401k Plan data: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST plan

I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 401k Plan overview

Plan Name	I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST
Plan identification number	001

I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit) Profit-sharing

401k Sponsoring company profile

I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION TRUST FUND has sponsored the creation of one or more 401k plans.

Company Name: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION TRUST FUND

Employer identification number (EIN): 351450886

NAIC Classification: 238210
NAIC Description: Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 DAVID LEHMAN 2024-10-10 CLINT DAILEY 2024-10-10
001 2022-01-01 DAVID LEHMAN 2023-10-13 CLINT DAILEY 2023-10-13
001 2021-01-01 DAVID LEHMAN 2022-10-10 CLINT DAILEY 2022-10-10
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JEFF RODEFFER JOSEPH DIETZ 2018-07-31
001 2016-01-01 JEFF RODEFFER JOSEPH DIETZ 2017-08-14
001 2015-01-01 JEFF RODEFFER JOSEPH DIETZ 2016-07-18
001 2014-01-01 JEFF RODEFFER JOSEPH DIETZ 2015-07-30
001 2013-01-01 JEFF RODEFFER JOSEPH DIETZ 2014-07-10
001 2012-01-01 JEFF RODEFFER JOSEPH DIETZ 2013-08-21
001 2011-01-01 JEFF RODEFFER JOSEPH DIETZ 2012-10-08
001 2010-01-01 JEFF RODEFFER JOSEPH DIETZ 2011-09-29
001 2009-01-01 JEFF RODEFFER JOSEPH DIETZ 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	DAVID LEHMAN	2024-10-10	CLINT DAILEY	2024-10-10
001	2022-01-01	DAVID LEHMAN	2023-10-13	CLINT DAILEY	2023-10-13
001	2021-01-01	DAVID LEHMAN	2022-10-10	CLINT DAILEY	2022-10-10
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	JEFF RODEFFER		JOSEPH DIETZ	2018-07-31
001	2016-01-01	JEFF RODEFFER		JOSEPH DIETZ	2017-08-14
001	2015-01-01	JEFF RODEFFER		JOSEPH DIETZ	2016-07-18
001	2014-01-01	JEFF RODEFFER		JOSEPH DIETZ	2015-07-30
001	2013-01-01	JEFF RODEFFER		JOSEPH DIETZ	2014-07-10
001	2012-01-01	JEFF RODEFFER		JOSEPH DIETZ	2013-08-21
001	2011-01-01	JEFF RODEFFER		JOSEPH DIETZ	2012-10-08
001	2010-01-01	JEFF RODEFFER		JOSEPH DIETZ	2011-09-29
001	2009-01-01	JEFF RODEFFER		JOSEPH DIETZ	2010-10-14

Plan Statistics for I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST

401k plan membership statisitcs for I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST

Measure Date Value
2023: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 1,286
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 1,093
Number of retired or separated participants receiving benefits 2023-01-01 261
Total of all active and inactive participants 2023-01-01 1,354
Total participants 2023-01-01 1,354
Number of participants with account balances 2023-01-01 1,354
Number of employers contributing to the scheme 2023-01-01 29
2022: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,306
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 248
Number of retired or separated participants receiving benefits 2022-01-01 1,038
Total of all active and inactive participants 2022-01-01 1,286
Total participants 2022-01-01 1,286
Number of participants with account balances 2022-01-01 1,286
Number of employers contributing to the scheme 2022-01-01 34
2021: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 337
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,130
Number of other retired or separated participants entitled to future benefits 2021-01-01 176
Total of all active and inactive participants 2021-01-01 1,306
Total participants 2021-01-01 1,306
Number of participants with account balances 2021-01-01 1,306
Number of employers contributing to the scheme 2021-01-01 45
2020: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 327
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 178
Number of other retired or separated participants entitled to future benefits 2020-01-01 159
Total of all active and inactive participants 2020-01-01 337
Total participants 2020-01-01 337
Number of participants with account balances 2020-01-01 337
Number of employers contributing to the scheme 2020-01-01 43
2019: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 321
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 162
Number of other retired or separated participants entitled to future benefits 2019-01-01 165
Total of all active and inactive participants 2019-01-01 327
Total participants 2019-01-01 327
Number of participants with account balances 2019-01-01 327
Number of employers contributing to the scheme 2019-01-01 27
2018: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 291
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 173
Number of other retired or separated participants entitled to future benefits 2018-01-01 148
Total of all active and inactive participants 2018-01-01 321
Total participants 2018-01-01 321
Number of participants with account balances 2018-01-01 321
Number of employers contributing to the scheme 2018-01-01 29
2017: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 276
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 152
Number of other retired or separated participants entitled to future benefits 2017-01-01 139
Total of all active and inactive participants 2017-01-01 291
Total participants 2017-01-01 291
Number of participants with account balances 2017-01-01 291
Number of employers contributing to the scheme 2017-01-01 23
2016: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 278
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 146
Number of other retired or separated participants entitled to future benefits 2016-01-01 130
Total of all active and inactive participants 2016-01-01 276
Total participants 2016-01-01 276
Number of participants with account balances 2016-01-01 276
Number of employers contributing to the scheme 2016-01-01 27
2015: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 270
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 142
Number of other retired or separated participants entitled to future benefits 2015-01-01 136
Total of all active and inactive participants 2015-01-01 278
Total participants 2015-01-01 278
Number of participants with account balances 2015-01-01 278
Number of employers contributing to the scheme 2015-01-01 26
2014: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 254
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 148
Number of other retired or separated participants entitled to future benefits 2014-01-01 122
Total of all active and inactive participants 2014-01-01 270
Total participants 2014-01-01 270
Number of participants with account balances 2014-01-01 270
Number of employers contributing to the scheme 2014-01-01 27
2013: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 263
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 135
Number of other retired or separated participants entitled to future benefits 2013-01-01 119
Total of all active and inactive participants 2013-01-01 254
Total participants 2013-01-01 254
Number of participants with account balances 2013-01-01 254
Number of employers contributing to the scheme 2013-01-01 23
2012: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 256
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 263
Total of all active and inactive participants 2012-01-01 263
Total participants 2012-01-01 263
Number of participants with account balances 2012-01-01 263
Number of employers contributing to the scheme 2012-01-01 25
2011: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 288
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 255
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 256
Number of participants with account balances 2011-01-01 256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
Number of employers contributing to the scheme 2011-01-01 30
2010: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 296
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 288
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 288
Number of participants with account balances 2010-01-01 288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
Number of employers contributing to the scheme 2010-01-01 28
2009: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 304
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 296
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 296
Number of participants with account balances 2009-01-01 296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
Number of employers contributing to the scheme 2009-01-01 26

Measure	Date	Value
2023: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	1,286
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	1,093
Number of retired or separated participants receiving benefits	2023-01-01	261
Total of all active and inactive participants	2023-01-01	1,354
Total participants	2023-01-01	1,354
Number of participants with account balances	2023-01-01	1,354
Number of employers contributing to the scheme	2023-01-01	29
2022: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,306
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	248
Number of retired or separated participants receiving benefits	2022-01-01	1,038
Total of all active and inactive participants	2022-01-01	1,286
Total participants	2022-01-01	1,286
Number of participants with account balances	2022-01-01	1,286
Number of employers contributing to the scheme	2022-01-01	34
2021: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	337
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,130
Number of other retired or separated participants entitled to future benefits	2021-01-01	176
Total of all active and inactive participants	2021-01-01	1,306
Total participants	2021-01-01	1,306
Number of participants with account balances	2021-01-01	1,306
Number of employers contributing to the scheme	2021-01-01	45
2020: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	327
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	178
Number of other retired or separated participants entitled to future benefits	2020-01-01	159
Total of all active and inactive participants	2020-01-01	337
Total participants	2020-01-01	337
Number of participants with account balances	2020-01-01	337
Number of employers contributing to the scheme	2020-01-01	43
2019: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	321
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	162
Number of other retired or separated participants entitled to future benefits	2019-01-01	165
Total of all active and inactive participants	2019-01-01	327
Total participants	2019-01-01	327
Number of participants with account balances	2019-01-01	327
Number of employers contributing to the scheme	2019-01-01	27
2018: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	291
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	173
Number of other retired or separated participants entitled to future benefits	2018-01-01	148
Total of all active and inactive participants	2018-01-01	321
Total participants	2018-01-01	321
Number of participants with account balances	2018-01-01	321
Number of employers contributing to the scheme	2018-01-01	29
2017: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	276
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	152
Number of other retired or separated participants entitled to future benefits	2017-01-01	139
Total of all active and inactive participants	2017-01-01	291
Total participants	2017-01-01	291
Number of participants with account balances	2017-01-01	291
Number of employers contributing to the scheme	2017-01-01	23
2016: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	278
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	146
Number of other retired or separated participants entitled to future benefits	2016-01-01	130
Total of all active and inactive participants	2016-01-01	276
Total participants	2016-01-01	276
Number of participants with account balances	2016-01-01	276
Number of employers contributing to the scheme	2016-01-01	27
2015: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	270
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	142
Number of other retired or separated participants entitled to future benefits	2015-01-01	136
Total of all active and inactive participants	2015-01-01	278
Total participants	2015-01-01	278
Number of participants with account balances	2015-01-01	278
Number of employers contributing to the scheme	2015-01-01	26
2014: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	254
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	148
Number of other retired or separated participants entitled to future benefits	2014-01-01	122
Total of all active and inactive participants	2014-01-01	270
Total participants	2014-01-01	270
Number of participants with account balances	2014-01-01	270
Number of employers contributing to the scheme	2014-01-01	27
2013: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	263
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	135
Number of other retired or separated participants entitled to future benefits	2013-01-01	119
Total of all active and inactive participants	2013-01-01	254
Total participants	2013-01-01	254
Number of participants with account balances	2013-01-01	254
Number of employers contributing to the scheme	2013-01-01	23
2012: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	256
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	263
Total of all active and inactive participants	2012-01-01	263
Total participants	2012-01-01	263
Number of participants with account balances	2012-01-01	263
Number of employers contributing to the scheme	2012-01-01	25
2011: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	288
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	255
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	256
Number of participants with account balances	2011-01-01	256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
Number of employers contributing to the scheme	2011-01-01	30
2010: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	296
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	288
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	288
Number of participants with account balances	2010-01-01	288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
Number of employers contributing to the scheme	2010-01-01	28
2009: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	304
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	296
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	296
Number of participants with account balances	2009-01-01	296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
Number of employers contributing to the scheme	2009-01-01	26

Financial Data on I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST

Measure	Date	Value
2023 : I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2023-12-31	$198
Total unrealized appreciation/depreciation of assets	2023-12-31	$198
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$50,377
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$26,111
Total income from all sources (including contributions)	2023-12-31	$4,368,442
Total loss/gain on sale of assets	2023-12-31	$-614,771
Total of all expenses incurred	2023-12-31	$1,009,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$908,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,334,827
Value of total assets at end of year	2023-12-31	$21,787,364
Value of total assets at beginning of year	2023-12-31	$18,404,146
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$101,232
Total interest from all sources	2023-12-31	$12,889
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$778,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$778,294
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$10,256
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$11,764
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$283,350
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-12-31	$118,277
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$46,112
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-12-31	$58,343
Administrative expenses (other) incurred	2023-12-31	$14,734
Liabilities. Value of operating payables at end of year	2023-12-31	$50,377
Liabilities. Value of operating payables at beginning of year	2023-12-31	$26,111
Total non interest bearing cash at end of year	2023-12-31	$536,602
Total non interest bearing cash at beginning of year	2023-12-31	$281,455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$3,358,952
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$21,736,987
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$18,378,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$36,182
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$19,827,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$17,041,446
Interest earned on other investments	2023-12-31	$806
Income. Interest from US Government securities	2023-12-31	$149
Value of interest in common/collective trusts at end of year	2023-12-31	$752,821
Value of interest in common/collective trusts at beginning of year	2023-12-31	$822,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$419,854
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$92,255
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$92,255
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$11,934
Asset value of US Government securities at end of year	2023-12-31	$2,495
Asset value of US Government securities at beginning of year	2023-12-31	$3,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$2,839,978
Net investment gain or loss from common/collective trusts	2023-12-31	$17,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$1,051,477
Employer contributions (assets) at end of year	2023-12-31	$191,609
Employer contributions (assets) at beginning of year	2023-12-31	$93,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$789,981
Contract administrator fees	2023-12-31	$15,280
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Aggregate proceeds on sale of assets	2023-12-31	$2,832,944
Aggregate carrying amount (costs) on sale of assets	2023-12-31	$3,447,715
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	WHITINGER & COMPANY LLC
Accountancy firm EIN	2023-12-31	350905017
2022 : I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-1,779
Total unrealized appreciation/depreciation of assets	2022-12-31	$-1,779
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$26,111
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$10,610
Total income from all sources (including contributions)	2022-12-31	$-2,885,524
Total loss/gain on sale of assets	2022-12-31	$-342,461
Total of all expenses incurred	2022-12-31	$1,798,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,693,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$864,379
Value of total assets at end of year	2022-12-31	$18,404,146
Value of total assets at beginning of year	2022-12-31	$23,072,564
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$104,503
Total interest from all sources	2022-12-31	$2,909
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$641,827
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$641,827
Administrative expenses professional fees incurred	2022-12-31	$41,007
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$11,764
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$19,788
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$179,439
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$45,307
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$58,343
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$45,050
Administrative expenses (other) incurred	2022-12-31	$12,360
Liabilities. Value of operating payables at end of year	2022-12-31	$26,111
Liabilities. Value of operating payables at beginning of year	2022-12-31	$10,610
Total non interest bearing cash at end of year	2022-12-31	$281,455
Total non interest bearing cash at beginning of year	2022-12-31	$576,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-4,683,919
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$18,378,035
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$23,061,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$35,856
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$17,041,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$21,942,283
Interest earned on other investments	2022-12-31	$890
Income. Interest from US Government securities	2022-12-31	$210
Value of interest in common/collective trusts at end of year	2022-12-31	$822,447
Value of interest in common/collective trusts at beginning of year	2022-12-31	$300,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$92,255
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$76,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$76,566
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$1,809
Asset value of US Government securities at end of year	2022-12-31	$3,125
Asset value of US Government securities at beginning of year	2022-12-31	$5,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,056,726
Net investment gain or loss from common/collective trusts	2022-12-31	$6,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$684,940
Employer contributions (assets) at end of year	2022-12-31	$93,311
Employer contributions (assets) at beginning of year	2022-12-31	$107,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,648,585
Contract administrator fees	2022-12-31	$15,280
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$3,791,220
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$4,133,681
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WHITINGER & COMPANY LLC
Accountancy firm EIN	2022-12-31	350905017
2021 : I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$-680
Total unrealized appreciation/depreciation of assets	2021-12-31	$-680
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$10,610
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$49,063
Total income from all sources (including contributions)	2021-12-31	$3,564,065
Total loss/gain on sale of assets	2021-12-31	$-620
Total of all expenses incurred	2021-12-31	$861,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$767,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,320,127
Value of total assets at end of year	2021-12-31	$23,072,564
Value of total assets at beginning of year	2021-12-31	$20,408,856
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$94,112
Total interest from all sources	2021-12-31	$1,570
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,227,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,227,035
Administrative expenses professional fees incurred	2021-12-31	$36,174
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$19,788
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$24,869
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$76,142
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$216,756
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$45,050
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$27,214
Administrative expenses (other) incurred	2021-12-31	$6,330
Liabilities. Value of operating payables at end of year	2021-12-31	$10,610
Liabilities. Value of operating payables at beginning of year	2021-12-31	$49,063
Total non interest bearing cash at end of year	2021-12-31	$576,025
Total non interest bearing cash at beginning of year	2021-12-31	$249,669
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,702,161
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$23,061,954
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$20,359,793
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$36,639
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$21,942,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$19,772,179
Interest earned on other investments	2021-12-31	$1,233
Income. Interest from US Government securities	2021-12-31	$302
Value of interest in common/collective trusts at end of year	2021-12-31	$300,216
Value of interest in common/collective trusts at beginning of year	2021-12-31	$170,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$76,566
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$78,826
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$78,826
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$35
Asset value of US Government securities at end of year	2021-12-31	$5,348
Asset value of US Government securities at beginning of year	2021-12-31	$7,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,013,725
Net investment gain or loss from common/collective trusts	2021-12-31	$2,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,243,985
Employer contributions (assets) at end of year	2021-12-31	$107,288
Employer contributions (assets) at beginning of year	2021-12-31	$78,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$551,036
Contract administrator fees	2021-12-31	$14,969
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$206,158
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$206,778
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WHITINGER & COMPANY LLC
Accountancy firm EIN	2021-12-31	350905017
2020 : I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$313
Total unrealized appreciation/depreciation of assets	2020-12-31	$313
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$49,063
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$14,730
Total income from all sources (including contributions)	2020-12-31	$3,642,370
Total loss/gain on sale of assets	2020-12-31	$-228
Total of all expenses incurred	2020-12-31	$1,053,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$954,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$790,129
Value of total assets at end of year	2020-12-31	$20,408,856
Value of total assets at beginning of year	2020-12-31	$17,786,085
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$99,096
Total interest from all sources	2020-12-31	$9,005
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$672,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$672,539
Administrative expenses professional fees incurred	2020-12-31	$49,807
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$24,869
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$29,440
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$42,428
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$169,968
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$27,214
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$26,988
Administrative expenses (other) incurred	2020-12-31	$6,513
Liabilities. Value of operating payables at end of year	2020-12-31	$49,063
Liabilities. Value of operating payables at beginning of year	2020-12-31	$14,730
Total non interest bearing cash at end of year	2020-12-31	$249,669
Total non interest bearing cash at beginning of year	2020-12-31	$771,844
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,588,438
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$20,359,793
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$17,771,355
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$35,687
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$19,772,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$13,705,545
Interest earned on other investments	2020-12-31	$2,188
Income. Interest from US Government securities	2020-12-31	$1,021
Value of interest in common/collective trusts at end of year	2020-12-31	$170,388
Value of interest in common/collective trusts at beginning of year	2020-12-31	$52,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$78,826
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$3,117,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$3,117,972
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$5,796
Asset value of US Government securities at end of year	2020-12-31	$7,300
Asset value of US Government securities at beginning of year	2020-12-31	$9,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,168,630
Net investment gain or loss from common/collective trusts	2020-12-31	$1,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$747,701
Employer contributions (assets) at end of year	2020-12-31	$78,411
Employer contributions (assets) at beginning of year	2020-12-31	$72,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$784,868
Contract administrator fees	2020-12-31	$7,089
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$6,664
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$6,892
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	WHITINGER & COMPANY LLC
Accountancy firm EIN	2020-12-31	350905017
2019 : I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$42,892
Total unrealized appreciation/depreciation of assets	2019-12-31	$42,892
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$14,730
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$16,105
Total income from all sources (including contributions)	2019-12-31	$3,342,772
Total loss/gain on sale of assets	2019-12-31	$1,004,571
Total of all expenses incurred	2019-12-31	$375,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$291,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$756,226
Value of total assets at end of year	2019-12-31	$17,786,085
Value of total assets at beginning of year	2019-12-31	$14,819,805
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$83,827
Total interest from all sources	2019-12-31	$90,730
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$536,901
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$536,901
Administrative expenses professional fees incurred	2019-12-31	$26,981
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$29,440
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$238,866
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$86,134
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$97,042
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$26,988
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$26,988
Administrative expenses (other) incurred	2019-12-31	$5,513
Liabilities. Value of operating payables at end of year	2019-12-31	$14,730
Liabilities. Value of operating payables at beginning of year	2019-12-31	$16,105
Total non interest bearing cash at end of year	2019-12-31	$771,844
Total non interest bearing cash at beginning of year	2019-12-31	$384,610
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,967,655
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$17,771,355
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$14,803,700
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$41,867
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$13,705,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$11,850,853
Interest earned on other investments	2019-12-31	$10,999
Income. Interest from US Government securities	2019-12-31	$9,457
Income. Interest from corporate debt instruments	2019-12-31	$58,124
Value of interest in common/collective trusts at end of year	2019-12-31	$52,380
Value of interest in common/collective trusts at beginning of year	2019-12-31	$51,266
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$3,117,972
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$597,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$597,314
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$12,150
Asset value of US Government securities at end of year	2019-12-31	$9,308
Asset value of US Government securities at beginning of year	2019-12-31	$385,474
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$910,338
Net investment gain or loss from common/collective trusts	2019-12-31	$1,114
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$670,092
Employer contributions (assets) at end of year	2019-12-31	$72,608
Employer contributions (assets) at beginning of year	2019-12-31	$60,065
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$194,248
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$1,224,369
Contract administrator fees	2019-12-31	$9,466
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$9,467,690
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$8,463,119
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WHITINGER & COMPANY LLC
Accountancy firm EIN	2019-12-31	350905017
2018 : I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-47,511
Total unrealized appreciation/depreciation of assets	2018-12-31	$-47,511
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$16,105
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$27,292
Total income from all sources (including contributions)	2018-12-31	$592,740
Total loss/gain on sale of assets	2018-12-31	$173,363
Total of all expenses incurred	2018-12-31	$687,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$597,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,105,836
Value of total assets at end of year	2018-12-31	$14,819,805
Value of total assets at beginning of year	2018-12-31	$14,925,867
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$89,904
Total interest from all sources	2018-12-31	$70,680
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$660,663
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$660,663
Administrative expenses professional fees incurred	2018-12-31	$23,588
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$238,866
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$220,190
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$25,737
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$474,741
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$26,988
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$49,784
Administrative expenses (other) incurred	2018-12-31	$6,122
Liabilities. Value of operating payables at end of year	2018-12-31	$16,105
Liabilities. Value of operating payables at beginning of year	2018-12-31	$27,292
Total non interest bearing cash at end of year	2018-12-31	$384,610
Total non interest bearing cash at beginning of year	2018-12-31	$215,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-94,875
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$14,803,700
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$14,898,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$41,529
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$11,850,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$12,094,283
Interest earned on other investments	2018-12-31	$10,243
Income. Interest from US Government securities	2018-12-31	$6,611
Income. Interest from corporate debt instruments	2018-12-31	$46,715
Value of interest in common/collective trusts at end of year	2018-12-31	$51,266
Value of interest in common/collective trusts at beginning of year	2018-12-31	$50,309
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$597,314
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$575,959
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$575,959
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$7,111
Asset value of US Government securities at end of year	2018-12-31	$385,474
Asset value of US Government securities at beginning of year	2018-12-31	$334,579
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,371,248
Net investment gain or loss from common/collective trusts	2018-12-31	$957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,080,099
Employer contributions (assets) at end of year	2018-12-31	$60,065
Employer contributions (assets) at beginning of year	2018-12-31	$76,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$122,970
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$1,224,369
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$1,308,969
Contract administrator fees	2018-12-31	$18,665
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$868,545
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$695,182
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WHITINGER & COMPANY LLC
Accountancy firm EIN	2018-12-31	350905017
2017 : I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$3,399
Total unrealized appreciation/depreciation of assets	2017-12-31	$3,399
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$27,292
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$12,281
Total income from all sources (including contributions)	2017-12-31	$2,304,778
Total loss/gain on sale of assets	2017-12-31	$-1,634
Total of all expenses incurred	2017-12-31	$534,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$443,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$635,419
Value of total assets at end of year	2017-12-31	$14,925,867
Value of total assets at beginning of year	2017-12-31	$13,140,111
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$91,019
Total interest from all sources	2017-12-31	$64,729
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$490,377
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$490,377
Administrative expenses professional fees incurred	2017-12-31	$29,050
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$220,190
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$226,519
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$43,286
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$82,534
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$49,784
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$37,253
Administrative expenses (other) incurred	2017-12-31	$5,128
Liabilities. Value of operating payables at end of year	2017-12-31	$27,292
Liabilities. Value of operating payables at beginning of year	2017-12-31	$12,281
Total non interest bearing cash at end of year	2017-12-31	$215,775
Total non interest bearing cash at beginning of year	2017-12-31	$76,928
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,770,745
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$14,898,575
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$13,127,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$40,763
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$12,094,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$10,501,684
Interest earned on other investments	2017-12-31	$7,911
Income. Interest from US Government securities	2017-12-31	$6,380
Income. Interest from corporate debt instruments	2017-12-31	$46,663
Value of interest in common/collective trusts at end of year	2017-12-31	$50,309
Value of interest in common/collective trusts at beginning of year	2017-12-31	$49,508
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$575,959
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$612,613
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$612,613
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$3,775
Asset value of US Government securities at end of year	2017-12-31	$334,579
Asset value of US Government securities at beginning of year	2017-12-31	$324,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,111,687
Net investment gain or loss from common/collective trusts	2017-12-31	$801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$592,133
Employer contributions (assets) at end of year	2017-12-31	$76,019
Employer contributions (assets) at beginning of year	2017-12-31	$52,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$360,480
Asset. Corporate debt instrument debt (other) at end of year	2017-12-31	$1,308,969
Asset. Corporate debt instrument debt (other) at beginning of year	2017-12-31	$1,258,443
Contract administrator fees	2017-12-31	$16,078
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$880,039
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$881,673
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WHITINGER & COMPANY LLC
Accountancy firm EIN	2017-12-31	350905017
2016 : I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$7,426
Total unrealized appreciation/depreciation of assets	2016-12-31	$7,426
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$12,281
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$25,322
Total income from all sources (including contributions)	2016-12-31	$1,491,853
Total loss/gain on sale of assets	2016-12-31	$31,154
Total of all expenses incurred	2016-12-31	$1,026,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$940,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$540,763
Value of total assets at end of year	2016-12-31	$13,140,111
Value of total assets at beginning of year	2016-12-31	$12,688,267
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$86,241
Total interest from all sources	2016-12-31	$59,749
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$388,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$388,938
Administrative expenses professional fees incurred	2016-12-31	$22,596
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$226,519
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$178,887
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$44,956
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$42,208
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$37,253
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$34,904
Administrative expenses (other) incurred	2016-12-31	$10,171
Liabilities. Value of operating payables at end of year	2016-12-31	$12,281
Liabilities. Value of operating payables at beginning of year	2016-12-31	$25,322
Total non interest bearing cash at end of year	2016-12-31	$76,928
Total non interest bearing cash at beginning of year	2016-12-31	$128,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$464,885
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$13,127,830
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$12,662,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$38,782
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$10,501,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$10,039,019
Interest earned on other investments	2016-12-31	$7,672
Income. Interest from US Government securities	2016-12-31	$6,483
Income. Interest from corporate debt instruments	2016-12-31	$44,852
Value of interest in common/collective trusts at end of year	2016-12-31	$49,508
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$612,613
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$659,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$659,954
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$742
Asset value of US Government securities at end of year	2016-12-31	$324,882
Asset value of US Government securities at beginning of year	2016-12-31	$355,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$463,256
Net investment gain or loss from common/collective trusts	2016-12-31	$567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$495,807
Employer contributions (assets) at end of year	2016-12-31	$52,281
Employer contributions (assets) at beginning of year	2016-12-31	$74,688
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$898,519
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$1,258,443
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$1,216,484
Contract administrator fees	2016-12-31	$14,692
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$2,360,450
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$2,329,296
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WHITINGER & COMPANY LLC
Accountancy firm EIN	2016-12-31	350905017
2015 : I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-38,863
Total unrealized appreciation/depreciation of assets	2015-12-31	$-38,863
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$25,322
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$12,039
Total income from all sources (including contributions)	2015-12-31	$444,451
Total loss/gain on sale of assets	2015-12-31	$-2,986
Total of all expenses incurred	2015-12-31	$1,125,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,021,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$630,259
Value of total assets at end of year	2015-12-31	$12,688,267
Value of total assets at beginning of year	2015-12-31	$13,355,699
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$103,911
Total interest from all sources	2015-12-31	$62,192
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$507,815
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$507,815
Administrative expenses professional fees incurred	2015-12-31	$29,107
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$178,887
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$210,109
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$57,415
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$100,415
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$34,904
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$43,122
Administrative expenses (other) incurred	2015-12-31	$17,989
Liabilities. Value of operating payables at end of year	2015-12-31	$25,322
Liabilities. Value of operating payables at beginning of year	2015-12-31	$12,039
Total non interest bearing cash at end of year	2015-12-31	$128,579
Total non interest bearing cash at beginning of year	2015-12-31	$296,487
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-680,715
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$12,662,945
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$13,343,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$39,261
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$10,039,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$10,779,467
Interest earned on other investments	2015-12-31	$7,722
Income. Interest from US Government securities	2015-12-31	$4,606
Income. Interest from corporate debt instruments	2015-12-31	$49,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$659,954
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$447,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$447,553
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$195
Asset value of US Government securities at end of year	2015-12-31	$355,752
Asset value of US Government securities at beginning of year	2015-12-31	$266,959
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-713,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$572,844
Employer contributions (assets) at end of year	2015-12-31	$74,688
Employer contributions (assets) at beginning of year	2015-12-31	$52,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$920,840
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$1,216,484
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$1,259,390
Contract administrator fees	2015-12-31	$17,554
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$1,634,533
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$1,637,519
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WHITINGER & COMPANY, LLC
Accountancy firm EIN	2015-12-31	350905017
2014 : I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$16,466
Total unrealized appreciation/depreciation of assets	2014-12-31	$16,466
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$12,039
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$5,537
Total income from all sources (including contributions)	2014-12-31	$1,109,121
Total loss/gain on sale of assets	2014-12-31	$40,830
Total of all expenses incurred	2014-12-31	$201,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$113,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$494,722
Value of total assets at end of year	2014-12-31	$13,355,699
Value of total assets at beginning of year	2014-12-31	$12,441,191
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$87,494
Total interest from all sources	2014-12-31	$63,162
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$599,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$599,463
Administrative expenses professional fees incurred	2014-12-31	$34,052
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$210,109
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$205,477
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$74,656
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$42,044
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$43,122
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$21,804
Other income not declared elsewhere	2014-12-31	$486
Administrative expenses (other) incurred	2014-12-31	$4,969
Liabilities. Value of operating payables at end of year	2014-12-31	$12,039
Liabilities. Value of operating payables at beginning of year	2014-12-31	$5,537
Total non interest bearing cash at end of year	2014-12-31	$296,487
Total non interest bearing cash at beginning of year	2014-12-31	$226,842
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$908,006
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$13,343,660
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$12,435,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$35,860
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$10,779,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$10,127,256
Interest earned on other investments	2014-12-31	$8,952
Income. Interest from US Government securities	2014-12-31	$5,356
Income. Interest from corporate debt instruments	2014-12-31	$48,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$447,553
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$372,146
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$372,146
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$109
Asset value of US Government securities at end of year	2014-12-31	$266,959
Asset value of US Government securities at beginning of year	2014-12-31	$306,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-106,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$420,066
Employer contributions (assets) at end of year	2014-12-31	$52,612
Employer contributions (assets) at beginning of year	2014-12-31	$46,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$71,577
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$1,259,390
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$1,135,392
Contract administrator fees	2014-12-31	$12,613
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$3,954,103
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$3,913,273
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	WHITINGER & COMPANY, LLC
Accountancy firm EIN	2014-12-31	350905017
2013 : I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$-37,026
Total unrealized appreciation/depreciation of assets	2013-12-31	$-37,026
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$5,537
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$9,140
Total income from all sources (including contributions)	2013-12-31	$2,119,001
Total loss/gain on sale of assets	2013-12-31	$22,129
Total of all expenses incurred	2013-12-31	$437,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$345,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$446,918
Value of total assets at end of year	2013-12-31	$12,441,191
Value of total assets at beginning of year	2013-12-31	$10,763,697
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$91,944
Total interest from all sources	2013-12-31	$63,194
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$480,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$480,491
Administrative expenses professional fees incurred	2013-12-31	$31,051
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$205,477
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$190,377
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$133,918
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$10,088
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$21,804
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$19,825
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$2,938
Other income not declared elsewhere	2013-12-31	$558
Administrative expenses (other) incurred	2013-12-31	$11,354
Liabilities. Value of operating payables at end of year	2013-12-31	$5,537
Liabilities. Value of operating payables at beginning of year	2013-12-31	$6,202
Total non interest bearing cash at end of year	2013-12-31	$226,842
Total non interest bearing cash at beginning of year	2013-12-31	$207,262
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,681,097
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$12,435,654
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$10,754,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$36,926
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$10,127,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$8,628,691
Interest earned on other investments	2013-12-31	$9,121
Income. Interest from US Government securities	2013-12-31	$6,303
Income. Interest from corporate debt instruments	2013-12-31	$47,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$372,146
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$183,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$183,422
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$83
Asset value of US Government securities at end of year	2013-12-31	$306,171
Asset value of US Government securities at beginning of year	2013-12-31	$418,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,142,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$313,000
Employer contributions (assets) at end of year	2013-12-31	$46,103
Employer contributions (assets) at beginning of year	2013-12-31	$46,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$335,872
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$1,135,392
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$1,069,357
Contract administrator fees	2013-12-31	$12,613
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$1,833,741
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$1,811,612
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WHITINGER & COMPANY, LLC
Accountancy firm EIN	2013-12-31	350905017
2012 : I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$61,081
Total unrealized appreciation/depreciation of assets	2012-12-31	$61,081
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$9,140
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$19,978
Total income from all sources (including contributions)	2012-12-31	$1,522,079
Total loss/gain on sale of assets	2012-12-31	$157,092
Total of all expenses incurred	2012-12-31	$355,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$236,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$433,617
Value of total assets at end of year	2012-12-31	$10,763,697
Value of total assets at beginning of year	2012-12-31	$9,607,634
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$118,861
Total interest from all sources	2012-12-31	$105,720
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$252,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$220,295
Administrative expenses professional fees incurred	2012-12-31	$40,433
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$190,377
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$220,658
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$112,592
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$12,539
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$19,825
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$2,938
Other income not declared elsewhere	2012-12-31	$503
Administrative expenses (other) incurred	2012-12-31	$9,438
Liabilities. Value of operating payables at end of year	2012-12-31	$6,202
Liabilities. Value of operating payables at beginning of year	2012-12-31	$19,978
Total non interest bearing cash at end of year	2012-12-31	$207,262
Total non interest bearing cash at beginning of year	2012-12-31	$39,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,166,901
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$10,754,557
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$9,587,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$38,490
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$8,628,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$5,684,012
Interest earned on other investments	2012-12-31	$10,733
Income. Interest from US Government securities	2012-12-31	$19,205
Income. Interest from corporate debt instruments	2012-12-31	$75,753
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$183,422
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$100,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$100,650
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$29
Asset value of US Government securities at end of year	2012-12-31	$418,084
Asset value of US Government securities at beginning of year	2012-12-31	$447,796
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$511,277
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$321,025
Employer contributions (assets) at end of year	2012-12-31	$46,679
Employer contributions (assets) at beginning of year	2012-12-31	$46,792
Income. Dividends from common stock	2012-12-31	$32,494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$223,778
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$1,069,357
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$1,878,022
Contract administrator fees	2012-12-31	$30,500
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$1,189,884
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$4,384,210
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$4,227,118
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	WHITINGER & COMPANY, LLC
Accountancy firm EIN	2012-12-31	350905017
2011 : I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-231,506
Total unrealized appreciation/depreciation of assets	2011-12-31	$-231,506
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$19,978
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$34,005
Total income from all sources (including contributions)	2011-12-31	$604,195
Total loss/gain on sale of assets	2011-12-31	$280,238
Total of all expenses incurred	2011-12-31	$793,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$674,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$527,887
Value of total assets at end of year	2011-12-31	$9,607,634
Value of total assets at beginning of year	2011-12-31	$9,810,600
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$118,373
Total interest from all sources	2011-12-31	$127,149
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$185,561
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$161,501
Administrative expenses professional fees incurred	2011-12-31	$27,816
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$220,658
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$391,505
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$114,200
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$13,535
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$20,000
Administrative expenses (other) incurred	2011-12-31	$15,024
Liabilities. Value of operating payables at end of year	2011-12-31	$19,978
Liabilities. Value of operating payables at beginning of year	2011-12-31	$14,005
Total non interest bearing cash at end of year	2011-12-31	$39,820
Total non interest bearing cash at beginning of year	2011-12-31	$138,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-188,939
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$9,587,656
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$9,776,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$46,533
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$5,684,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,998,465
Interest earned on other investments	2011-12-31	$11,781
Income. Interest from US Government securities	2011-12-31	$24,396
Income. Interest from corporate debt instruments	2011-12-31	$90,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$100,650
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$185,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$185,288
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$29
Asset value of US Government securities at end of year	2011-12-31	$447,796
Asset value of US Government securities at beginning of year	2011-12-31	$1,386,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-285,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$413,687
Employer contributions (assets) at end of year	2011-12-31	$46,792
Employer contributions (assets) at beginning of year	2011-12-31	$53,382
Income. Dividends from common stock	2011-12-31	$24,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$661,226
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$1,878,022
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$2,696,066
Contract administrator fees	2011-12-31	$29,000
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$1,189,884
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$2,961,035
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$8,936,663
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$8,656,425
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	WHITINGER & COMPANY, LLC
Accountancy firm EIN	2011-12-31	350905017
2010 : I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$576,511
Total unrealized appreciation/depreciation of assets	2010-12-31	$576,511
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$34,005
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$15,427
Total income from all sources (including contributions)	2010-12-31	$1,338,357
Total loss/gain on sale of assets	2010-12-31	$-74,783
Total of all expenses incurred	2010-12-31	$746,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$606,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$425,850
Value of total assets at end of year	2010-12-31	$9,810,600
Value of total assets at beginning of year	2010-12-31	$9,199,684
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$139,186
Total interest from all sources	2010-12-31	$227,844
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$85,198
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$31,254
Administrative expenses professional fees incurred	2010-12-31	$34,306
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$391,505
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$556,952
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$139,402
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$15,648
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$20,000
Administrative expenses (other) incurred	2010-12-31	$10,647
Liabilities. Value of operating payables at end of year	2010-12-31	$14,005
Liabilities. Value of operating payables at beginning of year	2010-12-31	$15,427
Total non interest bearing cash at end of year	2010-12-31	$138,450
Total non interest bearing cash at beginning of year	2010-12-31	$39,666
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$592,338
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$9,776,595
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$9,184,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$66,733
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,998,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,308,462
Interest earned on other investments	2010-12-31	$25,258
Income. Interest from US Government securities	2010-12-31	$79,551
Income. Interest from corporate debt instruments	2010-12-31	$122,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$185,288
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$405,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$405,282
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$42
Asset value of US Government securities at end of year	2010-12-31	$1,386,409
Asset value of US Government securities at beginning of year	2010-12-31	$1,894,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$97,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$286,448
Employer contributions (assets) at end of year	2010-12-31	$53,382
Employer contributions (assets) at beginning of year	2010-12-31	$30,931
Income. Dividends from common stock	2010-12-31	$53,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$591,185
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$2,696,066
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$2,084,486
Contract administrator fees	2010-12-31	$27,500
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$2,961,035
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$2,879,780
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$7,669,540
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$7,744,323
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	WHITINGER & COMPANY, LLC
Accountancy firm EIN	2010-12-31	350905017
2009 : I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$246,736
Amount contributed by the employer to the plan for this plan year	2009-12-31	$246,736

Form 5500 Responses for I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST

2023: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Multi-employer plan
2023-01-01	Plan is a collectively bargained plan	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Multi-employer plan
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Multi-employer plan
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Multi-employer plan
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Multi-employer plan
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Multi-employer plan
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Multi-employer plan
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Multi-employer plan
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Multi-employer plan
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Multi-employer plan
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Multi-employer plan
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Multi-employer plan
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Multi-employer plan
2010-01-01	Plan is a collectively bargained plan	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	I.B.E.W. LOCAL 855 DEFINED CONTRIBUTION PENSION TRUST FUND
Employer identification number (EIN):	351450886
NAIC Classification:	238210
NAIC Description:	Electrical Contractors and Other Wiring Installation Contractors