401k Plan data: I.B.E.W. LOCAL 139 ANNUITY PLAN plan

I.B.E.W. LOCAL 139 ANNUITY PLAN 401k Plan overview

Plan Name	I.B.E.W. LOCAL 139 ANNUITY PLAN
Plan identification number	001

I.B.E.W. LOCAL 139 ANNUITY PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

IBEW LOCAL 139 ANNUITY FUND has sponsored the creation of one or more 401k plans.

Company Name: IBEW LOCAL 139 ANNUITY FUND

Employer identification number (EIN): 516029959

NAIC Classification: 238210
NAIC Description: Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.B.E.W. LOCAL 139 ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01 WARREN ROMAN, JR. 2024-01-24 WARREN ROMAN, JR. 2024-01-24
001 2021-07-01 WARREN ROMAN, JR. 2023-01-30
001 2020-07-01 WARREN ROMAN, JR. 2022-01-31
001 2019-07-01 WARREN ROMAN, JR. 2021-04-02
001 2018-07-01 ROBERT HOLDEN 2020-03-03
001 2017-07-01
001 2016-07-01
001 2015-07-01
001 2014-07-01
001 2013-07-01
001 2012-07-01 ERNEST HARTMAN
001 2011-07-01 ERNEST HARTMAN
001 2010-07-01 ERNEST HARTMAN
001 2009-07-01 ERNEST HARTMAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-07-01	WARREN ROMAN, JR.	2024-01-24	WARREN ROMAN, JR.	2024-01-24
001	2021-07-01	WARREN ROMAN, JR.	2023-01-30
001	2020-07-01	WARREN ROMAN, JR.	2022-01-31
001	2019-07-01	WARREN ROMAN, JR.	2021-04-02
001	2018-07-01	ROBERT HOLDEN	2020-03-03
001	2017-07-01
001	2016-07-01
001	2015-07-01
001	2014-07-01
001	2013-07-01
001	2012-07-01	ERNEST HARTMAN
001	2011-07-01	ERNEST HARTMAN
001	2010-07-01	ERNEST HARTMAN
001	2009-07-01	ERNEST HARTMAN

Plan Statistics for I.B.E.W. LOCAL 139 ANNUITY PLAN

401k plan membership statisitcs for I.B.E.W. LOCAL 139 ANNUITY PLAN

Measure Date Value
2022: I.B.E.W. LOCAL 139 ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 377
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 232
Number of retired or separated participants receiving benefits 2022-07-01 54
Number of other retired or separated participants entitled to future benefits 2022-07-01 96
Total of all active and inactive participants 2022-07-01 382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 3
Total participants 2022-07-01 385
Number of participants with account balances 2022-07-01 385
Number of employers contributing to the scheme 2022-07-01 37
2021: I.B.E.W. LOCAL 139 ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 375
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 225
Number of retired or separated participants receiving benefits 2021-07-01 48
Number of other retired or separated participants entitled to future benefits 2021-07-01 101
Total of all active and inactive participants 2021-07-01 374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 3
Total participants 2021-07-01 377
Number of participants with account balances 2021-07-01 377
Number of employers contributing to the scheme 2021-07-01 40
2020: I.B.E.W. LOCAL 139 ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 374
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 218
Number of retired or separated participants receiving benefits 2020-07-01 48
Number of other retired or separated participants entitled to future benefits 2020-07-01 107
Total of all active and inactive participants 2020-07-01 373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 2
Total participants 2020-07-01 375
Number of participants with account balances 2020-07-01 375
Number of employers contributing to the scheme 2020-07-01 33
2019: I.B.E.W. LOCAL 139 ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 372
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 216
Number of retired or separated participants receiving benefits 2019-07-01 47
Number of other retired or separated participants entitled to future benefits 2019-07-01 109
Total of all active and inactive participants 2019-07-01 372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 2
Total participants 2019-07-01 374
Number of participants with account balances 2019-07-01 374
Number of employers contributing to the scheme 2019-07-01 37
2018: I.B.E.W. LOCAL 139 ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 310
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 223
Number of retired or separated participants receiving benefits 2018-07-01 80
Number of other retired or separated participants entitled to future benefits 2018-07-01 68
Total of all active and inactive participants 2018-07-01 371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 1
Total participants 2018-07-01 372
Number of participants with account balances 2018-07-01 372
Number of employers contributing to the scheme 2018-07-01 36
2017: I.B.E.W. LOCAL 139 ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 264
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 247
Number of retired or separated participants receiving benefits 2017-07-01 63
Number of other retired or separated participants entitled to future benefits 2017-07-01 0
Total of all active and inactive participants 2017-07-01 310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 310
Number of participants with account balances 2017-07-01 365
Number of employers contributing to the scheme 2017-07-01 36
2016: I.B.E.W. LOCAL 139 ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 273
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 220
Number of retired or separated participants receiving benefits 2016-07-01 43
Total of all active and inactive participants 2016-07-01 263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 1
Total participants 2016-07-01 264
Number of participants with account balances 2016-07-01 349
Number of employers contributing to the scheme 2016-07-01 34
2015: I.B.E.W. LOCAL 139 ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 265
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 238
Number of retired or separated participants receiving benefits 2015-07-01 35
Total of all active and inactive participants 2015-07-01 273
Total participants 2015-07-01 273
Number of participants with account balances 2015-07-01 356
Number of employers contributing to the scheme 2015-07-01 38
2014: I.B.E.W. LOCAL 139 ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 272
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 233
Number of retired or separated participants receiving benefits 2014-07-01 32
Total of all active and inactive participants 2014-07-01 265
Total participants 2014-07-01 265
Number of participants with account balances 2014-07-01 348
Number of employers contributing to the scheme 2014-07-01 36
2013: I.B.E.W. LOCAL 139 ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 246
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 241
Number of retired or separated participants receiving benefits 2013-07-01 31
Total of all active and inactive participants 2013-07-01 272
Total participants 2013-07-01 272
Number of participants with account balances 2013-07-01 341
Number of employers contributing to the scheme 2013-07-01 27
2012: I.B.E.W. LOCAL 139 ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 268
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 214
Number of retired or separated participants receiving benefits 2012-07-01 32
Total of all active and inactive participants 2012-07-01 246
Total participants 2012-07-01 246
Number of participants with account balances 2012-07-01 325
Number of employers contributing to the scheme 2012-07-01 24
2011: I.B.E.W. LOCAL 139 ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 321
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 249
Number of retired or separated participants receiving benefits 2011-07-01 19
Total of all active and inactive participants 2011-07-01 268
Total participants 2011-07-01 268
Number of participants with account balances 2011-07-01 330
Number of employers contributing to the scheme 2011-07-01 41
2010: I.B.E.W. LOCAL 139 ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 320
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 290
Number of retired or separated participants receiving benefits 2010-07-01 31
Total of all active and inactive participants 2010-07-01 321
Total participants 2010-07-01 321
Number of participants with account balances 2010-07-01 321
Number of employers contributing to the scheme 2010-07-01 26
2009: I.B.E.W. LOCAL 139 ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 322
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 290
Number of retired or separated participants receiving benefits 2009-07-01 30
Total of all active and inactive participants 2009-07-01 320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 320
Number of participants with account balances 2009-07-01 320
Number of employers contributing to the scheme 2009-07-01 31

Measure	Date	Value
2022: I.B.E.W. LOCAL 139 ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	377
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	232
Number of retired or separated participants receiving benefits	2022-07-01	54
Number of other retired or separated participants entitled to future benefits	2022-07-01	96
Total of all active and inactive participants	2022-07-01	382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	3
Total participants	2022-07-01	385
Number of participants with account balances	2022-07-01	385
Number of employers contributing to the scheme	2022-07-01	37
2021: I.B.E.W. LOCAL 139 ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	375
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	225
Number of retired or separated participants receiving benefits	2021-07-01	48
Number of other retired or separated participants entitled to future benefits	2021-07-01	101
Total of all active and inactive participants	2021-07-01	374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	3
Total participants	2021-07-01	377
Number of participants with account balances	2021-07-01	377
Number of employers contributing to the scheme	2021-07-01	40
2020: I.B.E.W. LOCAL 139 ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	374
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	218
Number of retired or separated participants receiving benefits	2020-07-01	48
Number of other retired or separated participants entitled to future benefits	2020-07-01	107
Total of all active and inactive participants	2020-07-01	373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	2
Total participants	2020-07-01	375
Number of participants with account balances	2020-07-01	375
Number of employers contributing to the scheme	2020-07-01	33
2019: I.B.E.W. LOCAL 139 ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	372
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	216
Number of retired or separated participants receiving benefits	2019-07-01	47
Number of other retired or separated participants entitled to future benefits	2019-07-01	109
Total of all active and inactive participants	2019-07-01	372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	2
Total participants	2019-07-01	374
Number of participants with account balances	2019-07-01	374
Number of employers contributing to the scheme	2019-07-01	37
2018: I.B.E.W. LOCAL 139 ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	310
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	223
Number of retired or separated participants receiving benefits	2018-07-01	80
Number of other retired or separated participants entitled to future benefits	2018-07-01	68
Total of all active and inactive participants	2018-07-01	371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	1
Total participants	2018-07-01	372
Number of participants with account balances	2018-07-01	372
Number of employers contributing to the scheme	2018-07-01	36
2017: I.B.E.W. LOCAL 139 ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	264
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	247
Number of retired or separated participants receiving benefits	2017-07-01	63
Number of other retired or separated participants entitled to future benefits	2017-07-01	0
Total of all active and inactive participants	2017-07-01	310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	310
Number of participants with account balances	2017-07-01	365
Number of employers contributing to the scheme	2017-07-01	36
2016: I.B.E.W. LOCAL 139 ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	273
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	220
Number of retired or separated participants receiving benefits	2016-07-01	43
Total of all active and inactive participants	2016-07-01	263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	1
Total participants	2016-07-01	264
Number of participants with account balances	2016-07-01	349
Number of employers contributing to the scheme	2016-07-01	34
2015: I.B.E.W. LOCAL 139 ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	265
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	238
Number of retired or separated participants receiving benefits	2015-07-01	35
Total of all active and inactive participants	2015-07-01	273
Total participants	2015-07-01	273
Number of participants with account balances	2015-07-01	356
Number of employers contributing to the scheme	2015-07-01	38
2014: I.B.E.W. LOCAL 139 ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	272
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	233
Number of retired or separated participants receiving benefits	2014-07-01	32
Total of all active and inactive participants	2014-07-01	265
Total participants	2014-07-01	265
Number of participants with account balances	2014-07-01	348
Number of employers contributing to the scheme	2014-07-01	36
2013: I.B.E.W. LOCAL 139 ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	246
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	241
Number of retired or separated participants receiving benefits	2013-07-01	31
Total of all active and inactive participants	2013-07-01	272
Total participants	2013-07-01	272
Number of participants with account balances	2013-07-01	341
Number of employers contributing to the scheme	2013-07-01	27
2012: I.B.E.W. LOCAL 139 ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	268
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	214
Number of retired or separated participants receiving benefits	2012-07-01	32
Total of all active and inactive participants	2012-07-01	246
Total participants	2012-07-01	246
Number of participants with account balances	2012-07-01	325
Number of employers contributing to the scheme	2012-07-01	24
2011: I.B.E.W. LOCAL 139 ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	321
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	249
Number of retired or separated participants receiving benefits	2011-07-01	19
Total of all active and inactive participants	2011-07-01	268
Total participants	2011-07-01	268
Number of participants with account balances	2011-07-01	330
Number of employers contributing to the scheme	2011-07-01	41
2010: I.B.E.W. LOCAL 139 ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	320
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	290
Number of retired or separated participants receiving benefits	2010-07-01	31
Total of all active and inactive participants	2010-07-01	321
Total participants	2010-07-01	321
Number of participants with account balances	2010-07-01	321
Number of employers contributing to the scheme	2010-07-01	26
2009: I.B.E.W. LOCAL 139 ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	322
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	290
Number of retired or separated participants receiving benefits	2009-07-01	30
Total of all active and inactive participants	2009-07-01	320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	320
Number of participants with account balances	2009-07-01	320
Number of employers contributing to the scheme	2009-07-01	31

Financial Data on I.B.E.W. LOCAL 139 ANNUITY PLAN

Measure	Date	Value
2023 : I.B.E.W. LOCAL 139 ANNUITY PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2023-06-30	$437,982
Total unrealized appreciation/depreciation of assets	2023-06-30	$437,982
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$46,015
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$72,207
Total income from all sources (including contributions)	2023-06-30	$2,956,650
Total loss/gain on sale of assets	2023-06-30	$-423,100
Total of all expenses incurred	2023-06-30	$1,995,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$1,730,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$2,473,128
Value of total assets at end of year	2023-06-30	$19,926,398
Value of total assets at beginning of year	2023-06-30	$18,991,512
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$264,687
Total interest from all sources	2023-06-30	$280,439
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$69,937
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-06-30	$6,596
Assets. Real estate other than employer real property at end of year	2023-06-30	$1,586,899
Administrative expenses professional fees incurred	2023-06-30	$51,417
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$3,500,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-06-30	$97,418
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-06-30	$72,620
Other income not declared elsewhere	2023-06-30	$65,096
Administrative expenses (other) incurred	2023-06-30	$96,012
Liabilities. Value of operating payables at end of year	2023-06-30	$46,015
Liabilities. Value of operating payables at beginning of year	2023-06-30	$72,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$961,078
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$19,880,383
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$18,919,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Assets. partnership/joint venture interests at end of year	2023-06-30	$1,392,722
Investment advisory and management fees	2023-06-30	$117,258
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$520,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$835,008
Interest earned on other investments	2023-06-30	$6,632
Income. Interest from US Government securities	2023-06-30	$174,296
Income. Interest from corporate debt instruments	2023-06-30	$53,119
Value of interest in common/collective trusts at end of year	2023-06-30	$0
Value of interest in common/collective trusts at beginning of year	2023-06-30	$1,920,413
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-06-30	$1,512,738
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-06-30	$1,333,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-06-30	$1,333,666
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-06-30	$46,392
Asset value of US Government securities at end of year	2023-06-30	$5,658,640
Asset value of US Government securities at beginning of year	2023-06-30	$6,860,579
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$66,973
Net investment gain or loss from common/collective trusts	2023-06-30	$-13,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Contributions received in cash from employer	2023-06-30	$2,473,128
Employer contributions (assets) at end of year	2023-06-30	$259,005
Employer contributions (assets) at beginning of year	2023-06-30	$235,321
Income. Dividends from common stock	2023-06-30	$63,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$1,730,885
Asset. Corporate debt instrument debt (other) at end of year	2023-06-30	$4,789,168
Asset. Corporate debt instrument debt (other) at beginning of year	2023-06-30	$2,275,837
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-06-30	No
Assets. Corporate common stocks other than exployer securities at end of year	2023-06-30	$4,092,593
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-06-30	$5,440,823
Assets. Value of buildings and other operty used in plan operation at end of year	2023-06-30	$16,546
Assets. Value of buildings and other operty used in plan operation at beginning of year	2023-06-30	$17,245
Did the plan have assets held for investment	2023-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Aggregate proceeds on sale of assets	2023-06-30	$10,330,962
Aggregate carrying amount (costs) on sale of assets	2023-06-30	$10,754,062
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	MENGEL, METZGER, BARR & CO., LLP
Accountancy firm EIN	2023-06-30	161092347
2022 : I.B.E.W. LOCAL 139 ANNUITY PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-06-30	$-2,706,151
Total unrealized appreciation/depreciation of assets	2022-06-30	$-2,706,151
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$72,207
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$43,355
Total income from all sources (including contributions)	2022-06-30	$281,773
Total loss/gain on sale of assets	2022-06-30	$763,225
Total of all expenses incurred	2022-06-30	$2,436,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$2,160,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$2,275,938
Value of total assets at end of year	2022-06-30	$18,991,512
Value of total assets at beginning of year	2022-06-30	$21,117,265
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$275,898
Total interest from all sources	2022-06-30	$228,312
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$109,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$37,098
Administrative expenses professional fees incurred	2022-06-30	$54,293
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$3,500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Participant contributions at beginning of year	2022-06-30	$2,100
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-06-30	$72,620
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-06-30	$72,271
Administrative expenses (other) incurred	2022-06-30	$90,111
Liabilities. Value of operating payables at end of year	2022-06-30	$72,207
Liabilities. Value of operating payables at beginning of year	2022-06-30	$43,355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-2,154,605
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$18,919,305
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$21,073,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Investment advisory and management fees	2022-06-30	$131,494
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$835,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$937,731
Interest earned on other investments	2022-06-30	$6,669
Income. Interest from US Government securities	2022-06-30	$141,295
Income. Interest from corporate debt instruments	2022-06-30	$73,081
Value of interest in common/collective trusts at end of year	2022-06-30	$1,920,413
Value of interest in common/collective trusts at beginning of year	2022-06-30	$2,742,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$1,333,666
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$1,372,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$1,372,328
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$7,267
Asset value of US Government securities at end of year	2022-06-30	$6,860,579
Asset value of US Government securities at beginning of year	2022-06-30	$5,247,158
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-225,353
Net investment gain or loss from common/collective trusts	2022-06-30	$-164,161
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$2,275,938
Employer contributions (assets) at end of year	2022-06-30	$235,321
Employer contributions (assets) at beginning of year	2022-06-30	$192,284
Income. Dividends from common stock	2022-06-30	$72,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$2,160,480
Asset. Corporate debt instrument debt (other) at end of year	2022-06-30	$2,275,837
Asset. Corporate debt instrument debt (other) at beginning of year	2022-06-30	$2,971,532
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-06-30	No
Assets. Corporate common stocks other than exployer securities at end of year	2022-06-30	$5,440,823
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-06-30	$7,561,831
Assets. Value of buildings and other operty used in plan operation at end of year	2022-06-30	$17,245
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-06-30	$17,442
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Aggregate proceeds on sale of assets	2022-06-30	$6,570,909
Aggregate carrying amount (costs) on sale of assets	2022-06-30	$5,807,684
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	MENGEL, METZGER, BARR & CO LLP
Accountancy firm EIN	2022-06-30	161092347
2021 : I.B.E.W. LOCAL 139 ANNUITY PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-06-30	$911,462
Total unrealized appreciation/depreciation of assets	2021-06-30	$911,462
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$43,355
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$55,292
Total income from all sources (including contributions)	2021-06-30	$5,327,642
Total loss/gain on sale of assets	2021-06-30	$1,198,096
Total of all expenses incurred	2021-06-30	$1,863,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$1,638,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$2,104,161
Value of total assets at end of year	2021-06-30	$21,117,265
Value of total assets at beginning of year	2021-06-30	$17,664,762
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$224,917
Total interest from all sources	2021-06-30	$204,322
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$102,704
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$23,868
Administrative expenses professional fees incurred	2021-06-30	$39,067
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$3,500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Participant contributions at end of year	2021-06-30	$2,100
Participant contributions at beginning of year	2021-06-30	$2,100
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-06-30	$72,271
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-06-30	$68,225
Administrative expenses (other) incurred	2021-06-30	$69,160
Liabilities. Value of operating payables at end of year	2021-06-30	$43,355
Liabilities. Value of operating payables at beginning of year	2021-06-30	$55,292
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$3,464,440
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$21,073,910
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$17,609,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Investment advisory and management fees	2021-06-30	$116,690
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$937,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$756,406
Interest earned on other investments	2021-06-30	$3,426
Income. Interest from US Government securities	2021-06-30	$104,253
Income. Interest from corporate debt instruments	2021-06-30	$96,002
Value of interest in common/collective trusts at end of year	2021-06-30	$2,742,588
Value of interest in common/collective trusts at beginning of year	2021-06-30	$2,198,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-06-30	$1,372,328
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-06-30	$1,270,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-06-30	$1,270,906
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-06-30	$641
Asset value of US Government securities at end of year	2021-06-30	$5,247,158
Asset value of US Government securities at beginning of year	2021-06-30	$4,996,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$253,677
Net investment gain or loss from common/collective trusts	2021-06-30	$553,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$2,104,161
Employer contributions (assets) at end of year	2021-06-30	$192,284
Employer contributions (assets) at beginning of year	2021-06-30	$179,885
Income. Dividends from common stock	2021-06-30	$78,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$1,638,285
Asset. Corporate debt instrument debt (other) at end of year	2021-06-30	$2,971,532
Asset. Corporate debt instrument debt (other) at beginning of year	2021-06-30	$2,527,163
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-06-30	No
Assets. Corporate common stocks other than exployer securities at end of year	2021-06-30	$7,561,831
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-06-30	$5,646,896
Assets. Value of buildings and other operty used in plan operation at end of year	2021-06-30	$17,442
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-06-30	$18,229
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Aggregate proceeds on sale of assets	2021-06-30	$8,570,450
Aggregate carrying amount (costs) on sale of assets	2021-06-30	$7,372,354
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	MENGEL, METZGER, BARR & CO LLP
Accountancy firm EIN	2021-06-30	161092347
2020 : I.B.E.W. LOCAL 139 ANNUITY PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-06-30	$351,109
Total unrealized appreciation/depreciation of assets	2020-06-30	$351,109
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$55,292
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$81,829
Total income from all sources (including contributions)	2020-06-30	$3,881,785
Total loss/gain on sale of assets	2020-06-30	$871,532
Total of all expenses incurred	2020-06-30	$2,609,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$2,394,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$2,256,840
Value of total assets at end of year	2020-06-30	$17,664,762
Value of total assets at beginning of year	2020-06-30	$16,419,164
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$215,441
Total interest from all sources	2020-06-30	$143,708
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$132,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$74,938
Administrative expenses professional fees incurred	2020-06-30	$36,632
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$3,500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Participant contributions at end of year	2020-06-30	$2,100
Participant contributions at beginning of year	2020-06-30	$2,100
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-06-30	$68,225
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-06-30	$54,369
Administrative expenses (other) incurred	2020-06-30	$69,061
Liabilities. Value of operating payables at end of year	2020-06-30	$55,292
Liabilities. Value of operating payables at beginning of year	2020-06-30	$81,829
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$1,272,135
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$17,609,470
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$16,337,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Investment advisory and management fees	2020-06-30	$109,748
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$756,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$3,286,409
Interest earned on other investments	2020-06-30	$1,408
Income. Interest from US Government securities	2020-06-30	$97,271
Income. Interest from corporate debt instruments	2020-06-30	$31,554
Value of interest in common/collective trusts at end of year	2020-06-30	$2,198,679
Value of interest in common/collective trusts at beginning of year	2020-06-30	$2,195,502
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$1,270,906
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-06-30	$2,331,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-06-30	$2,331,198
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$13,475
Asset value of US Government securities at end of year	2020-06-30	$4,996,273
Asset value of US Government securities at beginning of year	2020-06-30	$3,856,986
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$114,851
Net investment gain or loss from common/collective trusts	2020-06-30	$11,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$2,256,840
Employer contributions (assets) at end of year	2020-06-30	$179,885
Employer contributions (assets) at beginning of year	2020-06-30	$228,893
Income. Dividends from common stock	2020-06-30	$57,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$2,394,209
Asset. Corporate debt instrument debt (other) at end of year	2020-06-30	$2,527,163
Asset. Corporate debt instrument debt (other) at beginning of year	2020-06-30	$374,318
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-06-30	No
Assets. Corporate common stocks other than exployer securities at end of year	2020-06-30	$5,646,896
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-06-30	$4,069,375
Assets. Value of buildings and other operty used in plan operation at end of year	2020-06-30	$18,229
Assets. Value of buildings and other operty used in plan operation at beginning of year	2020-06-30	$20,014
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Aggregate proceeds on sale of assets	2020-06-30	$28,384,528
Aggregate carrying amount (costs) on sale of assets	2020-06-30	$27,512,996
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	No
Opinion of an independent qualified public accountant for this plan	2020-06-30	Unqualified
Accountancy firm name	2020-06-30	MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN	2020-06-30	161092347
2019 : I.B.E.W. LOCAL 139 ANNUITY PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-06-30	$438,196
Total unrealized appreciation/depreciation of assets	2019-06-30	$438,196
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$81,829
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$40,931
Total income from all sources (including contributions)	2019-06-30	$3,241,188
Total loss/gain on sale of assets	2019-06-30	$112,296
Total of all expenses incurred	2019-06-30	$1,835,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$1,661,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$2,247,694
Value of total assets at end of year	2019-06-30	$16,419,164
Value of total assets at beginning of year	2019-06-30	$14,972,585
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$173,602
Total interest from all sources	2019-06-30	$130,070
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$123,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$80,844
Administrative expenses professional fees incurred	2019-06-30	$37,615
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$3,500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Participant contributions at end of year	2019-06-30	$2,100
Participant contributions at beginning of year	2019-06-30	$8,113
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-06-30	$54,369
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-06-30	$66,839
Administrative expenses (other) incurred	2019-06-30	$63,764
Liabilities. Value of operating payables at end of year	2019-06-30	$81,829
Liabilities. Value of operating payables at beginning of year	2019-06-30	$40,931
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$1,405,681
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$16,337,335
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$14,931,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Investment advisory and management fees	2019-06-30	$72,223
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$3,286,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$3,572,340
Interest earned on other investments	2019-06-30	$11,145
Income. Interest from US Government securities	2019-06-30	$102,268
Income. Interest from corporate debt instruments	2019-06-30	$10,170
Value of interest in common/collective trusts at end of year	2019-06-30	$2,195,502
Value of interest in common/collective trusts at beginning of year	2019-06-30	$1,266,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-06-30	$2,331,198
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-06-30	$1,511,119
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-06-30	$1,511,119
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-06-30	$6,487
Asset value of US Government securities at end of year	2019-06-30	$3,856,986
Asset value of US Government securities at beginning of year	2019-06-30	$4,212,885
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$53,672
Net investment gain or loss from common/collective trusts	2019-06-30	$135,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$2,247,694
Employer contributions (assets) at end of year	2019-06-30	$228,893
Employer contributions (assets) at beginning of year	2019-06-30	$177,854
Income. Dividends from common stock	2019-06-30	$42,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$1,661,905
Asset. Corporate debt instrument debt (other) at end of year	2019-06-30	$374,318
Asset. Corporate debt instrument debt (other) at beginning of year	2019-06-30	$359,712
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-06-30	No
Assets. Corporate common stocks other than exployer securities at end of year	2019-06-30	$4,069,375
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-06-30	$3,774,953
Assets. Value of buildings and other operty used in plan operation at end of year	2019-06-30	$20,014
Assets. Value of buildings and other operty used in plan operation at beginning of year	2019-06-30	$21,997
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Aggregate proceeds on sale of assets	2019-06-30	$17,971,841
Aggregate carrying amount (costs) on sale of assets	2019-06-30	$17,859,545
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	No
Opinion of an independent qualified public accountant for this plan	2019-06-30	Unqualified
Accountancy firm name	2019-06-30	MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN	2019-06-30	161092347
2018 : I.B.E.W. LOCAL 139 ANNUITY PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-06-30	$62,692
Total unrealized appreciation/depreciation of assets	2018-06-30	$62,692
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$40,931
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$43,958
Total income from all sources (including contributions)	2018-06-30	$2,623,614
Total loss/gain on sale of assets	2018-06-30	$389,335
Total of all expenses incurred	2018-06-30	$1,605,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$1,423,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$1,928,139
Value of total assets at end of year	2018-06-30	$14,972,585
Value of total assets at beginning of year	2018-06-30	$13,957,081
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$181,827
Total interest from all sources	2018-06-30	$106,525
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$99,242
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$65,266
Administrative expenses professional fees incurred	2018-06-30	$45,894
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$3,500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Participant contributions at end of year	2018-06-30	$8,113
Participant contributions at beginning of year	2018-06-30	$8,113
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-06-30	$66,839
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-06-30	$28,908
Administrative expenses (other) incurred	2018-06-30	$69,757
Liabilities. Value of operating payables at end of year	2018-06-30	$40,931
Liabilities. Value of operating payables at beginning of year	2018-06-30	$43,958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$1,018,531
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$14,931,654
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$13,913,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Investment advisory and management fees	2018-06-30	$66,176
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$3,572,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$3,706,266
Interest earned on other investments	2018-06-30	$1,718
Income. Interest from US Government securities	2018-06-30	$94,947
Income. Interest from corporate debt instruments	2018-06-30	$6,585
Value of interest in common/collective trusts at end of year	2018-06-30	$1,266,773
Value of interest in common/collective trusts at beginning of year	2018-06-30	$1,174,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-06-30	$1,511,119
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-06-30	$1,241,924
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-06-30	$1,241,924
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-30	$3,275
Asset value of US Government securities at end of year	2018-06-30	$4,212,885
Asset value of US Government securities at beginning of year	2018-06-30	$4,024,307
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$-59,755
Net investment gain or loss from common/collective trusts	2018-06-30	$97,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$1,928,139
Employer contributions (assets) at end of year	2018-06-30	$177,854
Employer contributions (assets) at beginning of year	2018-06-30	$172,668
Income. Dividends from common stock	2018-06-30	$33,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$1,423,256
Asset. Corporate debt instrument debt (other) at end of year	2018-06-30	$359,712
Asset. Corporate debt instrument debt (other) at beginning of year	2018-06-30	$269,903
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-06-30	No
Assets. Corporate common stocks other than exployer securities at end of year	2018-06-30	$3,774,953
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-06-30	$3,328,583
Assets. Value of buildings and other operty used in plan operation at end of year	2018-06-30	$21,997
Assets. Value of buildings and other operty used in plan operation at beginning of year	2018-06-30	$1,958
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Aggregate proceeds on sale of assets	2018-06-30	$2,904,263
Aggregate carrying amount (costs) on sale of assets	2018-06-30	$2,514,928
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	No
Opinion of an independent qualified public accountant for this plan	2018-06-30	Unqualified
Accountancy firm name	2018-06-30	MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN	2018-06-30	161092347
2017 : I.B.E.W. LOCAL 139 ANNUITY PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-06-30	$313,227
Total unrealized appreciation/depreciation of assets	2017-06-30	$313,227
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$43,958
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$44,843
Total income from all sources (including contributions)	2017-06-30	$2,744,041
Total loss/gain on sale of assets	2017-06-30	$298,766
Total of all expenses incurred	2017-06-30	$1,490,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$1,316,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$1,878,751
Value of total assets at end of year	2017-06-30	$13,957,081
Value of total assets at beginning of year	2017-06-30	$12,704,270
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$173,849
Total interest from all sources	2017-06-30	$79,884
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$124,359
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$70,738
Administrative expenses professional fees incurred	2017-06-30	$49,504
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$3,500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Participant contributions at end of year	2017-06-30	$8,113
Participant contributions at beginning of year	2017-06-30	$8,113
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-06-30	$28,908
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-06-30	$21,568
Administrative expenses (other) incurred	2017-06-30	$64,568
Liabilities. Value of operating payables at end of year	2017-06-30	$43,958
Liabilities. Value of operating payables at beginning of year	2017-06-30	$44,843
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$1,253,696
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$13,913,123
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$12,659,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Investment advisory and management fees	2017-06-30	$59,777
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$3,706,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$4,034,632
Income. Interest from US Government securities	2017-06-30	$72,188
Income. Interest from corporate debt instruments	2017-06-30	$7,310
Value of interest in common/collective trusts at end of year	2017-06-30	$1,174,451
Value of interest in common/collective trusts at beginning of year	2017-06-30	$1,130,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-30	$1,241,924
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$685,732
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$685,732
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$386
Asset value of US Government securities at end of year	2017-06-30	$4,024,307
Asset value of US Government securities at beginning of year	2017-06-30	$2,545,874
Net investment gain or loss from common/collective trusts	2017-06-30	$49,054
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$1,878,751
Employer contributions (assets) at end of year	2017-06-30	$172,668
Employer contributions (assets) at beginning of year	2017-06-30	$177,983
Income. Dividends from common stock	2017-06-30	$53,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$1,316,496
Asset. Corporate debt instrument debt (other) at end of year	2017-06-30	$269,903
Asset. Corporate debt instrument debt (other) at beginning of year	2017-06-30	$550,952
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-06-30	No
Assets. Corporate common stocks other than exployer securities at end of year	2017-06-30	$3,328,583
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-06-30	$3,548,208
Assets. Value of buildings and other operty used in plan operation at end of year	2017-06-30	$1,958
Assets. Value of buildings and other operty used in plan operation at beginning of year	2017-06-30	$630
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Aggregate proceeds on sale of assets	2017-06-30	$4,168,996
Aggregate carrying amount (costs) on sale of assets	2017-06-30	$3,870,230
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	No
Opinion of an independent qualified public accountant for this plan	2017-06-30	Unqualified
Accountancy firm name	2017-06-30	MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN	2017-06-30	161092347
2016 : I.B.E.W. LOCAL 139 ANNUITY PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-06-30	$-101,505
Total unrealized appreciation/depreciation of assets	2016-06-30	$-101,505
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$44,843
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$48,725
Total income from all sources (including contributions)	2016-06-30	$1,382,535
Total loss/gain on sale of assets	2016-06-30	$-75,856
Total of all expenses incurred	2016-06-30	$1,710,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$1,535,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$1,272,878
Value of total assets at end of year	2016-06-30	$12,704,270
Value of total assets at beginning of year	2016-06-30	$13,035,948
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$175,129
Total interest from all sources	2016-06-30	$68,575
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$153,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$113,680
Administrative expenses professional fees incurred	2016-06-30	$37,315
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$3,500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Participant contributions at end of year	2016-06-30	$8,113
Participant contributions at beginning of year	2016-06-30	$8,113
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-06-30	$21,568
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-06-30	$31,920
Administrative expenses (other) incurred	2016-06-30	$73,043
Liabilities. Value of operating payables at end of year	2016-06-30	$44,843
Liabilities. Value of operating payables at beginning of year	2016-06-30	$48,725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-327,796
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$12,659,427
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$12,987,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Investment advisory and management fees	2016-06-30	$64,771
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$4,034,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$3,868,074
Income. Interest from US Government securities	2016-06-30	$44,914
Income. Interest from corporate debt instruments	2016-06-30	$23,660
Value of interest in common/collective trusts at end of year	2016-06-30	$1,130,578
Value of interest in common/collective trusts at beginning of year	2016-06-30	$1,070,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$685,732
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$1,056,097
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$1,056,097
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$1
Asset value of US Government securities at end of year	2016-06-30	$2,545,874
Asset value of US Government securities at beginning of year	2016-06-30	$2,464,653
Net investment gain or loss from common/collective trusts	2016-06-30	$65,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$1,272,878
Employer contributions (assets) at end of year	2016-06-30	$177,983
Employer contributions (assets) at beginning of year	2016-06-30	$136,557
Income. Dividends from common stock	2016-06-30	$39,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$1,535,202
Asset. Corporate debt instrument debt (other) at end of year	2016-06-30	$550,952
Asset. Corporate debt instrument debt (other) at beginning of year	2016-06-30	$935,035
Contract administrator fees	2016-06-30	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-06-30	No
Assets. Corporate common stocks other than exployer securities at end of year	2016-06-30	$3,548,208
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-06-30	$3,464,540
Assets. Value of buildings and other operty used in plan operation at end of year	2016-06-30	$630
Assets. Value of buildings and other operty used in plan operation at beginning of year	2016-06-30	$931
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Aggregate proceeds on sale of assets	2016-06-30	$3,495,541
Aggregate carrying amount (costs) on sale of assets	2016-06-30	$3,571,397
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN	2016-06-30	161092347
2015 : I.B.E.W. LOCAL 139 ANNUITY PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-06-30	$-816,986
Total unrealized appreciation/depreciation of assets	2015-06-30	$-816,986
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$48,725
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$64,580
Total income from all sources (including contributions)	2015-06-30	$1,400,804
Total loss/gain on sale of assets	2015-06-30	$470,771
Total of all expenses incurred	2015-06-30	$1,272,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$1,071,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$1,423,155
Value of total assets at end of year	2015-06-30	$13,035,948
Value of total assets at beginning of year	2015-06-30	$12,923,774
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$201,716
Total interest from all sources	2015-06-30	$83,160
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$233,222
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$190,334
Administrative expenses professional fees incurred	2015-06-30	$42,287
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$3,500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Participant contributions at end of year	2015-06-30	$8,113
Participant contributions at beginning of year	2015-06-30	$8,113
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-06-30	$31,920
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-06-30	$32,563
Administrative expenses (other) incurred	2015-06-30	$78,258
Liabilities. Value of operating payables at end of year	2015-06-30	$48,725
Liabilities. Value of operating payables at beginning of year	2015-06-30	$64,580
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$128,029
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$12,987,223
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$12,859,194
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Investment advisory and management fees	2015-06-30	$66,171
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$3,868,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$3,828,260
Income. Interest from US Government securities	2015-06-30	$43,595
Income. Interest from corporate debt instruments	2015-06-30	$39,562
Value of interest in common/collective trusts at end of year	2015-06-30	$1,070,028
Value of interest in common/collective trusts at beginning of year	2015-06-30	$1,067,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$1,056,097
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-06-30	$696,379
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$696,379
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-06-30	$3
Asset value of US Government securities at end of year	2015-06-30	$2,464,653
Asset value of US Government securities at beginning of year	2015-06-30	$1,634,476
Net investment gain or loss from common/collective trusts	2015-06-30	$7,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$1,423,155
Employer contributions (assets) at end of year	2015-06-30	$136,557
Employer contributions (assets) at beginning of year	2015-06-30	$162,931
Income. Dividends from common stock	2015-06-30	$42,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$1,071,059
Asset. Corporate debt instrument debt (other) at end of year	2015-06-30	$935,035
Asset. Corporate debt instrument debt (other) at beginning of year	2015-06-30	$1,407,681
Contract administrator fees	2015-06-30	$15,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-06-30	No
Assets. Corporate common stocks other than exployer securities at end of year	2015-06-30	$3,464,540
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-06-30	$4,082,196
Assets. Value of buildings and other operty used in plan operation at end of year	2015-06-30	$931
Assets. Value of buildings and other operty used in plan operation at beginning of year	2015-06-30	$3,802
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Aggregate proceeds on sale of assets	2015-06-30	$3,151,631
Aggregate carrying amount (costs) on sale of assets	2015-06-30	$2,680,860
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN	2015-06-30	161092347
2014 : I.B.E.W. LOCAL 139 ANNUITY PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-06-30	$551,950
Total unrealized appreciation/depreciation of assets	2014-06-30	$551,950
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$64,580
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$56,874
Total income from all sources (including contributions)	2014-06-30	$2,868,831
Total loss/gain on sale of assets	2014-06-30	$564,258
Total of all expenses incurred	2014-06-30	$902,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$727,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$1,226,814
Value of total assets at end of year	2014-06-30	$12,923,774
Value of total assets at beginning of year	2014-06-30	$10,949,850
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$175,393
Total interest from all sources	2014-06-30	$101,143
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$298,440
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$249,975
Administrative expenses professional fees incurred	2014-06-30	$39,623
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$3,500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Participant contributions at end of year	2014-06-30	$8,113
Participant contributions at beginning of year	2014-06-30	$8,113
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-06-30	$32,563
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-06-30	$35,259
Administrative expenses (other) incurred	2014-06-30	$58,175
Liabilities. Value of operating payables at end of year	2014-06-30	$64,580
Liabilities. Value of operating payables at beginning of year	2014-06-30	$56,874
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$1,966,218
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$12,859,194
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$10,892,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Investment advisory and management fees	2014-06-30	$62,595
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$3,828,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$3,203,571
Income. Interest from US Government securities	2014-06-30	$46,208
Income. Interest from corporate debt instruments	2014-06-30	$54,931
Value of interest in common/collective trusts at end of year	2014-06-30	$1,067,373
Value of interest in common/collective trusts at beginning of year	2014-06-30	$945,670
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-06-30	$696,379
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$393,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$393,417
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-06-30	$4
Asset value of US Government securities at end of year	2014-06-30	$1,634,476
Asset value of US Government securities at beginning of year	2014-06-30	$1,523,386
Net investment gain or loss from common/collective trusts	2014-06-30	$126,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$1,226,814
Employer contributions (assets) at end of year	2014-06-30	$162,931
Employer contributions (assets) at beginning of year	2014-06-30	$122,485
Income. Dividends from common stock	2014-06-30	$48,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$727,220
Asset. Corporate debt instrument debt (other) at end of year	2014-06-30	$1,407,681
Asset. Corporate debt instrument debt (other) at beginning of year	2014-06-30	$1,646,363
Contract administrator fees	2014-06-30	$15,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-06-30	No
Assets. Corporate common stocks other than exployer securities at end of year	2014-06-30	$4,082,196
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-06-30	$3,064,957
Assets. Value of buildings and other operty used in plan operation at end of year	2014-06-30	$3,802
Assets. Value of buildings and other operty used in plan operation at beginning of year	2014-06-30	$6,629
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Aggregate proceeds on sale of assets	2014-06-30	$3,207,018
Aggregate carrying amount (costs) on sale of assets	2014-06-30	$2,642,760
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN	2014-06-30	161092347
2013 : I.B.E.W. LOCAL 139 ANNUITY PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-06-30	$222,601
Total unrealized appreciation/depreciation of assets	2013-06-30	$222,601
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$56,874
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$63,107
Total income from all sources (including contributions)	2013-06-30	$1,878,855
Total loss/gain on sale of assets	2013-06-30	$419,484
Total of all expenses incurred	2013-06-30	$1,170,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$1,002,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$1,028,876
Value of total assets at end of year	2013-06-30	$10,949,850
Value of total assets at beginning of year	2013-06-30	$10,247,968
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$168,007
Total interest from all sources	2013-06-30	$102,393
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$158,715
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$119,229
Administrative expenses professional fees incurred	2013-06-30	$45,569
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$3,500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Participant contributions at end of year	2013-06-30	$8,113
Participant contributions at beginning of year	2013-06-30	$12,613
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-06-30	$35,259
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-06-30	$28,724
Administrative expenses (other) incurred	2013-06-30	$49,469
Liabilities. Value of operating payables at end of year	2013-06-30	$56,874
Liabilities. Value of operating payables at beginning of year	2013-06-30	$63,107
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$708,115
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$10,892,976
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$10,184,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Investment advisory and management fees	2013-06-30	$57,969
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$3,203,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$3,184,736
Income. Interest from US Government securities	2013-06-30	$65,182
Income. Interest from corporate debt instruments	2013-06-30	$37,096
Value of interest in common/collective trusts at end of year	2013-06-30	$945,670
Value of interest in common/collective trusts at beginning of year	2013-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-06-30	$393,417
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$624,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$624,945
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-06-30	$115
Asset value of US Government securities at end of year	2013-06-30	$1,523,386
Asset value of US Government securities at beginning of year	2013-06-30	$2,964,489
Net investment gain or loss from common/collective trusts	2013-06-30	$-53,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$1,028,876
Employer contributions (assets) at end of year	2013-06-30	$122,485
Employer contributions (assets) at beginning of year	2013-06-30	$93,632
Income. Dividends from common stock	2013-06-30	$39,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$1,002,733
Asset. Corporate debt instrument debt (other) at end of year	2013-06-30	$1,646,363
Asset. Corporate debt instrument debt (other) at beginning of year	2013-06-30	$262,395
Contract administrator fees	2013-06-30	$15,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-06-30	No
Assets. Corporate common stocks other than exployer securities at end of year	2013-06-30	$3,064,957
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-06-30	$3,065,872
Assets. Value of buildings and other operty used in plan operation at end of year	2013-06-30	$6,629
Assets. Value of buildings and other operty used in plan operation at beginning of year	2013-06-30	$10,562
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Aggregate proceeds on sale of assets	2013-06-30	$6,311,206
Aggregate carrying amount (costs) on sale of assets	2013-06-30	$5,891,722
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN	2013-06-30	161092347
2012 : I.B.E.W. LOCAL 139 ANNUITY PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-06-30	$-293,546
Total unrealized appreciation/depreciation of assets	2012-06-30	$-293,546
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$63,107
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$96,971
Total income from all sources (including contributions)	2012-06-30	$1,093,350
Total loss/gain on sale of assets	2012-06-30	$152,023
Total of all expenses incurred	2012-06-30	$868,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$702,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$982,835
Value of total assets at end of year	2012-06-30	$10,247,968
Value of total assets at beginning of year	2012-06-30	$10,057,020
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$165,555
Total interest from all sources	2012-06-30	$74,135
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$177,903
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$134,296
Administrative expenses professional fees incurred	2012-06-30	$31,861
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$3,500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Participant contributions at end of year	2012-06-30	$12,613
Participant contributions at beginning of year	2012-06-30	$12,613
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-06-30	$28,724
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-06-30	$46,382
Administrative expenses (other) incurred	2012-06-30	$69,963
Liabilities. Value of operating payables at end of year	2012-06-30	$63,107
Liabilities. Value of operating payables at beginning of year	2012-06-30	$96,971
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$224,812
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$10,184,861
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$9,960,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Investment advisory and management fees	2012-06-30	$48,731
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$3,184,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$3,117,142
Income. Interest from US Government securities	2012-06-30	$67,166
Income. Interest from corporate debt instruments	2012-06-30	$5,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-06-30	$624,945
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$429,344
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$429,344
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-06-30	$1,420
Asset value of US Government securities at end of year	2012-06-30	$2,964,489
Asset value of US Government securities at beginning of year	2012-06-30	$2,116,438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$982,835
Employer contributions (assets) at end of year	2012-06-30	$93,632
Employer contributions (assets) at beginning of year	2012-06-30	$138,195
Income. Dividends from common stock	2012-06-30	$43,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$702,983
Asset. Corporate debt instrument debt (other) at end of year	2012-06-30	$262,395
Asset. Corporate debt instrument debt (other) at beginning of year	2012-06-30	$836,103
Contract administrator fees	2012-06-30	$15,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-06-30	No
Assets. Corporate common stocks other than exployer securities at end of year	2012-06-30	$3,065,872
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-06-30	$3,356,480
Assets. Value of buildings and other operty used in plan operation at end of year	2012-06-30	$10,562
Assets. Value of buildings and other operty used in plan operation at beginning of year	2012-06-30	$4,323
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Aggregate proceeds on sale of assets	2012-06-30	$3,922,184
Aggregate carrying amount (costs) on sale of assets	2012-06-30	$3,770,161
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN	2012-06-30	161092347
2011 : I.B.E.W. LOCAL 139 ANNUITY PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-06-30	$924,110
Total unrealized appreciation/depreciation of assets	2011-06-30	$924,110
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$96,971
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$21,515
Total income from all sources (including contributions)	2011-06-30	$2,310,250
Total loss/gain on sale of assets	2011-06-30	$338,715
Total of all expenses incurred	2011-06-30	$1,086,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$905,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$864,037
Value of total assets at end of year	2011-06-30	$10,057,020
Value of total assets at beginning of year	2011-06-30	$8,758,277
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$181,536
Total interest from all sources	2011-06-30	$118,322
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$65,066
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Administrative expenses professional fees incurred	2011-06-30	$41,561
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$3,500,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Participant contributions at end of year	2011-06-30	$12,613
Participant contributions at beginning of year	2011-06-30	$14,847
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-06-30	$46,382
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-06-30	$31,770
Administrative expenses (other) incurred	2011-06-30	$58,459
Liabilities. Value of operating payables at end of year	2011-06-30	$96,971
Liabilities. Value of operating payables at beginning of year	2011-06-30	$21,515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$1,223,287
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$9,960,049
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$8,736,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Investment advisory and management fees	2011-06-30	$66,516
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$3,117,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$909,333
Income. Interest from US Government securities	2011-06-30	$117,884
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$429,344
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$299,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$299,999
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$438
Asset value of US Government securities at end of year	2011-06-30	$2,116,438
Asset value of US Government securities at beginning of year	2011-06-30	$1,764,153
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$864,037
Employer contributions (assets) at end of year	2011-06-30	$138,195
Employer contributions (assets) at beginning of year	2011-06-30	$100,681
Income. Dividends from common stock	2011-06-30	$65,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$905,427
Asset. Corporate debt instrument debt (other) at end of year	2011-06-30	$836,103
Asset. Corporate debt instrument debt (other) at beginning of year	2011-06-30	$2,738,600
Contract administrator fees	2011-06-30	$15,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-06-30	No
Assets. Corporate common stocks other than exployer securities at end of year	2011-06-30	$3,356,480
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-06-30	$2,893,385
Assets. Value of buildings and other operty used in plan operation at end of year	2011-06-30	$4,323
Assets. Value of buildings and other operty used in plan operation at beginning of year	2011-06-30	$5,509
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Aggregate proceeds on sale of assets	2011-06-30	$4,711,633
Aggregate carrying amount (costs) on sale of assets	2011-06-30	$4,372,918
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN	2011-06-30	161092347

Form 5500 Responses for I.B.E.W. LOCAL 139 ANNUITY PLAN

2022: I.B.E.W. LOCAL 139 ANNUITY PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Multi-employer plan
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: I.B.E.W. LOCAL 139 ANNUITY PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Multi-employer plan
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: I.B.E.W. LOCAL 139 ANNUITY PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Multi-employer plan
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: I.B.E.W. LOCAL 139 ANNUITY PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Multi-employer plan
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: I.B.E.W. LOCAL 139 ANNUITY PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Multi-employer plan
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: I.B.E.W. LOCAL 139 ANNUITY PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Multi-employer plan
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: I.B.E.W. LOCAL 139 ANNUITY PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Multi-employer plan
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: I.B.E.W. LOCAL 139 ANNUITY PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Multi-employer plan
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: I.B.E.W. LOCAL 139 ANNUITY PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Multi-employer plan
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
2013: I.B.E.W. LOCAL 139 ANNUITY PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Multi-employer plan
2013-07-01	Plan is a collectively bargained plan	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: I.B.E.W. LOCAL 139 ANNUITY PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Multi-employer plan
2012-07-01	Plan is a collectively bargained plan	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: I.B.E.W. LOCAL 139 ANNUITY PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Multi-employer plan
2011-07-01	Plan is a collectively bargained plan	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: I.B.E.W. LOCAL 139 ANNUITY PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Multi-employer plan
2010-07-01	Plan is a collectively bargained plan	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: I.B.E.W. LOCAL 139 ANNUITY PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Multi-employer plan
2009-07-01	This submission is the final filing	No
2009-07-01	Plan is a collectively bargained plan	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	IBEW LOCAL 139 ANNUITY FUND
Employer identification number (EIN):	516029959
NAIC Classification:	238210
NAIC Description:	Electrical Contractors and Other Wiring Installation Contractors