401k Plan data: IBEW LOCAL UNION 968 DEATH BENEFIT plan

IBEW LOCAL UNION 968 DEATH BENEFIT 401k Plan overview

Plan Name	IBEW LOCAL UNION 968 DEATH BENEFIT
Plan identification number	501

IBEW LOCAL UNION 968 DEATH BENEFIT Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Life insurance Death benefits (include travel accident but not life insurance) Other welfare benefit cover

401k Sponsoring company profile

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS NO 968 has sponsored the creation of one or more 401k plans.

Company Name: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS NO 968

Employer identification number (EIN): 550244862

NAIC Classification: 813930
NAIC Description: Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL UNION 968 DEATH BENEFIT

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2018-01-01
501 2017-01-01 LYNN LOVELL
501 2016-01-01 LYNFORD LOVELL
501 2015-01-01 LYNFORD LOVELL
501 2015-01-01 LYNFORD LOVELL
501 2014-01-01 LYNFORD LOVELL
501 2013-01-01 LYNFORD LOVELL
501 2012-01-01 LYNFORD LOVEL
501 2011-01-01 LYNFORD LOVELL
501 2010-01-01 LYNFORD LOVELL
501 2009-01-01 LYNFORD LOVELL LYNFORD LOVELL 2010-07-29

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
501	2018-01-01
501	2017-01-01	LYNN LOVELL
501	2016-01-01	LYNFORD LOVELL
501	2015-01-01	LYNFORD LOVELL
501	2015-01-01	LYNFORD LOVELL
501	2014-01-01	LYNFORD LOVELL
501	2013-01-01	LYNFORD LOVELL
501	2012-01-01	LYNFORD LOVEL
501	2011-01-01	LYNFORD LOVELL
501	2010-01-01	LYNFORD LOVELL
501	2009-01-01	LYNFORD LOVELL	LYNFORD LOVELL	2010-07-29

Plan Statistics for IBEW LOCAL UNION 968 DEATH BENEFIT

401k plan membership statisitcs for IBEW LOCAL UNION 968 DEATH BENEFIT

Measure Date Value
2018: IBEW LOCAL UNION 968 DEATH BENEFIT 2018 401k membership
Total participants, beginning-of-year 2018-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 155
Total of all active and inactive participants 2018-01-01 155
2017: IBEW LOCAL UNION 968 DEATH BENEFIT 2017 401k membership
Total participants, beginning-of-year 2017-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 154
Total of all active and inactive participants 2017-01-01 154
2016: IBEW LOCAL UNION 968 DEATH BENEFIT 2016 401k membership
Total participants, beginning-of-year 2016-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 114
Number of retired or separated participants receiving benefits 2016-01-01 39
Total of all active and inactive participants 2016-01-01 153
2015: IBEW LOCAL UNION 968 DEATH BENEFIT 2015 401k membership
Total participants, beginning-of-year 2015-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 102
Number of retired or separated participants receiving benefits 2015-01-01 43
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 145
2014: IBEW LOCAL UNION 968 DEATH BENEFIT 2014 401k membership
Total participants, beginning-of-year 2014-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 36
Total of all active and inactive participants 2014-01-01 36
Total participants 2014-01-01 36
2013: IBEW LOCAL UNION 968 DEATH BENEFIT 2013 401k membership
Total participants, beginning-of-year 2013-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 100
Number of retired or separated participants receiving benefits 2013-01-01 41
Total of all active and inactive participants 2013-01-01 141
Total participants 2013-01-01 141
2012: IBEW LOCAL UNION 968 DEATH BENEFIT 2012 401k membership
Total participants, beginning-of-year 2012-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 96
Number of retired or separated participants receiving benefits 2012-01-01 39
Total of all active and inactive participants 2012-01-01 135
Total participants 2012-01-01 135
2011: IBEW LOCAL UNION 968 DEATH BENEFIT 2011 401k membership
Total participants, beginning-of-year 2011-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 117
Number of other retired or separated participants entitled to future benefits 2011-01-01 20
Total of all active and inactive participants 2011-01-01 137
Total participants 2011-01-01 137
2010: IBEW LOCAL UNION 968 DEATH BENEFIT 2010 401k membership
Total participants, beginning-of-year 2010-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 100
Number of other retired or separated participants entitled to future benefits 2010-01-01 41
Total of all active and inactive participants 2010-01-01 141
2009: IBEW LOCAL UNION 968 DEATH BENEFIT 2009 401k membership
Total participants, beginning-of-year 2009-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 114
Number of other retired or separated participants entitled to future benefits 2009-01-01 41
Total of all active and inactive participants 2009-01-01 155

Measure	Date	Value
2018: IBEW LOCAL UNION 968 DEATH BENEFIT 2018 401k membership
Total participants, beginning-of-year	2018-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	155
Total of all active and inactive participants	2018-01-01	155
2017: IBEW LOCAL UNION 968 DEATH BENEFIT 2017 401k membership
Total participants, beginning-of-year	2017-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	154
Total of all active and inactive participants	2017-01-01	154
2016: IBEW LOCAL UNION 968 DEATH BENEFIT 2016 401k membership
Total participants, beginning-of-year	2016-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	114
Number of retired or separated participants receiving benefits	2016-01-01	39
Total of all active and inactive participants	2016-01-01	153
2015: IBEW LOCAL UNION 968 DEATH BENEFIT 2015 401k membership
Total participants, beginning-of-year	2015-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	102
Number of retired or separated participants receiving benefits	2015-01-01	43
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	145
2014: IBEW LOCAL UNION 968 DEATH BENEFIT 2014 401k membership
Total participants, beginning-of-year	2014-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	36
Total of all active and inactive participants	2014-01-01	36
Total participants	2014-01-01	36
2013: IBEW LOCAL UNION 968 DEATH BENEFIT 2013 401k membership
Total participants, beginning-of-year	2013-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	100
Number of retired or separated participants receiving benefits	2013-01-01	41
Total of all active and inactive participants	2013-01-01	141
Total participants	2013-01-01	141
2012: IBEW LOCAL UNION 968 DEATH BENEFIT 2012 401k membership
Total participants, beginning-of-year	2012-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	96
Number of retired or separated participants receiving benefits	2012-01-01	39
Total of all active and inactive participants	2012-01-01	135
Total participants	2012-01-01	135
2011: IBEW LOCAL UNION 968 DEATH BENEFIT 2011 401k membership
Total participants, beginning-of-year	2011-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	117
Number of other retired or separated participants entitled to future benefits	2011-01-01	20
Total of all active and inactive participants	2011-01-01	137
Total participants	2011-01-01	137
2010: IBEW LOCAL UNION 968 DEATH BENEFIT 2010 401k membership
Total participants, beginning-of-year	2010-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	100
Number of other retired or separated participants entitled to future benefits	2010-01-01	41
Total of all active and inactive participants	2010-01-01	141
2009: IBEW LOCAL UNION 968 DEATH BENEFIT 2009 401k membership
Total participants, beginning-of-year	2009-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	114
Number of other retired or separated participants entitled to future benefits	2009-01-01	41
Total of all active and inactive participants	2009-01-01	155

Financial Data on IBEW LOCAL UNION 968 DEATH BENEFIT

Measure	Date	Value
2018 : IBEW LOCAL UNION 968 DEATH BENEFIT 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$4,019
Total of all expenses incurred	2018-12-31	$2,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$4,015
Value of total assets at end of year	2018-12-31	$4,019
Value of total assets at beginning of year	2018-12-31	$2,000
Total interest from all sources	2018-12-31	$4
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	No
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$4,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$2,019
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,019
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$4,019
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$2,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$2,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$4
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,000
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	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	No
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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	KOZICKI HUGHES TICKERHOOF
Accountancy firm EIN	2018-12-31	550526247
2017 : IBEW LOCAL UNION 968 DEATH BENEFIT 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$352
Total of all expenses incurred	2017-12-31	$2,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$350
Value of total assets at end of year	2017-12-31	$2,000
Value of total assets at beginning of year	2017-12-31	$3,648
Total interest from all sources	2017-12-31	$2
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	No
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$-1,648
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,000
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,648
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Interest earned on other investments	2017-12-31	$2
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$2,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$3,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$3,648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,000
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	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	No
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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	ALTMAN AND ASSOCIATES PLLC
Accountancy firm EIN	2017-12-31	550785226
2016 : IBEW LOCAL UNION 968 DEATH BENEFIT 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$373
Total of all expenses incurred	2016-12-31	$1,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$371
Value of total assets at end of year	2016-12-31	$3,649
Value of total assets at beginning of year	2016-12-31	$4,276
Total interest from all sources	2016-12-31	$2
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	No
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$371
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-627
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,649
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Interest earned on other investments	2016-12-31	$2
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$3,649
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$4,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$4,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,000
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	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	No
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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	ALTMAN AND ASSOCIATES, PLLC
Accountancy firm EIN	2016-12-31	550785226
2015 : IBEW LOCAL UNION 968 DEATH BENEFIT 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$3,670
Total of all expenses incurred	2015-12-31	$3,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$3,670
Value of total assets at end of year	2015-12-31	$4,276
Value of total assets at beginning of year	2015-12-31	$3,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$21,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$3,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$670
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,276
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$4,276
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$3,606
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$3,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,000
Did the plan have assets held for investment	2015-12-31	No
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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	ALTMAN AND ASSOCIATES, PLLC
Accountancy firm EIN	2015-12-31	550785226
2014 : IBEW LOCAL UNION 968 DEATH BENEFIT 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$3,220
Total of all expenses incurred	2014-12-31	$3,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$3,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,219
Value of total assets at end of year	2014-12-31	$3,606
Value of total assets at beginning of year	2014-12-31	$3,386
Total interest from all sources	2014-12-31	$1
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$21,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$3,219
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$220
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$3,606
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$3,606
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$3,386
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$3,386
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$1
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$3,000
Did the plan have assets held for investment	2014-12-31	No
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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	ALTMAN AND ASSOCIATES, PLLC
Accountancy firm EIN	2014-12-31	550785226
2013 : IBEW LOCAL UNION 968 DEATH BENEFIT 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$3,000
Total of all expenses incurred	2013-12-31	$3,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$3,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,998
Value of total assets at end of year	2013-12-31	$3,386
Value of total assets at beginning of year	2013-12-31	$3,386
Total interest from all sources	2013-12-31	$2
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$210,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$2,998
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,386
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$3,386
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$3,386
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$3,386
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$2
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$3,000
Did the plan have assets held for investment	2013-12-31	No
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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	ALTMAN AND ASSOCIATES, PLLC
Accountancy firm EIN	2013-12-31	550785226
2012 : IBEW LOCAL UNION 968 DEATH BENEFIT 2012 401k financial data
Total of all expenses incurred	2012-12-31	$1,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,000
Value of total assets at end of year	2012-12-31	$3,386
Value of total assets at beginning of year	2012-12-31	$4,386
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$210,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-1,000
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,386
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$3,386
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$4,386
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$4,386
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,000
Did the plan have assets held for investment	2012-12-31	No
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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	ALTMAN AND ASSOCIATES, PLLC
Accountancy firm EIN	2012-12-31	550785226
2011 : IBEW LOCAL UNION 968 DEATH BENEFIT 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$3,187
Total of all expenses incurred	2011-12-31	$1,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$3,185
Value of total assets at end of year	2011-12-31	$4,386
Value of total assets at beginning of year	2011-12-31	$2,199
Total interest from all sources	2011-12-31	$2
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$210,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$3,185
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$2,187
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,386
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$4,386
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$2,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$2,199
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$2
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,000
Did the plan have assets held for investment	2011-12-31	No
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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	ALTMAN AND ASSOCIATES, PLLC
Accountancy firm EIN	2011-12-31	550785226
2010 : IBEW LOCAL UNION 968 DEATH BENEFIT 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$742
Total of all expenses incurred	2010-12-31	$2,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$740
Value of total assets at end of year	2010-12-31	$2,199
Value of total assets at beginning of year	2010-12-31	$3,457
Total interest from all sources	2010-12-31	$2
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$210,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$-1,258
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,199
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,457
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$2,199
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$3,457
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$3,457
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$2
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,000
Did the plan have assets held for investment	2010-12-31	No
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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	ALTMAN & ASSOCIATES, PLLC
Accountancy firm EIN	2010-12-31	550785226

Form 5500 Responses for IBEW LOCAL UNION 968 DEATH BENEFIT

2018: IBEW LOCAL UNION 968 DEATH BENEFIT 2018 form 5500 responses
2018-01-01	Type of plan entity	Multi-employer plan
2018-01-01	This submission is the final filing	Yes
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: IBEW LOCAL UNION 968 DEATH BENEFIT 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: IBEW LOCAL UNION 968 DEATH BENEFIT 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: IBEW LOCAL UNION 968 DEATH BENEFIT 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: IBEW LOCAL UNION 968 DEATH BENEFIT 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: IBEW LOCAL UNION 968 DEATH BENEFIT 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: IBEW LOCAL UNION 968 DEATH BENEFIT 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: IBEW LOCAL UNION 968 DEATH BENEFIT 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: IBEW LOCAL UNION 968 DEATH BENEFIT 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: IBEW LOCAL UNION 968 DEATH BENEFIT 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS NO 968
Employer identification number (EIN):	550244862
NAIC Classification:	813930
NAIC Description:	Labor Unions and Similar Labor Organizations