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ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN 401k Plan overview

Plan NameELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN
Plan identification number 001

ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 159 has sponsored the creation of one or more 401k plans.

Company Name:INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 159
Employer identification number (EIN):390367818
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01BONNIE DELAP2019-10-11
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01ART BISHOP
0012013-01-01ART BISHOP
0012012-01-01ART BISHOP
0012011-01-01ART BISHOP
0012010-01-01ART BISHOP
0012009-01-01ART BISHOP
0012009-01-01ART BISHOP

Plan Statistics for ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN

401k plan membership statisitcs for ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN

Measure Date Value
2020: ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,440
Total number of active participants reported on line 7a of the Form 55002020-01-011,327
Number of retired or separated participants receiving benefits2020-01-0142
Number of other retired or separated participants entitled to future benefits2020-01-0168
Total of all active and inactive participants2020-01-011,437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,437
Number of participants with account balances2020-01-011,437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-0143
2019: ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,360
Total number of active participants reported on line 7a of the Form 55002019-01-011,341
Number of retired or separated participants receiving benefits2019-01-0136
Number of other retired or separated participants entitled to future benefits2019-01-0163
Total of all active and inactive participants2019-01-011,440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,440
Number of participants with account balances2019-01-011,440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-0147
2018: ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,250
Total number of active participants reported on line 7a of the Form 55002018-01-011,263
Number of retired or separated participants receiving benefits2018-01-0130
Number of other retired or separated participants entitled to future benefits2018-01-0167
Total of all active and inactive participants2018-01-011,360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,360
Number of participants with account balances2018-01-011,360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-0143
2017: ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,217
Total number of active participants reported on line 7a of the Form 55002017-01-011,163
Number of retired or separated participants receiving benefits2017-01-0130
Number of other retired or separated participants entitled to future benefits2017-01-0157
Total of all active and inactive participants2017-01-011,250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,250
Number of participants with account balances2017-01-011,250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-0146
2016: ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,185
Total number of active participants reported on line 7a of the Form 55002016-01-011,138
Number of retired or separated participants receiving benefits2016-01-0123
Number of other retired or separated participants entitled to future benefits2016-01-0156
Total of all active and inactive participants2016-01-011,217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,217
Number of participants with account balances2016-01-011,217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-0144
2015: ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,239
Total number of active participants reported on line 7a of the Form 55002015-01-011,108
Number of retired or separated participants receiving benefits2015-01-0128
Number of other retired or separated participants entitled to future benefits2015-01-0149
Total of all active and inactive participants2015-01-011,185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,185
Number of participants with account balances2015-01-011,185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-0145
2014: ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,161
Total number of active participants reported on line 7a of the Form 55002014-01-011,172
Number of retired or separated participants receiving benefits2014-01-0122
Number of other retired or separated participants entitled to future benefits2014-01-0145
Total of all active and inactive participants2014-01-011,239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,239
Number of participants with account balances2014-01-011,172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-0145
2013: ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,101
Total number of active participants reported on line 7a of the Form 55002013-01-011,107
Number of retired or separated participants receiving benefits2013-01-0119
Number of other retired or separated participants entitled to future benefits2013-01-0135
Total of all active and inactive participants2013-01-011,161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,161
Number of participants with account balances2013-01-011,161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-0147
2012: ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,060
Total number of active participants reported on line 7a of the Form 55002012-01-011,054
Number of retired or separated participants receiving benefits2012-01-0117
Number of other retired or separated participants entitled to future benefits2012-01-0130
Total of all active and inactive participants2012-01-011,101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,101
Number of participants with account balances2012-01-011,101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-0141
2011: ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,079
Total number of active participants reported on line 7a of the Form 55002011-01-011,028
Number of retired or separated participants receiving benefits2011-01-0115
Number of other retired or separated participants entitled to future benefits2011-01-0117
Total of all active and inactive participants2011-01-011,060
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,060
Number of participants with account balances2011-01-011,060
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-0146
2010: ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,108
Total number of active participants reported on line 7a of the Form 55002010-01-011,044
Number of retired or separated participants receiving benefits2010-01-0115
Number of other retired or separated participants entitled to future benefits2010-01-0120
Total of all active and inactive participants2010-01-011,079
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,079
Number of participants with account balances2010-01-011,079
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
Number of employers contributing to the scheme2010-01-0147
2009: ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,145
Total number of active participants reported on line 7a of the Form 55002009-01-011,079
Number of retired or separated participants receiving benefits2009-01-0116
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-011,108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,108
Number of participants with account balances2009-01-011,108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-0152

Financial Data on ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN

Measure Date Value
2020 : ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$614,772
Total unrealized appreciation/depreciation of assets2020-12-31$614,772
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$60,163,556
Total loss/gain on sale of assets2020-12-31$483,548
Total of all expenses incurred2020-12-31$16,310,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$15,873,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$13,260,766
Value of total assets at end of year2020-12-31$314,758,461
Value of total assets at beginning of year2020-12-31$270,905,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$436,693
Total interest from all sources2020-12-31$162,262
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,042,016
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,922,113
Administrative expenses professional fees incurred2020-12-31$121,538
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31Yes
Amount of non-exempt transactions with any party-in-interest2020-12-31$150
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$6,663
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$28,263
Administrative expenses (other) incurred2020-12-31$38,573
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$43,852,869
Value of net assets at end of year (total assets less liabilities)2020-12-31$314,758,461
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$270,905,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$148,682
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$229,895,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$195,592,712
Value of interest in pooled separate accounts at end of year2020-12-31$31,563,871
Value of interest in pooled separate accounts at beginning of year2020-12-31$37,120,056
Interest earned on other investments2020-12-31$124,983
Income. Interest from US Government securities2020-12-31$32,527
Value of interest in common/collective trusts at end of year2020-12-31$42,962,713
Value of interest in common/collective trusts at beginning of year2020-12-31$18,567,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$816,328
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,838,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,838,222
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$4,752
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$8,502,534
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$2,012,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$33,125,197
Net investment gain/loss from pooled separate accounts2020-12-31$6,259,864
Net investment gain or loss from common/collective trusts2020-12-31$3,215,131
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$13,260,766
Employer contributions (assets) at end of year2020-12-31$1,108,742
Employer contributions (assets) at beginning of year2020-12-31$1,044,540
Income. Dividends from common stock2020-12-31$119,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$15,873,994
Contract administrator fees2020-12-31$127,900
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$8,404,859
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$6,199,861
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$1,575,532
Aggregate carrying amount (costs) on sale of assets2020-12-31$1,091,984
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$672,088
Total unrealized appreciation/depreciation of assets2019-12-31$672,088
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$38,795
Total income from all sources (including contributions)2019-12-31$62,868,639
Total loss/gain on sale of assets2019-12-31$727,440
Total of all expenses incurred2019-12-31$10,261,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,087,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$13,728,846
Value of total assets at end of year2019-12-31$270,905,592
Value of total assets at beginning of year2019-12-31$218,337,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$174,699
Total interest from all sources2019-12-31$208,589
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,652,579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,547,065
Administrative expenses professional fees incurred2019-12-31$77,250
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31Yes
Amount of non-exempt transactions with any party-in-interest2019-12-31$150
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$14,838
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$28,263
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$26,569
Other income not declared elsewhere2019-12-31$191,298
Administrative expenses (other) incurred2019-12-31$1,977
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$38,795
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$1,592
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$52,606,783
Value of net assets at end of year (total assets less liabilities)2019-12-31$270,905,592
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$218,298,809
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$81,927
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$195,592,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$150,615,458
Value of interest in pooled separate accounts at end of year2019-12-31$37,120,056
Value of interest in pooled separate accounts at beginning of year2019-12-31$29,151,169
Interest earned on other investments2019-12-31$138,454
Income. Interest from US Government securities2019-12-31$52,569
Value of interest in common/collective trusts at end of year2019-12-31$18,567,334
Value of interest in common/collective trusts at beginning of year2019-12-31$22,362,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,838,222
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$392,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$392,394
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$17,566
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$8,502,534
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,803,963
Asset value of US Government securities at end of year2019-12-31$2,012,070
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$31,379,673
Net investment gain/loss from pooled separate accounts2019-12-31$8,833,133
Net investment gain or loss from common/collective trusts2019-12-31$3,474,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$13,714,008
Employer contributions (assets) at end of year2019-12-31$1,044,540
Employer contributions (assets) at beginning of year2019-12-31$1,203,156
Income. Dividends from common stock2019-12-31$105,514
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,087,157
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$2,002,540
Contract administrator fees2019-12-31$13,545
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$6,199,861
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$4,777,951
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$1,802,416
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,074,976
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$257,219
Total unrealized appreciation/depreciation of assets2018-12-31$257,219
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$38,795
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$31,359
Total income from all sources (including contributions)2018-12-31$647,464
Total loss/gain on sale of assets2018-12-31$177,860
Total of all expenses incurred2018-12-31$7,196,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,937,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$12,685,994
Value of total assets at end of year2018-12-31$218,337,604
Value of total assets at beginning of year2018-12-31$224,879,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$258,991
Total interest from all sources2018-12-31$212,136
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,957,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,859,679
Administrative expenses professional fees incurred2018-12-31$45,115
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$26,569
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$6,710
Administrative expenses (other) incurred2018-12-31$45,484
Liabilities. Value of operating payables at end of year2018-12-31$38,795
Liabilities. Value of operating payables at beginning of year2018-12-31$31,359
Total non interest bearing cash at end of year2018-12-31$1,592
Total non interest bearing cash at beginning of year2018-12-31$276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,549,222
Value of net assets at end of year (total assets less liabilities)2018-12-31$218,298,809
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$224,848,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$125,133
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$150,615,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$158,804,120
Value of interest in pooled separate accounts at end of year2018-12-31$29,151,169
Value of interest in pooled separate accounts at beginning of year2018-12-31$31,870,702
Interest earned on other investments2018-12-31$100,928
Income. Interest from US Government securities2018-12-31$19,904
Value of interest in common/collective trusts at end of year2018-12-31$22,362,812
Value of interest in common/collective trusts at beginning of year2018-12-31$20,531,792
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$392,394
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$343,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$343,944
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$91,304
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,803,963
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,678,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-12,330,587
Net investment gain/loss from pooled separate accounts2018-12-31$-3,312,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$12,685,994
Employer contributions (assets) at end of year2018-12-31$1,203,156
Employer contributions (assets) at beginning of year2018-12-31$1,138,144
Income. Dividends from common stock2018-12-31$97,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,937,695
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$2,002,540
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$43,259
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$4,777,951
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$5,505,167
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$15,487,251
Aggregate carrying amount (costs) on sale of assets2018-12-31$15,309,391
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SVA CERTIFIED PUBLIC ACCOUNTANTS SC
Accountancy firm EIN2018-12-31391203191
2017 : ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,654,331
Total unrealized appreciation/depreciation of assets2017-12-31$1,654,331
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$31,359
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$55,781
Total income from all sources (including contributions)2017-12-31$44,153,553
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$7,875,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,624,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$11,118,736
Value of total assets at end of year2017-12-31$224,879,390
Value of total assets at beginning of year2017-12-31$188,625,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$251,151
Total interest from all sources2017-12-31$164,773
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,537,640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,537,640
Administrative expenses professional fees incurred2017-12-31$36,342
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,413
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$6,710
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$7,276
Administrative expenses (other) incurred2017-12-31$50,440
Liabilities. Value of operating payables at end of year2017-12-31$31,359
Liabilities. Value of operating payables at beginning of year2017-12-31$55,781
Total non interest bearing cash at end of year2017-12-31$276
Total non interest bearing cash at beginning of year2017-12-31$304
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$36,277,942
Value of net assets at end of year (total assets less liabilities)2017-12-31$224,848,031
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$188,570,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$128,354
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$158,804,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$135,764,232
Value of interest in pooled separate accounts at end of year2017-12-31$31,870,702
Value of interest in pooled separate accounts at beginning of year2017-12-31$19,196,225
Interest earned on other investments2017-12-31$161,405
Value of interest in common/collective trusts at end of year2017-12-31$20,531,792
Value of interest in common/collective trusts at beginning of year2017-12-31$19,068,894
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$343,944
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,528,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,528,790
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,368
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,678,535
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,633,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$21,562,754
Net investment gain/loss from pooled separate accounts2017-12-31$4,327,470
Net investment gain or loss from common/collective trusts2017-12-31$2,787,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$11,115,323
Employer contributions (assets) at end of year2017-12-31$1,138,144
Employer contributions (assets) at beginning of year2017-12-31$960,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,624,460
Contract administrator fees2017-12-31$36,015
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$5,505,167
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$5,465,922
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SVA CERTIFIED PUBLIC ACCOUNTANTS SC
Accountancy firm EIN2017-12-31391203191
2016 : ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$55,781
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$23,644,087
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,222,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,857,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,163,938
Value of total assets at end of year2016-12-31$188,625,870
Value of total assets at beginning of year2016-12-31$169,148,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$365,115
Total interest from all sources2016-12-31$60,259
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,298,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,298,989
Administrative expenses professional fees incurred2016-12-31$48,232
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$4,608
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$7,276
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$9,564
Administrative expenses (other) incurred2016-12-31$57,325
Liabilities. Value of operating payables at end of year2016-12-31$55,781
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$304
Total non interest bearing cash at beginning of year2016-12-31$336
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$19,421,616
Value of net assets at end of year (total assets less liabilities)2016-12-31$188,570,089
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$169,148,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$185,705
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$135,764,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$67,016,134
Value of interest in pooled separate accounts at end of year2016-12-31$19,196,225
Value of interest in pooled separate accounts at beginning of year2016-12-31$17,988,269
Interest earned on other investments2016-12-31$56,332
Value of interest in common/collective trusts at end of year2016-12-31$19,068,894
Value of interest in common/collective trusts at beginning of year2016-12-31$62,965,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,528,790
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$741,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$741,047
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,927
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,633,288
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,602,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$8,675,666
Net investment gain/loss from pooled separate accounts2016-12-31$1,226,686
Net investment gain or loss from common/collective trusts2016-12-31$1,218,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$10,159,330
Employer contributions (assets) at end of year2016-12-31$960,939
Employer contributions (assets) at beginning of year2016-12-31$826,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,857,356
Contract administrator fees2016-12-31$73,853
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$5,465,922
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$14,999,168
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SVA CERTIFIED PUBLIC ACCOUNTANTS SC
Accountancy firm EIN2016-12-31391203191
2015 : ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$362,211
Total unrealized appreciation/depreciation of assets2015-12-31$362,211
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$7,894,958
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,467,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,061,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,403,094
Value of total assets at end of year2015-12-31$169,148,473
Value of total assets at beginning of year2015-12-31$167,721,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$406,520
Total interest from all sources2015-12-31$71,518
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,879,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,879,206
Administrative expenses professional fees incurred2015-12-31$52,632
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$9,564
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$10,373
Administrative expenses (other) incurred2015-12-31$30,615
Total non interest bearing cash at end of year2015-12-31$336
Total non interest bearing cash at beginning of year2015-12-31$354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,427,343
Value of net assets at end of year (total assets less liabilities)2015-12-31$169,148,473
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$167,721,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$151,856
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$67,016,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$80,381,405
Value of interest in pooled separate accounts at end of year2015-12-31$17,988,269
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,962,973
Interest earned on other investments2015-12-31$71,518
Value of interest in common/collective trusts at end of year2015-12-31$62,965,230
Value of interest in common/collective trusts at beginning of year2015-12-31$60,438,065
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$741,047
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,042,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,042,075
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,602,240
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,581,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,935,589
Net investment gain/loss from pooled separate accounts2015-12-31$-711,268
Net investment gain or loss from common/collective trusts2015-12-31$-1,174,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$9,403,094
Employer contributions (assets) at end of year2015-12-31$826,485
Employer contributions (assets) at beginning of year2015-12-31$724,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,061,095
Contract administrator fees2015-12-31$171,417
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$14,999,168
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$14,579,756
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SVA CERTIFIED PUBLIC ACCOUNTANTS SC
Accountancy firm EIN2015-12-31391203191
2014 : ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$944,675
Total unrealized appreciation/depreciation of assets2014-12-31$944,675
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$18,855,875
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,616,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,158,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,490,122
Value of total assets at end of year2014-12-31$167,721,130
Value of total assets at beginning of year2014-12-31$153,481,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$457,266
Total interest from all sources2014-12-31$67,492
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,360,036
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,360,036
Administrative expenses professional fees incurred2014-12-31$64,937
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$10,373
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$11,023
Administrative expenses (other) incurred2014-12-31$139,101
Total non interest bearing cash at end of year2014-12-31$354
Total non interest bearing cash at beginning of year2014-12-31$292
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$14,239,639
Value of net assets at end of year (total assets less liabilities)2014-12-31$167,721,130
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$153,481,491
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$135,915
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$80,381,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$69,586,259
Value of interest in pooled separate accounts at end of year2014-12-31$6,962,973
Value of interest in pooled separate accounts at beginning of year2014-12-31$9,040,215
Interest earned on other investments2014-12-31$67,492
Value of interest in common/collective trusts at end of year2014-12-31$60,438,065
Value of interest in common/collective trusts at beginning of year2014-12-31$53,765,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,042,075
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,683,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,683,861
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,581,611
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,289,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,676,415
Net investment gain/loss from pooled separate accounts2014-12-31$685,353
Net investment gain or loss from common/collective trusts2014-12-31$3,631,782
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$8,490,122
Employer contributions (assets) at end of year2014-12-31$724,518
Employer contributions (assets) at beginning of year2014-12-31$643,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,158,970
Contract administrator fees2014-12-31$117,313
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$14,579,756
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$15,460,883
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SVA CERTIFIED PUBLIC ACCOUNTANTS SC
Accountancy firm EIN2014-12-31391203191
2013 : ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$4,422,964
Total unrealized appreciation/depreciation of assets2013-12-31$4,422,964
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$35,063,708
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,234,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,762,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$9,516,019
Value of total assets at end of year2013-12-31$153,481,491
Value of total assets at beginning of year2013-12-31$123,652,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$472,535
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,475,090
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,475,090
Administrative expenses professional fees incurred2013-12-31$50,860
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$11,023
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$52,671
Administrative expenses (other) incurred2013-12-31$94,940
Total non interest bearing cash at end of year2013-12-31$292
Total non interest bearing cash at beginning of year2013-12-31$690
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$29,828,965
Value of net assets at end of year (total assets less liabilities)2013-12-31$153,481,491
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$123,652,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$134,371
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$69,586,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$52,448,551
Value of interest in pooled separate accounts at end of year2013-12-31$9,040,215
Value of interest in pooled separate accounts at beginning of year2013-12-31$7,736,285
Value of interest in common/collective trusts at end of year2013-12-31$53,765,913
Value of interest in common/collective trusts at beginning of year2013-12-31$40,604,344
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,683,861
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$687,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$687,133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,289,232
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,876,988
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$9,949,507
Net investment gain/loss from pooled separate accounts2013-12-31$1,545,305
Net investment gain or loss from common/collective trusts2013-12-31$8,154,823
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$9,516,019
Employer contributions (assets) at end of year2013-12-31$643,813
Employer contributions (assets) at beginning of year2013-12-31$734,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,762,208
Contract administrator fees2013-12-31$192,364
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$15,460,883
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$17,511,307
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SVA CERTIFIED PUBLIC ACCOUNTANTS SC
Accountancy firm EIN2013-12-31391203191
2012 : ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$2,179,153
Total unrealized appreciation/depreciation of assets2012-12-31$2,179,153
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$20,578,543
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,715,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,276,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,335,726
Value of total assets at end of year2012-12-31$123,652,526
Value of total assets at beginning of year2012-12-31$107,789,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$439,244
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,702,235
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,702,235
Administrative expenses professional fees incurred2012-12-31$44,304
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$34,605
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$52,671
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$36,636
Administrative expenses (other) incurred2012-12-31$56,620
Total non interest bearing cash at end of year2012-12-31$690
Total non interest bearing cash at beginning of year2012-12-31$1,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$15,862,770
Value of net assets at end of year (total assets less liabilities)2012-12-31$123,652,526
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$107,789,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$156,462
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$52,448,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$46,212,328
Value of interest in pooled separate accounts at end of year2012-12-31$7,736,285
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,582,352
Value of interest in common/collective trusts at end of year2012-12-31$40,604,344
Value of interest in common/collective trusts at beginning of year2012-12-31$33,689,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$687,133
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$979,764
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$979,764
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,876,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,679,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,281,304
Net investment gain/loss from pooled separate accounts2012-12-31$873,152
Net investment gain or loss from common/collective trusts2012-12-31$4,206,973
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$7,301,121
Employer contributions (assets) at end of year2012-12-31$734,557
Employer contributions (assets) at beginning of year2012-12-31$714,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,276,529
Contract administrator fees2012-12-31$181,858
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$17,511,307
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$14,894,754
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SVA CERTIFIED PUBLIC ACCOUNTANTS SC
Accountancy firm EIN2012-12-31391203191
2011 : ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$20,401
Total unrealized appreciation/depreciation of assets2011-12-31$20,401
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$0
Total income from all sources (including contributions)2011-12-31$6,365,924
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,508,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,092,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,395,233
Value of total assets at end of year2011-12-31$107,789,756
Value of total assets at beginning of year2011-12-31$106,931,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$415,109
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,146,412
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,146,412
Administrative expenses professional fees incurred2011-12-31$247,243
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$36,636
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$11,352
Administrative expenses (other) incurred2011-12-31$24,298
Total non interest bearing cash at end of year2011-12-31$1,283
Total non interest bearing cash at beginning of year2011-12-31$761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$857,836
Value of net assets at end of year (total assets less liabilities)2011-12-31$107,789,756
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$106,931,920
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$143,568
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$46,212,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$42,507,027
Value of interest in pooled separate accounts at end of year2011-12-31$6,582,352
Value of interest in pooled separate accounts at beginning of year2011-12-31$6,200,868
Value of interest in common/collective trusts at end of year2011-12-31$33,689,172
Value of interest in common/collective trusts at beginning of year2011-12-31$34,520,152
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$979,764
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$596,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$596,131
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,679,174
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,175,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,522,275
Net investment gain/loss from pooled separate accounts2011-12-31$83,833
Net investment gain or loss from common/collective trusts2011-12-31$242,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$6,395,233
Employer contributions (assets) at end of year2011-12-31$714,293
Employer contributions (assets) at beginning of year2011-12-31$705,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,092,979
Contract administrator fees2011-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$14,894,754
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$19,214,597
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SVA CERTIFIED PUBLIC ACCOUNTANTS SC
Accountancy firm EIN2011-12-31391203191
2010 : ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,496,396
Total unrealized appreciation/depreciation of assets2010-12-31$2,496,396
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
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$19,302,521
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$7,875,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,440,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,612,380
Value of total assets at end of year2010-12-31$106,931,920
Value of total assets at beginning of year2010-12-31$95,505,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$434,969
Total interest from all sources2010-12-31$99,919
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$210,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$60,090
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$11,352
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$11,997
Administrative expenses (other) incurred2010-12-31$7,770
Total non interest bearing cash at end of year2010-12-31$761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$11,426,557
Value of net assets at end of year (total assets less liabilities)2010-12-31$106,931,920
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$95,505,363
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$127,508
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$42,507,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$41,934,194
Value of interest in pooled separate accounts at end of year2010-12-31$6,200,868
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,950,688
Interest earned on other investments2010-12-31$99,900
Value of interest in common/collective trusts at end of year2010-12-31$34,520,152
Value of interest in common/collective trusts at beginning of year2010-12-31$29,945,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$596,131
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$801,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$801,028
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$19
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,175,679
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,362,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,595,389
Net investment gain/loss from pooled separate accounts2010-12-31$815,398
Net investment gain or loss from common/collective trusts2010-12-31$3,472,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$6,612,380
Employer contributions (assets) at end of year2010-12-31$705,353
Employer contributions (assets) at beginning of year2010-12-31$579,629
Income. Dividends from common stock2010-12-31$210,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,440,995
Contract administrator fees2010-12-31$239,601
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$19,214,597
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$13,919,565
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SVA CERTIFIED PUBLIC ACCOUTANTS SC
Accountancy firm EIN2010-12-31391203191
2009 : ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN

2020: ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041353
Policy instance 1
Insurance contract or identification number041353
Number of Individuals Covered1437
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041353
Policy instance 1
Insurance contract or identification number041353
Number of Individuals Covered1440
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041353
Policy instance 1
Insurance contract or identification number041353
Number of Individuals Covered1360
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041353
Policy instance 1
Insurance contract or identification number041353
Number of Individuals Covered1250
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041353
Policy instance 1
Insurance contract or identification number041353
Number of Individuals Covered1185
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041353
Policy instance 1
Insurance contract or identification number041353
Number of Individuals Covered1172
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041353
Policy instance 1
Insurance contract or identification number041353
Number of Individuals Covered1161
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041353
Policy instance 1
Insurance contract or identification number041353
Number of Individuals Covered1101
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041353
Policy instance 1
Insurance contract or identification number041353
Number of Individuals Covered1060
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041353
Policy instance 1
Insurance contract or identification number041353
Number of Individuals Covered1079
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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