THE BOARD OF TRUSTEES OF LOCAL UNION 725 OF THE IBEW RETIREMENT WELFAR has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LOCAL UNION 725 OF THE IBEW RETIREMENT WELFARE TRUST
401k plan membership statisitcs for LOCAL UNION 725 OF THE IBEW RETIREMENT WELFARE TRUST
| Measure | Date | Value |
|---|
| 2022: LOCAL UNION 725 OF THE IBEW RETIREMENT WELFARE TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-07-01 | 34 |
| Number of retired or separated participants receiving benefits | 2022-07-01 | 34 |
| Total of all active and inactive participants | 2022-07-01 | 34 |
| Number of employers contributing to the scheme | 2022-07-01 | 1 |
| 2021: LOCAL UNION 725 OF THE IBEW RETIREMENT WELFARE TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-07-01 | 36 |
| Number of retired or separated participants receiving benefits | 2021-07-01 | 34 |
| Total of all active and inactive participants | 2021-07-01 | 34 |
| Number of employers contributing to the scheme | 2021-07-01 | 1 |
| 2020: LOCAL UNION 725 OF THE IBEW RETIREMENT WELFARE TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-07-01 | 33 |
| Number of retired or separated participants receiving benefits | 2020-07-01 | 36 |
| Total of all active and inactive participants | 2020-07-01 | 36 |
| Number of employers contributing to the scheme | 2020-07-01 | 1 |
| 2019: LOCAL UNION 725 OF THE IBEW RETIREMENT WELFARE TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-07-01 | 30 |
| Number of retired or separated participants receiving benefits | 2019-07-01 | 33 |
| Total of all active and inactive participants | 2019-07-01 | 33 |
| Number of employers contributing to the scheme | 2019-07-01 | 1 |
| 2018: LOCAL UNION 725 OF THE IBEW RETIREMENT WELFARE TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-07-01 | 33 |
| Number of retired or separated participants receiving benefits | 2018-07-01 | 30 |
| Total of all active and inactive participants | 2018-07-01 | 30 |
| Number of employers contributing to the scheme | 2018-07-01 | 1 |
| 2017: LOCAL UNION 725 OF THE IBEW RETIREMENT WELFARE TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-07-01 | 31 |
| Number of retired or separated participants receiving benefits | 2017-07-01 | 33 |
| Total of all active and inactive participants | 2017-07-01 | 33 |
| Number of employers contributing to the scheme | 2017-07-01 | 1 |
| 2016: LOCAL UNION 725 OF THE IBEW RETIREMENT WELFARE TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 0 |
| Number of retired or separated participants receiving benefits | 2016-07-01 | 31 |
| Total of all active and inactive participants | 2016-07-01 | 31 |
| Number of employers contributing to the scheme | 2016-07-01 | 1 |
| 2015: LOCAL UNION 725 OF THE IBEW RETIREMENT WELFARE TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 0 |
| Number of retired or separated participants receiving benefits | 2015-07-01 | 19 |
| Total of all active and inactive participants | 2015-07-01 | 19 |
| Total participants | 2015-07-01 | 19 |
| Number of employers contributing to the scheme | 2015-07-01 | 1 |
| 2014: LOCAL UNION 725 OF THE IBEW RETIREMENT WELFARE TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 0 |
| Number of retired or separated participants receiving benefits | 2014-07-01 | 16 |
| Total of all active and inactive participants | 2014-07-01 | 16 |
| Number of employers contributing to the scheme | 2014-07-01 | 1 |
| Measure | Date | Value |
|---|
| 2023 : LOCAL UNION 725 OF THE IBEW RETIREMENT WELFARE TRUST 2023 401k financial data |
|---|
| Total income from all sources | 2023-06-30 | $80,000 |
| Expenses. Total of all expenses incurred | 2023-06-30 | $79,354 |
| Benefits paid (including direct rollovers) | 2023-06-30 | $77,604 |
| Total plan assets at end of year | 2023-06-30 | $34,972 |
| Total plan assets at beginning of year | 2023-06-30 | $34,326 |
| Contributions received from other sources (not participants or employers) | 2023-06-30 | $80,000 |
| Net income (gross income less expenses) | 2023-06-30 | $646 |
| Net plan assets at end of year (total assets less liabilities) | 2023-06-30 | $34,972 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-06-30 | $34,326 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-06-30 | $1,750 |
| 2022 : LOCAL UNION 725 OF THE IBEW RETIREMENT WELFARE TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-06-30 | $80,000 |
| Expenses. Total of all expenses incurred | 2022-06-30 | $79,258 |
| Benefits paid (including direct rollovers) | 2022-06-30 | $65,190 |
| Total plan assets at end of year | 2022-06-30 | $34,326 |
| Total plan assets at beginning of year | 2022-06-30 | $33,584 |
| Expenses. Other expenses not covered elsewhere | 2022-06-30 | $681 |
| Contributions received from other sources (not participants or employers) | 2022-06-30 | $80,000 |
| Net income (gross income less expenses) | 2022-06-30 | $742 |
| Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $34,326 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $33,584 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-06-30 | $13,387 |
| 2021 : LOCAL UNION 725 OF THE IBEW RETIREMENT WELFARE TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-06-30 | $80,000 |
| Expenses. Total of all expenses incurred | 2021-06-30 | $65,697 |
| Benefits paid (including direct rollovers) | 2021-06-30 | $63,000 |
| Total plan assets at end of year | 2021-06-30 | $33,584 |
| Total plan assets at beginning of year | 2021-06-30 | $19,281 |
| Contributions received from other sources (not participants or employers) | 2021-06-30 | $80,000 |
| Net income (gross income less expenses) | 2021-06-30 | $14,303 |
| Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $33,584 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $19,281 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-06-30 | $2,697 |
| 2020 : LOCAL UNION 725 OF THE IBEW RETIREMENT WELFARE TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-06-30 | $60,000 |
| Expenses. Total of all expenses incurred | 2020-06-30 | $60,820 |
| Benefits paid (including direct rollovers) | 2020-06-30 | $59,320 |
| Total plan assets at end of year | 2020-06-30 | $19,281 |
| Total plan assets at beginning of year | 2020-06-30 | $20,101 |
| Contributions received from other sources (not participants or employers) | 2020-06-30 | $60,000 |
| Net income (gross income less expenses) | 2020-06-30 | $-820 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $19,281 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $20,101 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-06-30 | $1,500 |
| 2019 : LOCAL UNION 725 OF THE IBEW RETIREMENT WELFARE TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-06-30 | $45,000 |
| Expenses. Total of all expenses incurred | 2019-06-30 | $59,400 |
| Benefits paid (including direct rollovers) | 2019-06-30 | $57,900 |
| Total plan assets at end of year | 2019-06-30 | $20,101 |
| Total plan assets at beginning of year | 2019-06-30 | $34,501 |
| Contributions received from other sources (not participants or employers) | 2019-06-30 | $45,000 |
| Net income (gross income less expenses) | 2019-06-30 | $-14,400 |
| Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $20,101 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $34,501 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-06-30 | $1,500 |
| 2018 : LOCAL UNION 725 OF THE IBEW RETIREMENT WELFARE TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-06-30 | $45,000 |
| Expenses. Total of all expenses incurred | 2018-06-30 | $59,155 |
| Benefits paid (including direct rollovers) | 2018-06-30 | $57,655 |
| Total plan assets at end of year | 2018-06-30 | $34,501 |
| Total plan assets at beginning of year | 2018-06-30 | $48,656 |
| Contributions received from other sources (not participants or employers) | 2018-06-30 | $45,000 |
| Net income (gross income less expenses) | 2018-06-30 | $-14,155 |
| Net plan assets at end of year (total assets less liabilities) | 2018-06-30 | $34,501 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-06-30 | $48,656 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-06-30 | $1,500 |
| 2017 : LOCAL UNION 725 OF THE IBEW RETIREMENT WELFARE TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-06-30 | $45,000 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $48,800 |
| Benefits paid (including direct rollovers) | 2017-06-30 | $47,550 |
| Total plan assets at end of year | 2017-06-30 | $48,656 |
| Total plan assets at beginning of year | 2017-06-30 | $52,456 |
| Contributions received from other sources (not participants or employers) | 2017-06-30 | $45,000 |
| Net income (gross income less expenses) | 2017-06-30 | $-3,800 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $48,656 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $52,456 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-06-30 | $1,250 |
| 2016 : LOCAL UNION 725 OF THE IBEW RETIREMENT WELFARE TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-06-30 | $72,000 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $36,137 |
| Benefits paid (including direct rollovers) | 2016-06-30 | $32,100 |
| Total plan assets at end of year | 2016-06-30 | $52,456 |
| Total plan assets at beginning of year | 2016-06-30 | $16,593 |
| Contributions received from other sources (not participants or employers) | 2016-06-30 | $72,000 |
| Net income (gross income less expenses) | 2016-06-30 | $35,863 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $52,456 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $16,593 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-06-30 | $4,037 |
| 2015 : LOCAL UNION 725 OF THE IBEW RETIREMENT WELFARE TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-06-30 | $45,000 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $28,407 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $28,407 |
| Total plan assets at end of year | 2015-06-30 | $16,593 |
| Total plan assets at beginning of year | 2015-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-06-30 | $45,000 |
| Net income (gross income less expenses) | 2015-06-30 | $16,593 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $16,593 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $0 |
| 2022: LOCAL UNION 725 OF THE IBEW RETIREMENT WELFARE TRUST 2022 form 5500 responses |
|---|
| 2022-07-01 | Type of plan entity | Multi-employer plan |
| 2022-07-01 | Submission has been amended | No |
| 2022-07-01 | This submission is the final filing | No |
| 2022-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-07-01 | Plan is a collectively bargained plan | Yes |
| 2022-07-01 | Plan funding arrangement – Trust | Yes |
| 2022-07-01 | Plan benefit arrangement - Trust | Yes |
| 2021: LOCAL UNION 725 OF THE IBEW RETIREMENT WELFARE TRUST 2021 form 5500 responses |
|---|
| 2021-07-01 | Type of plan entity | Multi-employer plan |
| 2021-07-01 | Submission has been amended | No |
| 2021-07-01 | This submission is the final filing | No |
| 2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-07-01 | Plan is a collectively bargained plan | Yes |
| 2021-07-01 | Plan funding arrangement – Trust | Yes |
| 2021-07-01 | Plan benefit arrangement - Trust | Yes |
| 2020: LOCAL UNION 725 OF THE IBEW RETIREMENT WELFARE TRUST 2020 form 5500 responses |
|---|
| 2020-07-01 | Type of plan entity | Multi-employer plan |
| 2020-07-01 | Submission has been amended | No |
| 2020-07-01 | This submission is the final filing | No |
| 2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-07-01 | Plan is a collectively bargained plan | Yes |
| 2020-07-01 | Plan funding arrangement – Trust | Yes |
| 2020-07-01 | Plan benefit arrangement - Trust | Yes |
| 2019: LOCAL UNION 725 OF THE IBEW RETIREMENT WELFARE TRUST 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Multi-employer plan |
| 2019-07-01 | Submission has been amended | No |
| 2019-07-01 | This submission is the final filing | No |
| 2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-07-01 | Plan is a collectively bargained plan | Yes |
| 2019-07-01 | Plan funding arrangement – Trust | Yes |
| 2019-07-01 | Plan benefit arrangement - Trust | Yes |
| 2018: LOCAL UNION 725 OF THE IBEW RETIREMENT WELFARE TRUST 2018 form 5500 responses |
|---|
| 2018-07-01 | Type of plan entity | Multi-employer plan |
| 2018-07-01 | Submission has been amended | No |
| 2018-07-01 | This submission is the final filing | No |
| 2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-07-01 | Plan is a collectively bargained plan | Yes |
| 2018-07-01 | Plan funding arrangement – Trust | Yes |
| 2018-07-01 | Plan benefit arrangement - Trust | Yes |
| 2017: LOCAL UNION 725 OF THE IBEW RETIREMENT WELFARE TRUST 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Multi-employer plan |
| 2017-07-01 | Submission has been amended | No |
| 2017-07-01 | This submission is the final filing | No |
| 2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-07-01 | Plan is a collectively bargained plan | Yes |
| 2017-07-01 | Plan funding arrangement – Trust | Yes |
| 2017-07-01 | Plan benefit arrangement - Trust | Yes |
| 2016: LOCAL UNION 725 OF THE IBEW RETIREMENT WELFARE TRUST 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Multi-employer plan |
| 2016-07-01 | Submission has been amended | No |
| 2016-07-01 | This submission is the final filing | No |
| 2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-07-01 | Plan is a collectively bargained plan | Yes |
| 2016-07-01 | Plan funding arrangement – Trust | Yes |
| 2016-07-01 | Plan benefit arrangement - Trust | Yes |
| 2015: LOCAL UNION 725 OF THE IBEW RETIREMENT WELFARE TRUST 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Multi-employer plan |
| 2015-07-01 | Submission has been amended | No |
| 2015-07-01 | This submission is the final filing | No |
| 2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-07-01 | Plan is a collectively bargained plan | Yes |
| 2015-07-01 | Plan funding arrangement – Trust | Yes |
| 2015-07-01 | Plan benefit arrangement - Trust | Yes |
| 2014: LOCAL UNION 725 OF THE IBEW RETIREMENT WELFARE TRUST 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Multi-employer plan |
| 2014-07-01 | First time form 5500 has been submitted | Yes |
| 2014-07-01 | Plan is a collectively bargained plan | Yes |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
