401k Plan data: IBEW LOCAL 196 VEMA PLAN plan

IBEW LOCAL 196 VEMA PLAN 401k Plan overview

Plan Name	IBEW LOCAL 196 VEMA PLAN
Plan identification number	501

IBEW LOCAL 196 VEMA PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Dental Vision Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

IBEW LOCAL 196 has sponsored the creation of one or more 401k plans.

Company Name: IBEW LOCAL 196

Employer identification number (EIN): 366005778

NAIC Classification: 813930
NAIC Description: Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL 196 VEMA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2017-01-01 WILLIAM HOLLOWAY JASON CONERLY 2018-05-04
501 2016-01-01 JASON CONERLY WILLIAM HOLLOWAY 2017-12-01
501 2015-01-01 JASON CONERLY WILLIAM HOLLOWAY 2017-12-01
501 2014-01-01 JASON CONERLY WILLIAM HOLLOWAY 2017-12-01
501 2013-01-01 WILLIAM HOLLOWAY JASON CONERLY 2017-12-01
501 2012-01-01 WILLIAM HOLLOWAY JASON CONERLY 2017-12-01
501 2011-01-01 JOEL BABBITT
501 2010-01-01 JOEL BABBITT
501 2009-01-01 JOEL BABBITT
501 2008-01-01 JOEL BABBITT
501 2007-01-01 JOEL BABBITT
501 2006-01-01 JOEL BABBITT
501 2005-03-01 JOEL BABBITT

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
501	2017-01-01	WILLIAM HOLLOWAY	JASON CONERLY	2018-05-04
501	2016-01-01	JASON CONERLY	WILLIAM HOLLOWAY	2017-12-01
501	2015-01-01	JASON CONERLY	WILLIAM HOLLOWAY	2017-12-01
501	2014-01-01	JASON CONERLY	WILLIAM HOLLOWAY	2017-12-01
501	2013-01-01	WILLIAM HOLLOWAY	JASON CONERLY	2017-12-01
501	2012-01-01	WILLIAM HOLLOWAY	JASON CONERLY	2017-12-01
501	2011-01-01	JOEL BABBITT
501	2010-01-01	JOEL BABBITT
501	2009-01-01	JOEL BABBITT
501	2008-01-01	JOEL BABBITT
501	2007-01-01	JOEL BABBITT
501	2006-01-01	JOEL BABBITT
501	2005-03-01	JOEL BABBITT

Plan Statistics for IBEW LOCAL 196 VEMA PLAN

401k plan membership statisitcs for IBEW LOCAL 196 VEMA PLAN

Measure Date Value
2017: IBEW LOCAL 196 VEMA PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,303
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
2016: IBEW LOCAL 196 VEMA PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,353
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,303
Total of all active and inactive participants 2016-01-01 1,303
Number of employers contributing to the scheme 2016-01-01 0
2015: IBEW LOCAL 196 VEMA PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,401
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,353
Total of all active and inactive participants 2015-01-01 1,353
Number of employers contributing to the scheme 2015-01-01 0
2014: IBEW LOCAL 196 VEMA PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,346
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,401
Total of all active and inactive participants 2014-01-01 1,401
Number of employers contributing to the scheme 2014-01-01 129
2013: IBEW LOCAL 196 VEMA PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,315
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,346
Total of all active and inactive participants 2013-01-01 1,346
Number of employers contributing to the scheme 2013-01-01 129
2012: IBEW LOCAL 196 VEMA PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,266
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,315
Total of all active and inactive participants 2012-01-01 1,315
Number of employers contributing to the scheme 2012-01-01 129
2011: IBEW LOCAL 196 VEMA PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,286
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,245
Number of retired or separated participants receiving benefits 2011-01-01 21
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 1,266
2010: IBEW LOCAL 196 VEMA PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 1,235
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1,241
Number of retired or separated participants receiving benefits 2010-01-01 45
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 1,286
2009: IBEW LOCAL 196 VEMA PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,272
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,188
Number of retired or separated participants receiving benefits 2009-01-01 47
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 1,235
2008: IBEW LOCAL 196 VEMA PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 1,008
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 1,227
Number of retired or separated participants receiving benefits 2008-01-01 45
Number of other retired or separated participants entitled to future benefits 2008-01-01 0
Total of all active and inactive participants 2008-01-01 1,272
2007: IBEW LOCAL 196 VEMA PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 719
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 978
Number of retired or separated participants receiving benefits 2007-01-01 30
Number of other retired or separated participants entitled to future benefits 2007-01-01 0
Total of all active and inactive participants 2007-01-01 1,008
2006: IBEW LOCAL 196 VEMA PLAN 2006 401k membership
Total participants, beginning-of-year 2006-01-01 626
Total number of active participants reported on line 7a of the Form 5500 2006-01-01 696
Number of retired or separated participants receiving benefits 2006-01-01 23
Number of other retired or separated participants entitled to future benefits 2006-01-01 0
Total of all active and inactive participants 2006-01-01 719
2005: IBEW LOCAL 196 VEMA PLAN 2005 401k membership
Total participants, beginning-of-year 2005-03-01 626
Total number of active participants reported on line 7a of the Form 5500 2005-03-01 603
Number of retired or separated participants receiving benefits 2005-03-01 23
Number of other retired or separated participants entitled to future benefits 2005-03-01 0
Total of all active and inactive participants 2005-03-01 626

Measure	Date	Value
2017: IBEW LOCAL 196 VEMA PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,303
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
2016: IBEW LOCAL 196 VEMA PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,353
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,303
Total of all active and inactive participants	2016-01-01	1,303
Number of employers contributing to the scheme	2016-01-01	0
2015: IBEW LOCAL 196 VEMA PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,401
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,353
Total of all active and inactive participants	2015-01-01	1,353
Number of employers contributing to the scheme	2015-01-01	0
2014: IBEW LOCAL 196 VEMA PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,346
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,401
Total of all active and inactive participants	2014-01-01	1,401
Number of employers contributing to the scheme	2014-01-01	129
2013: IBEW LOCAL 196 VEMA PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,315
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,346
Total of all active and inactive participants	2013-01-01	1,346
Number of employers contributing to the scheme	2013-01-01	129
2012: IBEW LOCAL 196 VEMA PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,266
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,315
Total of all active and inactive participants	2012-01-01	1,315
Number of employers contributing to the scheme	2012-01-01	129
2011: IBEW LOCAL 196 VEMA PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,286
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,245
Number of retired or separated participants receiving benefits	2011-01-01	21
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	1,266
2010: IBEW LOCAL 196 VEMA PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1,235
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1,241
Number of retired or separated participants receiving benefits	2010-01-01	45
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	1,286
2009: IBEW LOCAL 196 VEMA PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,272
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,188
Number of retired or separated participants receiving benefits	2009-01-01	47
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	1,235
2008: IBEW LOCAL 196 VEMA PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	1,008
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	1,227
Number of retired or separated participants receiving benefits	2008-01-01	45
Number of other retired or separated participants entitled to future benefits	2008-01-01	0
Total of all active and inactive participants	2008-01-01	1,272
2007: IBEW LOCAL 196 VEMA PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	719
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	978
Number of retired or separated participants receiving benefits	2007-01-01	30
Number of other retired or separated participants entitled to future benefits	2007-01-01	0
Total of all active and inactive participants	2007-01-01	1,008
2006: IBEW LOCAL 196 VEMA PLAN 2006 401k membership
Total participants, beginning-of-year	2006-01-01	626
Total number of active participants reported on line 7a of the Form 5500	2006-01-01	696
Number of retired or separated participants receiving benefits	2006-01-01	23
Number of other retired or separated participants entitled to future benefits	2006-01-01	0
Total of all active and inactive participants	2006-01-01	719
2005: IBEW LOCAL 196 VEMA PLAN 2005 401k membership
Total participants, beginning-of-year	2005-03-01	626
Total number of active participants reported on line 7a of the Form 5500	2005-03-01	603
Number of retired or separated participants receiving benefits	2005-03-01	23
Number of other retired or separated participants entitled to future benefits	2005-03-01	0
Total of all active and inactive participants	2005-03-01	626

Financial Data on IBEW LOCAL 196 VEMA PLAN

Measure	Date	Value
2017 : IBEW LOCAL 196 VEMA PLAN 2017 401k financial data
Total transfer of assets from this plan	2017-12-31	$9,125,180
Total income from all sources (including contributions)	2017-12-31	$843,626
Total of all expenses incurred	2017-12-31	$172,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$82,419
Value of total assets at end of year	2017-12-31	$0
Value of total assets at beginning of year	2017-12-31	$8,453,770
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$89,797
Total interest from all sources	2017-12-31	$108,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-12-31	$0
Administrative expenses professional fees incurred	2017-12-31	$50,325
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
Administrative expenses (other) incurred	2017-12-31	$982
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$814,434
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	$671,410
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$8,453,770
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	$38,490
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,995,241
Interest earned on other investments	2017-12-31	$108,725
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$3,644,095
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$734,901
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$82,419
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	No
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	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	LEGACY PROFESSIONALS LLP
Accountancy firm EIN	2017-12-31	320043599
2016 : IBEW LOCAL 196 VEMA PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$277,829
Total of all expenses incurred	2016-12-31	$111,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$69,508
Value of total assets at end of year	2016-12-31	$8,453,770
Value of total assets at beginning of year	2016-12-31	$8,287,204
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$41,755
Total interest from all sources	2016-12-31	$106,617
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$796
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
Administrative expenses (other) incurred	2016-12-31	$1,255
Total non interest bearing cash at end of year	2016-12-31	$814,434
Total non interest bearing cash at beginning of year	2016-12-31	$816,485
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	$166,566
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$8,453,770
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$8,287,204
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	$39,704
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,995,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,916,378
Interest earned on other investments	2016-12-31	$106,617
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$3,644,095
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$3,554,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$171,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$69,508
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	LEGACY PROFESSIONALS LLP
Accountancy firm EIN	2016-12-31	320043599
2015 : IBEW LOCAL 196 VEMA PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$109,858
Total of all expenses incurred	2015-12-31	$156,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$80,229
Value of total assets at end of year	2015-12-31	$8,287,204
Value of total assets at beginning of year	2015-12-31	$8,333,716
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$76,141
Total interest from all sources	2015-12-31	$104,531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$30,450
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
Administrative expenses (other) incurred	2015-12-31	$4,511
Total non interest bearing cash at end of year	2015-12-31	$816,485
Total non interest bearing cash at beginning of year	2015-12-31	$851,446
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	$-46,512
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$8,287,204
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$8,333,716
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	$41,180
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,916,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$3,960,337
Interest earned on other investments	2015-12-31	$104,531
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$3,554,341
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$3,521,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$5,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$80,229
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	LEGACY PROFESSIONALS LLP
Accountancy firm EIN	2015-12-31	320043599
2014 : IBEW LOCAL 196 VEMA PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$771,043
Total of all expenses incurred	2014-12-31	$196,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$46,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$274,399
Value of total assets at end of year	2014-12-31	$8,333,716
Value of total assets at beginning of year	2014-12-31	$7,759,208
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$149,759
Total interest from all sources	2014-12-31	$103,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$54,190
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
Administrative expenses (other) incurred	2014-12-31	$27,758
Total non interest bearing cash at end of year	2014-12-31	$851,446
Total non interest bearing cash at beginning of year	2014-12-31	$916,311
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	$574,508
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$8,333,716
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$7,759,208
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	$42,811
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$3,960,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$3,477,399
Interest earned on other investments	2014-12-31	$103,121
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$3,521,933
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$3,365,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$393,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
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	$274,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$46,776
Contract administrator fees	2014-12-31	$25,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	LEGACY PROFESSIONALS LLP
Accountancy firm EIN	2014-12-31	320043599
2013 : IBEW LOCAL 196 VEMA PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$2,064,164
Total of all expenses incurred	2013-12-31	$200,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$42,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,186,862
Value of total assets at end of year	2013-12-31	$7,759,208
Value of total assets at beginning of year	2013-12-31	$5,896,036
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$158,984
Total interest from all sources	2013-12-31	$92,700
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$74,783
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
Administrative expenses (other) incurred	2013-12-31	$34,118
Total non interest bearing cash at end of year	2013-12-31	$916,311
Total non interest bearing cash at beginning of year	2013-12-31	$682,166
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	$1,863,172
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$7,759,208
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,896,036
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	$40,083
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$3,477,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,260,439
Interest earned on other investments	2013-12-31	$92,700
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$3,365,498
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$2,953,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$784,602
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	$1,186,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$42,008
Contract administrator fees	2013-12-31	$10,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	LEGACY PROFESSIONALS LLP
Accountancy firm EIN	2013-12-31	320043599
2012 : IBEW LOCAL 196 VEMA PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$1,532,737
Total of all expenses incurred	2012-12-31	$254,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$48,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,208,636
Value of total assets at end of year	2012-12-31	$5,896,036
Value of total assets at beginning of year	2012-12-31	$4,617,803
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$205,560
Total interest from all sources	2012-12-31	$80,489
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$125,886
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
Administrative expenses (other) incurred	2012-12-31	$40,960
Total non interest bearing cash at end of year	2012-12-31	$682,166
Total non interest bearing cash at beginning of year	2012-12-31	$473,132
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	$1,278,233
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,896,036
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,617,803
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	$38,714
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,260,439
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$1,680,163
Interest earned on other investments	2012-12-31	$80,489
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$2,953,431
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$2,464,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$243,612
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	$1,208,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$48,944
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	LEGACY PROFESSIONALS LLP
Accountancy firm EIN	2012-12-31	320043599
2011 : IBEW LOCAL 196 VEMA PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$1,999
Total income from all sources (including contributions)	2011-12-31	$778,304
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$158,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$78,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$749,035
Value of total assets at end of year	2011-12-31	$4,617,803
Value of total assets at beginning of year	2011-12-31	$3,999,562
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$79,849
Total interest from all sources	2011-12-31	$67,493
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Total non interest bearing cash at end of year	2011-12-31	$473,132
Total non interest bearing cash at beginning of year	2011-12-31	$274,572
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	$620,240
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,617,803
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,997,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$1,680,163
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$1,583,114
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$67,493
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$2,464,508
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$2,141,876
Net investment gain/loss from pooled separate accounts	2011-12-31	$-38,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$749,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$78,215
Contract administrator fees	2011-12-31	$79,849
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Liabilities. Value of benefit claims payable at end of year	2011-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$1,999
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	THE HECHTMAN GROUP
Accountancy firm EIN	2011-12-31	363894414
2010 : IBEW LOCAL 196 VEMA PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$1,999
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$982,890
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$218,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$116,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$762,443
Value of total assets at end of year	2010-12-31	$3,999,562
Value of total assets at beginning of year	2010-12-31	$3,233,591
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$102,624
Total interest from all sources	2010-12-31	$58,792
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Total non interest bearing cash at end of year	2010-12-31	$274,572
Total non interest bearing cash at beginning of year	2010-12-31	$258,373
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	$763,972
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,997,563
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,233,591
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$1,583,114
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$1,152,429
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$58,792
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$2,141,876
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,822,789
Net investment gain/loss from pooled separate accounts	2010-12-31	$161,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$762,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$116,294
Contract administrator fees	2010-12-31	$102,624
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$1,999
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	THE HECHTMAN GROUP
Accountancy firm EIN	2010-12-31	363894414
2009 : IBEW LOCAL 196 VEMA PLAN 2009 401k financial data
Total unrealized appreciation/depreciation of assets	2009-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2009-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2009-12-31	$0
Total income from all sources (including contributions)	2009-12-31	$743,742
Total loss/gain on sale of assets	2009-12-31	$0
Total of all expenses incurred	2009-12-31	$86,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2009-12-31	$14,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2009-12-31	$451,805
Value of total assets at end of year	2009-12-31	$3,233,591
Value of total assets at beginning of year	2009-12-31	$2,576,486
Total of administrative expenses incurred including professional, contract, advisory and management fees	2009-12-31	$71,973
Total interest from all sources	2009-12-31	$50,337
Total dividends received (eg from common stock, registered investment company shares)	2009-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2009-12-31	No
Was this plan covered by a fidelity bond	2009-12-31	No
If this is an individual account plan, was there a blackout period	2009-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2009-12-31	No
Contributions received from participants	2009-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2009-12-31	$0
Total non interest bearing cash at end of year	2009-12-31	$258,373
Total non interest bearing cash at beginning of year	2009-12-31	$233,995
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2009-12-31	No
Income. Non cash contributions	2009-12-31	$0
Value of net income/loss	2009-12-31	$657,105
Value of net assets at end of year (total assets less liabilities)	2009-12-31	$3,233,591
Value of net assets at beginning of year (total assets less liabilities)	2009-12-31	$2,576,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2009-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2009-12-31	No
Were any leases to which the plan was party in default or uncollectible	2009-12-31	No
Value of interest in pooled separate accounts at end of year	2009-12-31	$1,152,429
Value of interest in pooled separate accounts at beginning of year	2009-12-31	$860,933
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2009-12-31	$50,337
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2009-12-31	$1,822,789
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2009-12-31	$1,481,558
Net investment gain/loss from pooled separate accounts	2009-12-31	$241,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2009-12-31	No
Was there a failure to transmit to the plan any participant contributions	2009-12-31	No
Has the plan failed to provide any benefit when due under the plan	2009-12-31	No
Contributions received in cash from employer	2009-12-31	$451,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2009-12-31	$14,664
Contract administrator fees	2009-12-31	$71,973
Did the plan have assets held for investment	2009-12-31	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	2009-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2009-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2009-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2009-12-31	Disclaimer
Accountancy firm name	2009-12-31	THE HECHTMAN GROUP
Accountancy firm EIN	2009-12-31	363894414
2008 : IBEW LOCAL 196 VEMA PLAN 2008 401k financial data
Total unrealized appreciation/depreciation of assets	2008-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2008-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2008-12-31	$0
Total income from all sources (including contributions)	2008-12-31	$562,057
Total loss/gain on sale of assets	2008-12-31	$0
Total of all expenses incurred	2008-12-31	$65,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2008-12-31	$9,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2008-12-31	$936,878
Value of total assets at end of year	2008-12-31	$2,576,486
Value of total assets at beginning of year	2008-12-31	$2,080,138
Total of administrative expenses incurred including professional, contract, advisory and management fees	2008-12-31	$56,200
Total interest from all sources	2008-12-31	$40,213
Total dividends received (eg from common stock, registered investment company shares)	2008-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2008-12-31	No
Was this plan covered by a fidelity bond	2008-12-31	No
If this is an individual account plan, was there a blackout period	2008-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2008-12-31	No
Contributions received from participants	2008-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2008-12-31	$0
Total non interest bearing cash at end of year	2008-12-31	$233,995
Total non interest bearing cash at beginning of year	2008-12-31	$122,134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2008-12-31	No
Income. Non cash contributions	2008-12-31	$0
Value of net income/loss	2008-12-31	$496,348
Value of net assets at end of year (total assets less liabilities)	2008-12-31	$2,576,486
Value of net assets at beginning of year (total assets less liabilities)	2008-12-31	$2,080,138
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2008-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2008-12-31	No
Were any leases to which the plan was party in default or uncollectible	2008-12-31	No
Value of interest in pooled separate accounts at end of year	2008-12-31	$860,933
Value of interest in pooled separate accounts at beginning of year	2008-12-31	$873,068
Interest on participant loans	2008-12-31	$0
Income. Interest from loans (other than to participants)	2008-12-31	$0
Interest earned on other investments	2008-12-31	$0
Income. Interest from US Government securities	2008-12-31	$0
Income. Interest from corporate debt instruments	2008-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2008-12-31	$40,213
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2008-12-31	$1,481,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2008-12-31	$1,084,936
Net investment gain/loss from pooled separate accounts	2008-12-31	$-415,034
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2008-12-31	No
Was there a failure to transmit to the plan any participant contributions	2008-12-31	No
Has the plan failed to provide any benefit when due under the plan	2008-12-31	No
Contributions received in cash from employer	2008-12-31	$936,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2008-12-31	$9,509
Contract administrator fees	2008-12-31	$56,200
Did the plan have assets held for investment	2008-12-31	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	2008-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2008-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2008-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2008-12-31	Disclaimer
Accountancy firm name	2008-12-31	THE HECHTMAN GROUP
Accountancy firm EIN	2008-12-31	363894414
2007 : IBEW LOCAL 196 VEMA PLAN 2007 401k financial data
Total unrealized appreciation/depreciation of assets	2007-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2007-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2007-12-31	$0
Total income from all sources (including contributions)	2007-12-31	$1,001,864
Total loss/gain on sale of assets	2007-12-31	$0
Total of all expenses incurred	2007-12-31	$37,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2007-12-31	$8,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2007-12-31	$935,721
Value of total assets at end of year	2007-12-31	$2,080,138
Value of total assets at beginning of year	2007-12-31	$1,116,063
Total of administrative expenses incurred including professional, contract, advisory and management fees	2007-12-31	$29,026
Total interest from all sources	2007-12-31	$27,843
Total dividends received (eg from common stock, registered investment company shares)	2007-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2007-12-31	No
Was this plan covered by a fidelity bond	2007-12-31	No
If this is an individual account plan, was there a blackout period	2007-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2007-12-31	No
Contributions received from participants	2007-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2007-12-31	$0
Total non interest bearing cash at end of year	2007-12-31	$122,134
Total non interest bearing cash at beginning of year	2007-12-31	$112,923
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2007-12-31	No
Income. Non cash contributions	2007-12-31	$0
Value of net income/loss	2007-12-31	$964,075
Value of net assets at end of year (total assets less liabilities)	2007-12-31	$2,080,138
Value of net assets at beginning of year (total assets less liabilities)	2007-12-31	$1,116,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2007-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2007-12-31	No
Were any leases to which the plan was party in default or uncollectible	2007-12-31	No
Value of interest in pooled separate accounts at end of year	2007-12-31	$873,068
Value of interest in pooled separate accounts at beginning of year	2007-12-31	$345,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2007-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2007-12-31	$59,262
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2007-12-31	$59,262
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2007-12-31	$27,843
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2007-12-31	$1,084,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2007-12-31	$598,356
Net investment gain/loss from pooled separate accounts	2007-12-31	$38,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2007-12-31	No
Was there a failure to transmit to the plan any participant contributions	2007-12-31	No
Has the plan failed to provide any benefit when due under the plan	2007-12-31	No
Contributions received in cash from employer	2007-12-31	$935,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2007-12-31	$8,763
Contract administrator fees	2007-12-31	$29,026
Did the plan have assets held for investment	2007-12-31	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	2007-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2007-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2007-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2007-12-31	Disclaimer
Accountancy firm name	2007-12-31	THE HECHTMAN GROUP
Accountancy firm EIN	2007-12-31	363894414
2006 : IBEW LOCAL 196 VEMA PLAN 2006 401k financial data
Total unrealized appreciation/depreciation of assets	2006-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2006-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2006-12-31	$0
Total income from all sources (including contributions)	2006-12-31	$746,912
Total loss/gain on sale of assets	2006-12-31	$0
Total of all expenses incurred	2006-12-31	$40,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2006-12-31	$852
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2006-12-31	$703,230
Value of total assets at end of year	2006-12-31	$1,116,063
Value of total assets at beginning of year	2006-12-31	$409,675
Total of administrative expenses incurred including professional, contract, advisory and management fees	2006-12-31	$39,672
Total interest from all sources	2006-12-31	$14,607
Total dividends received (eg from common stock, registered investment company shares)	2006-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2006-12-31	No
Was this plan covered by a fidelity bond	2006-12-31	No
If this is an individual account plan, was there a blackout period	2006-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2006-12-31	No
Contributions received from participants	2006-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2006-12-31	$0
Total non interest bearing cash at end of year	2006-12-31	$112,923
Total non interest bearing cash at beginning of year	2006-12-31	$49,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2006-12-31	No
Income. Non cash contributions	2006-12-31	$0
Value of net income/loss	2006-12-31	$706,388
Value of net assets at end of year (total assets less liabilities)	2006-12-31	$1,116,063
Value of net assets at beginning of year (total assets less liabilities)	2006-12-31	$409,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2006-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2006-12-31	No
Were any leases to which the plan was party in default or uncollectible	2006-12-31	No
Value of interest in pooled separate accounts at end of year	2006-12-31	$345,522
Value of interest in pooled separate accounts at beginning of year	2006-12-31	$96,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2006-12-31	$59,262
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2006-12-31	$14,607
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2006-12-31	$598,356
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2006-12-31	$263,695
Net investment gain/loss from pooled separate accounts	2006-12-31	$29,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2006-12-31	No
Was there a failure to transmit to the plan any participant contributions	2006-12-31	No
Has the plan failed to provide any benefit when due under the plan	2006-12-31	No
Contributions received in cash from employer	2006-12-31	$703,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2006-12-31	$852
Contract administrator fees	2006-12-31	$39,672
Did the plan have assets held for investment	2006-12-31	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	2006-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2006-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2006-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2006-12-31	Disclaimer
Accountancy firm name	2006-12-31	THE HECHTMAN GROUP
Accountancy firm EIN	2006-12-31	363894414
2005 : IBEW LOCAL 196 VEMA PLAN 2005 401k financial data
Total unrealized appreciation/depreciation of assets	2005-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2005-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2005-12-31	$0
Total income from all sources (including contributions)	2005-12-31	$449,092
Total loss/gain on sale of assets	2005-12-31	$0
Total of all expenses incurred	2005-12-31	$39,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2005-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2005-12-31	$440,923
Value of total assets at end of year	2005-12-31	$409,675
Value of total assets at beginning of year	2005-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2005-12-31	$39,417
Total interest from all sources	2005-12-31	$2,997
Total dividends received (eg from common stock, registered investment company shares)	2005-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2005-12-31	No
Was this plan covered by a fidelity bond	2005-12-31	No
If this is an individual account plan, was there a blackout period	2005-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2005-12-31	No
Contributions received from participants	2005-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2005-12-31	$0
Total non interest bearing cash at end of year	2005-12-31	$49,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2005-12-31	No
Income. Non cash contributions	2005-12-31	$0
Value of net income/loss	2005-12-31	$409,675
Value of net assets at end of year (total assets less liabilities)	2005-12-31	$409,675
Value of net assets at beginning of year (total assets less liabilities)	2005-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2005-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2005-12-31	No
Were any leases to which the plan was party in default or uncollectible	2005-12-31	No
Value of interest in pooled separate accounts at end of year	2005-12-31	$96,673
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2005-12-31	$2,997
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2005-12-31	$263,695
Net investment gain/loss from pooled separate accounts	2005-12-31	$5,172
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2005-12-31	No
Was there a failure to transmit to the plan any participant contributions	2005-12-31	No
Has the plan failed to provide any benefit when due under the plan	2005-12-31	No
Contributions received in cash from employer	2005-12-31	$440,923
Contract administrator fees	2005-12-31	$39,417
Did the plan have assets held for investment	2005-12-31	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	2005-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2005-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2005-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2005-12-31	Disclaimer
Accountancy firm name	2005-12-31	THE HECHTMAN GROUP
Accountancy firm EIN	2005-12-31	363894414

Form 5500 Responses for IBEW LOCAL 196 VEMA PLAN

2017: IBEW LOCAL 196 VEMA PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Multi-employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: IBEW LOCAL 196 VEMA PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Multi-employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: IBEW LOCAL 196 VEMA PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Multi-employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: IBEW LOCAL 196 VEMA PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Multi-employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: IBEW LOCAL 196 VEMA PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Multi-employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: IBEW LOCAL 196 VEMA PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Multi-employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: IBEW LOCAL 196 VEMA PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: IBEW LOCAL 196 VEMA PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Multi-employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: IBEW LOCAL 196 VEMA PLAN 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	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: IBEW LOCAL 196 VEMA PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Multi-employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Insurance	Yes
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement – Insurance	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes
2007: IBEW LOCAL 196 VEMA PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Multi-employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Insurance	Yes
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement – Insurance	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes
2006: IBEW LOCAL 196 VEMA PLAN 2006 form 5500 responses
2006-01-01	Type of plan entity	Multi-employer plan
2006-01-01	Submission has been amended	No
2006-01-01	This submission is the final filing	No
2006-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-01-01	Plan is a collectively bargained plan	No
2006-01-01	Plan funding arrangement – Insurance	Yes
2006-01-01	Plan funding arrangement – Trust	Yes
2006-01-01	Plan benefit arrangement – Insurance	Yes
2006-01-01	Plan benefit arrangement - Trust	Yes
2005: IBEW LOCAL 196 VEMA PLAN 2005 form 5500 responses
2005-03-01	Type of plan entity	Multi-employer plan
2005-03-01	First time form 5500 has been submitted	Yes
2005-03-01	Submission has been amended	No
2005-03-01	This submission is the final filing	No
2005-03-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2005-03-01	Plan is a collectively bargained plan	No
2005-03-01	Plan funding arrangement – Insurance	Yes
2005-03-01	Plan funding arrangement – Trust	Yes
2005-03-01	Plan benefit arrangement – Insurance	Yes
2005-03-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-850000

Policy instance

Insurance contract or identification number	GA-850000
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $49,659
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $49,659
Insurance broker organization code?	5
Insurance broker name	SIGNATOR INVESTORS INC

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	IBEW LOCAL 196
Employer identification number (EIN):	366005778
NAIC Classification:	813930
NAIC Description:	Labor Unions and Similar Labor Organizations