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IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 401k Plan overview

Plan NameIBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN
Plan identification number 001

IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).

401k Sponsoring company profile

TRUSTEES OF IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN
Employer identification number (EIN):581577291
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KENNETH R MULLINS2024-06-11 CHRISTOPHER REICHART2024-06-11
0012022-01-01KENNETH R MULLINS2023-10-09 CHRIS REICHART2023-10-12
0012021-01-01KENNETH MULLINS2022-08-10 KENNETH MULLINS2022-08-10
0012020-01-01CHRIS REICHART2021-06-18 CHRIS REICHART2021-06-18
0012019-01-01CHRIS REICHART2020-08-20 CHRIS REICHART2020-08-20
0012018-01-01CHRIS REICHART2019-06-12 CHRIS REICHART2019-06-12
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01GENE O'KELLEY GENE O'KELLEY2013-07-15
0012011-01-01GENE O KELLEY GENE O KELLEY2012-08-06
0012009-01-01GENE O'KELLY GENE O'KELLY2010-10-13

Plan Statistics for IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN

401k plan membership statisitcs for IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN

Measure Date Value
2023: IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-016,248
Total number of active participants reported on line 7a of the Form 55002023-01-014,682
Number of retired or separated participants receiving benefits2023-01-0115
Number of other retired or separated participants entitled to future benefits2023-01-011,889
Total of all active and inactive participants2023-01-016,586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0152
Total participants2023-01-016,638
Number of participants with account balances2023-01-016,564
Number of employers contributing to the scheme2023-01-0195
2022: IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-016,212
Total number of active participants reported on line 7a of the Form 55002022-01-014,358
Number of retired or separated participants receiving benefits2022-01-0113
Number of other retired or separated participants entitled to future benefits2022-01-011,997
Total of all active and inactive participants2022-01-016,368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0147
Total participants2022-01-016,415
Number of participants with account balances2022-01-016,248
Number of employers contributing to the scheme2022-01-0197
2021: IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016,481
Total number of active participants reported on line 7a of the Form 55002021-01-015,837
Number of retired or separated participants receiving benefits2021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-01333
Total of all active and inactive participants2021-01-016,179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0133
Total participants2021-01-016,212
Number of participants with account balances2021-01-016,167
Number of employers contributing to the scheme2021-01-0197
2020: IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016,280
Total number of active participants reported on line 7a of the Form 55002020-01-016,052
Number of retired or separated participants receiving benefits2020-01-0110
Number of other retired or separated participants entitled to future benefits2020-01-01399
Total of all active and inactive participants2020-01-016,461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0120
Total participants2020-01-016,481
Number of participants with account balances2020-01-015,941
Number of employers contributing to the scheme2020-01-0197
2019: IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015,916
Total number of active participants reported on line 7a of the Form 55002019-01-015,977
Number of retired or separated participants receiving benefits2019-01-0112
Number of other retired or separated participants entitled to future benefits2019-01-01279
Total of all active and inactive participants2019-01-016,268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0112
Total participants2019-01-016,280
Number of participants with account balances2019-01-016,280
Number of employers contributing to the scheme2019-01-0196
2018: IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015,332
Total number of active participants reported on line 7a of the Form 55002018-01-015,614
Number of retired or separated participants receiving benefits2018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-01289
Total of all active and inactive participants2018-01-015,911
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-015,916
Number of participants with account balances2018-01-015,916
Number of employers contributing to the scheme2018-01-0198
2017: IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,999
Total number of active participants reported on line 7a of the Form 55002017-01-015,032
Number of retired or separated participants receiving benefits2017-01-01300
Total of all active and inactive participants2017-01-015,332
Total participants2017-01-015,332
Number of participants with account balances2017-01-015,332
Number of employers contributing to the scheme2017-01-0191
2016: IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015,293
Total number of active participants reported on line 7a of the Form 55002016-01-015,191
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-01292
Total of all active and inactive participants2016-01-015,489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0110
Total participants2016-01-015,499
Number of participants with account balances2016-01-014,999
Number of employers contributing to the scheme2016-01-0188
2015: IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015,052
Total number of active participants reported on line 7a of the Form 55002015-01-014,968
Number of retired or separated participants receiving benefits2015-01-018
Number of other retired or separated participants entitled to future benefits2015-01-01310
Total of all active and inactive participants2015-01-015,286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-017
Total participants2015-01-015,293
Number of participants with account balances2015-01-014,847
Number of employers contributing to the scheme2015-01-0189
2014: IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,508
Total number of active participants reported on line 7a of the Form 55002014-01-014,744
Number of retired or separated participants receiving benefits2014-01-0110
Number of other retired or separated participants entitled to future benefits2014-01-01293
Total of all active and inactive participants2014-01-015,047
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-015,052
Number of participants with account balances2014-01-014,660
Number of employers contributing to the scheme2014-01-0187
2013: IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,343
Total number of active participants reported on line 7a of the Form 55002013-01-014,286
Number of retired or separated participants receiving benefits2013-01-019
Number of other retired or separated participants entitled to future benefits2013-01-01573
Total of all active and inactive participants2013-01-014,868
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014,868
Number of participants with account balances2013-01-014,868
Number of employers contributing to the scheme2013-01-0189
2012: IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,683
Total number of active participants reported on line 7a of the Form 55002012-01-014,321
Number of retired or separated participants receiving benefits2012-01-019
Number of other retired or separated participants entitled to future benefits2012-01-01401
Total of all active and inactive participants2012-01-014,731
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-014,736
Number of participants with account balances2012-01-014,343
Number of employers contributing to the scheme2012-01-0194
2011: IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,194
Total number of active participants reported on line 7a of the Form 55002011-01-014,277
Number of retired or separated participants receiving benefits2011-01-0111
Number of other retired or separated participants entitled to future benefits2011-01-01388
Total of all active and inactive participants2011-01-014,676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-017
Total participants2011-01-014,683
Number of participants with account balances2011-01-014,299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
Number of employers contributing to the scheme2011-01-0196
2009: IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,064
Total number of active participants reported on line 7a of the Form 55002009-01-014,125
Number of retired or separated participants receiving benefits2009-01-0110
Number of other retired or separated participants entitled to future benefits2009-01-01389
Total of all active and inactive participants2009-01-014,524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-019
Total participants2009-01-014,533
Number of participants with account balances2009-01-013,899
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013
Number of employers contributing to the scheme2009-01-0195

Financial Data on IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN

Measure Date Value
2023 : IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$165,433
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$87,793
Total income from all sources (including contributions)2023-12-31$134,746,301
Total of all expenses incurred2023-12-31$46,427,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$45,177,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$34,147,856
Value of total assets at end of year2023-12-31$670,715,896
Value of total assets at beginning of year2023-12-31$582,319,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$1,250,280
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$20,986,779
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$20,986,779
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Administrative expenses (other) incurred2023-12-31$55,837
Liabilities. Value of operating payables at end of year2023-12-31$165,433
Liabilities. Value of operating payables at beginning of year2023-12-31$87,793
Total non interest bearing cash at end of year2023-12-31$3,318,768
Total non interest bearing cash at beginning of year2023-12-31$5,496,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$88,318,497
Value of net assets at end of year (total assets less liabilities)2023-12-31$670,550,463
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$582,231,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$559,933
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$534,518,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$473,589,419
Value of interest in common/collective trusts at end of year2023-12-31$129,239,324
Value of interest in common/collective trusts at beginning of year2023-12-31$100,270,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$60,825,622
Net investment gain or loss from common/collective trusts2023-12-31$18,786,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$34,147,856
Employer contributions (assets) at end of year2023-12-31$3,639,104
Employer contributions (assets) at beginning of year2023-12-31$2,963,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$45,177,524
Contract administrator fees2023-12-31$107,779
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2023-12-31320043599
2022 : IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$87,793
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$314,280
Total income from all sources (including contributions)2022-12-31$-83,453,622
Total of all expenses incurred2022-12-31$34,464,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$33,231,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$29,067,411
Value of total assets at end of year2022-12-31$582,319,759
Value of total assets at beginning of year2022-12-31$700,463,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,232,469
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$16,762,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$16,762,223
Administrative expenses professional fees incurred2022-12-31$159,001
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$10,944
Administrative expenses (other) incurred2022-12-31$447,610
Liabilities. Value of operating payables at end of year2022-12-31$87,793
Liabilities. Value of operating payables at beginning of year2022-12-31$314,280
Total non interest bearing cash at end of year2022-12-31$5,496,645
Total non interest bearing cash at beginning of year2022-12-31$2,904,456
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-117,917,640
Value of net assets at end of year (total assets less liabilities)2022-12-31$582,231,966
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$700,149,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$518,079
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$473,589,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$678,325,208
Value of interest in common/collective trusts at end of year2022-12-31$100,270,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$15,943,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$15,943,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-114,811,817
Net investment gain or loss from common/collective trusts2022-12-31$-14,471,439
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$29,067,411
Employer contributions (assets) at end of year2022-12-31$2,963,092
Employer contributions (assets) at beginning of year2022-12-31$3,279,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$33,231,549
Contract administrator fees2022-12-31$107,779
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2022-12-31320043599
2021 : IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$50,797,648
Total unrealized appreciation/depreciation of assets2021-12-31$50,797,648
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$314,280
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$176,278
Total income from all sources (including contributions)2021-12-31$112,870,884
Total loss/gain on sale of assets2021-12-31$5,324,095
Total of all expenses incurred2021-12-31$44,220,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$42,568,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$28,508,550
Value of total assets at end of year2021-12-31$700,463,886
Value of total assets at beginning of year2021-12-31$631,675,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,651,480
Total interest from all sources2021-12-31$128
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$27,869,928
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$27,869,928
Administrative expenses professional fees incurred2021-12-31$142,096
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$10,944
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$10,707
Other income not declared elsewhere2021-12-31$370,535
Administrative expenses (other) incurred2021-12-31$35,763
Liabilities. Value of operating payables at end of year2021-12-31$314,280
Liabilities. Value of operating payables at beginning of year2021-12-31$176,278
Total non interest bearing cash at end of year2021-12-31$2,904,456
Total non interest bearing cash at beginning of year2021-12-31$1,272,739
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$68,650,653
Value of net assets at end of year (total assets less liabilities)2021-12-31$700,149,606
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$631,498,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$1,362,027
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$678,325,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$605,085,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$15,943,726
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$21,044,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$21,044,746
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$128
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$28,508,550
Employer contributions (assets) at end of year2021-12-31$3,279,552
Employer contributions (assets) at beginning of year2021-12-31$4,261,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$42,568,751
Contract administrator fees2021-12-31$111,594
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$16,168,178
Aggregate carrying amount (costs) on sale of assets2021-12-31$10,844,083
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DENNIS G. JENKINS, CPA,LLC
Accountancy firm EIN2021-12-31205886120
2020 : IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$56,922,871
Total unrealized appreciation/depreciation of assets2020-12-31$56,922,871
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$176,278
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$251,667
Total income from all sources (including contributions)2020-12-31$103,126,243
Total loss/gain on sale of assets2020-12-31$-591,642
Total of all expenses incurred2020-12-31$40,611,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$39,108,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$25,829,489
Value of total assets at end of year2020-12-31$631,675,231
Value of total assets at beginning of year2020-12-31$569,236,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,503,015
Total interest from all sources2020-12-31$199
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$20,678,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$20,678,151
Administrative expenses professional fees incurred2020-12-31$164,364
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$10,707
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$9,961
Other income not declared elsewhere2020-12-31$287,175
Administrative expenses (other) incurred2020-12-31$33,530
Liabilities. Value of operating payables at end of year2020-12-31$176,278
Liabilities. Value of operating payables at beginning of year2020-12-31$251,667
Total non interest bearing cash at end of year2020-12-31$1,272,739
Total non interest bearing cash at beginning of year2020-12-31$2,161,426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$62,514,313
Value of net assets at end of year (total assets less liabilities)2020-12-31$631,498,953
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$568,984,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$1,182,016
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$605,085,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$550,097,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$21,044,746
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$14,261,819
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$14,261,819
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$199
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$25,829,489
Employer contributions (assets) at end of year2020-12-31$4,261,917
Employer contributions (assets) at beginning of year2020-12-31$2,705,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$39,108,915
Contract administrator fees2020-12-31$123,105
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$38,517,273
Aggregate carrying amount (costs) on sale of assets2020-12-31$39,108,915
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DENNIS G. JENKINS, CPA,LLC
Accountancy firm EIN2020-12-31205886120
2019 : IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$80,466,110
Total unrealized appreciation/depreciation of assets2019-12-31$80,466,110
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$251,667
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$352,189
Total income from all sources (including contributions)2019-12-31$124,598,712
Total of all expenses incurred2019-12-31$26,706,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$25,349,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$26,335,589
Value of total assets at end of year2019-12-31$569,236,307
Value of total assets at beginning of year2019-12-31$471,444,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,357,368
Total interest from all sources2019-12-31$748
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$17,476,573
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$17,476,573
Administrative expenses professional fees incurred2019-12-31$128,108
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$9,961
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$10,759
Other income not declared elsewhere2019-12-31$319,692
Administrative expenses (other) incurred2019-12-31$53,248
Liabilities. Value of operating payables at end of year2019-12-31$251,667
Liabilities. Value of operating payables at beginning of year2019-12-31$352,189
Total non interest bearing cash at end of year2019-12-31$2,161,426
Total non interest bearing cash at beginning of year2019-12-31$2,744,378
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$97,891,858
Value of net assets at end of year (total assets less liabilities)2019-12-31$568,984,640
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$471,092,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$1,070,862
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$550,097,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$454,020,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$14,261,819
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$12,026,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$12,026,363
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$26,335,589
Employer contributions (assets) at end of year2019-12-31$2,705,640
Employer contributions (assets) at beginning of year2019-12-31$2,643,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$25,349,486
Contract administrator fees2019-12-31$105,150
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DENNIS G. JENKINS, CPA,LLC
Accountancy firm EIN2019-12-31205886120
2018 : IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-40,869,727
Total unrealized appreciation/depreciation of assets2018-12-31$-40,869,727
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$352,189
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$185,006
Total income from all sources (including contributions)2018-12-31$1,391,580
Total of all expenses incurred2018-12-31$26,837,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$25,599,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$23,527,229
Value of total assets at end of year2018-12-31$471,444,971
Value of total assets at beginning of year2018-12-31$496,723,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,237,092
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$18,643,528
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$18,643,528
Administrative expenses professional fees incurred2018-12-31$182,634
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$10,759
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$11,105
Other income not declared elsewhere2018-12-31$364,000
Administrative expenses (other) incurred2018-12-31$50,779
Liabilities. Value of operating payables at end of year2018-12-31$352,189
Liabilities. Value of operating payables at beginning of year2018-12-31$185,006
Total non interest bearing cash at end of year2018-12-31$2,744,378
Total non interest bearing cash at beginning of year2018-12-31$4,436,054
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-25,445,508
Value of net assets at end of year (total assets less liabilities)2018-12-31$471,092,782
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$496,538,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$898,529
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$454,020,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$481,334,834
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$12,026,363
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$8,613,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$8,613,159
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-273,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$23,527,229
Employer contributions (assets) at end of year2018-12-31$2,643,151
Employer contributions (assets) at beginning of year2018-12-31$2,328,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$25,599,996
Contract administrator fees2018-12-31$105,150
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DENNIS G JENKINS, CPA,LLC
Accountancy firm EIN2018-12-31205886120
2017 : IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$50,908,556
Total unrealized appreciation/depreciation of assets2017-12-31$50,908,556
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$185,006
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$193,457
Total income from all sources (including contributions)2017-12-31$89,746,979
Total of all expenses incurred2017-12-31$15,963,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$14,683,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$22,425,827
Value of total assets at end of year2017-12-31$496,723,296
Value of total assets at beginning of year2017-12-31$422,948,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,279,986
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$13,663,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$13,663,107
Administrative expenses professional fees incurred2017-12-31$194,225
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$11,105
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$23,243
Other income not declared elsewhere2017-12-31$358,651
Administrative expenses (other) incurred2017-12-31$60,580
Liabilities. Value of operating payables at end of year2017-12-31$185,006
Liabilities. Value of operating payables at beginning of year2017-12-31$193,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$73,783,459
Value of net assets at end of year (total assets less liabilities)2017-12-31$496,538,290
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$422,754,831
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$920,031
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$481,334,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$409,023,563
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$13,049,213
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$11,649,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$11,649,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,390,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$22,425,827
Employer contributions (assets) at end of year2017-12-31$2,328,144
Employer contributions (assets) at beginning of year2017-12-31$2,252,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$14,683,534
Contract administrator fees2017-12-31$105,150
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DENNIS G. JNEKINS,CPA,LLC
Accountancy firm EIN2017-12-31205886120
2016 : IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$22,240,798
Total unrealized appreciation/depreciation of assets2016-12-31$22,240,798
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$193,457
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$74,209
Total income from all sources (including contributions)2016-12-31$49,051,727
Total of all expenses incurred2016-12-31$19,022,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$17,809,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$20,328,155
Value of total assets at end of year2016-12-31$422,948,288
Value of total assets at beginning of year2016-12-31$392,799,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,212,974
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$11,036,849
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$11,036,849
Administrative expenses professional fees incurred2016-12-31$176,957
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$23,243
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$13,300
Other income not declared elsewhere2016-12-31$366,000
Administrative expenses (other) incurred2016-12-31$64,125
Liabilities. Value of operating payables at end of year2016-12-31$193,457
Liabilities. Value of operating payables at beginning of year2016-12-31$74,209
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$30,029,565
Value of net assets at end of year (total assets less liabilities)2016-12-31$422,754,831
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$392,725,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$868,942
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$409,023,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$378,303,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$11,649,219
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$12,626,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$12,626,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-4,920,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$20,328,155
Employer contributions (assets) at end of year2016-12-31$2,252,263
Employer contributions (assets) at beginning of year2016-12-31$1,856,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$17,809,188
Contract administrator fees2016-12-31$102,950
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DENNIS G. JNEKINS,CPA,LLC
Accountancy firm EIN2016-12-31205886120
2015 : IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-14,013,180
Total unrealized appreciation/depreciation of assets2015-12-31$-14,013,180
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$74,209
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$150,067
Total income from all sources (including contributions)2015-12-31$17,916,657
Total of all expenses incurred2015-12-31$13,213,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$12,275,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$18,121,272
Value of total assets at end of year2015-12-31$392,799,475
Value of total assets at beginning of year2015-12-31$388,171,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$937,675
Total income from rents2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$13,499,454
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$13,499,454
Administrative expenses professional fees incurred2015-12-31$177,037
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$13,300
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$13,272
Other income not declared elsewhere2015-12-31$334,000
Administrative expenses (other) incurred2015-12-31$49,524
Liabilities. Value of operating payables at end of year2015-12-31$74,209
Liabilities. Value of operating payables at beginning of year2015-12-31$150,067
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$4,703,340
Value of net assets at end of year (total assets less liabilities)2015-12-31$392,725,266
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$388,021,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$608,364
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$378,303,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$374,619,751
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$12,626,061
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$11,674,259
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$11,674,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-24,889
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$18,121,272
Employer contributions (assets) at end of year2015-12-31$1,856,669
Employer contributions (assets) at beginning of year2015-12-31$1,864,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$12,275,642
Contract administrator fees2015-12-31$102,750
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DENNIS G. JNEKINS,CPA,LLC
Accountancy firm EIN2015-12-31205886120
2014 : IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$10,564,275
Total unrealized appreciation/depreciation of assets2014-12-31$10,564,275
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$150,067
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$771,581
Total income from all sources (including contributions)2014-12-31$47,459,203
Total of all expenses incurred2014-12-31$14,707,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$13,979,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$16,468,868
Value of total assets at end of year2014-12-31$388,171,993
Value of total assets at beginning of year2014-12-31$356,041,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$727,865
Total interest from all sources2014-12-31$14,923,327
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$177,220
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$16,468,868
Amount contributed by the employer to the plan for this plan year2014-12-31$16,468,868
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$13,272
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$12,085
Other income not declared elsewhere2014-12-31$363,266
Administrative expenses (other) incurred2014-12-31$37,759
Liabilities. Value of operating payables at end of year2014-12-31$150,067
Liabilities. Value of operating payables at beginning of year2014-12-31$771,581
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$32,751,784
Value of net assets at end of year (total assets less liabilities)2014-12-31$388,021,926
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$355,270,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$412,507
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$374,619,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$342,990,093
Interest earned on other investments2014-12-31$14,923,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$11,674,259
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$11,126,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$11,126,429
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$156
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$5,139,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$16,468,868
Employer contributions (assets) at end of year2014-12-31$1,864,711
Employer contributions (assets) at beginning of year2014-12-31$1,913,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$13,979,554
Contract administrator fees2014-12-31$100,379
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DENNIS G. JENKINS, CPA,LLC
Accountancy firm EIN2014-12-31205886120
2013 : IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$36,323,833
Total unrealized appreciation/depreciation of assets2013-12-31$36,323,833
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$771,581
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$488,770
Total income from all sources (including contributions)2013-12-31$63,813,868
Total of all expenses incurred2013-12-31$21,619,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$20,718,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$14,908,473
Value of total assets at end of year2013-12-31$356,041,723
Value of total assets at beginning of year2013-12-31$313,564,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$900,774
Total interest from all sources2013-12-31$9,603,731
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$173,543
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$14,908,473
Amount contributed by the employer to the plan for this plan year2013-12-31$14,908,473
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$12,085
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$12,743
Other income not declared elsewhere2013-12-31$333,449
Administrative expenses (other) incurred2013-12-31$53,933
Liabilities. Value of operating payables at end of year2013-12-31$771,581
Liabilities. Value of operating payables at beginning of year2013-12-31$488,770
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$42,194,752
Value of net assets at end of year (total assets less liabilities)2013-12-31$355,270,142
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$313,075,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$573,134
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$342,990,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$295,436,472
Interest earned on other investments2013-12-31$9,603,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$11,126,429
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$16,145,098
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$16,145,098
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$680
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,644,382
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$14,908,473
Employer contributions (assets) at end of year2013-12-31$1,913,116
Employer contributions (assets) at beginning of year2013-12-31$1,969,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$20,718,342
Contract administrator fees2013-12-31$100,164
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31DENNIS G. JENKINS, CPA,LLC
Accountancy firm EIN2013-12-31205886120
2012 : IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$18,388,968
Total unrealized appreciation/depreciation of assets2012-12-31$18,388,968
Total transfer of assets to this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$488,770
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$343,729
Total income from all sources (including contributions)2012-12-31$44,845,660
Total loss/gain on sale of assets2012-12-31$2,077,306
Total of all expenses incurred2012-12-31$21,369,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$20,927,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$14,085,319
Value of total assets at end of year2012-12-31$313,564,160
Value of total assets at beginning of year2012-12-31$289,943,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$442,733
Total interest from all sources2012-12-31$10,277,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$153,735
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Minimum employer required contribution for this plan year2012-12-31$14,085,319
Amount contributed by the employer to the plan for this plan year2012-12-31$14,085,319
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$12,743
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$15,584
Other income not declared elsewhere2012-12-31$16,676
Administrative expenses (other) incurred2012-12-31$65,672
Liabilities. Value of operating payables at end of year2012-12-31$488,770
Liabilities. Value of operating payables at beginning of year2012-12-31$343,729
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$23,475,884
Value of net assets at end of year (total assets less liabilities)2012-12-31$313,075,390
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$289,599,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$124,134
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$295,436,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$272,125,392
Interest earned on other investments2012-12-31$10,274,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$16,145,098
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$16,186,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$16,186,656
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,535
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$14,085,319
Employer contributions (assets) at end of year2012-12-31$1,969,847
Employer contributions (assets) at beginning of year2012-12-31$1,615,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$20,927,043
Contract administrator fees2012-12-31$99,192
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$14,846,578
Aggregate carrying amount (costs) on sale of assets2012-12-31$12,769,272
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DENNIS G. JENKINS, CPA,LLC
Accountancy firm EIN2012-12-31205886120
2011 : IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-7,163,508
Total unrealized appreciation/depreciation of assets2011-12-31$-7,163,508
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$343,729
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$526,572
Total income from all sources (including contributions)2011-12-31$17,292,907
Total loss/gain on sale of assets2011-12-31$2,659,214
Total of all expenses incurred2011-12-31$18,238,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$17,850,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$14,475,820
Value of total assets at end of year2011-12-31$289,943,235
Value of total assets at beginning of year2011-12-31$291,071,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$387,644
Total interest from all sources2011-12-31$7,319,547
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$119,557
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Minimum employer required contribution for this plan year2011-12-31$14,461,380
Amount contributed by the employer to the plan for this plan year2011-12-31$14,461,380
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$15,584
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$22,745
Other income not declared elsewhere2011-12-31$1,834
Administrative expenses (other) incurred2011-12-31$49,361
Liabilities. Value of operating payables at end of year2011-12-31$343,729
Liabilities. Value of operating payables at beginning of year2011-12-31$526,572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-945,380
Value of net assets at end of year (total assets less liabilities)2011-12-31$289,599,506
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$290,544,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$122,422
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$272,125,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$275,485,993
Interest earned on other investments2011-12-31$7,315,499
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$16,186,656
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$14,069,261
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$14,069,261
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$4,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$14,475,820
Employer contributions (assets) at end of year2011-12-31$1,615,603
Employer contributions (assets) at beginning of year2011-12-31$1,493,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$17,850,643
Contract administrator fees2011-12-31$96,304
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$13,351,095
Aggregate carrying amount (costs) on sale of assets2011-12-31$10,691,881
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DENNIS G. JENKINS, CPA,LLC
Accountancy firm EIN2011-12-31205886120
2010 : IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$22,545,962
Total unrealized appreciation/depreciation of assets2010-12-31$22,545,962
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$526,572
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$295,101
Total income from all sources (including contributions)2010-12-31$45,289,818
Total loss/gain on sale of assets2010-12-31$2,129,895
Total of all expenses incurred2010-12-31$12,352,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$11,952,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$14,065,787
Value of total assets at end of year2010-12-31$291,071,458
Value of total assets at beginning of year2010-12-31$257,902,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$400,635
Total interest from all sources2010-12-31$6,546,166
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$129,650
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$14,065,787
Amount contributed by the employer to the plan for this plan year2010-12-31$14,065,787
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$22,745
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$55,409
Other income not declared elsewhere2010-12-31$2,008
Administrative expenses (other) incurred2010-12-31$73,496
Liabilities. Value of operating payables at end of year2010-12-31$526,572
Liabilities. Value of operating payables at beginning of year2010-12-31$295,101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$32,937,049
Value of net assets at end of year (total assets less liabilities)2010-12-31$290,544,886
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$257,607,837
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$104,285
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$275,485,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$241,242,490
Interest earned on other investments2010-12-31$6,537,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$14,069,261
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$15,273,337
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$15,273,337
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$8,190
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$14,065,787
Employer contributions (assets) at end of year2010-12-31$1,493,459
Employer contributions (assets) at beginning of year2010-12-31$1,331,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$11,952,134
Contract administrator fees2010-12-31$93,204
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$15,074,025
Aggregate carrying amount (costs) on sale of assets2010-12-31$12,944,130
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DENNIS G. JENKINS, CPA,LLC
Accountancy firm EIN2010-12-31205886120
2009 : IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$13,747,214
Amount contributed by the employer to the plan for this plan year2009-12-31$13,747,214

Form 5500 Responses for IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN

2023: IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: IBEW LOCAL 613 DEFINED CONTRIBUTION PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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