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IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN 401k Plan overview

Plan NameIBEW LOCAL 347 RETIREMENT AND 401(K) PLAN
Plan identification number 001

IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

IBEW LOCAL NO. 347 & IOWA CHAPTER OF NECA, JOINT BOARD OF TRUSTEES has sponsored the creation of one or more 401k plans.

Company Name:IBEW LOCAL NO. 347 & IOWA CHAPTER OF NECA, JOINT BOARD OF TRUSTEES
Employer identification number (EIN):454356227
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-06-01
0012021-06-01
0012020-06-01
0012019-06-01
0012018-06-01
0012017-06-01PATRICK WELLS ANGELA BOWERSOX2018-12-18
0012016-06-01PATRICK WELLS ANGELA BOWERSOX2017-12-11
0012015-06-01PATRICK WELLS ANGELA BOWERSOX2016-12-21
0012014-06-01PATRICK WELLS ANGELA BOWERSOX2015-12-17
0012013-06-01PATRICK WELLS ANGELA BOWERSOX2014-12-19
0012012-06-01PATRICK WELLS ANGELA BOWERSOX2013-11-20
0012011-06-01KEVIN CLARK ANGELA BOWERSOX2012-12-20

Plan Statistics for IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN

401k plan membership statisitcs for IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN

Measure Date Value
2022: IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-06-012,811
Total number of active participants reported on line 7a of the Form 55002022-06-012,865
Number of retired or separated participants receiving benefits2022-06-019
Number of other retired or separated participants entitled to future benefits2022-06-0179
Total of all active and inactive participants2022-06-012,953
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-06-016
Total participants2022-06-012,959
Number of participants with account balances2022-06-012,657
Number of employers contributing to the scheme2022-06-0154
2021: IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-06-012,564
Total number of active participants reported on line 7a of the Form 55002021-06-012,727
Number of retired or separated participants receiving benefits2021-06-018
Number of other retired or separated participants entitled to future benefits2021-06-0172
Total of all active and inactive participants2021-06-012,807
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-06-014
Total participants2021-06-012,811
Number of participants with account balances2021-06-012,628
Number of employers contributing to the scheme2021-06-0153
2020: IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-06-012,323
Total number of active participants reported on line 7a of the Form 55002020-06-012,481
Number of retired or separated participants receiving benefits2020-06-019
Number of other retired or separated participants entitled to future benefits2020-06-0168
Total of all active and inactive participants2020-06-012,558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-06-016
Total participants2020-06-012,564
Number of participants with account balances2020-06-012,369
Number of employers contributing to the scheme2020-06-0155
2019: IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-06-012,161
Total number of active participants reported on line 7a of the Form 55002019-06-012,258
Number of retired or separated participants receiving benefits2019-06-018
Number of other retired or separated participants entitled to future benefits2019-06-0152
Total of all active and inactive participants2019-06-012,318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-06-015
Total participants2019-06-012,323
Number of participants with account balances2019-06-012,138
Number of employers contributing to the scheme2019-06-0162
2018: IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-06-012,019
Total number of active participants reported on line 7a of the Form 55002018-06-012,099
Number of retired or separated participants receiving benefits2018-06-017
Number of other retired or separated participants entitled to future benefits2018-06-0150
Total of all active and inactive participants2018-06-012,156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-06-015
Total participants2018-06-012,161
Number of participants with account balances2018-06-011,968
Number of employers contributing to the scheme2018-06-0150
2017: IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-06-011,888
Total number of active participants reported on line 7a of the Form 55002017-06-011,958
Number of retired or separated participants receiving benefits2017-06-017
Number of other retired or separated participants entitled to future benefits2017-06-0150
Total of all active and inactive participants2017-06-012,015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-06-014
Total participants2017-06-012,019
Number of participants with account balances2017-06-011,841
Number of employers contributing to the scheme2017-06-0156
2016: IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-06-011,894
Total number of active participants reported on line 7a of the Form 55002016-06-011,833
Number of retired or separated participants receiving benefits2016-06-016
Number of other retired or separated participants entitled to future benefits2016-06-0147
Total of all active and inactive participants2016-06-011,886
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-06-012
Total participants2016-06-011,888
Number of participants with account balances2016-06-011,731
Number of employers contributing to the scheme2016-06-0160
2015: IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-06-011,635
Total number of active participants reported on line 7a of the Form 55002015-06-011,856
Number of retired or separated participants receiving benefits2015-06-017
Number of other retired or separated participants entitled to future benefits2015-06-0130
Total of all active and inactive participants2015-06-011,893
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-06-011
Total participants2015-06-011,894
Number of participants with account balances2015-06-011,607
Number of employers contributing to the scheme2015-06-0153
2014: IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-06-011,462
Total number of active participants reported on line 7a of the Form 55002014-06-011,594
Number of retired or separated participants receiving benefits2014-06-015
Number of other retired or separated participants entitled to future benefits2014-06-0134
Total of all active and inactive participants2014-06-011,633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-06-012
Total participants2014-06-011,635
Number of participants with account balances2014-06-011,508
Number of employers contributing to the scheme2014-06-0150
2013: IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-06-011,402
Total number of active participants reported on line 7a of the Form 55002013-06-011,419
Number of retired or separated participants receiving benefits2013-06-015
Number of other retired or separated participants entitled to future benefits2013-06-0135
Total of all active and inactive participants2013-06-011,459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-013
Total participants2013-06-011,462
Number of participants with account balances2013-06-011,385
Number of employers contributing to the scheme2013-06-0151
2012: IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-06-011,387
Total number of active participants reported on line 7a of the Form 55002012-06-011,358
Number of retired or separated participants receiving benefits2012-06-016
Number of other retired or separated participants entitled to future benefits2012-06-0134
Total of all active and inactive participants2012-06-011,398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-06-014
Total participants2012-06-011,402
Number of participants with account balances2012-06-011,332
Number of employers contributing to the scheme2012-06-0134
2011: IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-011,367
Total number of active participants reported on line 7a of the Form 55002011-06-011,339
Number of retired or separated participants receiving benefits2011-06-014
Number of other retired or separated participants entitled to future benefits2011-06-0141
Total of all active and inactive participants2011-06-011,384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-013
Total participants2011-06-011,387
Number of participants with account balances2011-06-011,311
Number of employers contributing to the scheme2011-06-0133

Financial Data on IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN

Measure Date Value
2023 : IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-05-31$415,023
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-05-31$356,392
Total income from all sources (including contributions)2023-05-31$20,846,737
Total of all expenses incurred2023-05-31$15,080,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-05-31$14,511,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-05-31$22,511,850
Value of total assets at end of year2023-05-31$330,064,179
Value of total assets at beginning of year2023-05-31$324,239,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-05-31$569,258
Total dividends received (eg from common stock, registered investment company shares)2023-05-31$701,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-05-31$701,152
Administrative expenses professional fees incurred2023-05-31$84,453
Was this plan covered by a fidelity bond2023-05-31Yes
Value of fidelity bond cover2023-05-31$500,000
If this is an individual account plan, was there a blackout period2023-05-31No
Were there any nonexempt tranactions with any party-in-interest2023-05-31No
Contributions received from participants2023-05-31$1,593,250
Participant contributions at end of year2023-05-31$74,816
Participant contributions at beginning of year2023-05-31$52,293
Income. Received or receivable in cash from other sources (including rollovers)2023-05-31$1,108,081
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-05-31$142,155
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-05-31$139,310
Other income not declared elsewhere2023-05-31$642
Administrative expenses (other) incurred2023-05-31$355,026
Liabilities. Value of operating payables at end of year2023-05-31$415,023
Liabilities. Value of operating payables at beginning of year2023-05-31$356,392
Total non interest bearing cash at end of year2023-05-31$2,135,909
Total non interest bearing cash at beginning of year2023-05-31$79,621
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-05-31No
Value of net income/loss2023-05-31$5,765,878
Value of net assets at end of year (total assets less liabilities)2023-05-31$329,649,156
Value of net assets at beginning of year (total assets less liabilities)2023-05-31$323,883,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-05-31No
Were any leases to which the plan was party in default or uncollectible2023-05-31No
Investment advisory and management fees2023-05-31$51,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-05-31$56,846,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-05-31$57,363,881
Value of interest in pooled separate accounts at end of year2023-05-31$245,525,155
Value of interest in pooled separate accounts at beginning of year2023-05-31$240,929,619
Value of interest in common/collective trusts at end of year2023-05-31$23,214,485
Value of interest in common/collective trusts at beginning of year2023-05-31$23,863,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-05-31$-1,166,637
Net investment gain/loss from pooled separate accounts2023-05-31$-1,720,394
Net investment gain or loss from common/collective trusts2023-05-31$520,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-05-31No
Was there a failure to transmit to the plan any participant contributions2023-05-31Yes
Has the plan failed to provide any benefit when due under the plan2023-05-31No
Contributions received in cash from employer2023-05-31$19,810,519
Employer contributions (assets) at end of year2023-05-31$2,114,446
Employer contributions (assets) at beginning of year2023-05-31$1,806,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-05-31$14,511,601
Contract administrator fees2023-05-31$78,279
Assets. Value of buildings and other operty used in plan operation at end of year2023-05-31$11,024
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-05-31$5,211
Did the plan have assets held for investment2023-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-05-31No
Opinion of an independent qualified public accountant for this plan2023-05-31Unqualified
Accountancy firm name2023-05-31DEBOER AND ASSOCIATES, PC
Accountancy firm EIN2023-05-31470836395
2022 : IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$356,392
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$511,054
Total income from all sources (including contributions)2022-05-31$-4,486,693
Total of all expenses incurred2022-05-31$13,169,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-05-31$12,594,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-05-31$19,988,756
Value of total assets at end of year2022-05-31$324,239,670
Value of total assets at beginning of year2022-05-31$342,050,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-05-31$574,876
Total dividends received (eg from common stock, registered investment company shares)2022-05-31$591,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-05-31$591,220
Administrative expenses professional fees incurred2022-05-31$92,004
Was this plan covered by a fidelity bond2022-05-31Yes
Value of fidelity bond cover2022-05-31$500,000
If this is an individual account plan, was there a blackout period2022-05-31No
Were there any nonexempt tranactions with any party-in-interest2022-05-31No
Contributions received from participants2022-05-31$1,807,871
Participant contributions at end of year2022-05-31$52,293
Participant contributions at beginning of year2022-05-31$70,395
Income. Received or receivable in cash from other sources (including rollovers)2022-05-31$1,073,568
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-05-31$139,310
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-05-31$144,820
Other income not declared elsewhere2022-05-31$1,022
Administrative expenses (other) incurred2022-05-31$365,076
Liabilities. Value of operating payables at end of year2022-05-31$356,392
Liabilities. Value of operating payables at beginning of year2022-05-31$511,054
Total non interest bearing cash at end of year2022-05-31$79,621
Total non interest bearing cash at beginning of year2022-05-31$1,727,337
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Value of net income/loss2022-05-31$-17,656,155
Value of net assets at end of year (total assets less liabilities)2022-05-31$323,883,278
Value of net assets at beginning of year (total assets less liabilities)2022-05-31$341,539,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-05-31No
Were any leases to which the plan was party in default or uncollectible2022-05-31No
Investment advisory and management fees2022-05-31$50,150
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-05-31$57,363,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-05-31$66,418,325
Value of interest in pooled separate accounts at end of year2022-05-31$240,929,619
Value of interest in pooled separate accounts at beginning of year2022-05-31$247,432,016
Value of interest in common/collective trusts at end of year2022-05-31$23,863,381
Value of interest in common/collective trusts at beginning of year2022-05-31$24,535,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-05-31$-10,759,850
Net investment gain/loss from pooled separate accounts2022-05-31$-14,668,288
Net investment gain or loss from common/collective trusts2022-05-31$360,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-05-31No
Was there a failure to transmit to the plan any participant contributions2022-05-31Yes
Has the plan failed to provide any benefit when due under the plan2022-05-31No
Contributions received in cash from employer2022-05-31$17,107,317
Employer contributions (assets) at end of year2022-05-31$1,806,354
Employer contributions (assets) at beginning of year2022-05-31$1,715,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-05-31$12,594,586
Contract administrator fees2022-05-31$67,646
Assets. Value of buildings and other operty used in plan operation at end of year2022-05-31$5,211
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-05-31$5,798
Did the plan have assets held for investment2022-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-05-31No
Opinion of an independent qualified public accountant for this plan2022-05-31Unqualified
Accountancy firm name2022-05-31DEBOER AND ASSOCIATES, PC
Accountancy firm EIN2022-05-31470836395
2021 : IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$511,054
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$352,653
Total income from all sources (including contributions)2021-05-31$102,194,983
Total of all expenses incurred2021-05-31$15,258,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-05-31$14,906,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-05-31$18,425,194
Value of total assets at end of year2021-05-31$342,050,487
Value of total assets at beginning of year2021-05-31$254,956,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-05-31$352,853
Total dividends received (eg from common stock, registered investment company shares)2021-05-31$584,816
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-05-31$584,816
Administrative expenses professional fees incurred2021-05-31$77,281
Was this plan covered by a fidelity bond2021-05-31Yes
Value of fidelity bond cover2021-05-31$500,000
If this is an individual account plan, was there a blackout period2021-05-31No
Were there any nonexempt tranactions with any party-in-interest2021-05-31No
Contributions received from participants2021-05-31$1,424,595
Participant contributions at end of year2021-05-31$70,395
Participant contributions at beginning of year2021-05-31$67,897
Income. Received or receivable in cash from other sources (including rollovers)2021-05-31$876,652
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-05-31$144,820
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-05-31$104,715
Other income not declared elsewhere2021-05-31$4,761
Administrative expenses (other) incurred2021-05-31$165,013
Liabilities. Value of operating payables at end of year2021-05-31$511,054
Liabilities. Value of operating payables at beginning of year2021-05-31$352,653
Total non interest bearing cash at end of year2021-05-31$1,727,337
Total non interest bearing cash at beginning of year2021-05-31$1,183,224
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Value of net income/loss2021-05-31$86,936,028
Value of net assets at end of year (total assets less liabilities)2021-05-31$341,539,433
Value of net assets at beginning of year (total assets less liabilities)2021-05-31$254,603,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-05-31No
Were any leases to which the plan was party in default or uncollectible2021-05-31No
Investment advisory and management fees2021-05-31$49,707
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-05-31$66,418,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-05-31$50,973,508
Value of interest in pooled separate accounts at end of year2021-05-31$247,432,016
Value of interest in pooled separate accounts at beginning of year2021-05-31$182,809,226
Value of interest in common/collective trusts at end of year2021-05-31$24,535,896
Value of interest in common/collective trusts at beginning of year2021-05-31$18,368,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-05-31$17,026,265
Net investment gain/loss from pooled separate accounts2021-05-31$65,774,091
Net investment gain or loss from common/collective trusts2021-05-31$379,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-05-31No
Was there a failure to transmit to the plan any participant contributions2021-05-31Yes
Has the plan failed to provide any benefit when due under the plan2021-05-31No
Contributions received in cash from employer2021-05-31$16,123,947
Employer contributions (assets) at end of year2021-05-31$1,715,900
Employer contributions (assets) at beginning of year2021-05-31$1,443,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-05-31$14,906,102
Contract administrator fees2021-05-31$60,852
Assets. Value of buildings and other operty used in plan operation at end of year2021-05-31$5,798
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-05-31$5,723
Did the plan have assets held for investment2021-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-05-31No
Opinion of an independent qualified public accountant for this plan2021-05-31Unqualified
Accountancy firm name2021-05-31DEBOER AND ASSOCIATES, PC
Accountancy firm EIN2021-05-31470836395
2020 : IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$352,653
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$153,396
Total income from all sources (including contributions)2020-05-31$26,405,600
Total of all expenses incurred2020-05-31$9,499,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-31$9,226,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-05-31$15,877,851
Value of total assets at end of year2020-05-31$254,956,058
Value of total assets at beginning of year2020-05-31$237,850,306
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-31$272,521
Total dividends received (eg from common stock, registered investment company shares)2020-05-31$701,166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-05-31$701,166
Administrative expenses professional fees incurred2020-05-31$97,735
Was this plan covered by a fidelity bond2020-05-31Yes
Value of fidelity bond cover2020-05-31$500,000
If this is an individual account plan, was there a blackout period2020-05-31No
Were there any nonexempt tranactions with any party-in-interest2020-05-31No
Contributions received from participants2020-05-31$1,328,479
Participant contributions at end of year2020-05-31$67,897
Participant contributions at beginning of year2020-05-31$36,347
Income. Received or receivable in cash from other sources (including rollovers)2020-05-31$874,622
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-05-31$104,715
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-05-31$100,298
Other income not declared elsewhere2020-05-31$419
Administrative expenses (other) incurred2020-05-31$71,592
Liabilities. Value of operating payables at end of year2020-05-31$352,653
Liabilities. Value of operating payables at beginning of year2020-05-31$153,396
Total non interest bearing cash at end of year2020-05-31$1,183,224
Total non interest bearing cash at beginning of year2020-05-31$1,043,867
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Value of net income/loss2020-05-31$16,906,495
Value of net assets at end of year (total assets less liabilities)2020-05-31$254,603,405
Value of net assets at beginning of year (total assets less liabilities)2020-05-31$237,696,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-05-31No
Were any leases to which the plan was party in default or uncollectible2020-05-31No
Investment advisory and management fees2020-05-31$49,333
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-05-31$50,973,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-05-31$50,092,739
Value of interest in pooled separate accounts at end of year2020-05-31$182,809,226
Value of interest in pooled separate accounts at beginning of year2020-05-31$167,905,464
Value of interest in common/collective trusts at end of year2020-05-31$18,368,272
Value of interest in common/collective trusts at beginning of year2020-05-31$17,329,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-05-31$1,270,654
Net investment gain/loss from pooled separate accounts2020-05-31$8,174,991
Net investment gain or loss from common/collective trusts2020-05-31$380,519
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-31No
Was there a failure to transmit to the plan any participant contributions2020-05-31Yes
Has the plan failed to provide any benefit when due under the plan2020-05-31No
Contributions received in cash from employer2020-05-31$13,674,750
Employer contributions (assets) at end of year2020-05-31$1,443,493
Employer contributions (assets) at beginning of year2020-05-31$1,336,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-05-31$9,226,584
Contract administrator fees2020-05-31$53,861
Assets. Value of buildings and other operty used in plan operation at end of year2020-05-31$5,723
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-05-31$4,810
Did the plan have assets held for investment2020-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-05-31No
Opinion of an independent qualified public accountant for this plan2020-05-31Unqualified
Accountancy firm name2020-05-31DEBOER AND ASSOCIATES, PC
Accountancy firm EIN2020-05-31470836395
2019 : IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$153,396
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$418,718
Total income from all sources (including contributions)2019-05-31$14,480,302
Total of all expenses incurred2019-05-31$5,580,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-05-31$5,337,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-05-31$14,913,577
Value of total assets at end of year2019-05-31$237,850,306
Value of total assets at beginning of year2019-05-31$229,216,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-05-31$243,485
Total dividends received (eg from common stock, registered investment company shares)2019-05-31$636,269
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-05-31$636,269
Administrative expenses professional fees incurred2019-05-31$70,557
Was this plan covered by a fidelity bond2019-05-31Yes
Value of fidelity bond cover2019-05-31$500,000
If this is an individual account plan, was there a blackout period2019-05-31No
Were there any nonexempt tranactions with any party-in-interest2019-05-31No
Contributions received from participants2019-05-31$1,336,486
Participant contributions at end of year2019-05-31$36,347
Participant contributions at beginning of year2019-05-31$40,139
Income. Received or receivable in cash from other sources (including rollovers)2019-05-31$858,642
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-05-31$100,298
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-05-31$78,132
Other income not declared elsewhere2019-05-31$3,274
Administrative expenses (other) incurred2019-05-31$74,262
Liabilities. Value of operating payables at end of year2019-05-31$153,396
Liabilities. Value of operating payables at beginning of year2019-05-31$418,718
Total non interest bearing cash at end of year2019-05-31$1,043,867
Total non interest bearing cash at beginning of year2019-05-31$60,582
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Value of net income/loss2019-05-31$8,899,490
Value of net assets at end of year (total assets less liabilities)2019-05-31$237,696,910
Value of net assets at beginning of year (total assets less liabilities)2019-05-31$228,797,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-05-31No
Were any leases to which the plan was party in default or uncollectible2019-05-31No
Investment advisory and management fees2019-05-31$48,583
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-05-31$50,092,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-05-31$48,403,795
Value of interest in pooled separate accounts at end of year2019-05-31$167,905,464
Value of interest in pooled separate accounts at beginning of year2019-05-31$163,005,933
Value of interest in common/collective trusts at end of year2019-05-31$17,329,853
Value of interest in common/collective trusts at beginning of year2019-05-31$16,281,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-05-31$-553,921
Net investment gain/loss from pooled separate accounts2019-05-31$-1,113,626
Net investment gain or loss from common/collective trusts2019-05-31$594,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-05-31No
Was there a failure to transmit to the plan any participant contributions2019-05-31Yes
Has the plan failed to provide any benefit when due under the plan2019-05-31No
Contributions received in cash from employer2019-05-31$12,718,449
Employer contributions (assets) at end of year2019-05-31$1,336,928
Employer contributions (assets) at beginning of year2019-05-31$1,340,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-05-31$5,337,327
Contract administrator fees2019-05-31$50,083
Assets. Value of buildings and other operty used in plan operation at end of year2019-05-31$4,810
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-05-31$4,910
Did the plan have assets held for investment2019-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-05-31No
Opinion of an independent qualified public accountant for this plan2019-05-31Unqualified
Accountancy firm name2019-05-31DEBOER AND ASSOCIATES, PC
Accountancy firm EIN2019-05-31470836395
2018 : IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$418,718
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$300,469
Total income from all sources (including contributions)2018-05-31$36,111,120
Total of all expenses incurred2018-05-31$7,856,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-05-31$7,625,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-05-31$13,356,791
Value of total assets at end of year2018-05-31$229,216,138
Value of total assets at beginning of year2018-05-31$200,842,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-05-31$230,294
Total dividends received (eg from common stock, registered investment company shares)2018-05-31$579,426
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-05-31$579,426
Administrative expenses professional fees incurred2018-05-31$72,280
Was this plan covered by a fidelity bond2018-05-31Yes
Value of fidelity bond cover2018-05-31$500,000
If this is an individual account plan, was there a blackout period2018-05-31No
Were there any nonexempt tranactions with any party-in-interest2018-05-31No
Contributions received from participants2018-05-31$1,202,545
Participant contributions at end of year2018-05-31$40,139
Participant contributions at beginning of year2018-05-31$33,308
Income. Received or receivable in cash from other sources (including rollovers)2018-05-31$689,691
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-05-31$78,132
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-05-31$66,345
Other income not declared elsewhere2018-05-31$1,311
Administrative expenses (other) incurred2018-05-31$63,999
Liabilities. Value of operating payables at end of year2018-05-31$418,718
Liabilities. Value of operating payables at beginning of year2018-05-31$300,469
Total non interest bearing cash at end of year2018-05-31$60,582
Total non interest bearing cash at beginning of year2018-05-31$209,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Value of net income/loss2018-05-31$28,254,978
Value of net assets at end of year (total assets less liabilities)2018-05-31$228,797,420
Value of net assets at beginning of year (total assets less liabilities)2018-05-31$200,542,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-05-31No
Were any leases to which the plan was party in default or uncollectible2018-05-31No
Investment advisory and management fees2018-05-31$48,208
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-05-31$48,403,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-05-31$36,176,372
Value of interest in pooled separate accounts at end of year2018-05-31$163,005,933
Value of interest in pooled separate accounts at beginning of year2018-05-31$148,284,340
Value of interest in common/collective trusts at end of year2018-05-31$16,281,656
Value of interest in common/collective trusts at beginning of year2018-05-31$15,124,890
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-05-31$4,347,112
Net investment gain/loss from pooled separate accounts2018-05-31$17,780,178
Net investment gain or loss from common/collective trusts2018-05-31$46,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-05-31No
Was there a failure to transmit to the plan any participant contributions2018-05-31Yes
Has the plan failed to provide any benefit when due under the plan2018-05-31No
Contributions received in cash from employer2018-05-31$11,464,555
Employer contributions (assets) at end of year2018-05-31$1,340,991
Employer contributions (assets) at beginning of year2018-05-31$943,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-05-31$7,625,848
Contract administrator fees2018-05-31$45,807
Assets. Value of buildings and other operty used in plan operation at end of year2018-05-31$4,910
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-05-31$4,510
Did the plan have assets held for investment2018-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-05-31No
Opinion of an independent qualified public accountant for this plan2018-05-31Unqualified
Accountancy firm name2018-05-31DEBOER AND ASSOCIATES, PC
Accountancy firm EIN2018-05-31470836395
2017 : IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-05-31$-345,874
Total unrealized appreciation/depreciation of assets2017-05-31$-345,874
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$300,469
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$471,892
Total income from all sources (including contributions)2017-05-31$36,545,399
Total of all expenses incurred2017-05-31$5,232,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-05-31$5,015,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-05-31$12,879,101
Value of total assets at end of year2017-05-31$200,842,911
Value of total assets at beginning of year2017-05-31$169,701,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-05-31$217,262
Total interest from all sources2017-05-31$5,940
Total dividends received (eg from common stock, registered investment company shares)2017-05-31$475,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-05-31$475,504
Administrative expenses professional fees incurred2017-05-31$71,650
Was this plan covered by a fidelity bond2017-05-31Yes
Value of fidelity bond cover2017-05-31$500,000
If this is an individual account plan, was there a blackout period2017-05-31No
Were there any nonexempt tranactions with any party-in-interest2017-05-31No
Contributions received from participants2017-05-31$1,403,791
Participant contributions at end of year2017-05-31$33,308
Participant contributions at beginning of year2017-05-31$43,621
Income. Received or receivable in cash from other sources (including rollovers)2017-05-31$705,850
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-05-31$66,345
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-05-31$39,880
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-05-31$6,657
Other income not declared elsewhere2017-05-31$541
Administrative expenses (other) incurred2017-05-31$55,645
Liabilities. Value of operating payables at end of year2017-05-31$300,469
Liabilities. Value of operating payables at beginning of year2017-05-31$465,235
Total non interest bearing cash at end of year2017-05-31$209,550
Total non interest bearing cash at beginning of year2017-05-31$1,306,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Value of net income/loss2017-05-31$31,312,800
Value of net assets at end of year (total assets less liabilities)2017-05-31$200,542,442
Value of net assets at beginning of year (total assets less liabilities)2017-05-31$169,229,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-05-31No
Were any leases to which the plan was party in default or uncollectible2017-05-31No
Investment advisory and management fees2017-05-31$47,708
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-05-31$36,176,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-05-31$30,846,379
Value of interest in pooled separate accounts at end of year2017-05-31$148,284,340
Value of interest in pooled separate accounts at beginning of year2017-05-31$120,739,227
Interest earned on other investments2017-05-31$5,940
Value of interest in common/collective trusts at end of year2017-05-31$15,124,890
Value of interest in common/collective trusts at beginning of year2017-05-31$13,927,444
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-05-31$1,441,182
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-05-31$4,016,530
Net investment gain/loss from pooled separate accounts2017-05-31$19,328,333
Net investment gain or loss from common/collective trusts2017-05-31$185,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-05-31No
Was there a failure to transmit to the plan any participant contributions2017-05-31Yes
Has the plan failed to provide any benefit when due under the plan2017-05-31No
Contributions received in cash from employer2017-05-31$10,769,460
Employer contributions (assets) at end of year2017-05-31$943,596
Employer contributions (assets) at beginning of year2017-05-31$1,351,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-05-31$5,015,337
Contract administrator fees2017-05-31$42,259
Assets. Value of buildings and other operty used in plan operation at end of year2017-05-31$4,510
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-05-31$5,353
Did the plan have assets held for investment2017-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-05-31No
Opinion of an independent qualified public accountant for this plan2017-05-31Unqualified
Accountancy firm name2017-05-31DEBOER AND ASSOCIATES, PC
Accountancy firm EIN2017-05-31470836395
2016 : IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-05-31$-14,653
Total unrealized appreciation/depreciation of assets2016-05-31$-14,653
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$471,892
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$454,805
Total income from all sources (including contributions)2016-05-31$9,236,119
Total of all expenses incurred2016-05-31$3,433,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-31$3,224,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-05-31$11,183,694
Value of total assets at end of year2016-05-31$169,701,534
Value of total assets at beginning of year2016-05-31$163,882,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-31$209,692
Total interest from all sources2016-05-31$21,876
Total dividends received (eg from common stock, registered investment company shares)2016-05-31$1,918,718
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-05-31$1,918,718
Administrative expenses professional fees incurred2016-05-31$65,953
Was this plan covered by a fidelity bond2016-05-31Yes
Value of fidelity bond cover2016-05-31$500,000
If this is an individual account plan, was there a blackout period2016-05-31No
Were there any nonexempt tranactions with any party-in-interest2016-05-31No
Contributions received from participants2016-05-31$887,130
Participant contributions at end of year2016-05-31$43,621
Participant contributions at beginning of year2016-05-31$29,726
Income. Received or receivable in cash from other sources (including rollovers)2016-05-31$265,180
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-05-31$39,880
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-05-31$57,932
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-05-31$6,657
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-05-31$6,421
Other income not declared elsewhere2016-05-31$177
Administrative expenses (other) incurred2016-05-31$57,727
Liabilities. Value of operating payables at end of year2016-05-31$465,235
Liabilities. Value of operating payables at beginning of year2016-05-31$448,384
Total non interest bearing cash at end of year2016-05-31$1,306,849
Total non interest bearing cash at beginning of year2016-05-31$919,872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Value of net income/loss2016-05-31$5,802,175
Value of net assets at end of year (total assets less liabilities)2016-05-31$169,229,642
Value of net assets at beginning of year (total assets less liabilities)2016-05-31$163,427,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-05-31No
Were any leases to which the plan was party in default or uncollectible2016-05-31No
Investment advisory and management fees2016-05-31$47,442
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-05-31$30,846,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-05-31$31,766,197
Value of interest in pooled separate accounts at end of year2016-05-31$120,739,227
Value of interest in pooled separate accounts at beginning of year2016-05-31$114,509,331
Interest earned on other investments2016-05-31$21,876
Value of interest in common/collective trusts at end of year2016-05-31$13,927,444
Value of interest in common/collective trusts at beginning of year2016-05-31$12,364,545
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-05-31$1,441,182
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-05-31$3,194,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-05-31$-2,719,585
Net investment gain/loss from pooled separate accounts2016-05-31$-1,174,300
Net investment gain or loss from common/collective trusts2016-05-31$20,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-05-31No
Was there a failure to transmit to the plan any participant contributions2016-05-31Yes
Has the plan failed to provide any benefit when due under the plan2016-05-31No
Contributions received in cash from employer2016-05-31$10,031,384
Employer contributions (assets) at end of year2016-05-31$1,351,599
Employer contributions (assets) at beginning of year2016-05-31$1,035,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-05-31$3,224,252
Contract administrator fees2016-05-31$38,570
Assets. Value of buildings and other operty used in plan operation at end of year2016-05-31$5,353
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-05-31$4,856
Did the plan have assets held for investment2016-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-31No
Opinion of an independent qualified public accountant for this plan2016-05-31Unqualified
Accountancy firm name2016-05-31DEBOER AND ASSOCIATES, PC
Accountancy firm EIN2016-05-31470836395
2015 : IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-05-31$11,336
Total unrealized appreciation/depreciation of assets2015-05-31$11,336
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$454,805
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$216,975
Total income from all sources (including contributions)2015-05-31$20,439,140
Total of all expenses incurred2015-05-31$4,100,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-05-31$3,906,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-05-31$8,826,043
Value of total assets at end of year2015-05-31$163,882,272
Value of total assets at beginning of year2015-05-31$147,305,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-05-31$194,593
Total interest from all sources2015-05-31$57,707
Total dividends received (eg from common stock, registered investment company shares)2015-05-31$400,150
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-05-31$400,150
Administrative expenses professional fees incurred2015-05-31$62,757
Was this plan covered by a fidelity bond2015-05-31Yes
Value of fidelity bond cover2015-05-31$500,000
If this is an individual account plan, was there a blackout period2015-05-31No
Were there any nonexempt tranactions with any party-in-interest2015-05-31No
Contributions received from participants2015-05-31$685,294
Participant contributions at end of year2015-05-31$29,726
Participant contributions at beginning of year2015-05-31$21,498
Income. Received or receivable in cash from other sources (including rollovers)2015-05-31$330,709
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-05-31$57,932
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-05-31$49,881
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-05-31$6,421
Other income not declared elsewhere2015-05-31$1,864
Administrative expenses (other) incurred2015-05-31$49,439
Liabilities. Value of operating payables at end of year2015-05-31$448,384
Liabilities. Value of operating payables at beginning of year2015-05-31$216,975
Total non interest bearing cash at end of year2015-05-31$919,872
Total non interest bearing cash at beginning of year2015-05-31$41,726
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Value of net income/loss2015-05-31$16,338,485
Value of net assets at end of year (total assets less liabilities)2015-05-31$163,427,467
Value of net assets at beginning of year (total assets less liabilities)2015-05-31$147,088,982
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-05-31No
Were any leases to which the plan was party in default or uncollectible2015-05-31No
Investment advisory and management fees2015-05-31$47,283
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-05-31$31,766,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-05-31$29,386,841
Value of interest in pooled separate accounts at end of year2015-05-31$114,509,331
Value of interest in pooled separate accounts at beginning of year2015-05-31$101,080,168
Interest earned on other investments2015-05-31$57,707
Value of interest in common/collective trusts at end of year2015-05-31$12,364,545
Value of interest in common/collective trusts at beginning of year2015-05-31$9,702,147
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-05-31$3,194,096
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-05-31$6,132,526
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-05-31$1,836,940
Net investment gain/loss from pooled separate accounts2015-05-31$9,057,439
Net investment gain or loss from common/collective trusts2015-05-31$247,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-05-31No
Was there a failure to transmit to the plan any participant contributions2015-05-31No
Has the plan failed to provide any benefit when due under the plan2015-05-31No
Contributions received in cash from employer2015-05-31$7,810,040
Employer contributions (assets) at end of year2015-05-31$1,035,717
Employer contributions (assets) at beginning of year2015-05-31$885,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-05-31$3,906,062
Contract administrator fees2015-05-31$35,114
Assets. Value of buildings and other operty used in plan operation at end of year2015-05-31$4,856
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-05-31$5,779
Did the plan have assets held for investment2015-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-05-31No
Opinion of an independent qualified public accountant for this plan2015-05-31Unqualified
Accountancy firm name2015-05-31DEBOER AND ASSOCIATES, PC
Accountancy firm EIN2015-05-31470836395
2014 : IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-05-31$16,071
Total unrealized appreciation/depreciation of assets2014-05-31$16,071
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$216,975
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$28,582
Total income from all sources (including contributions)2014-05-31$25,205,043
Total of all expenses incurred2014-05-31$8,113,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$7,931,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-05-31$7,442,072
Value of total assets at end of year2014-05-31$147,305,957
Value of total assets at beginning of year2014-05-31$130,026,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$181,930
Total interest from all sources2014-05-31$94,785
Total dividends received (eg from common stock, registered investment company shares)2014-05-31$359,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-05-31$359,430
Administrative expenses professional fees incurred2014-05-31$72,749
Was this plan covered by a fidelity bond2014-05-31Yes
Value of fidelity bond cover2014-05-31$500,000
If this is an individual account plan, was there a blackout period2014-05-31No
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Contributions received from participants2014-05-31$464,876
Participant contributions at end of year2014-05-31$21,498
Participant contributions at beginning of year2014-05-31$9,104
Income. Received or receivable in cash from other sources (including rollovers)2014-05-31$344,212
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-05-31$49,881
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-05-31$83,855
Other income not declared elsewhere2014-05-31$2,630
Administrative expenses (other) incurred2014-05-31$47,398
Liabilities. Value of operating payables at end of year2014-05-31$216,975
Liabilities. Value of operating payables at beginning of year2014-05-31$28,582
Total non interest bearing cash at end of year2014-05-31$41,726
Total non interest bearing cash at beginning of year2014-05-31$57,297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Value of net income/loss2014-05-31$17,091,271
Value of net assets at end of year (total assets less liabilities)2014-05-31$147,088,982
Value of net assets at beginning of year (total assets less liabilities)2014-05-31$129,997,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31No
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Investment advisory and management fees2014-05-31$46,183
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-05-31$29,386,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-05-31$28,137,566
Value of interest in pooled separate accounts at end of year2014-05-31$101,080,168
Value of interest in pooled separate accounts at beginning of year2014-05-31$83,768,369
Interest earned on other investments2014-05-31$94,628
Value of interest in common/collective trusts at end of year2014-05-31$9,702,147
Value of interest in common/collective trusts at beginning of year2014-05-31$9,182,810
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-05-31$157
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-05-31$6,132,526
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-05-31$8,240,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-05-31$3,387,539
Net investment gain/loss from pooled separate accounts2014-05-31$13,908,967
Net investment gain or loss from common/collective trusts2014-05-31$-6,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-05-31No
Was there a failure to transmit to the plan any participant contributions2014-05-31No
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Contributions received in cash from employer2014-05-31$6,632,984
Employer contributions (assets) at end of year2014-05-31$885,391
Employer contributions (assets) at beginning of year2014-05-31$540,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-05-31$7,931,842
Contract administrator fees2014-05-31$15,600
Assets. Value of buildings and other operty used in plan operation at end of year2014-05-31$5,779
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-05-31$6,711
Did the plan have assets held for investment2014-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31No
Opinion of an independent qualified public accountant for this plan2014-05-31Unqualified
Accountancy firm name2014-05-31DEBOER AND ASSOCIATES, PC
Accountancy firm EIN2014-05-31470836395
2013 : IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-05-31$4,919
Total unrealized appreciation/depreciation of assets2013-05-31$4,919
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$28,582
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$22,730
Total income from all sources (including contributions)2013-05-31$27,202,251
Total of all expenses incurred2013-05-31$5,844,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-05-31$5,684,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-05-31$6,797,355
Value of total assets at end of year2013-05-31$130,026,293
Value of total assets at beginning of year2013-05-31$108,662,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-05-31$159,891
Total interest from all sources2013-05-31$170,556
Total dividends received (eg from common stock, registered investment company shares)2013-05-31$490,791
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-05-31$490,791
Administrative expenses professional fees incurred2013-05-31$61,916
Was this plan covered by a fidelity bond2013-05-31Yes
Value of fidelity bond cover2013-05-31$500,000
If this is an individual account plan, was there a blackout period2013-05-31No
Were there any nonexempt tranactions with any party-in-interest2013-05-31No
Contributions received from participants2013-05-31$385,742
Participant contributions at end of year2013-05-31$9,104
Participant contributions at beginning of year2013-05-31$8,063
Income. Received or receivable in cash from other sources (including rollovers)2013-05-31$369,431
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-05-31$83,855
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-05-31$49,591
Other income not declared elsewhere2013-05-31$2,157
Administrative expenses (other) incurred2013-05-31$40,142
Liabilities. Value of operating payables at end of year2013-05-31$28,582
Liabilities. Value of operating payables at beginning of year2013-05-31$22,730
Total non interest bearing cash at end of year2013-05-31$57,297
Total non interest bearing cash at beginning of year2013-05-31$504,360
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Value of net income/loss2013-05-31$21,357,880
Value of net assets at end of year (total assets less liabilities)2013-05-31$129,997,711
Value of net assets at beginning of year (total assets less liabilities)2013-05-31$108,639,831
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-05-31No
Were any leases to which the plan was party in default or uncollectible2013-05-31No
Investment advisory and management fees2013-05-31$42,583
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-05-31$28,137,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-05-31$24,859,478
Value of interest in pooled separate accounts at end of year2013-05-31$83,768,369
Value of interest in pooled separate accounts at beginning of year2013-05-31$64,203,604
Interest earned on other investments2013-05-31$170,047
Value of interest in common/collective trusts at end of year2013-05-31$9,182,810
Value of interest in common/collective trusts at beginning of year2013-05-31$7,260,774
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-05-31$509
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-05-31$8,240,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-05-31$11,298,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-05-31$3,751,921
Net investment gain/loss from pooled separate accounts2013-05-31$15,839,222
Net investment gain or loss from common/collective trusts2013-05-31$145,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-05-31No
Was there a failure to transmit to the plan any participant contributions2013-05-31Yes
Has the plan failed to provide any benefit when due under the plan2013-05-31No
Contributions received in cash from employer2013-05-31$6,042,182
Employer contributions (assets) at end of year2013-05-31$540,185
Employer contributions (assets) at beginning of year2013-05-31$470,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-05-31$5,684,480
Contract administrator fees2013-05-31$15,250
Assets. Value of buildings and other operty used in plan operation at end of year2013-05-31$6,711
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-05-31$7,763
Did the plan have assets held for investment2013-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-05-31No
Opinion of an independent qualified public accountant for this plan2013-05-31Unqualified
Accountancy firm name2013-05-31DEBOER AND ASSOCIATES, PC
Accountancy firm EIN2013-05-31470836395
2012 : IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-05-31$22,289
Total unrealized appreciation/depreciation of assets2012-05-31$22,289
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$22,730
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$20,355
Total income from all sources (including contributions)2012-05-31$945,991
Total of all expenses incurred2012-05-31$7,675,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$7,553,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$6,228,381
Value of total assets at end of year2012-05-31$108,662,561
Value of total assets at beginning of year2012-05-31$115,390,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$122,092
Total interest from all sources2012-05-31$278,078
Total dividends received (eg from common stock, registered investment company shares)2012-05-31$467,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-05-31$467,042
Administrative expenses professional fees incurred2012-05-31$59,423
Was this plan covered by a fidelity bond2012-05-31Yes
Value of fidelity bond cover2012-05-31$500,000
If this is an individual account plan, was there a blackout period2012-05-31No
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Contributions received from participants2012-05-31$380,288
Participant contributions at end of year2012-05-31$8,063
Participant contributions at beginning of year2012-05-31$15,742
Income. Received or receivable in cash from other sources (including rollovers)2012-05-31$402,297
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-05-31$49,591
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-05-31$143,843
Other income not declared elsewhere2012-05-31$1,185
Administrative expenses (other) incurred2012-05-31$19,103
Liabilities. Value of operating payables at end of year2012-05-31$22,730
Liabilities. Value of operating payables at beginning of year2012-05-31$20,355
Total non interest bearing cash at end of year2012-05-31$504,360
Total non interest bearing cash at beginning of year2012-05-31$585,424
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$-6,729,832
Value of net assets at end of year (total assets less liabilities)2012-05-31$108,639,831
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$115,369,663
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Investment advisory and management fees2012-05-31$28,916
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-05-31$24,859,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-05-31$25,766,977
Value of interest in pooled separate accounts at end of year2012-05-31$64,203,604
Value of interest in pooled separate accounts at beginning of year2012-05-31$76,177,771
Interest earned on other investments2012-05-31$277,305
Value of interest in common/collective trusts at end of year2012-05-31$7,260,774
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-05-31$773
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-05-31$11,298,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-05-31$12,310,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-05-31$-1,932,023
Net investment gain/loss from pooled separate accounts2012-05-31$-4,313,591
Net investment gain or loss from common/collective trusts2012-05-31$194,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31No
Was there a failure to transmit to the plan any participant contributions2012-05-31Yes
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Contributions received in cash from employer2012-05-31$5,445,796
Employer contributions (assets) at end of year2012-05-31$470,167
Employer contributions (assets) at beginning of year2012-05-31$386,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-31$7,553,731
Contract administrator fees2012-05-31$14,650
Assets. Value of buildings and other operty used in plan operation at end of year2012-05-31$7,763
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-05-31$3,639
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31No
Opinion of an independent qualified public accountant for this plan2012-05-31Unqualified
Accountancy firm name2012-05-31DEBOER AND ASSOCIATES, PC
Accountancy firm EIN2012-05-31470836395

Form 5500 Responses for IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN

2022: IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN 2022 form 5500 responses
2022-06-01Type of plan entityMulti-employer plan
2022-06-01Plan is a collectively bargained planYes
2022-06-01Plan funding arrangement – InsuranceYes
2022-06-01Plan funding arrangement – TrustYes
2022-06-01Plan benefit arrangement – InsuranceYes
2022-06-01Plan benefit arrangement - TrustYes
2021: IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN 2021 form 5500 responses
2021-06-01Type of plan entityMulti-employer plan
2021-06-01Plan is a collectively bargained planYes
2021-06-01Plan funding arrangement – InsuranceYes
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan benefit arrangement – InsuranceYes
2021-06-01Plan benefit arrangement - TrustYes
2020: IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN 2020 form 5500 responses
2020-06-01Type of plan entityMulti-employer plan
2020-06-01Plan is a collectively bargained planYes
2020-06-01Plan funding arrangement – InsuranceYes
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement – InsuranceYes
2020-06-01Plan benefit arrangement - TrustYes
2019: IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN 2019 form 5500 responses
2019-06-01Type of plan entityMulti-employer plan
2019-06-01Plan is a collectively bargained planYes
2019-06-01Plan funding arrangement – InsuranceYes
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement – InsuranceYes
2019-06-01Plan benefit arrangement - TrustYes
2018: IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN 2018 form 5500 responses
2018-06-01Type of plan entityMulti-employer plan
2018-06-01Plan is a collectively bargained planYes
2018-06-01Plan funding arrangement – InsuranceYes
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement – InsuranceYes
2018-06-01Plan benefit arrangement - TrustYes
2017: IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN 2017 form 5500 responses
2017-06-01Type of plan entityMulti-employer plan
2017-06-01Plan is a collectively bargained planYes
2017-06-01Plan funding arrangement – InsuranceYes
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement – InsuranceYes
2017-06-01Plan benefit arrangement - TrustYes
2016: IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN 2016 form 5500 responses
2016-06-01Type of plan entityMulti-employer plan
2016-06-01Plan is a collectively bargained planYes
2016-06-01Plan funding arrangement – InsuranceYes
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement – InsuranceYes
2016-06-01Plan benefit arrangement - TrustYes
2015: IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN 2015 form 5500 responses
2015-06-01Type of plan entityMulti-employer plan
2015-06-01Plan is a collectively bargained planYes
2015-06-01Plan funding arrangement – InsuranceYes
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement – InsuranceYes
2015-06-01Plan benefit arrangement - TrustYes
2014: IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN 2014 form 5500 responses
2014-06-01Type of plan entityMulti-employer plan
2014-06-01Plan is a collectively bargained planYes
2014-06-01Plan funding arrangement – InsuranceYes
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement – InsuranceYes
2014-06-01Plan benefit arrangement - TrustYes
2013: IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN 2013 form 5500 responses
2013-06-01Type of plan entityMulti-employer plan
2013-06-01Plan is a collectively bargained planYes
2013-06-01Plan funding arrangement – InsuranceYes
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement – InsuranceYes
2013-06-01Plan benefit arrangement - TrustYes
2012: IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN 2012 form 5500 responses
2012-06-01Type of plan entityMulti-employer plan
2012-06-01Plan is a collectively bargained planYes
2012-06-01Plan funding arrangement – InsuranceYes
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement – InsuranceYes
2012-06-01Plan benefit arrangement - TrustYes
2011: IBEW LOCAL 347 RETIREMENT AND 401(K) PLAN 2011 form 5500 responses
2011-06-01Type of plan entityMulti-employer plan
2011-06-01Plan is a collectively bargained planYes
2011-06-01Plan funding arrangement – InsuranceYes
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement – InsuranceYes
2011-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number431329
Policy instance 1
Insurance contract or identification number431329
Number of Individuals Covered2959
Insurance policy start date2022-06-01
Insurance policy end date2023-05-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number431329
Policy instance 1
Insurance contract or identification number431329
Number of Individuals Covered2811
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number431329
Policy instance 1
Insurance contract or identification number431329
Number of Individuals Covered2564
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number431329
Policy instance 1
Insurance contract or identification number431329
Number of Individuals Covered2323
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number431329
Policy instance 1
Insurance contract or identification number431329
Number of Individuals Covered2161
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number431329
Policy instance 1
Insurance contract or identification number431329
Number of Individuals Covered2019
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number431329
Policy instance 1
Insurance contract or identification number431329
Number of Individuals Covered1894
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-31329
Policy instance 1
Insurance contract or identification number4-31329
Number of Individuals Covered1635
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-31329
Policy instance 1
Insurance contract or identification number4-31329
Number of Individuals Covered1462
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-31329
Policy instance 1
Insurance contract or identification number4-31329
Number of Individuals Covered1402
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of fees paid to insurance companyUSD $50,000
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees50000
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE AND PRORATED INCENT.,NOT DED. FROM PLAN
Insurance broker organization code?3
Insurance broker nameSTEVEN JOHN ZNEROLD
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-31329
Policy instance 1
Insurance contract or identification number4-31329
Number of Individuals Covered1387
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $20,645
Total amount of fees paid to insurance companyUSD $58,729
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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