01869
Number of employers contributing to the scheme2014-11-0140
Current value of assets2014-10-3196,793,862
Acturial value of assets for funding standard account2014-10-31101,579,928
Accrued liability for plan using immediate gains methods2014-10-31118,796,566
Accrued liability under unit credit cost method2014-10-31118,796,566
RPA 94 current liability2014-10-31206,868,848
Expected increase in current liability due to benefits accruing during the plan year2014-10-314,055,785
Expected release from RPA 94 current liability for plan year2014-10-319,220,417
Expected plan disbursements for the plan year2014-10-318,721,592
Current value of assets2014-10-3196,793,862
Number of retired participants and beneficiaries receiving payment2014-10-31311
Current liability for retired participants and beneficiaries receiving payment2014-10-31115,825,211
Number of terminated vested participants2014-10-31127
Current liability for terminated vested participants2014-10-3110,451,378
Current liability for active participants non vested benefits2014-10-3112,750,483
Current liability for active participants vested benefits2014-10-3167,841,776
Total number of active articipats2014-10-31408
Current liability for active participants2014-10-3180,592,259
Total participant count with liabilities2014-10-31846
Total current liabilitoes for participants with libailities2014-10-31206,868,848
Total employer contributions in plan year2014-10-315,671,499
Employer’s normal cost for plan year as of valuation date2014-10-311,704,297
Prior year credit balance2014-10-315,983,589
Amortization credits as of valuation date2014-10-316,560,259
2013: IBEW LOCAL 540 PENSION FUND 2013 401k membership
Total participants, beginning-of-year2013-11-01860
Total number of active participants reported on line 7a of the Form 55002013-11-01437
Number of retired or separated participants receiving benefits2013-11-01284
Number of other retired or separated participants entitled to future benefits2013-11-01120
Total of all active and inactive participants2013-11-01841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-11-0139
Total participants2013-11-01880
Number of employers contributing to the scheme2013-11-0138
2012: IBEW LOCAL 540 PENSION FUND 2012 401k membership
Total participants, beginning-of-year2012-11-01830
Total number of active participants reported on line 7a of the Form 55002012-11-01436
Number of retired or separated participants receiving benefits2012-11-01271
Number of other retired or separated participants entitled to future benefits2012-11-01122
Total of all active and inactive participants2012-11-01829
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-11-0131
Total participants2012-11-01860
Number of employers contributing to the scheme2012-11-0137
2011: IBEW LOCAL 540 PENSION FUND 2011 401k membership
Total participants, beginning-of-year2011-11-01820
Total number of active participants reported on line 7a of the Form 55002011-11-01426
Number of retired or separated participants receiving benefits2011-11-01256
Number of other retired or separated participants entitled to future benefits2011-11-01111
Total of all active and inactive participants2011-11-01793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-11-0137
Total participants2011-11-01830
Number of employers contributing to the scheme2011-11-0135
2009: IBEW LOCAL 540 PENSION FUND 2009 401k membership
Total participants, beginning-of-year2009-11-01817
Total number of active participants reported on line 7a of the Form 55002009-11-01438
Number of retired or separated participants receiving benefits2009-11-01240
Number of other retired or separated participants entitled to future benefits2009-11-0196
Total of all active and inactive participants2009-11-01774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-0131
Total participants2009-11-01805
Number of employers contributing to the scheme2009-11-0123

Financial Data on IBEW LOCAL 540 PENSION FUND

Measure Date Value
2023 : IBEW LOCAL 540 PENSION FUND 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-10-31$718,690
Total unrealized appreciation/depreciation of assets2023-10-31$718,690
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-10-31$89,502
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-10-31$57,682
Total income from all sources (including contributions)2023-10-31$13,628,430
Total loss/gain on sale of assets2023-10-31$43,134
Total of all expenses incurred2023-10-31$12,227,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-10-31$11,530,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-10-31$8,278,167
Value of total assets at end of year2023-10-31$110,664,259
Value of total assets at beginning of year2023-10-31$109,231,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-10-31$697,959
Total interest from all sources2023-10-31$896,969
Total dividends received (eg from common stock, registered investment company shares)2023-10-31$1,184,893
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-10-31$982,045
Administrative expenses professional fees incurred2023-10-31$153,033
Was this plan covered by a fidelity bond2023-10-31Yes
Value of fidelity bond cover2023-10-31$500,000
If this is an individual account plan, was there a blackout period2023-10-31No
Were there any nonexempt tranactions with any party-in-interest2023-10-31No
Assets. Other investments not covered elsewhere at end of year2023-10-31$1,310,581
Assets. Other investments not covered elsewhere at beginning of year2023-10-31$1,647,211
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-10-31$470,099
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-10-31$566,618
Other income not declared elsewhere2023-10-31$2,287
Administrative expenses (other) incurred2023-10-31$79,146
Liabilities. Value of operating payables at end of year2023-10-31$89,502
Liabilities. Value of operating payables at beginning of year2023-10-31$57,682
Total non interest bearing cash at end of year2023-10-31$1,903,384
Total non interest bearing cash at beginning of year2023-10-31$1,547,421
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-10-31No
Value of net income/loss2023-10-31$1,400,456
Value of net assets at end of year (total assets less liabilities)2023-10-31$110,574,757
Value of net assets at beginning of year (total assets less liabilities)2023-10-31$109,174,301
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-10-31No
Were any leases to which the plan was party in default or uncollectible2023-10-31No
Assets. partnership/joint venture interests at end of year2023-10-31$7,085,842
Assets. partnership/joint venture interests at beginning of year2023-10-31$7,713,339
Investment advisory and management fees2023-10-31$403,133
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-10-31$20,658,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-10-31$21,324,590
Interest earned on other investments2023-10-31$283,259
Income. Interest from US Government securities2023-10-31$471,309
Income. Interest from corporate debt instruments2023-10-31$80,617
Value of interest in common/collective trusts at end of year2023-10-31$40,788,400
Value of interest in common/collective trusts at beginning of year2023-10-31$41,196,233
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-10-31$1,599,778
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-10-31$1,842,962
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-10-31$1,842,962
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-10-31$61,784
Assets. Value of investments in 103.12 investment entities at end of year2023-10-31$2,752,724
Assets. Value of investments in 103.12 investment entities at beginning of year2023-10-31$2,504,731
Asset value of US Government securities at end of year2023-10-31$15,906,968
Asset value of US Government securities at beginning of year2023-10-31$13,283,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-10-31$286,293
Net investment gain or loss from common/collective trusts2023-10-31$1,931,412
Net gain/loss from 103.12 investment entities2023-10-31$286,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-10-31Yes
Was there a failure to transmit to the plan any participant contributions2023-10-31No
Has the plan failed to provide any benefit when due under the plan2023-10-31No
Contributions received in cash from employer2023-10-31$8,278,167
Employer contributions (assets) at end of year2023-10-31$742,107
Employer contributions (assets) at beginning of year2023-10-31$618,561
Income. Dividends from common stock2023-10-31$202,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-10-31$11,530,015
Asset. Corporate debt instrument debt (other) at end of year2023-10-31$1,533,912
Asset. Corporate debt instrument debt (other) at beginning of year2023-10-31$2,130,709
Contract administrator fees2023-10-31$62,647
Assets. Corporate common stocks other than exployer securities at end of year2023-10-31$15,911,904
Assets. Corporate common stocks other than exployer securities at beginning of year2023-10-31$14,856,190
Did the plan have assets held for investment2023-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-10-31No
Aggregate proceeds on sale of assets2023-10-31$21,186,345
Aggregate carrying amount (costs) on sale of assets2023-10-31$21,143,211
Opinion of an independent qualified public accountant for this plan2023-10-31Unqualified
Accountancy firm name2023-10-31YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN2023-10-31341638235
2022 : IBEW LOCAL 540 PENSION FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-10-31$-9,185,648
Total unrealized appreciation/depreciation of assets2022-10-31$-9,185,648
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$57,682
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$94,568
Total income from all sources (including contributions)2022-10-31$-10,453,534
Total loss/gain on sale of assets2022-10-31$1,640,439
Total of all expenses incurred2022-10-31$11,877,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-10-31$11,217,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-10-31$7,336,139
Value of total assets at end of year2022-10-31$109,231,983
Value of total assets at beginning of year2022-10-31$131,599,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-10-31$660,251
Total interest from all sources2022-10-31$689,589
Total dividends received (eg from common stock, registered investment company shares)2022-10-31$934,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-10-31$714,020
Administrative expenses professional fees incurred2022-10-31$128,353
Was this plan covered by a fidelity bond2022-10-31Yes
Value of fidelity bond cover2022-10-31$500,000
If this is an individual account plan, was there a blackout period2022-10-31No
Were there any nonexempt tranactions with any party-in-interest2022-10-31No
Assets. Other investments not covered elsewhere at end of year2022-10-31$1,647,211
Assets. Other investments not covered elsewhere at beginning of year2022-10-31$2,323,341
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-10-31$566,618
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-10-31$624,176
Other income not declared elsewhere2022-10-31$42
Administrative expenses (other) incurred2022-10-31$69,072
Liabilities. Value of operating payables at end of year2022-10-31$57,682
Liabilities. Value of operating payables at beginning of year2022-10-31$94,568
Total non interest bearing cash at end of year2022-10-31$1,547,421
Total non interest bearing cash at beginning of year2022-10-31$1,391,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Value of net income/loss2022-10-31$-22,330,817
Value of net assets at end of year (total assets less liabilities)2022-10-31$109,174,301
Value of net assets at beginning of year (total assets less liabilities)2022-10-31$131,505,118
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-10-31No
Were any leases to which the plan was party in default or uncollectible2022-10-31No
Assets. partnership/joint venture interests at end of year2022-10-31$7,713,339
Assets. partnership/joint venture interests at beginning of year2022-10-31$6,662,062
Investment advisory and management fees2022-10-31$402,901
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-10-31$21,324,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-10-31$26,808,918
Interest earned on other investments2022-10-31$312,557
Income. Interest from US Government securities2022-10-31$238,265
Income. Interest from corporate debt instruments2022-10-31$118,841
Value of interest in common/collective trusts at end of year2022-10-31$41,196,233
Value of interest in common/collective trusts at beginning of year2022-10-31$53,226,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-10-31$1,842,962
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-10-31$1,142,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-10-31$1,142,140
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-10-31$19,926
Assets. Value of investments in 103.12 investment entities at end of year2022-10-31$2,504,731
Asset value of US Government securities at end of year2022-10-31$13,283,418
Asset value of US Government securities at beginning of year2022-10-31$9,505,593
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-10-31$-5,799,935
Net investment gain or loss from common/collective trusts2022-10-31$-6,074,559
Net gain/loss from 103.12 investment entities2022-10-31$5,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-10-31No
Was there a failure to transmit to the plan any participant contributions2022-10-31No
Has the plan failed to provide any benefit when due under the plan2022-10-31No
Contributions received in cash from employer2022-10-31$7,336,139
Employer contributions (assets) at end of year2022-10-31$618,561
Employer contributions (assets) at beginning of year2022-10-31$510,113
Income. Dividends from common stock2022-10-31$220,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-10-31$11,217,032
Asset. Corporate debt instrument debt (other) at end of year2022-10-31$2,130,709
Asset. Corporate debt instrument debt (other) at beginning of year2022-10-31$3,348,023
Contract administrator fees2022-10-31$59,925
Assets. Corporate common stocks other than exployer securities at end of year2022-10-31$14,856,190
Assets. Corporate common stocks other than exployer securities at beginning of year2022-10-31$26,056,580
Did the plan have assets held for investment2022-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-10-31No
Aggregate proceeds on sale of assets2022-10-31$35,694,113
Aggregate carrying amount (costs) on sale of assets2022-10-31$34,053,674
Opinion of an independent qualified public accountant for this plan2022-10-31Unqualified
Accountancy firm name2022-10-31YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN2022-10-31341638235
2021 : IBEW LOCAL 540 PENSION FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-10-31$4,161,067
Total unrealized appreciation/depreciation of assets2021-10-31$4,161,067
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-31$94,568
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-31$134,651
Total income from all sources (including contributions)2021-10-31$33,194,453
Total loss/gain on sale of assets2021-10-31$3,331,852
Total of all expenses incurred2021-10-31$11,783,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-10-31$11,138,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-10-31$6,892,709
Value of total assets at end of year2021-10-31$131,599,686
Value of total assets at beginning of year2021-10-31$110,229,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-10-31$645,466
Total interest from all sources2021-10-31$561,092
Total dividends received (eg from common stock, registered investment company shares)2021-10-31$1,273,973
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-10-31$1,013,768
Administrative expenses professional fees incurred2021-10-31$131,722
Was this plan covered by a fidelity bond2021-10-31Yes
Value of fidelity bond cover2021-10-31$500,000
If this is an individual account plan, was there a blackout period2021-10-31No
Were there any nonexempt tranactions with any party-in-interest2021-10-31No
Assets. Other investments not covered elsewhere at end of year2021-10-31$2,323,341
Assets. Other investments not covered elsewhere at beginning of year2021-10-31$2,939,119
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-10-31$624,176
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-10-31$482,023
Other income not declared elsewhere2021-10-31$12,570
Administrative expenses (other) incurred2021-10-31$63,477
Liabilities. Value of operating payables at end of year2021-10-31$94,568
Liabilities. Value of operating payables at beginning of year2021-10-31$134,651
Total non interest bearing cash at end of year2021-10-31$1,391,750
Total non interest bearing cash at beginning of year2021-10-31$1,474,795
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-31No
Value of net income/loss2021-10-31$21,410,661
Value of net assets at end of year (total assets less liabilities)2021-10-31$131,505,118
Value of net assets at beginning of year (total assets less liabilities)2021-10-31$110,094,457
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-10-31No
Were any leases to which the plan was party in default or uncollectible2021-10-31No
Assets. partnership/joint venture interests at end of year2021-10-31$6,662,062
Assets. partnership/joint venture interests at beginning of year2021-10-31$6,018,424
Investment advisory and management fees2021-10-31$392,014
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-10-31$26,808,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-10-31$23,861,335
Interest earned on other investments2021-10-31$300,233
Income. Interest from US Government securities2021-10-31$136,372
Income. Interest from corporate debt instruments2021-10-31$124,217
Value of interest in common/collective trusts at end of year2021-10-31$53,226,990
Value of interest in common/collective trusts at beginning of year2021-10-31$42,873,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-10-31$1,142,140
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-10-31$810,876
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-10-31$810,876
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-10-31$270
Asset value of US Government securities at end of year2021-10-31$9,505,593
Asset value of US Government securities at beginning of year2021-10-31$7,539,750
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-10-31$2,233,016
Net investment gain or loss from common/collective trusts2021-10-31$14,728,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-10-31No
Was there a failure to transmit to the plan any participant contributions2021-10-31No
Has the plan failed to provide any benefit when due under the plan2021-10-31No
Contributions received in cash from employer2021-10-31$6,892,709
Employer contributions (assets) at end of year2021-10-31$510,113
Employer contributions (assets) at beginning of year2021-10-31$468,827
Income. Dividends from common stock2021-10-31$260,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-10-31$11,138,326
Asset. Corporate debt instrument debt (other) at end of year2021-10-31$3,348,023
Asset. Corporate debt instrument debt (other) at beginning of year2021-10-31$3,666,768
Contract administrator fees2021-10-31$58,253
Assets. Corporate common stocks other than exployer securities at end of year2021-10-31$26,056,580
Assets. Corporate common stocks other than exployer securities at beginning of year2021-10-31$20,093,271
Did the plan have assets held for investment2021-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-10-31No
Aggregate proceeds on sale of assets2021-10-31$35,296,323
Aggregate carrying amount (costs) on sale of assets2021-10-31$31,964,471
Opinion of an independent qualified public accountant for this plan2021-10-31Unqualified
Accountancy firm name2021-10-31YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN2021-10-31341638235
2020 : IBEW LOCAL 540 PENSION FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-10-31$-489,133
Total unrealized appreciation/depreciation of assets2020-10-31$-489,133
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-10-31$134,651
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-10-31$85,478
Total income from all sources (including contributions)2020-10-31$15,710,403
Total loss/gain on sale of assets2020-10-31$4,358,864
Total of all expenses incurred2020-10-31$11,692,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-10-31$11,086,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-10-31$5,587,067
Value of total assets at end of year2020-10-31$110,229,108
Value of total assets at beginning of year2020-10-31$106,162,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-10-31$606,661
Total interest from all sources2020-10-31$523,170
Total dividends received (eg from common stock, registered investment company shares)2020-10-31$1,214,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-10-31$987,750
Administrative expenses professional fees incurred2020-10-31$139,905
Was this plan covered by a fidelity bond2020-10-31Yes
Value of fidelity bond cover2020-10-31$500,000
If this is an individual account plan, was there a blackout period2020-10-31No
Were there any nonexempt tranactions with any party-in-interest2020-10-31No
Assets. Other investments not covered elsewhere at end of year2020-10-31$2,939,119
Assets. Other investments not covered elsewhere at beginning of year2020-10-31$1,798,417
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-10-31$482,023
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-10-31$370,967
Other income not declared elsewhere2020-10-31$1,661
Administrative expenses (other) incurred2020-10-31$61,378
Liabilities. Value of operating payables at end of year2020-10-31$134,651
Liabilities. Value of operating payables at beginning of year2020-10-31$85,478
Total non interest bearing cash at end of year2020-10-31$1,474,795
Total non interest bearing cash at beginning of year2020-10-31$2,879,993
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-31No
Value of net income/loss2020-10-31$4,017,446
Value of net assets at end of year (total assets less liabilities)2020-10-31$110,094,457
Value of net assets at beginning of year (total assets less liabilities)2020-10-31$106,077,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-10-31No
Were any leases to which the plan was party in default or uncollectible2020-10-31No
Investment advisory and management fees2020-10-31$349,278
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-10-31$23,861,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-10-31$23,387,190
Interest earned on other investments2020-10-31$131,883
Income. Interest from US Government securities2020-10-31$247,891
Income. Interest from corporate debt instruments2020-10-31$137,416
Value of interest in common/collective trusts at end of year2020-10-31$48,892,344
Value of interest in common/collective trusts at beginning of year2020-10-31$45,933,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-10-31$810,876
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-10-31$698,237
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-10-31$698,237
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-10-31$5,980
Asset value of US Government securities at end of year2020-10-31$7,539,750
Asset value of US Government securities at beginning of year2020-10-31$11,051,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-10-31$1,358,931
Net investment gain or loss from common/collective trusts2020-10-31$3,155,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-10-31No
Was there a failure to transmit to the plan any participant contributions2020-10-31No
Has the plan failed to provide any benefit when due under the plan2020-10-31No
Contributions received in cash from employer2020-10-31$5,587,067
Employer contributions (assets) at end of year2020-10-31$468,827
Employer contributions (assets) at beginning of year2020-10-31$441,525
Income. Dividends from common stock2020-10-31$226,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-10-31$11,086,296
Asset. Corporate debt instrument debt (other) at end of year2020-10-31$3,666,768
Asset. Corporate debt instrument debt (other) at beginning of year2020-10-31$3,286,421
Contract administrator fees2020-10-31$56,100
Assets. Corporate common stocks other than exployer securities at end of year2020-10-31$20,093,271
Assets. Corporate common stocks other than exployer securities at beginning of year2020-10-31$16,315,504
Did the plan have assets held for investment2020-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-10-31No
Aggregate proceeds on sale of assets2020-10-31$60,084,981
Aggregate carrying amount (costs) on sale of assets2020-10-31$55,726,117
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-10-31No
Opinion of an independent qualified public accountant for this plan2020-10-31Unqualified
Accountancy firm name2020-10-31YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN2020-10-31341638235
2019 : IBEW LOCAL 540 PENSION FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-10-31$3,393,279
Total unrealized appreciation/depreciation of assets2019-10-31$3,393,279
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-31$85,478
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-31$184,609
Total income from all sources (including contributions)2019-10-31$16,744,761
Total loss/gain on sale of assets2019-10-31$1,194,226
Total of all expenses incurred2019-10-31$11,261,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-10-31$10,690,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-10-31$5,740,334
Value of total assets at end of year2019-10-31$106,162,489
Value of total assets at beginning of year2019-10-31$100,778,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-10-31$571,398
Total interest from all sources2019-10-31$854,740
Total dividends received (eg from common stock, registered investment company shares)2019-10-31$3,150,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-10-31$2,974,484
Administrative expenses professional fees incurred2019-10-31$135,013
Was this plan covered by a fidelity bond2019-10-31Yes
Value of fidelity bond cover2019-10-31$500,000
If this is an individual account plan, was there a blackout period2019-10-31No
Were there any nonexempt tranactions with any party-in-interest2019-10-31No
Assets. Other investments not covered elsewhere at end of year2019-10-31$1,798,417
Assets. Other investments not covered elsewhere at beginning of year2019-10-31$1,951,034
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-10-31$370,967
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-10-31$375,758
Other income not declared elsewhere2019-10-31$6,026
Administrative expenses (other) incurred2019-10-31$59,916
Liabilities. Value of operating payables at end of year2019-10-31$85,478
Liabilities. Value of operating payables at beginning of year2019-10-31$184,609
Total non interest bearing cash at end of year2019-10-31$2,879,993
Total non interest bearing cash at beginning of year2019-10-31$2,541,491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-31No
Value of net income/loss2019-10-31$5,483,045
Value of net assets at end of year (total assets less liabilities)2019-10-31$106,077,011
Value of net assets at beginning of year (total assets less liabilities)2019-10-31$100,593,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-10-31No
Were any leases to which the plan was party in default or uncollectible2019-10-31No
Investment advisory and management fees2019-10-31$322,259
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-10-31$23,387,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-10-31$23,187,702
Interest earned on other investments2019-10-31$382,034
Income. Interest from US Government securities2019-10-31$310,895
Income. Interest from corporate debt instruments2019-10-31$145,380
Value of interest in common/collective trusts at end of year2019-10-31$45,933,126
Value of interest in common/collective trusts at beginning of year2019-10-31$45,268,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-10-31$698,237
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-10-31$796,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-10-31$796,861
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-10-31$16,431
Asset value of US Government securities at end of year2019-10-31$11,051,109
Asset value of US Government securities at beginning of year2019-10-31$8,812,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-10-31$-1,608,156
Net investment gain or loss from common/collective trusts2019-10-31$4,013,349
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-10-31Yes
Was there a failure to transmit to the plan any participant contributions2019-10-31No
Has the plan failed to provide any benefit when due under the plan2019-10-31No
Contributions received in cash from employer2019-10-31$5,740,334
Employer contributions (assets) at end of year2019-10-31$441,525
Employer contributions (assets) at beginning of year2019-10-31$380,004
Income. Dividends from common stock2019-10-31$176,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-10-31$10,690,318
Asset. Corporate debt instrument debt (other) at end of year2019-10-31$3,286,421
Asset. Corporate debt instrument debt (other) at beginning of year2019-10-31$3,153,155
Contract administrator fees2019-10-31$54,210
Assets. Corporate common stocks other than exployer securities at end of year2019-10-31$16,315,504
Assets. Corporate common stocks other than exployer securities at beginning of year2019-10-31$14,312,076
Did the plan have assets held for investment2019-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-10-31No
Aggregate proceeds on sale of assets2019-10-31$36,307,509
Aggregate carrying amount (costs) on sale of assets2019-10-31$35,113,283
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-10-31No
Opinion of an independent qualified public accountant for this plan2019-10-31Unqualified
Accountancy firm name2019-10-31YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN2019-10-31341638235
2018 : IBEW LOCAL 540 PENSION FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-10-31$-1,720,615
Total unrealized appreciation/depreciation of assets2018-10-31$-1,720,615
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$184,609
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$311,624
Total income from all sources (including contributions)2018-10-31$7,014,000
Total loss/gain on sale of assets2018-10-31$1,946,078
Total of all expenses incurred2018-10-31$10,827,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-10-31$10,285,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-10-31$5,614,965
Value of total assets at end of year2018-10-31$100,778,575
Value of total assets at beginning of year2018-10-31$104,718,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-10-31$542,222
Total interest from all sources2018-10-31$425,297
Total dividends received (eg from common stock, registered investment company shares)2018-10-31$991,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-10-31$837,951
Administrative expenses professional fees incurred2018-10-31$128,671
Was this plan covered by a fidelity bond2018-10-31Yes
Value of fidelity bond cover2018-10-31$500,000
If this is an individual account plan, was there a blackout period2018-10-31No
Were there any nonexempt tranactions with any party-in-interest2018-10-31No
Assets. Other investments not covered elsewhere at end of year2018-10-31$1,951,034
Assets. Other investments not covered elsewhere at beginning of year2018-10-31$1,240,382
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-10-31$375,758
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-10-31$141,529
Administrative expenses (other) incurred2018-10-31$62,918
Liabilities. Value of operating payables at end of year2018-10-31$184,609
Liabilities. Value of operating payables at beginning of year2018-10-31$311,624
Total non interest bearing cash at end of year2018-10-31$2,541,491
Total non interest bearing cash at beginning of year2018-10-31$1,387,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Value of net income/loss2018-10-31$-3,813,257
Value of net assets at end of year (total assets less liabilities)2018-10-31$100,593,966
Value of net assets at beginning of year (total assets less liabilities)2018-10-31$104,407,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-10-31No
Were any leases to which the plan was party in default or uncollectible2018-10-31No
Investment advisory and management fees2018-10-31$297,743
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-10-31$23,187,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-10-31$24,641,694
Interest earned on other investments2018-10-31$37,603
Income. Interest from US Government securities2018-10-31$200,498
Income. Interest from corporate debt instruments2018-10-31$176,987
Value of interest in common/collective trusts at end of year2018-10-31$45,268,168
Value of interest in common/collective trusts at beginning of year2018-10-31$47,922,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-10-31$796,861
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-10-31$702,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-10-31$702,239
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-10-31$10,209
Asset value of US Government securities at end of year2018-10-31$8,812,326
Asset value of US Government securities at beginning of year2018-10-31$6,950,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-10-31$-1,618,515
Net investment gain or loss from common/collective trusts2018-10-31$1,375,179
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-10-31Yes
Was there a failure to transmit to the plan any participant contributions2018-10-31No
Has the plan failed to provide any benefit when due under the plan2018-10-31No
Contributions received in cash from employer2018-10-31$5,614,965
Employer contributions (assets) at end of year2018-10-31$380,004
Employer contributions (assets) at beginning of year2018-10-31$666,834
Income. Dividends from common stock2018-10-31$153,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-10-31$10,285,035
Asset. Corporate debt instrument debt (other) at end of year2018-10-31$3,153,155
Asset. Corporate debt instrument debt (other) at beginning of year2018-10-31$3,842,867
Contract administrator fees2018-10-31$52,890
Assets. Corporate common stocks other than exployer securities at end of year2018-10-31$14,312,076
Assets. Corporate common stocks other than exployer securities at beginning of year2018-10-31$17,223,675
Did the plan have assets held for investment2018-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-10-31No
Aggregate proceeds on sale of assets2018-10-31$40,860,677
Aggregate carrying amount (costs) on sale of assets2018-10-31$38,914,599
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-10-31No
Opinion of an independent qualified public accountant for this plan2018-10-31Unqualified
Accountancy firm name2018-10-31YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN2018-10-31341638235
2017 : IBEW LOCAL 540 PENSION FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-10-31$1,090,972
Total unrealized appreciation/depreciation of assets2017-10-31$1,090,972
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$311,624
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$242,786
Total income from all sources (including contributions)2017-10-31$18,803,684
Total loss/gain on sale of assets2017-10-31$2,599,680
Total of all expenses incurred2017-10-31$10,419,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-10-31$9,871,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-10-31$5,946,216
Value of total assets at end of year2017-10-31$104,718,847
Value of total assets at beginning of year2017-10-31$96,266,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-10-31$547,974
Total interest from all sources2017-10-31$324,440
Total dividends received (eg from common stock, registered investment company shares)2017-10-31$875,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-10-31$613,217
Administrative expenses professional fees incurred2017-10-31$124,160
Was this plan covered by a fidelity bond2017-10-31Yes
Value of fidelity bond cover2017-10-31$500,000
If this is an individual account plan, was there a blackout period2017-10-31No
Were there any nonexempt tranactions with any party-in-interest2017-10-31No
Assets. Other investments not covered elsewhere at end of year2017-10-31$1,240,382
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-10-31$141,529
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-10-31$121,739
Other income not declared elsewhere2017-10-31$28,802
Administrative expenses (other) incurred2017-10-31$58,316
Liabilities. Value of operating payables at end of year2017-10-31$311,624
Liabilities. Value of operating payables at beginning of year2017-10-31$242,786
Total non interest bearing cash at end of year2017-10-31$1,387,028
Total non interest bearing cash at beginning of year2017-10-31$1,137,757
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Value of net income/loss2017-10-31$8,383,938
Value of net assets at end of year (total assets less liabilities)2017-10-31$104,407,223
Value of net assets at beginning of year (total assets less liabilities)2017-10-31$96,023,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-10-31No
Were any leases to which the plan was party in default or uncollectible2017-10-31No
Investment advisory and management fees2017-10-31$314,414
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-10-31$24,641,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-10-31$22,576,958
Interest earned on other investments2017-10-31$13,022
Income. Interest from US Government securities2017-10-31$124,880
Income. Interest from corporate debt instruments2017-10-31$182,302
Value of interest in common/collective trusts at end of year2017-10-31$47,922,360
Value of interest in common/collective trusts at beginning of year2017-10-31$39,666,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-10-31$702,239
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-10-31$328,552
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-10-31$328,552
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-10-31$4,236
Asset value of US Government securities at end of year2017-10-31$6,950,239
Asset value of US Government securities at beginning of year2017-10-31$5,503,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-10-31$1,051,172
Net investment gain or loss from common/collective trusts2017-10-31$6,887,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-10-31Yes
Was there a failure to transmit to the plan any participant contributions2017-10-31No
Has the plan failed to provide any benefit when due under the plan2017-10-31No
Contributions received in cash from employer2017-10-31$5,946,216
Employer contributions (assets) at end of year2017-10-31$666,834
Employer contributions (assets) at beginning of year2017-10-31$621,201
Income. Dividends from common stock2017-10-31$261,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-10-31$9,871,772
Asset. Corporate debt instrument debt (other) at end of year2017-10-31$3,842,867
Asset. Corporate debt instrument debt (other) at beginning of year2017-10-31$5,239,312
Contract administrator fees2017-10-31$51,084
Assets. Corporate common stocks other than exployer securities at end of year2017-10-31$17,223,675
Assets. Corporate common stocks other than exployer securities at beginning of year2017-10-31$21,071,330
Did the plan have assets held for investment2017-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-10-31No
Aggregate proceeds on sale of assets2017-10-31$46,871,111
Aggregate carrying amount (costs) on sale of assets2017-10-31$44,271,431
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-10-31No
Opinion of an independent qualified public accountant for this plan2017-10-31Unqualified
Accountancy firm name2017-10-31YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN2017-10-31341638235
2016 : IBEW LOCAL 540 PENSION FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-10-31$610,219
Total unrealized appreciation/depreciation of assets2016-10-31$610,219
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$242,786
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$241,787
Total income from all sources (including contributions)2016-10-31$10,085,754
Total loss/gain on sale of assets2016-10-31$807,114
Total of all expenses incurred2016-10-31$10,109,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-10-31$9,502,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-10-31$5,138,916
Value of total assets at end of year2016-10-31$96,266,071
Value of total assets at beginning of year2016-10-31$96,288,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-10-31$606,972
Total interest from all sources2016-10-31$429,789
Total dividends received (eg from common stock, registered investment company shares)2016-10-31$992,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-10-31$718,955
Administrative expenses professional fees incurred2016-10-31$49,525
Was this plan covered by a fidelity bond2016-10-31Yes
Value of fidelity bond cover2016-10-31$500,000
If this is an individual account plan, was there a blackout period2016-10-31No
Were there any nonexempt tranactions with any party-in-interest2016-10-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-10-31$121,739
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-10-31$160,073
Other income not declared elsewhere2016-10-31$13,008
Administrative expenses (other) incurred2016-10-31$57,651
Liabilities. Value of operating payables at end of year2016-10-31$242,786
Liabilities. Value of operating payables at beginning of year2016-10-31$241,787
Total non interest bearing cash at end of year2016-10-31$1,137,757
Total non interest bearing cash at beginning of year2016-10-31$1,415,713
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Value of net income/loss2016-10-31$-23,363
Value of net assets at end of year (total assets less liabilities)2016-10-31$96,023,285
Value of net assets at beginning of year (total assets less liabilities)2016-10-31$96,046,648
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-10-31No
Were any leases to which the plan was party in default or uncollectible2016-10-31No
Investment advisory and management fees2016-10-31$374,983
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-10-31$22,576,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-10-31$22,750,573
Income. Interest from US Government securities2016-10-31$152,606
Income. Interest from corporate debt instruments2016-10-31$275,517
Value of interest in common/collective trusts at end of year2016-10-31$39,666,053
Value of interest in common/collective trusts at beginning of year2016-10-31$34,001,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-10-31$328,552
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-10-31$512,613
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-10-31$512,613
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-10-31$1,666
Asset value of US Government securities at end of year2016-10-31$5,503,169
Asset value of US Government securities at beginning of year2016-10-31$6,685,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-10-31$202,220
Net investment gain or loss from common/collective trusts2016-10-31$1,892,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-10-31Yes
Was there a failure to transmit to the plan any participant contributions2016-10-31No
Has the plan failed to provide any benefit when due under the plan2016-10-31No
Contributions received in cash from employer2016-10-31$5,138,916
Employer contributions (assets) at end of year2016-10-31$621,201
Employer contributions (assets) at beginning of year2016-10-31$418,146
Income. Dividends from common stock2016-10-31$273,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-10-31$9,502,145
Asset. Corporate debt instrument debt (other) at end of year2016-10-31$5,239,312
Asset. Corporate debt instrument debt (other) at beginning of year2016-10-31$6,739,341
Contract administrator fees2016-10-31$124,813
Assets. Corporate common stocks other than exployer securities at end of year2016-10-31$21,071,330
Assets. Corporate common stocks other than exployer securities at beginning of year2016-10-31$23,604,363
Did the plan have assets held for investment2016-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-10-31No
Aggregate proceeds on sale of assets2016-10-31$24,151,433
Aggregate carrying amount (costs) on sale of assets2016-10-31$23,344,319
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-10-31No
Opinion of an independent qualified public accountant for this plan2016-10-31Unqualified
Accountancy firm name2016-10-31YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN2016-10-31341638235
2015 : IBEW LOCAL 540 PENSION FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-10-31$-1,716,802
Total unrealized appreciation/depreciation of assets2015-10-31$-1,716,802
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$241,787
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$199,397
Total income from all sources (including contributions)2015-10-31$4,990,128
Total loss/gain on sale of assets2015-10-31$1,121,715
Total of all expenses incurred2015-10-31$9,838,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-10-31$9,280,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-10-31$4,829,466
Value of total assets at end of year2015-10-31$96,288,435
Value of total assets at beginning of year2015-10-31$101,094,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-10-31$558,311
Total interest from all sources2015-10-31$482,262
Total dividends received (eg from common stock, registered investment company shares)2015-10-31$749,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-10-31$444,050
Administrative expenses professional fees incurred2015-10-31$59,446
Was this plan covered by a fidelity bond2015-10-31Yes
Value of fidelity bond cover2015-10-31$500,000
If this is an individual account plan, was there a blackout period2015-10-31No
Were there any nonexempt tranactions with any party-in-interest2015-10-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-10-31$160,073
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-10-31$161,309
Other income not declared elsewhere2015-10-31$898
Administrative expenses (other) incurred2015-10-31$45,121
Liabilities. Value of operating payables at end of year2015-10-31$241,787
Liabilities. Value of operating payables at beginning of year2015-10-31$199,397
Total non interest bearing cash at end of year2015-10-31$1,415,713
Total non interest bearing cash at beginning of year2015-10-31$1,119,455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Value of net income/loss2015-10-31$-4,848,275
Value of net assets at end of year (total assets less liabilities)2015-10-31$96,046,648
Value of net assets at beginning of year (total assets less liabilities)2015-10-31$100,894,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-10-31No
Were any leases to which the plan was party in default or uncollectible2015-10-31No
Investment advisory and management fees2015-10-31$411,744
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-10-31$22,750,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-10-31$24,080,897
Income. Interest from US Government securities2015-10-31$193,070
Income. Interest from corporate debt instruments2015-10-31$288,991
Value of interest in common/collective trusts at end of year2015-10-31$34,001,870
Value of interest in common/collective trusts at beginning of year2015-10-31$33,511,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-10-31$512,613
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-10-31$1,995,493
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-10-31$1,995,493
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-10-31$201
Asset value of US Government securities at end of year2015-10-31$6,685,743
Asset value of US Government securities at beginning of year2015-10-31$6,240,485
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-10-31$-1,398,492
Net investment gain or loss from common/collective trusts2015-10-31$921,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-10-31Yes
Was there a failure to transmit to the plan any participant contributions2015-10-31No
Has the plan failed to provide any benefit when due under the plan2015-10-31No
Contributions received in cash from employer2015-10-31$4,829,466
Employer contributions (assets) at end of year2015-10-31$418,146
Employer contributions (assets) at beginning of year2015-10-31$539,344
Income. Dividends from common stock2015-10-31$305,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-10-31$9,280,092
Asset. Corporate debt instrument debt (other) at end of year2015-10-31$6,739,341
Asset. Corporate debt instrument debt (other) at beginning of year2015-10-31$5,812,674
Contract administrator fees2015-10-31$42,000
Assets. Corporate common stocks other than exployer securities at end of year2015-10-31$23,604,363
Assets. Corporate common stocks other than exployer securities at beginning of year2015-10-31$27,633,662
Did the plan have assets held for investment2015-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-10-31No
Aggregate proceeds on sale of assets2015-10-31$47,470,644
Aggregate carrying amount (costs) on sale of assets2015-10-31$46,348,929
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-10-31No
Opinion of an independent qualified public accountant for this plan2015-10-31Unqualified
Accountancy firm name2015-10-31YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN2015-10-31341638235
2014 : IBEW LOCAL 540 PENSION FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-10-31$-3,349,572
Total unrealized appreciation/depreciation of assets2014-10-31$-3,349,572
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$193,830
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$76,287
Total income from all sources (including contributions)2014-10-31$13,613,439
Total loss/gain on sale of assets2014-10-31$6,361,134
Total of all expenses incurred2014-10-31$9,507,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-10-31$8,869,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-10-31$5,672,412
Value of total assets at end of year2014-10-31$101,094,050
Value of total assets at beginning of year2014-10-31$96,870,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-10-31$637,507
Total interest from all sources2014-10-31$459,245
Total dividends received (eg from common stock, registered investment company shares)2014-10-31$840,336
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-10-31$467,531
Administrative expenses professional fees incurred2014-10-31$58,593
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-10-31$87,101
Was this plan covered by a fidelity bond2014-10-31Yes
Value of fidelity bond cover2014-10-31$500,000
If this is an individual account plan, was there a blackout period2014-10-31No
Were there any nonexempt tranactions with any party-in-interest2014-10-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-10-31$161,039
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-10-31$145,644
Other income not declared elsewhere2014-10-31$301
Administrative expenses (other) incurred2014-10-31$44,922
Liabilities. Value of operating payables at end of year2014-10-31$193,830
Liabilities. Value of operating payables at beginning of year2014-10-31$76,287
Total non interest bearing cash at end of year2014-10-31$1,119,455
Total non interest bearing cash at beginning of year2014-10-31$805,794
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Value of net income/loss2014-10-31$4,106,358
Value of net assets at end of year (total assets less liabilities)2014-10-31$100,900,220
Value of net assets at beginning of year (total assets less liabilities)2014-10-31$96,793,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-10-31No
Were any leases to which the plan was party in default or uncollectible2014-10-31No
Investment advisory and management fees2014-10-31$491,992
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-10-31$24,080,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-10-31$17,954,199
Income. Interest from US Government securities2014-10-31$177,704
Income. Interest from corporate debt instruments2014-10-31$281,390
Value of interest in common/collective trusts at end of year2014-10-31$33,511,001
Value of interest in common/collective trusts at beginning of year2014-10-31$34,662,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-10-31$1,995,493
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-10-31$1,671,800
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-10-31$1,671,800
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-10-31$151
Asset value of US Government securities at end of year2014-10-31$6,240,485
Asset value of US Government securities at beginning of year2014-10-31$4,871,551
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-10-31$-42,434
Net investment gain or loss from common/collective trusts2014-10-31$3,672,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-10-31Yes
Was there a failure to transmit to the plan any participant contributions2014-10-31No
Has the plan failed to provide any benefit when due under the plan2014-10-31No
Contributions received in cash from employer2014-10-31$5,672,412
Employer contributions (assets) at end of year2014-10-31$539,344
Employer contributions (assets) at beginning of year2014-10-31$366,235
Income. Dividends from preferred stock2014-10-31$1,392
Income. Dividends from common stock2014-10-31$371,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-10-31$8,869,574
Asset. Corporate debt instrument debt (other) at end of year2014-10-31$5,812,674
Asset. Corporate debt instrument debt (other) at beginning of year2014-10-31$5,855,918
Contract administrator fees2014-10-31$42,000
Assets. Corporate common stocks other than exployer securities at end of year2014-10-31$27,633,662
Assets. Corporate common stocks other than exployer securities at beginning of year2014-10-31$30,449,164
Did the plan have assets held for investment2014-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-10-31No
Aggregate proceeds on sale of assets2014-10-31$43,100,959
Aggregate carrying amount (costs) on sale of assets2014-10-31$36,739,825
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-10-31No
Opinion of an independent qualified public accountant for this plan2014-10-31Unqualified
Accountancy firm name2014-10-31YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN2014-10-31341638235
2013 : IBEW LOCAL 540 PENSION FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-10-31$4,053,279
Total unrealized appreciation/depreciation of assets2013-10-31$4,053,279
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$76,287
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$62,161
Total income from all sources (including contributions)2013-10-31$19,460,611
Total loss/gain on sale of assets2013-10-31$2,851,435
Total of all expenses incurred2013-10-31$8,859,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-10-31$8,184,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-10-31$4,847,971
Value of total assets at end of year2013-10-31$96,870,149
Value of total assets at beginning of year2013-10-31$86,255,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-10-31$675,482
Total interest from all sources2013-10-31$629,368
Total dividends received (eg from common stock, registered investment company shares)2013-10-31$677,626
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-10-31$328,848
Administrative expenses professional fees incurred2013-10-31$66,655
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-10-31$87,101
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-10-31$101,963
Was this plan covered by a fidelity bond2013-10-31Yes
Value of fidelity bond cover2013-10-31$500,000
If this is an individual account plan, was there a blackout period2013-10-31No
Were there any nonexempt tranactions with any party-in-interest2013-10-31No
Assets. Other investments not covered elsewhere at end of year2013-10-31$11,480
Assets. Other investments not covered elsewhere at beginning of year2013-10-31$11,030
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-10-31$134,164
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-10-31$180,224
Other income not declared elsewhere2013-10-31$6,976
Administrative expenses (other) incurred2013-10-31$36,574
Total non interest bearing cash at end of year2013-10-31$805,794
Total non interest bearing cash at beginning of year2013-10-31$879,656
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Value of net income/loss2013-10-31$10,600,979
Value of net assets at end of year (total assets less liabilities)2013-10-31$96,793,862
Value of net assets at beginning of year (total assets less liabilities)2013-10-31$86,192,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-10-31No
Were any leases to which the plan was party in default or uncollectible2013-10-31No
Investment advisory and management fees2013-10-31$532,203
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-10-31$17,954,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-10-31$15,501,056
Income. Interest from US Government securities2013-10-31$297,778
Income. Interest from corporate debt instruments2013-10-31$331,445
Value of interest in common/collective trusts at end of year2013-10-31$34,662,743
Value of interest in common/collective trusts at beginning of year2013-10-31$27,380,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-10-31$1,671,800
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-10-31$1,656,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-10-31$1,656,504
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-10-31$145
Asset value of US Government securities at end of year2013-10-31$4,871,551
Asset value of US Government securities at beginning of year2013-10-31$7,447,262
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-10-31$1,142,288
Net investment gain or loss from common/collective trusts2013-10-31$5,251,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-10-31Yes
Was there a failure to transmit to the plan any participant contributions2013-10-31No
Has the plan failed to provide any benefit when due under the plan2013-10-31No
Contributions received in cash from employer2013-10-31$4,847,971
Employer contributions (assets) at end of year2013-10-31$366,235
Employer contributions (assets) at beginning of year2013-10-31$441,692
Income. Dividends from preferred stock2013-10-31$4,940
Income. Dividends from common stock2013-10-31$343,838
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-10-31$8,184,150
Asset. Corporate debt instrument debt (other) at end of year2013-10-31$5,855,918
Asset. Corporate debt instrument debt (other) at beginning of year2013-10-31$8,722,002
Contract administrator fees2013-10-31$40,050
Assets. Corporate common stocks other than exployer securities at end of year2013-10-31$30,449,164
Assets. Corporate common stocks other than exployer securities at beginning of year2013-10-31$23,933,651
Liabilities. Value of benefit claims payable at end of year2013-10-31$76,287
Liabilities. Value of benefit claims payable at beginning of year2013-10-31$62,161
Did the plan have assets held for investment2013-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-10-31No
Aggregate proceeds on sale of assets2013-10-31$55,163,132
Aggregate carrying amount (costs) on sale of assets2013-10-31$52,311,697
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-10-31No
Opinion of an independent qualified public accountant for this plan2013-10-31Unqualified
Accountancy firm name2013-10-31YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN2013-10-31341638235
2012 : IBEW LOCAL 540 PENSION FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-10-31$460,090
Total unrealized appreciation/depreciation of assets2012-10-31$460,090
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$62,161
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$63,202
Total income from all sources (including contributions)2012-10-31$12,110,406
Total loss/gain on sale of assets2012-10-31$2,108,756
Total of all expenses incurred2012-10-31$8,167,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-10-31$7,614,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-10-31$4,674,759
Value of total assets at end of year2012-10-31$86,255,044
Value of total assets at beginning of year2012-10-31$82,312,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-10-31$552,078
Total interest from all sources2012-10-31$604,724
Total dividends received (eg from common stock, registered investment company shares)2012-10-31$774,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-10-31$469,517
Administrative expenses professional fees incurred2012-10-31$59,299
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-10-31$101,963
Was this plan covered by a fidelity bond2012-10-31Yes
Value of fidelity bond cover2012-10-31$500,000
If this is an individual account plan, was there a blackout period2012-10-31No
Were there any nonexempt tranactions with any party-in-interest2012-10-31No
Assets. Other investments not covered elsewhere at end of year2012-10-31$11,030
Assets. Other investments not covered elsewhere at beginning of year2012-10-31$11,200
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-10-31$180,224
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-10-31$139,354
Other income not declared elsewhere2012-10-31$5,757
Administrative expenses (other) incurred2012-10-31$40,151
Total non interest bearing cash at end of year2012-10-31$879,656
Total non interest bearing cash at beginning of year2012-10-31$745,689
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Value of net income/loss2012-10-31$3,943,330
Value of net assets at end of year (total assets less liabilities)2012-10-31$86,192,883
Value of net assets at beginning of year (total assets less liabilities)2012-10-31$82,249,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-10-31No
Were any leases to which the plan was party in default or uncollectible2012-10-31No
Investment advisory and management fees2012-10-31$414,528
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-10-31$15,501,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-10-31$16,198,295
Income. Interest from US Government securities2012-10-31$274,055
Income. Interest from corporate debt instruments2012-10-31$330,492
Value of interest in common/collective trusts at end of year2012-10-31$27,380,004
Value of interest in common/collective trusts at beginning of year2012-10-31$24,136,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-10-31$1,656,504
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-10-31$2,064,275
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-10-31$2,064,275
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-10-31$177
Asset value of US Government securities at end of year2012-10-31$7,447,262
Asset value of US Government securities at beginning of year2012-10-31$6,305,570
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-10-31$1,238,742
Net investment gain or loss from common/collective trusts2012-10-31$2,243,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-10-31Yes
Was there a failure to transmit to the plan any participant contributions2012-10-31No
Has the plan failed to provide any benefit when due under the plan2012-10-31No
Contributions received in cash from employer2012-10-31$4,674,759
Employer contributions (assets) at end of year2012-10-31$441,692
Employer contributions (assets) at beginning of year2012-10-31$379,552
Income. Dividends from preferred stock2012-10-31$1,433
Income. Dividends from common stock2012-10-31$303,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-10-31$7,614,998
Asset. Corporate debt instrument debt (other) at end of year2012-10-31$8,722,002
Asset. Corporate debt instrument debt (other) at beginning of year2012-10-31$6,035,911
Contract administrator fees2012-10-31$38,100
Assets. Corporate common stocks other than exployer securities at end of year2012-10-31$23,933,651
Assets. Corporate common stocks other than exployer securities at beginning of year2012-10-31$26,296,366
Liabilities. Value of benefit claims payable at end of year2012-10-31$62,161
Liabilities. Value of benefit claims payable at beginning of year2012-10-31$63,202
Did the plan have assets held for investment2012-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-10-31No
Aggregate proceeds on sale of assets2012-10-31$47,570,713
Aggregate carrying amount (costs) on sale of assets2012-10-31$45,461,957
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-10-31No
Opinion of an independent qualified public accountant for this plan2012-10-31Unqualified
Accountancy firm name2012-10-31YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN2012-10-31341638235
2011 : IBEW LOCAL 540 PENSION FUND 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-10-31$190,253
Unrealized appreciation/depreciation of other (non real estate) assets2011-10-31$-1,073,413
Total unrealized appreciation/depreciation of assets2011-10-31$-883,160
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-31$63,201
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-31$55,817
Total income from all sources (including contributions)2011-10-31$8,008,109
Total loss/gain on sale of assets2011-10-31$3,522,003
Total of all expenses incurred2011-10-31$7,643,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-10-31$7,083,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-10-31$3,968,328
Value of total assets at end of year2011-10-31$82,312,755
Value of total assets at beginning of year2011-10-31$81,941,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-10-31$560,056
Total interest from all sources2011-10-31$564,732
Total dividends received (eg from common stock, registered investment company shares)2011-10-31$793,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-10-31$324,318
Administrative expenses professional fees incurred2011-10-31$70,428
Was this plan covered by a fidelity bond2011-10-31Yes
Value of fidelity bond cover2011-10-31$500,000
If this is an individual account plan, was there a blackout period2011-10-31No
Were there any nonexempt tranactions with any party-in-interest2011-10-31No
Assets. Other investments not covered elsewhere at end of year2011-10-31$11,200
Assets. Other investments not covered elsewhere at beginning of year2011-10-31$9,945
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-10-31$139,354
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-10-31$174,699
Other income not declared elsewhere2011-10-31$1,543
Administrative expenses (other) incurred2011-10-31$40,096
Liabilities. Value of operating payables at end of year2011-10-31$63,201
Liabilities. Value of operating payables at beginning of year2011-10-31$55,817
Total non interest bearing cash at end of year2011-10-31$745,689
Total non interest bearing cash at beginning of year2011-10-31$713,931
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Value of net income/loss2011-10-31$364,166
Value of net assets at end of year (total assets less liabilities)2011-10-31$82,249,554
Value of net assets at beginning of year (total assets less liabilities)2011-10-31$81,885,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-10-31No
Were any leases to which the plan was party in default or uncollectible2011-10-31No
Investment advisory and management fees2011-10-31$411,432
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-10-31$16,198,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-10-31$5,906,614
Income. Interest from US Government securities2011-10-31$195,539
Income. Interest from corporate debt instruments2011-10-31$369,000
Value of interest in common/collective trusts at end of year2011-10-31$24,136,543
Value of interest in common/collective trusts at beginning of year2011-10-31$26,394,892
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-10-31$2,064,275
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-10-31$1,221,095
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-10-31$1,221,095
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-10-31$193
Asset value of US Government securities at end of year2011-10-31$6,305,570
Asset value of US Government securities at beginning of year2011-10-31$8,131,641
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-10-31$50,698
Net investment gain or loss from common/collective trusts2011-10-31$-9,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-10-31Yes
Was there a failure to transmit to the plan any participant contributions2011-10-31No
Has the plan failed to provide any benefit when due under the plan2011-10-31No
Contributions received in cash from employer2011-10-31$3,968,328
Employer contributions (assets) at end of year2011-10-31$379,552
Employer contributions (assets) at beginning of year2011-10-31$316,626
Income. Dividends from common stock2011-10-31$468,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-10-31$7,083,887
Asset. Corporate debt instrument debt (other) at end of year2011-10-31$6,035,911
Asset. Corporate debt instrument debt (other) at beginning of year2011-10-31$7,136,245
Contract administrator fees2011-10-31$38,100
Assets. Corporate common stocks other than exployer securities at end of year2011-10-31$26,296,366
Assets. Corporate common stocks other than exployer securities at beginning of year2011-10-31$31,935,517
Did the plan have assets held for investment2011-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-10-31No
Aggregate proceeds on sale of assets2011-10-31$60,719,505
Aggregate carrying amount (costs) on sale of assets2011-10-31$57,197,502
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-10-31No
Opinion of an independent qualified public accountant for this plan2011-10-31Unqualified
Accountancy firm name2011-10-31YURCHYK & DAVIS CPAS, INC.
Accountancy firm EIN2011-10-31341638235

Form 5500 Responses for IBEW LOCAL 540 PENSION FUND

2022: IBEW LOCAL 540 PENSION FUND 2022 form 5500 responses
2022-11-01Type of plan entityMulti-employer plan
2022-11-01Plan is a collectively bargained planYes
2022-11-01Plan funding arrangement – TrustYes
2022-11-01Plan benefit arrangement - TrustYes
2021: IBEW LOCAL 540 PENSION FUND 2021 form 5500 responses
2021-11-01Type of plan entityMulti-employer plan
2021-11-01Plan is a collectively bargained planYes
2021-11-01Plan funding arrangement – TrustYes
2021-11-01Plan benefit arrangement - TrustYes
2020: IBEW LOCAL 540 PENSION FUND 2020 form 5500 responses
2020-11-01Type of plan entityMulti-employer plan
2020-11-01Submission has been amendedYes
2020-11-01Plan is a collectively bargained planYes
2020-11-01Plan funding arrangement – TrustYes
2020-11-01Plan benefit arrangement - TrustYes
2019: IBEW LOCAL 540 PENSION FUND 2019 form 5500 responses
2019-11-01Type of plan entityMulti-employer plan
2019-11-01Plan is a collectively bargained planYes
2019-11-01Plan funding arrangement – TrustYes
2019-11-01Plan benefit arrangement - TrustYes
2018: IBEW LOCAL 540 PENSION FUND 2018 form 5500 responses
2018-11-01Type of plan entityMulti-employer plan
2018-11-01Plan is a collectively bargained planYes
2018-11-01Plan funding arrangement – TrustYes
2018-11-01Plan benefit arrangement - TrustYes
2017: IBEW LOCAL 540 PENSION FUND 2017 form 5500 responses
2017-11-01Type of plan entityMulti-employer plan
2017-11-01Plan is a collectively bargained planYes
2017-11-01Plan funding arrangement – TrustYes
2017-11-01Plan benefit arrangement - TrustYes
2016: IBEW LOCAL 540 PENSION FUND 2016 form 5500 responses
2016-11-01Type of plan entityMulti-employer plan
2016-11-01Submission has been amendedYes
2016-11-01Plan is a collectively bargained planYes
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement - TrustYes
2015: IBEW LOCAL 540 PENSION FUND 2015 form 5500 responses
2015-11-01Type of plan entityMulti-employer plan
2015-11-01Plan is a collectively bargained planYes
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement - TrustYes
2014: IBEW LOCAL 540 PENSION FUND 2014 form 5500 responses
2014-11-01Type of plan entityMulti-employer plan
2014-11-01Plan is a collectively bargained planYes
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement - TrustYes
2013: IBEW LOCAL 540 PENSION FUND 2013 form 5500 responses
2013-11-01Type of plan entityMulti-employer plan
2013-11-01Plan is a collectively bargained planYes
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement - TrustYes
2012: IBEW LOCAL 540 PENSION FUND 2012 form 5500 responses
2012-11-01Type of plan entityMulti-employer plan
2012-11-01Plan is a collectively bargained planYes
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement - TrustYes
2011: IBEW LOCAL 540 PENSION FUND 2011 form 5500 responses
2011-11-01Type of plan entityMulti-employer plan
2011-11-01Plan is a collectively bargained planYes
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement - TrustYes
2009: IBEW LOCAL 540 PENSION FUND 2009 form 5500 responses
2009-11-01Type of plan entityMulti-employer plan
2009-11-01Submission has been amendedYes
2009-11-01Plan is a collectively bargained planYes
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement - TrustYes
2008: IBEW LOCAL 540 PENSION FUND 2008 form 5500 responses
2008-11-01Type of plan entityMulti-employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo

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