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PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS 401k Plan overview

Plan NamePENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS
Plan identification number 003

PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

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

Company Name:INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS
Employer identification number (EIN):530088380
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-07-01PAUL A. NOBLE, IBEW I.S.T.2024-03-12
0032021-07-01KENNETH W. COOPER, IBEW I.P.2023-03-21
0032020-07-01KENNETH W. COOPER, IBEW I.S.T.2022-01-25
0032019-07-01KENNETH W. COOPER, IBEW I.S.T.2021-01-26
0032018-07-01KENNETH W. COOPER, IBEW I.S.T.2020-01-28
0032018-07-01KENNETH W. COOPER, IBEW I.S.T.2020-01-28
0032017-07-01
0032016-07-01
0032015-07-01
0032014-07-01
0032013-07-01
0032012-07-01SALVATORE J. CHILIA, IBEW I.S.T.
0032011-07-01SALVATORE J. CHILIA, IBEW I.S.T.
0032009-07-01LINDELL K. LEE, I. S. T.
0032009-07-01LINDELL K. LEE, I. S. T.

Plan Statistics for PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS

401k plan membership statisitcs for PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS

Measure Date Value
2023: PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS 2023 401k membership
Market value of plan assets2023-06-30461,360,471
Acturial value of plan assets2023-06-30478,335,791
Funding target for retired participants and beneficiaries receiving payment2023-06-30252,229,064
Number of terminated vested participants2023-06-308
Fundng target for terminated vested participants2023-06-302,045,119
Active participant vested funding target2023-06-3095,069,692
Number of active participants2023-06-30214
Total funding liabilities for active participants2023-06-30103,337,921
Total participant count2023-06-30603
Total funding target for all participants2023-06-30357,612,104
Present value of excess contributions2023-06-3035,158,563
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-06-3037,113,379
Balance of carryovers at beginning of current year2023-06-300
Balance of prefunding at beginning of current year2023-06-300
Total employer contributions2023-06-308,021
Total employee contributions2023-06-302,142,400
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-06-307,623
Remaining amount of unpaid minimum required contributions2023-06-300
Minimum required contributions for current year target normal cost2023-06-3010,995,561
Contributions allocatedtoward minimum required contributions for current year2023-06-307,623
Unpaid minimum required contributions for current year2023-06-300
2022: PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS 2022 401k membership
Total participants, beginning-of-year2022-07-01592
Total number of active participants reported on line 7a of the Form 55002022-07-01239
Number of retired or separated participants receiving benefits2022-07-01272
Number of other retired or separated participants entitled to future benefits2022-07-019
Total of all active and inactive participants2022-07-01520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-0197
Total participants2022-07-01617
Market value of plan assets2022-06-30486,251,100
Acturial value of plan assets2022-06-30437,625,990
Funding target for retired participants and beneficiaries receiving payment2022-06-30241,412,710
Number of terminated vested participants2022-06-308
Fundng target for terminated vested participants2022-06-302,066,401
Active participant vested funding target2022-06-3090,741,105
Number of active participants2022-06-30212
Total funding liabilities for active participants2022-06-3099,469,313
Total participant count2022-06-30595
Total funding target for all participants2022-06-30342,948,424
Present value of excess contributions2022-06-3015,112,331
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-3015,919,329
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-300
Total employer contributions2022-06-3037,104,534
Total employee contributions2022-06-301,941,812
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-3035,158,563
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-3010,471,496
Contributions allocatedtoward minimum required contributions for current year2022-06-3035,158,563
Unpaid minimum required contributions for current year2022-06-300
2021: PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS 2021 401k membership
Total participants, beginning-of-year2021-07-01586
Total number of active participants reported on line 7a of the Form 55002021-07-01214
Number of retired or separated participants receiving benefits2021-07-01272
Number of other retired or separated participants entitled to future benefits2021-07-018
Total of all active and inactive participants2021-07-01494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-0198
Total participants2021-07-01592
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-011
Market value of plan assets2021-06-30382,318,909
Acturial value of plan assets2021-06-30396,170,583
Funding target for retired participants and beneficiaries receiving payment2021-06-30228,520,570
Number of terminated vested participants2021-06-309
Fundng target for terminated vested participants2021-06-302,125,241
Active participant vested funding target2021-06-3096,845,257
Number of active participants2021-06-30222
Total funding liabilities for active participants2021-06-30105,126,942
Total participant count2021-06-30593
Total funding target for all participants2021-06-30335,772,753
Present value of excess contributions2021-06-3018,619,136
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-3019,639,465
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-300
Total employer contributions2021-06-3015,558,926
Total employee contributions2021-06-301,890,552
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-3015,112,331
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-3010,775,477
Contributions allocatedtoward minimum required contributions for current year2021-06-3015,112,331
Unpaid minimum required contributions for current year2021-06-300
2020: PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS 2020 401k membership
Total participants, beginning-of-year2020-07-01584
Total number of active participants reported on line 7a of the Form 55002020-07-01212
Number of retired or separated participants receiving benefits2020-07-01273
Number of other retired or separated participants entitled to future benefits2020-07-018
Total of all active and inactive participants2020-07-01493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-0193
Total participants2020-07-01586
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-011
Market value of plan assets2020-06-30379,076,464
Acturial value of plan assets2020-06-30378,495,415
Funding target for retired participants and beneficiaries receiving payment2020-06-30218,752,733
Number of terminated vested participants2020-06-308
Fundng target for terminated vested participants2020-06-301,506,870
Active participant vested funding target2020-06-3090,685,013
Number of active participants2020-06-30229
Total funding liabilities for active participants2020-06-3099,943,800
Total participant count2020-06-30597
Total funding target for all participants2020-06-30320,203,403
Present value of excess contributions2020-06-3016,298,487
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-3017,219,352
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-300
Total employer contributions2020-06-3019,191,939
Total employee contributions2020-06-301,888,924
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-3018,619,136
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-3010,555,022
Contributions allocatedtoward minimum required contributions for current year2020-06-3018,619,136
Unpaid minimum required contributions for current year2020-06-300
2019: PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS 2019 401k membership
Total participants, beginning-of-year2019-07-01588
Total number of active participants reported on line 7a of the Form 55002019-07-01222
Number of retired or separated participants receiving benefits2019-07-01261
Number of other retired or separated participants entitled to future benefits2019-07-019
Total of all active and inactive participants2019-07-01492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-0192
Total participants2019-07-01584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
Market value of plan assets2019-06-30362,106,688
Acturial value of plan assets2019-06-30351,181,925
Funding target for retired participants and beneficiaries receiving payment2019-06-30212,577,033
Number of terminated vested participants2019-06-309
Fundng target for terminated vested participants2019-06-301,436,933
Active participant vested funding target2019-06-3085,320,161
Number of active participants2019-06-30226
Total funding liabilities for active participants2019-06-3093,691,152
Total participant count2019-06-30597
Total funding target for all participants2019-06-30307,705,118
Present value of excess contributions2019-06-3015,824,509
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-3016,745,495
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-300
Total employer contributions2019-06-3016,773,734
Total employee contributions2019-06-301,821,764
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-3016,298,487
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-309,759,728
Contributions allocatedtoward minimum required contributions for current year2019-06-3016,298,487
Unpaid minimum required contributions for current year2019-06-300
2018: PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS 2018 401k membership
Total participants, beginning-of-year2018-07-01588
Total number of active participants reported on line 7a of the Form 55002018-07-01229
Number of retired or separated participants receiving benefits2018-07-01264
Number of other retired or separated participants entitled to future benefits2018-07-018
Total of all active and inactive participants2018-07-01501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-0187
Total participants2018-07-01588
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-011
Market value of plan assets2018-06-30334,776,172
Acturial value of plan assets2018-06-30328,492,825
Funding target for retired participants and beneficiaries receiving payment2018-06-30188,248,599
Number of terminated vested participants2018-06-309
Fundng target for terminated vested participants2018-06-301,276,288
Active participant vested funding target2018-06-3084,284,869
Number of active participants2018-06-30224
Total funding liabilities for active participants2018-06-3092,208,390
Total participant count2018-06-30580
Total funding target for all participants2018-06-30281,733,277
Present value of excess contributions2018-06-3015,369,961
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-3016,292,159
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-3016,302,878
Total employee contributions2018-06-301,791,201
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-3015,824,509
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-309,144,879
Contributions allocatedtoward minimum required contributions for current year2018-06-3015,824,509
Unpaid minimum required contributions for current year2018-06-300
2017: PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS 2017 401k membership
Total participants, beginning-of-year2017-07-01572
Total number of active participants reported on line 7a of the Form 55002017-07-01226
Number of retired or separated participants receiving benefits2017-07-01263
Number of other retired or separated participants entitled to future benefits2017-07-019
Total of all active and inactive participants2017-07-01498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-0190
Total participants2017-07-01588
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-012
Market value of plan assets2017-06-30299,230,942
Acturial value of plan assets2017-06-30312,280,339
Funding target for retired participants and beneficiaries receiving payment2017-06-30175,014,977
Number of terminated vested participants2017-06-308
Fundng target for terminated vested participants2017-06-301,288,751
Active participant vested funding target2017-06-3082,316,572
Number of active participants2017-06-30226
Total funding liabilities for active participants2017-06-3090,200,801
Total participant count2017-06-30578
Total funding target for all participants2017-06-30266,504,529
Present value of excess contributions2017-06-3014,892,963
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-3015,814,837
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-3015,848,263
Total employee contributions2017-06-301,756,833
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-3015,369,961
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-308,825,024
Contributions allocatedtoward minimum required contributions for current year2017-06-3015,369,961
Unpaid minimum required contributions for current year2017-06-300
2016: PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS 2016 401k membership
Total participants, beginning-of-year2016-07-01570
Total number of active participants reported on line 7a of the Form 55002016-07-01224
Number of retired or separated participants receiving benefits2016-07-01254
Number of other retired or separated participants entitled to future benefits2016-07-019
Total of all active and inactive participants2016-07-01487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-0185
Total participants2016-07-01572
2015: PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS 2015 401k membership
Total participants, beginning-of-year2015-07-01566
Total number of active participants reported on line 7a of the Form 55002015-07-01226
Number of retired or separated participants receiving benefits2015-07-01249
Number of other retired or separated participants entitled to future benefits2015-07-018
Total of all active and inactive participants2015-07-01483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-0187
Total participants2015-07-01570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS 2014 401k membership
Total participants, beginning-of-year2014-07-01557
Total number of active participants reported on line 7a of the Form 55002014-07-01223
Number of retired or separated participants receiving benefits2014-07-01251
Number of other retired or separated participants entitled to future benefits2014-07-019
Total of all active and inactive participants2014-07-01483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-0183
Total participants2014-07-01566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-011
2013: PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS 2013 401k membership
Total participants, beginning-of-year2013-07-01557
Total number of active participants reported on line 7a of the Form 55002013-07-01215
Number of retired or separated participants receiving benefits2013-07-01244
Number of other retired or separated participants entitled to future benefits2013-07-019
Total of all active and inactive participants2013-07-01468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-0189
Total participants2013-07-01557
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS 2012 401k membership
Total participants, beginning-of-year2012-07-01553
Total number of active participants reported on line 7a of the Form 55002012-07-01216
Number of retired or separated participants receiving benefits2012-07-01242
Number of other retired or separated participants entitled to future benefits2012-07-0110
Total of all active and inactive participants2012-07-01468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-0189
Total participants2012-07-01557
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-011
2011: PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS 2011 401k membership
Total participants, beginning-of-year2011-07-01550
Total number of active participants reported on line 7a of the Form 55002011-07-01209
Number of retired or separated participants receiving benefits2011-07-01242
Number of other retired or separated participants entitled to future benefits2011-07-0111
Total of all active and inactive participants2011-07-01462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-0191
Total participants2011-07-01553
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-011
2009: PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS 2009 401k membership
Total participants, beginning-of-year2009-07-01556
Total number of active participants reported on line 7a of the Form 55002009-07-01205
Number of retired or separated participants receiving benefits2009-07-01247
Number of other retired or separated participants entitled to future benefits2009-07-0110
Total of all active and inactive participants2009-07-01462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-0187
Total participants2009-07-01549
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS

Measure Date Value
2023 : PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$202,682
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$205,016
Total income from all sources (including contributions)2023-06-30$50,255,472
Total of all expenses incurred2023-06-30$24,662,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$24,610,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$21,386,439
Value of total assets at end of year2023-06-30$468,390,787
Value of total assets at beginning of year2023-06-30$442,799,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$52,096
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$5,000,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$2,142,440
Participant contributions at end of year2023-06-30$253,199
Administrative expenses (other) incurred2023-06-30$52,096
Liabilities. Value of operating payables at end of year2023-06-30$202,682
Liabilities. Value of operating payables at beginning of year2023-06-30$205,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$25,593,339
Value of net assets at end of year (total assets less liabilities)2023-06-30$468,188,105
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$442,594,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in master investment trust accounts at end of year2023-06-30$468,137,588
Value of interest in master investment trust accounts at beginning of year2023-06-30$442,799,782
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30Yes
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$19,243,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$24,610,037
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-06-30No
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2023-06-30470900880
2022 : PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$205,016
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$295,324
Total income from all sources (including contributions)2022-06-30$-20,191,127
Total of all expenses incurred2022-06-30$23,465,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$23,414,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$19,810,368
Value of total assets at end of year2022-06-30$442,799,782
Value of total assets at beginning of year2022-06-30$486,546,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$50,396
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$5,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$1,941,812
Administrative expenses (other) incurred2022-06-30$50,396
Liabilities. Value of operating payables at end of year2022-06-30$205,016
Liabilities. Value of operating payables at beginning of year2022-06-30$295,324
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-43,656,334
Value of net assets at end of year (total assets less liabilities)2022-06-30$442,594,766
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$486,251,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in master investment trust accounts at end of year2022-06-30$442,799,782
Value of interest in master investment trust accounts at beginning of year2022-06-30$486,546,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$17,868,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$23,414,811
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30No
Did the plan have assets held for investment2022-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30CALIBRE CPA GROUP PLLC
Accountancy firm EIN2022-06-30470900880
2021 : PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$295,324
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$501,225
Total income from all sources (including contributions)2021-06-30$130,000,229
Total of all expenses incurred2021-06-30$24,225,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$24,176,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$19,299,178
Value of total assets at end of year2021-06-30$486,546,424
Value of total assets at beginning of year2021-06-30$380,977,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$48,472
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$5,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$1,890,552
Administrative expenses (other) incurred2021-06-30$48,472
Liabilities. Value of operating payables at end of year2021-06-30$295,324
Liabilities. Value of operating payables at beginning of year2021-06-30$501,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$105,774,904
Value of net assets at end of year (total assets less liabilities)2021-06-30$486,251,100
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$380,476,196
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in master investment trust accounts at end of year2021-06-30$486,546,424
Value of interest in master investment trust accounts at beginning of year2021-06-30$380,977,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$17,408,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$24,176,853
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30No
Did the plan have assets held for investment2021-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2021-06-30470900880
2020 : PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$501,225
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$253,869
Total income from all sources (including contributions)2020-06-30$24,890,590
Total of all expenses incurred2020-06-30$21,640,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$21,593,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$21,080,864
Value of total assets at end of year2020-06-30$382,827,421
Value of total assets at beginning of year2020-06-30$379,330,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$47,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$5,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$1,888,925
Other income not declared elsewhere2020-06-30$47
Administrative expenses (other) incurred2020-06-30$47,040
Liabilities. Value of operating payables at end of year2020-06-30$501,225
Liabilities. Value of operating payables at beginning of year2020-06-30$253,869
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$3,249,732
Value of net assets at end of year (total assets less liabilities)2020-06-30$382,326,196
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$379,076,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in master investment trust accounts at end of year2020-06-30$380,977,421
Value of interest in master investment trust accounts at beginning of year2020-06-30$379,330,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$19,191,939
Employer contributions (assets) at end of year2020-06-30$1,850,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$21,593,818
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30No
Did the plan have assets held for investment2020-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2020-06-30470900880
2019 : PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$253,869
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$239,437
Total income from all sources (including contributions)2019-06-30$38,232,016
Total of all expenses incurred2019-06-30$21,262,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$21,218,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$18,595,497
Value of total assets at end of year2019-06-30$379,330,333
Value of total assets at beginning of year2019-06-30$362,346,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$43,512
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$5,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$1,821,763
Administrative expenses (other) incurred2019-06-30$43,512
Liabilities. Value of operating payables at end of year2019-06-30$253,869
Liabilities. Value of operating payables at beginning of year2019-06-30$239,437
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$16,969,776
Value of net assets at end of year (total assets less liabilities)2019-06-30$379,076,464
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$362,106,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in master investment trust accounts at end of year2019-06-30$379,330,333
Value of interest in master investment trust accounts at beginning of year2019-06-30$362,346,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$16,773,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$21,218,728
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Did the plan have assets held for investment2019-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30CALIBRE CPA GROUP PLLC
Accountancy firm EIN2019-06-30470900880
2018 : PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$239,437
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$229,954
Total income from all sources (including contributions)2018-06-30$47,496,962
Total of all expenses incurred2018-06-30$20,166,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$20,126,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$18,094,080
Value of total assets at end of year2018-06-30$362,346,125
Value of total assets at beginning of year2018-06-30$335,006,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$39,468
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$5,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$1,791,202
Administrative expenses (other) incurred2018-06-30$39,468
Liabilities. Value of operating payables at end of year2018-06-30$239,437
Liabilities. Value of operating payables at beginning of year2018-06-30$229,954
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$27,330,516
Value of net assets at end of year (total assets less liabilities)2018-06-30$362,106,688
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$334,776,172
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in master investment trust accounts at end of year2018-06-30$362,346,125
Value of interest in master investment trust accounts at beginning of year2018-06-30$335,006,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$16,302,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$20,126,978
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Did the plan have assets held for investment2018-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30CALIBRE CPA GROUP PLLC
Accountancy firm EIN2018-06-30470900880
2017 : PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$229,954
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$211,299
Total income from all sources (including contributions)2017-06-30$54,589,592
Total of all expenses incurred2017-06-30$19,044,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$18,722,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$17,605,097
Value of total assets at end of year2017-06-30$335,006,126
Value of total assets at beginning of year2017-06-30$299,442,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$322,044
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$5,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$1,756,834
Other income not declared elsewhere2017-06-30$2,354
Administrative expenses (other) incurred2017-06-30$322,044
Liabilities. Value of operating payables at end of year2017-06-30$229,954
Liabilities. Value of operating payables at beginning of year2017-06-30$211,299
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$35,545,230
Value of net assets at end of year (total assets less liabilities)2017-06-30$334,776,172
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$299,230,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in master investment trust accounts at end of year2017-06-30$335,006,126
Value of interest in master investment trust accounts at beginning of year2017-06-30$299,442,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$15,848,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$18,722,318
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Did the plan have assets held for investment2017-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30CALIBRE CPA GROUP PLLC
Accountancy firm EIN2017-06-30470900880
2016 : PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$211,299
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$202,904
Total income from all sources (including contributions)2016-06-30$21,680,844
Total of all expenses incurred2016-06-30$18,599,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$18,452,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$17,070,267
Value of total assets at end of year2016-06-30$299,442,241
Value of total assets at beginning of year2016-06-30$296,352,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$147,390
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$5,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$1,698,871
Other income not declared elsewhere2016-06-30$6,370
Administrative expenses (other) incurred2016-06-30$147,390
Liabilities. Value of operating payables at end of year2016-06-30$211,299
Liabilities. Value of operating payables at beginning of year2016-06-30$202,904
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$3,081,162
Value of net assets at end of year (total assets less liabilities)2016-06-30$299,230,942
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$296,149,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in master investment trust accounts at end of year2016-06-30$299,442,241
Value of interest in master investment trust accounts at beginning of year2016-06-30$296,352,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$15,371,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$18,452,292
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
Did the plan have assets held for investment2016-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2016-06-30470900880
2015 : PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$202,904
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$183,976
Total income from all sources (including contributions)2015-06-30$28,151,152
Total of all expenses incurred2015-06-30$18,141,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$17,956,296
Value of total corrective distributions2015-06-30$7,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$16,436,967
Value of total assets at end of year2015-06-30$296,352,684
Value of total assets at beginning of year2015-06-30$286,323,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$177,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$5,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$1,635,420
Other income not declared elsewhere2015-06-30$8,129
Administrative expenses (other) incurred2015-06-30$177,863
Liabilities. Value of operating payables at end of year2015-06-30$202,904
Liabilities. Value of operating payables at beginning of year2015-06-30$183,976
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$10,009,963
Value of net assets at end of year (total assets less liabilities)2015-06-30$296,149,780
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$286,139,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in master investment trust accounts at end of year2015-06-30$296,352,684
Value of interest in master investment trust accounts at beginning of year2015-06-30$286,323,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$14,801,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$17,956,296
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Did the plan have assets held for investment2015-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2015-06-30470900880
2014 : PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$183,976
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$157,973
Total income from all sources (including contributions)2014-06-30$58,453,573
Total of all expenses incurred2014-06-30$17,794,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$17,548,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$15,976,621
Value of total assets at end of year2014-06-30$286,323,793
Value of total assets at beginning of year2014-06-30$245,638,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$246,194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$5,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$1,574,354
Other income not declared elsewhere2014-06-30$809
Administrative expenses (other) incurred2014-06-30$246,194
Liabilities. Value of operating payables at end of year2014-06-30$183,976
Liabilities. Value of operating payables at beginning of year2014-06-30$157,973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$40,659,338
Value of net assets at end of year (total assets less liabilities)2014-06-30$286,139,817
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$245,480,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in master investment trust accounts at end of year2014-06-30$286,323,793
Value of interest in master investment trust accounts at beginning of year2014-06-30$245,638,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$14,402,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$17,548,041
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2014-06-30470900880
2013 : PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$157,973
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$157,127
Total income from all sources (including contributions)2013-06-30$43,754,770
Total of all expenses incurred2013-06-30$17,487,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$17,143,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$15,338,972
Value of total assets at end of year2013-06-30$245,638,452
Value of total assets at beginning of year2013-06-30$219,370,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$344,309
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$5,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$1,530,311
Other income not declared elsewhere2013-06-30$14,919
Administrative expenses (other) incurred2013-06-30$344,309
Liabilities. Value of operating payables at end of year2013-06-30$157,973
Liabilities. Value of operating payables at beginning of year2013-06-30$157,127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$26,266,898
Value of net assets at end of year (total assets less liabilities)2013-06-30$245,480,479
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$219,213,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in master investment trust accounts at end of year2013-06-30$245,638,452
Value of interest in master investment trust accounts at beginning of year2013-06-30$219,370,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$13,808,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$17,143,563
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30CALIBRE CPA GROUP PLLC
Accountancy firm EIN2013-06-30470900880
2012 : PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$157,127
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$194,736
Total income from all sources (including contributions)2012-06-30$22,262,627
Total of all expenses incurred2012-06-30$16,826,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$16,649,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$17,460,568
Value of total assets at end of year2012-06-30$219,370,708
Value of total assets at beginning of year2012-06-30$213,972,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$176,741
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$5,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$1,395,575
Participant contributions at beginning of year2012-06-30$71,321
Administrative expenses (other) incurred2012-06-30$176,741
Liabilities. Value of operating payables at end of year2012-06-30$157,127
Liabilities. Value of operating payables at beginning of year2012-06-30$194,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$5,435,962
Value of net assets at end of year (total assets less liabilities)2012-06-30$219,213,581
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$213,777,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in master investment trust accounts at end of year2012-06-30$219,370,708
Value of interest in master investment trust accounts at beginning of year2012-06-30$213,901,034
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$16,064,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$16,649,924
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30CALIBRE CPA GROUP PLLC
Accountancy firm EIN2012-06-30470900880
2011 : PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$194,736
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$139,925
Total income from all sources (including contributions)2011-06-30$55,182,117
Total of all expenses incurred2011-06-30$17,087,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$16,755,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$15,297,051
Value of total assets at end of year2011-06-30$213,972,355
Value of total assets at beginning of year2011-06-30$175,822,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$331,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$5,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$886,341
Participant contributions at end of year2011-06-30$71,321
Participant contributions at beginning of year2011-06-30$0
Other income not declared elsewhere2011-06-30$20
Administrative expenses (other) incurred2011-06-30$331,938
Liabilities. Value of operating payables at end of year2011-06-30$194,736
Liabilities. Value of operating payables at beginning of year2011-06-30$139,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$38,094,618
Value of net assets at end of year (total assets less liabilities)2011-06-30$213,777,619
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$175,683,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in master investment trust accounts at end of year2011-06-30$213,901,034
Value of interest in master investment trust accounts at beginning of year2011-06-30$175,822,926
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$14,410,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$16,755,561
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30CALIBRE CPA GROUP PLLC
Accountancy firm EIN2011-06-30470900880

Form 5500 Responses for PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS

2022: PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN FOR INTERNATIONAL OFFICERS, REPRESENTATIVES AND ASSISTANTS OF THE INTL BROTHERHOOD OF ELECTRICAL WORKERS 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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