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ELECTRICAL WORKERS PENSION FUND PART B 401k Plan overview

Plan NameELECTRICAL WORKERS PENSION FUND PART B
Plan identification number 004

ELECTRICAL WORKERS PENSION FUND PART B Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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

BOARD OF TRUSTEES ELECTRICAL WORKERS PENSION FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES ELECTRICAL WORKERS PENSION FUND
Employer identification number (EIN):416052631
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 PENSION FUND PART B

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01MATT LOBERG2024-10-15 SAM DUGAN2024-10-11
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01MATTHEW LOBERG DAVID ORMAN2018-10-15
0042016-01-01DANA HANSON WILLIAM MAJERLE2017-10-16
0042015-01-01DANA HANSON WILLIAM MAJERLE2016-10-17
0042014-01-01DANA HANSON WILLIAM MAJERLE2015-10-15
0042013-01-01DANA HANSON WILLIAM MAJERLE2014-10-13
0042012-01-01DANA HANSON DONALD SMITH2013-10-15
0042011-01-01JIM BROWN WILLIAM MAJERLE2012-10-15
0042010-01-01JIM BROWN BLAIR MAHAN2012-06-29
0042009-01-01WILLIAM MAJERLE JIM BROWN2010-10-11

Plan Statistics for ELECTRICAL WORKERS PENSION FUND PART B

401k plan membership statisitcs for ELECTRICAL WORKERS PENSION FUND PART B

Measure Date Value
2023: ELECTRICAL WORKERS PENSION FUND PART B 2023 401k membership
Total participants, beginning-of-year2023-01-01918
Total number of active participants reported on line 7a of the Form 55002023-01-01472
Number of retired or separated participants receiving benefits2023-01-01110
Number of other retired or separated participants entitled to future benefits2023-01-01362
Total of all active and inactive participants2023-01-01944
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01944
Number of participants with account balances2023-01-01944
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
Number of employers contributing to the scheme2023-01-0147
2022: ELECTRICAL WORKERS PENSION FUND PART B 2022 401k membership
Total participants, beginning-of-year2022-01-01877
Total number of active participants reported on line 7a of the Form 55002022-01-01504
Number of retired or separated participants receiving benefits2022-01-0199
Number of other retired or separated participants entitled to future benefits2022-01-01315
Total of all active and inactive participants2022-01-01918
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01918
Number of participants with account balances2022-01-01918
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
Number of employers contributing to the scheme2022-01-0145
2021: ELECTRICAL WORKERS PENSION FUND PART B 2021 401k membership
Total participants, beginning-of-year2021-01-01847
Total number of active participants reported on line 7a of the Form 55002021-01-01471
Number of retired or separated participants receiving benefits2021-01-0199
Number of other retired or separated participants entitled to future benefits2021-01-01307
Total of all active and inactive participants2021-01-01877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01877
Number of participants with account balances2021-01-01877
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-0143
2020: ELECTRICAL WORKERS PENSION FUND PART B 2020 401k membership
Total participants, beginning-of-year2020-01-01847
Total number of active participants reported on line 7a of the Form 55002020-01-01478
Number of retired or separated participants receiving benefits2020-01-0190
Number of other retired or separated participants entitled to future benefits2020-01-01279
Total of all active and inactive participants2020-01-01847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01847
Number of participants with account balances2020-01-01847
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 scheme2020-01-0147
2019: ELECTRICAL WORKERS PENSION FUND PART B 2019 401k membership
Total participants, beginning-of-year2019-01-01769
Total number of active participants reported on line 7a of the Form 55002019-01-01467
Number of retired or separated participants receiving benefits2019-01-01122
Number of other retired or separated participants entitled to future benefits2019-01-01258
Total of all active and inactive participants2019-01-01847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01847
Number of participants with account balances2019-01-01847
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 scheme2019-01-0142
2018: ELECTRICAL WORKERS PENSION FUND PART B 2018 401k membership
Total participants, beginning-of-year2018-01-01585
Total number of active participants reported on line 7a of the Form 55002018-01-01363
Number of retired or separated participants receiving benefits2018-01-0161
Number of other retired or separated participants entitled to future benefits2018-01-01334
Total of all active and inactive participants2018-01-01758
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0111
Total participants2018-01-01769
Number of participants with account balances2018-01-01769
Number of employers contributing to the scheme2018-01-0144
2017: ELECTRICAL WORKERS PENSION FUND PART B 2017 401k membership
Total participants, beginning-of-year2017-01-01573
Total number of active participants reported on line 7a of the Form 55002017-01-01363
Number of retired or separated participants receiving benefits2017-01-0173
Number of other retired or separated participants entitled to future benefits2017-01-01136
Total of all active and inactive participants2017-01-01572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0113
Total participants2017-01-01585
Number of participants with account balances2017-01-01638
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 PENSION FUND PART B 2016 401k membership
Total participants, beginning-of-year2016-01-01576
Total number of active participants reported on line 7a of the Form 55002016-01-01363
Number of retired or separated participants receiving benefits2016-01-0177
Number of other retired or separated participants entitled to future benefits2016-01-01123
Total of all active and inactive participants2016-01-01563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0110
Total participants2016-01-01573
Number of participants with account balances2016-01-01644
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 scheme2016-01-0137
2015: ELECTRICAL WORKERS PENSION FUND PART B 2015 401k membership
Total participants, beginning-of-year2015-01-01567
Total number of active participants reported on line 7a of the Form 55002015-01-01438
Number of retired or separated participants receiving benefits2015-01-0166
Number of other retired or separated participants entitled to future benefits2015-01-0163
Total of all active and inactive participants2015-01-01567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-019
Total participants2015-01-01576
Number of participants with account balances2015-01-01605
Number of employers contributing to the scheme2015-01-0137
2014: ELECTRICAL WORKERS PENSION FUND PART B 2014 401k membership
Total participants, beginning-of-year2014-01-01659
Total number of active participants reported on line 7a of the Form 55002014-01-01429
Number of retired or separated participants receiving benefits2014-01-0168
Number of other retired or separated participants entitled to future benefits2014-01-0161
Total of all active and inactive participants2014-01-01558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-019
Total participants2014-01-01567
Number of participants with account balances2014-01-01584
Number of employers contributing to the scheme2014-01-0155
2013: ELECTRICAL WORKERS PENSION FUND PART B 2013 401k membership
Total participants, beginning-of-year2013-01-01539
Total number of active participants reported on line 7a of the Form 55002013-01-01530
Number of retired or separated participants receiving benefits2013-01-0168
Number of other retired or separated participants entitled to future benefits2013-01-0155
Total of all active and inactive participants2013-01-01653
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-01659
Number of participants with account balances2013-01-01570
Number of employers contributing to the scheme2013-01-0149
2012: ELECTRICAL WORKERS PENSION FUND PART B 2012 401k membership
Total participants, beginning-of-year2012-01-01539
Total number of active participants reported on line 7a of the Form 55002012-01-01430
Number of retired or separated participants receiving benefits2012-01-0164
Number of other retired or separated participants entitled to future benefits2012-01-0141
Total of all active and inactive participants2012-01-01535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-01539
Number of participants with account balances2012-01-01560
Number of employers contributing to the scheme2012-01-0172
2011: ELECTRICAL WORKERS PENSION FUND PART B 2011 401k membership
Total participants, beginning-of-year2011-01-01236
Total number of active participants reported on line 7a of the Form 55002011-01-01435
Number of retired or separated participants receiving benefits2011-01-0162
Number of other retired or separated participants entitled to future benefits2011-01-0138
Total of all active and inactive participants2011-01-01535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-01539
Number of participants with account balances2011-01-01550
Number of employers contributing to the scheme2011-01-0161
2010: ELECTRICAL WORKERS PENSION FUND PART B 2010 401k membership
Total participants, beginning-of-year2010-01-01269
Total number of active participants reported on line 7a of the Form 55002010-01-01222
Number of retired or separated participants receiving benefits2010-01-0112
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01236
Number of participants with account balances2010-01-01216
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 scheme2010-01-0177
2009: ELECTRICAL WORKERS PENSION FUND PART B 2009 401k membership
Total participants, beginning-of-year2009-01-01262
Total number of active participants reported on line 7a of the Form 55002009-01-01269
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01269
Number of participants with account balances2009-01-010
Number of employers contributing to the scheme2009-01-010

Financial Data on ELECTRICAL WORKERS PENSION FUND PART B

Measure Date Value
2023 : ELECTRICAL WORKERS PENSION FUND PART B 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$15,332
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$339,356
Total income from all sources (including contributions)2023-12-31$29,412,321
Total of all expenses incurred2023-12-31$6,864,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$6,649,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$5,986,437
Value of total assets at end of year2023-12-31$169,867,208
Value of total assets at beginning of year2023-12-31$147,643,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$215,231
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$3,309,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$3,309,136
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$3,500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$29,986
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$33,687
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$15,332
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$339,356
Other income not declared elsewhere2023-12-31$237,497
Administrative expenses (other) incurred2023-12-31$10,723
Total non interest bearing cash at end of year2023-12-31$1,469,129
Total non interest bearing cash at beginning of year2023-12-31$780,995
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$22,547,825
Value of net assets at end of year (total assets less liabilities)2023-12-31$169,851,876
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$147,304,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$60,553
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$86,261,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$73,457,257
Value of interest in common/collective trusts at end of year2023-12-31$81,559,338
Value of interest in common/collective trusts at beginning of year2023-12-31$72,535,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$10,329,656
Net investment gain or loss from common/collective trusts2023-12-31$9,549,595
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$5,986,437
Employer contributions (assets) at end of year2023-12-31$547,214
Employer contributions (assets) at beginning of year2023-12-31$836,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$6,649,265
Contract administrator fees2023-12-31$6,600
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2023-12-31320043599
2022 : ELECTRICAL WORKERS PENSION FUND PART B 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$339,356
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$363,330
Total income from all sources (including contributions)2022-12-31$-26,396,691
Total of all expenses incurred2022-12-31$5,061,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,847,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,906,615
Value of total assets at end of year2022-12-31$147,643,407
Value of total assets at beginning of year2022-12-31$179,125,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$213,442
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,414,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,414,023
Administrative expenses professional fees incurred2022-12-31$24,871
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$33,687
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$40,284
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$339,356
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$351,965
Other income not declared elsewhere2022-12-31$221,618
Administrative expenses (other) incurred2022-12-31$24,072
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$11,365
Total non interest bearing cash at end of year2022-12-31$780,995
Total non interest bearing cash at beginning of year2022-12-31$664,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-31,457,730
Value of net assets at end of year (total assets less liabilities)2022-12-31$147,304,051
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$178,761,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$80,259
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$73,457,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$91,273,275
Value of interest in common/collective trusts at end of year2022-12-31$72,535,261
Value of interest in common/collective trusts at beginning of year2022-12-31$86,334,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-23,188,640
Net investment gain or loss from common/collective trusts2022-12-31$-12,750,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$5,906,615
Employer contributions (assets) at end of year2022-12-31$836,207
Employer contributions (assets) at beginning of year2022-12-31$812,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,847,597
Contract administrator fees2022-12-31$84,240
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2022-12-31320043599
2021 : ELECTRICAL WORKERS PENSION FUND PART B 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$363,330
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$12,410
Total income from all sources (including contributions)2021-12-31$24,838,017
Total of all expenses incurred2021-12-31$5,366,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,160,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,487,368
Value of total assets at end of year2021-12-31$179,125,111
Value of total assets at beginning of year2021-12-31$159,302,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$205,168
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$7,687,584
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$7,687,584
Administrative expenses professional fees incurred2021-12-31$21,229
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$40,284
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$28,244
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$351,965
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$7,106
Other income not declared elsewhere2021-12-31$261,682
Administrative expenses (other) incurred2021-12-31$15,019
Liabilities. Value of operating payables at end of year2021-12-31$11,365
Liabilities. Value of operating payables at beginning of year2021-12-31$5,304
Total non interest bearing cash at end of year2021-12-31$664,087
Total non interest bearing cash at beginning of year2021-12-31$626,992
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$19,471,994
Value of net assets at end of year (total assets less liabilities)2021-12-31$178,761,781
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$159,289,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$86,687
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$91,273,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$77,383,087
Value of interest in common/collective trusts at end of year2021-12-31$86,334,765
Value of interest in common/collective trusts at beginning of year2021-12-31$80,885,681
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,947,332
Net investment gain or loss from common/collective trusts2021-12-31$7,454,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$5,487,368
Employer contributions (assets) at end of year2021-12-31$812,700
Employer contributions (assets) at beginning of year2021-12-31$378,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,160,855
Contract administrator fees2021-12-31$82,233
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2021-12-31320043599
2020 : ELECTRICAL WORKERS PENSION FUND PART B 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$12,410
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$44,923
Total income from all sources (including contributions)2020-12-31$27,004,445
Total of all expenses incurred2020-12-31$6,546,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,354,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,222,478
Value of total assets at end of year2020-12-31$159,302,197
Value of total assets at beginning of year2020-12-31$138,877,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$192,409
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,722,561
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$2,722,561
Administrative expenses professional fees incurred2020-12-31$23,342
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$28,244
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$25,264
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$7,106
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$39,682
Other income not declared elsewhere2020-12-31$241,976
Administrative expenses (other) incurred2020-12-31$12,288
Liabilities. Value of operating payables at end of year2020-12-31$5,304
Liabilities. Value of operating payables at beginning of year2020-12-31$5,241
Total non interest bearing cash at end of year2020-12-31$626,992
Total non interest bearing cash at beginning of year2020-12-31$279,403
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$20,457,497
Value of net assets at end of year (total assets less liabilities)2020-12-31$159,289,787
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$138,832,290
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$87,434
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$77,383,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$69,602,311
Value of interest in common/collective trusts at end of year2020-12-31$80,885,681
Value of interest in common/collective trusts at beginning of year2020-12-31$68,659,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,921,133
Net investment gain or loss from common/collective trusts2020-12-31$8,896,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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$4,222,478
Employer contributions (assets) at end of year2020-12-31$378,193
Employer contributions (assets) at beginning of year2020-12-31$310,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,354,539
Contract administrator fees2020-12-31$69,345
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
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2020-12-31320043599
2019 : ELECTRICAL WORKERS PENSION FUND PART B 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$44,923
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$44,923
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$49,839
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$49,839
Total income from all sources (including contributions)2019-12-31$29,069,695
Total income from all sources (including contributions)2019-12-31$29,069,695
Total of all expenses incurred2019-12-31$4,371,709
Total of all expenses incurred2019-12-31$4,371,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,182,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,182,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,491,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,491,270
Value of total assets at end of year2019-12-31$138,877,213
Value of total assets at end of year2019-12-31$138,877,213
Value of total assets at beginning of year2019-12-31$114,184,143
Value of total assets at beginning of year2019-12-31$114,184,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$189,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$189,438
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,006,588
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,006,588
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$3,006,588
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,006,588
Administrative expenses professional fees incurred2019-12-31$20,216
Administrative expenses professional fees incurred2019-12-31$20,216
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,500,000
Value of fidelity bond cover2019-12-31$3,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$25,264
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$25,264
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$33,138
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$33,138
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$39,682
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$39,682
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$44,561
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$44,561
Other income not declared elsewhere2019-12-31$221,837
Other income not declared elsewhere2019-12-31$221,837
Administrative expenses (other) incurred2019-12-31$9,826
Administrative expenses (other) incurred2019-12-31$9,826
Liabilities. Value of operating payables at end of year2019-12-31$5,241
Liabilities. Value of operating payables at end of year2019-12-31$5,241
Liabilities. Value of operating payables at beginning of year2019-12-31$5,278
Liabilities. Value of operating payables at beginning of year2019-12-31$5,278
Total non interest bearing cash at end of year2019-12-31$279,403
Total non interest bearing cash at end of year2019-12-31$279,403
Total non interest bearing cash at beginning of year2019-12-31$319,976
Total non interest bearing cash at beginning of year2019-12-31$319,976
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
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$24,697,986
Value of net income/loss2019-12-31$24,697,986
Value of net assets at end of year (total assets less liabilities)2019-12-31$138,832,290
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$114,134,304
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$114,134,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$86,903
Investment advisory and management fees2019-12-31$86,903
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$69,602,311
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$69,602,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$55,869,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$55,869,431
Value of interest in common/collective trusts at end of year2019-12-31$68,659,592
Value of interest in common/collective trusts at end of year2019-12-31$68,659,592
Value of interest in common/collective trusts at beginning of year2019-12-31$57,614,236
Value of interest in common/collective trusts at beginning of year2019-12-31$57,614,236
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,532,913
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,532,913
Net investment gain or loss from common/collective trusts2019-12-31$9,817,087
Net investment gain or loss from common/collective trusts2019-12-31$9,817,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,491,270
Contributions received in cash from employer2019-12-31$4,491,270
Employer contributions (assets) at end of year2019-12-31$310,643
Employer contributions (assets) at end of year2019-12-31$310,643
Employer contributions (assets) at beginning of year2019-12-31$347,362
Employer contributions (assets) at beginning of year2019-12-31$347,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,182,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,182,271
Contract administrator fees2019-12-31$72,493
Contract administrator fees2019-12-31$72,493
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
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
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31LEGACY PROFESSIONALS LLP
Accountancy firm name2019-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2019-12-31320043599
Accountancy firm EIN2019-12-31320043599
2018 : ELECTRICAL WORKERS PENSION FUND PART B 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$49,839
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$19,694
Total income from all sources (including contributions)2018-12-31$-406,796
Total of all expenses incurred2018-12-31$3,874,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,696,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,061,430
Value of total assets at end of year2018-12-31$114,184,143
Value of total assets at beginning of year2018-12-31$118,434,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$177,739
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,280,412
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$4,280,412
Administrative expenses professional fees incurred2018-12-31$18,774
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$33,138
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$24,659
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$44,561
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$11,124
Other income not declared elsewhere2018-12-31$220,382
Administrative expenses (other) incurred2018-12-31$14,254
Liabilities. Value of operating payables at end of year2018-12-31$5,278
Liabilities. Value of operating payables at beginning of year2018-12-31$8,570
Total non interest bearing cash at end of year2018-12-31$319,976
Total non interest bearing cash at beginning of year2018-12-31$804,243
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,280,813
Value of net assets at end of year (total assets less liabilities)2018-12-31$114,134,304
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$118,415,117
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$75,526
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$55,869,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$58,484,128
Value of interest in common/collective trusts at end of year2018-12-31$57,614,236
Value of interest in common/collective trusts at beginning of year2018-12-31$58,749,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,809,149
Net investment gain or loss from common/collective trusts2018-12-31$-1,159,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,061,430
Employer contributions (assets) at end of year2018-12-31$347,362
Employer contributions (assets) at beginning of year2018-12-31$371,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,696,278
Contract administrator fees2018-12-31$69,185
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2018-12-31320043599
2017 : ELECTRICAL WORKERS PENSION FUND PART B 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$19,694
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$22,530
Total income from all sources (including contributions)2017-12-31$20,078,466
Total of all expenses incurred2017-12-31$2,234,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,086,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,022,460
Value of total assets at end of year2017-12-31$118,434,811
Value of total assets at beginning of year2017-12-31$100,593,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$147,789
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,567,951
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$3,567,951
Administrative expenses professional fees incurred2017-12-31$18,947
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$24,659
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$7,123
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$11,124
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$17,947
Other income not declared elsewhere2017-12-31$201,969
Administrative expenses (other) incurred2017-12-31$10,137
Liabilities. Value of operating payables at end of year2017-12-31$8,570
Liabilities. Value of operating payables at beginning of year2017-12-31$4,583
Total non interest bearing cash at end of year2017-12-31$804,243
Total non interest bearing cash at beginning of year2017-12-31$687,945
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$17,844,345
Value of net assets at end of year (total assets less liabilities)2017-12-31$118,415,117
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$100,570,772
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$47,818
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$58,484,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$47,227,373
Value of interest in common/collective trusts at end of year2017-12-31$58,749,947
Value of interest in common/collective trusts at beginning of year2017-12-31$52,337,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,644,707
Net investment gain or loss from common/collective trusts2017-12-31$5,641,379
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$4,022,460
Employer contributions (assets) at end of year2017-12-31$371,834
Employer contributions (assets) at beginning of year2017-12-31$333,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,086,332
Contract administrator fees2017-12-31$70,887
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2017-12-31320043599
2016 : ELECTRICAL WORKERS PENSION FUND PART B 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$22,530
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$85,983
Total income from all sources (including contributions)2016-12-31$10,535,005
Total of all expenses incurred2016-12-31$4,552,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,425,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,016,448
Value of total assets at end of year2016-12-31$100,593,302
Value of total assets at beginning of year2016-12-31$94,674,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$127,158
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,301,306
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$2,301,306
Administrative expenses professional fees incurred2016-12-31$15,989
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$7,123
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$7,993
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$17,947
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$77,231
Other income not declared elsewhere2016-12-31$204,953
Administrative expenses (other) incurred2016-12-31$9,835
Liabilities. Value of operating payables at end of year2016-12-31$4,583
Liabilities. Value of operating payables at beginning of year2016-12-31$4,752
Total non interest bearing cash at end of year2016-12-31$687,945
Total non interest bearing cash at beginning of year2016-12-31$435,750
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$5,982,288
Value of net assets at end of year (total assets less liabilities)2016-12-31$100,570,772
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$94,588,484
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$29,249
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$47,227,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$46,236,618
Value of interest in common/collective trusts at end of year2016-12-31$52,337,312
Value of interest in common/collective trusts at beginning of year2016-12-31$47,634,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,075,482
Net investment gain or loss from common/collective trusts2016-12-31$2,936,816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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$4,016,448
Employer contributions (assets) at end of year2016-12-31$333,549
Employer contributions (assets) at beginning of year2016-12-31$359,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,425,559
Contract administrator fees2016-12-31$72,085
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$4,000
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2016-12-31320043599
2015 : ELECTRICAL WORKERS PENSION FUND PART B 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$85,983
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$38,103
Total income from all sources (including contributions)2015-12-31$4,350,998
Total of all expenses incurred2015-12-31$2,321,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,189,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,773,036
Value of total assets at end of year2015-12-31$94,674,467
Value of total assets at beginning of year2015-12-31$92,597,301
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$131,953
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,729,299
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$2,729,299
Administrative expenses professional fees incurred2015-12-31$23,263
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$7,993
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,203
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$77,231
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$33,235
Other income not declared elsewhere2015-12-31$213,694
Administrative expenses (other) incurred2015-12-31$4,503
Liabilities. Value of operating payables at end of year2015-12-31$4,752
Liabilities. Value of operating payables at beginning of year2015-12-31$4,868
Total non interest bearing cash at end of year2015-12-31$435,750
Total non interest bearing cash at beginning of year2015-12-31$866,863
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$2,029,286
Value of net assets at end of year (total assets less liabilities)2015-12-31$94,588,484
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$92,559,198
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$27,536
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$46,236,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$45,113,394
Value of interest in common/collective trusts at end of year2015-12-31$47,634,801
Value of interest in common/collective trusts at beginning of year2015-12-31$46,297,950
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,694,120
Net investment gain or loss from common/collective trusts2015-12-31$329,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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$3,773,036
Employer contributions (assets) at end of year2015-12-31$359,305
Employer contributions (assets) at beginning of year2015-12-31$317,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,189,759
Contract administrator fees2015-12-31$76,651
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$4,000
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2015-12-31320043599
2014 : ELECTRICAL WORKERS PENSION FUND PART B 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$38,103
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$17,490
Total income from all sources (including contributions)2014-12-31$9,808,368
Total of all expenses incurred2014-12-31$2,455,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,307,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,405,578
Value of total assets at end of year2014-12-31$92,597,301
Value of total assets at beginning of year2014-12-31$85,224,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$148,035
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,181,751
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$2,181,751
Administrative expenses professional fees incurred2014-12-31$28,092
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,203
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,203
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$33,235
Other income not declared elsewhere2014-12-31$203,446
Administrative expenses (other) incurred2014-12-31$15,728
Liabilities. Value of operating payables at end of year2014-12-31$4,868
Liabilities. Value of operating payables at beginning of year2014-12-31$17,490
Total non interest bearing cash at end of year2014-12-31$866,863
Total non interest bearing cash at beginning of year2014-12-31$272,888
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$7,352,682
Value of net assets at end of year (total assets less liabilities)2014-12-31$92,559,198
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$85,206,516
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$24,939
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$45,113,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$36,412,998
Value of interest in common/collective trusts at end of year2014-12-31$46,297,950
Value of interest in common/collective trusts at beginning of year2014-12-31$48,181,270
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$80,262
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$80,262
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-252,341
Net investment gain or loss from common/collective trusts2014-12-31$4,269,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$3,405,578
Employer contributions (assets) at end of year2014-12-31$317,891
Employer contributions (assets) at beginning of year2014-12-31$275,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,307,651
Contract administrator fees2014-12-31$79,276
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2014-12-31320043599
2013 : ELECTRICAL WORKERS PENSION FUND PART B 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$17,490
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,125
Total income from all sources (including contributions)2013-12-31$15,230,076
Total of all expenses incurred2013-12-31$2,469,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,319,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,301,367
Value of total assets at end of year2013-12-31$85,224,006
Value of total assets at beginning of year2013-12-31$72,448,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$150,230
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,099,524
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$1,099,524
Administrative expenses professional fees incurred2013-12-31$27,250
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,203
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$37,245
Other income not declared elsewhere2013-12-31$181,768
Administrative expenses (other) incurred2013-12-31$10,563
Liabilities. Value of operating payables at end of year2013-12-31$17,490
Liabilities. Value of operating payables at beginning of year2013-12-31$3,125
Total non interest bearing cash at end of year2013-12-31$272,888
Total non interest bearing cash at beginning of year2013-12-31$180,734
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$12,760,770
Value of net assets at end of year (total assets less liabilities)2013-12-31$85,206,516
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$72,445,746
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$20,866
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$36,412,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$29,804,670
Value of interest in common/collective trusts at end of year2013-12-31$48,181,270
Value of interest in common/collective trusts at beginning of year2013-12-31$42,139,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$80,262
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$122
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$122
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,612,578
Net investment gain or loss from common/collective trusts2013-12-31$5,034,839
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$3,301,367
Employer contributions (assets) at end of year2013-12-31$275,385
Employer contributions (assets) at beginning of year2013-12-31$286,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,319,076
Contract administrator fees2013-12-31$91,551
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2013-12-31320043599
2012 : ELECTRICAL WORKERS PENSION FUND PART B 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-15,183
Total unrealized appreciation/depreciation of assets2012-12-31$-15,183
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,125
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$73,255
Total income from all sources (including contributions)2012-12-31$11,449,297
Total of all expenses incurred2012-12-31$2,572,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,438,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,115,555
Value of total assets at end of year2012-12-31$72,448,871
Value of total assets at beginning of year2012-12-31$63,642,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$134,055
Total interest from all sources2012-12-31$2,487
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$917,441
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$917,441
Administrative expenses professional fees incurred2012-12-31$42,707
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$37,245
Other income not declared elsewhere2012-12-31$121,173
Administrative expenses (other) incurred2012-12-31$3,700
Liabilities. Value of operating payables at end of year2012-12-31$3,125
Liabilities. Value of operating payables at beginning of year2012-12-31$73,255
Total non interest bearing cash at end of year2012-12-31$180,734
Total non interest bearing cash at beginning of year2012-12-31$262,145
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$8,876,592
Value of net assets at end of year (total assets less liabilities)2012-12-31$72,445,746
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$63,569,154
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$5,472
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$29,804,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$29,134,252
Value of interest in common/collective trusts at end of year2012-12-31$42,139,897
Value of interest in common/collective trusts at beginning of year2012-12-31$33,921,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$122
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$27,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$27,545
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,487
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,011,090
Net investment gain or loss from common/collective trusts2012-12-31$4,296,734
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$3,115,555
Employer contributions (assets) at end of year2012-12-31$286,203
Employer contributions (assets) at beginning of year2012-12-31$257,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,438,650
Contract administrator fees2012-12-31$82,176
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$38,625
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2012-12-31320043599
2011 : ELECTRICAL WORKERS PENSION FUND PART B 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$73,255
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$15,891
Total income from all sources (including contributions)2011-12-31$4,405,405
Total of all expenses incurred2011-12-31$2,456,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,443,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,334,442
Value of total assets at end of year2011-12-31$63,642,409
Value of total assets at beginning of year2011-12-31$61,636,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$12,979
Total interest from all sources2011-12-31$2,488
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$664,350
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$664,350
Administrative expenses professional fees incurred2011-12-31$3,100
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other income not declared elsewhere2011-12-31$30
Administrative expenses (other) incurred2011-12-31$3,446
Liabilities. Value of operating payables at end of year2011-12-31$73,255
Liabilities. Value of operating payables at beginning of year2011-12-31$15,891
Total non interest bearing cash at end of year2011-12-31$262,145
Total non interest bearing cash at beginning of year2011-12-31$172,198
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,948,486
Value of net assets at end of year (total assets less liabilities)2011-12-31$63,569,154
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$61,620,668
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$4,633
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$29,134,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$30,031,678
Value of interest in common/collective trusts at end of year2011-12-31$33,921,944
Value of interest in common/collective trusts at beginning of year2011-12-31$31,082,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$27,545
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$7,777
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$7,777
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,690,333
Net investment gain or loss from common/collective trusts2011-12-31$2,094,428
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$3,334,442
Employer contributions (assets) at end of year2011-12-31$257,898
Employer contributions (assets) at beginning of year2011-12-31$304,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,443,940
Contract administrator fees2011-12-31$1,800
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$38,625
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$38,625
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 appraiser2011-12-31Yes
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2011-12-31320043599
2010 : ELECTRICAL WORKERS PENSION FUND PART B 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$6,633,861
Total unrealized appreciation/depreciation of assets2010-12-31$6,633,861
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$44,458
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$9,838
Total income from all sources (including contributions)2010-12-31$10,217,325
Total of all expenses incurred2010-12-31$1,829,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,821,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,952,012
Value of total assets at end of year2010-12-31$61,651,392
Value of total assets at beginning of year2010-12-31$53,229,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,892
Total interest from all sources2010-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$631,452
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$631,452
Administrative expenses professional fees incurred2010-12-31$4,700
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other income not declared elsewhere2010-12-31$3,474
Administrative expenses (other) incurred2010-12-31$3,192
Liabilities. Value of operating payables at end of year2010-12-31$44,458
Liabilities. Value of operating payables at beginning of year2010-12-31$9,838
Total non interest bearing cash at end of year2010-12-31$172,198
Total non interest bearing cash at beginning of year2010-12-31$127,429
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$8,387,708
Value of net assets at end of year (total assets less liabilities)2010-12-31$61,606,934
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$53,219,226
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$993
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$61,152,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$52,846,838
Value of interest in common/collective trusts at end of year2010-12-31$31,082,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,341
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$205
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$205
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,611,056
Net investment gain or loss from common/collective trusts2010-12-31$4,064,720
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$2,952,012
Employer contributions (assets) at end of year2010-12-31$325,491
Employer contributions (assets) at beginning of year2010-12-31$254,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,821,725
Contract administrator fees2010-12-31$1,800
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$38,625
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LICARI, LARSEN & CO. LTD
Accountancy firm EIN2010-12-31411806729
2009 : ELECTRICAL WORKERS PENSION FUND PART B 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
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for ELECTRICAL WORKERS PENSION FUND PART B

2023: ELECTRICAL WORKERS PENSION FUND PART B 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ELECTRICAL WORKERS PENSION FUND PART B 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ELECTRICAL WORKERS PENSION FUND PART B 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ELECTRICAL WORKERS PENSION FUND PART B 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ELECTRICAL WORKERS PENSION FUND PART B 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ELECTRICAL WORKERS PENSION FUND PART B 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ELECTRICAL WORKERS PENSION FUND PART B 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ELECTRICAL WORKERS PENSION FUND PART B 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ELECTRICAL WORKERS PENSION FUND PART B 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ELECTRICAL WORKERS PENSION FUND PART B 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ELECTRICAL WORKERS PENSION FUND PART B 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ELECTRICAL WORKERS PENSION FUND PART B 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ELECTRICAL WORKERS PENSION FUND PART B 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ELECTRICAL WORKERS PENSION FUND PART B 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ELECTRICAL WORKERS PENSION FUND PART B 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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