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ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 401k Plan overview

Plan NameELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND
Plan identification number 001

ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND has sponsored the creation of one or more 401k plans.

Company Name:ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND
Employer identification number (EIN):610957563
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01PAUL DEOM
0012017-01-01PAUL DEOM
0012016-01-01PAUL DEOM
0012015-01-01PAUL DEOM
0012014-01-01PAUL DEOM
0012013-01-01PAUL DEOM
0012012-01-01PAUL DEOM
0012011-01-01PAUL DEOM
0012009-01-01JOE KELLAMS

Plan Statistics for ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND

401k plan membership statisitcs for ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND

Measure Date Value
2023: ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 2023 401k membership
Total participants, beginning-of-year2023-01-013,434
Total number of active participants reported on line 7a of the Form 55002023-01-013,633
Number of retired or separated participants receiving benefits2023-01-01146
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-013,779
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-013,779
Number of participants with account balances2023-01-013,779
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
Number of employers contributing to the scheme2023-01-01165
2022: ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 2022 401k membership
Total participants, beginning-of-year2022-01-013,448
Total number of active participants reported on line 7a of the Form 55002022-01-013,313
Number of retired or separated participants receiving benefits2022-01-01121
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-013,434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-013,434
Number of participants with account balances2022-01-013,434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
Number of employers contributing to the scheme2022-01-01154
2021: ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 2021 401k membership
Total participants, beginning-of-year2021-01-013,375
Total number of active participants reported on line 7a of the Form 55002021-01-013,424
Number of retired or separated participants receiving benefits2021-01-0124
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-013,448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-013,448
Number of participants with account balances2021-01-013,268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-01143
2020: ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 2020 401k membership
Total participants, beginning-of-year2020-01-013,377
Total number of active participants reported on line 7a of the Form 55002020-01-013,354
Number of retired or separated participants receiving benefits2020-01-0118
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-013,373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-013,375
Number of participants with account balances2020-01-013,259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-01135
2019: ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 2019 401k membership
Total participants, beginning-of-year2019-01-013,373
Total number of active participants reported on line 7a of the Form 55002019-01-013,356
Number of retired or separated participants receiving benefits2019-01-0117
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-013,374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-013,377
Number of participants with account balances2019-01-013,340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-01156
2018: ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 2018 401k membership
Total participants, beginning-of-year2018-01-013,321
Total number of active participants reported on line 7a of the Form 55002018-01-013,350
Number of retired or separated participants receiving benefits2018-01-0120
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-013,372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-013,373
Number of participants with account balances2018-01-013,350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-01155
2017: ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 2017 401k membership
Total participants, beginning-of-year2017-01-013,097
Total number of active participants reported on line 7a of the Form 55002017-01-013,299
Number of retired or separated participants receiving benefits2017-01-0120
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-013,321
Total participants2017-01-013,321
Number of participants with account balances2017-01-013,300
Number of employers contributing to the scheme2017-01-0190
2016: ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 2016 401k membership
Total participants, beginning-of-year2016-01-012,995
Total number of active participants reported on line 7a of the Form 55002016-01-013,075
Number of retired or separated participants receiving benefits2016-01-0120
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-013,097
Total participants2016-01-013,097
Number of participants with account balances2016-01-013,080
Number of employers contributing to the scheme2016-01-0190
2015: ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 2015 401k membership
Total participants, beginning-of-year2015-01-012,857
Total number of active participants reported on line 7a of the Form 55002015-01-012,973
Number of retired or separated participants receiving benefits2015-01-0118
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-012,994
Total participants2015-01-012,994
Number of participants with account balances2015-01-012,985
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-0197
2014: ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 2014 401k membership
Total participants, beginning-of-year2014-01-013,322
Total number of active participants reported on line 7a of the Form 55002014-01-012,835
Number of retired or separated participants receiving benefits2014-01-0117
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-012,854
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012,854
Number of participants with account balances2014-01-012,854
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-0170
2013: ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 2013 401k membership
Total participants, beginning-of-year2013-01-013,322
Total number of active participants reported on line 7a of the Form 55002013-01-012,819
Number of retired or separated participants receiving benefits2013-01-0118
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-012,839
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,839
Number of participants with account balances2013-01-012,839
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-0174
2012: ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 2012 401k membership
Total participants, beginning-of-year2012-01-013,285
Total number of active participants reported on line 7a of the Form 55002012-01-013,217
Number of retired or separated participants receiving benefits2012-01-0139
Number of other retired or separated participants entitled to future benefits2012-01-0166
Total of all active and inactive participants2012-01-013,322
Total participants2012-01-013,322
Number of participants with account balances2012-01-012,838
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-0169
2011: ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 2011 401k membership
Total participants, beginning-of-year2011-01-013,326
Total number of active participants reported on line 7a of the Form 55002011-01-013,190
Number of retired or separated participants receiving benefits2011-01-0117
Number of other retired or separated participants entitled to future benefits2011-01-0178
Total of all active and inactive participants2011-01-013,285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013,285
Number of participants with account balances2011-01-012,856
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-010
2009: ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 2009 401k membership
Total participants, beginning-of-year2009-01-012,796
Total number of active participants reported on line 7a of the Form 55002009-01-013,243
Number of retired or separated participants receiving benefits2009-01-0119
Number of other retired or separated participants entitled to future benefits2009-01-0124
Total of all active and inactive participants2009-01-013,286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013,286
Number of participants with account balances2009-01-012,868
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-010

Financial Data on ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND

Measure Date Value
2023 : ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$105,651
Total unrealized appreciation/depreciation of assets2023-12-31$105,651
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$17,414
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$23,440
Total income from all sources (including contributions)2023-12-31$101,601,604
Total of all expenses incurred2023-12-31$31,339,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$30,405,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$30,879,437
Value of total assets at end of year2023-12-31$488,483,498
Value of total assets at beginning of year2023-12-31$418,227,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$934,499
Total interest from all sources2023-12-31$370,978
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$12,389,467
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$12,389,467
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
Participant contributions at end of year2023-12-31$8,481,594
Participant contributions at beginning of year2023-12-31$8,133,712
Other income not declared elsewhere2023-12-31$405,012
Administrative expenses (other) incurred2023-12-31$248,676
Liabilities. Value of operating payables at end of year2023-12-31$17,414
Liabilities. Value of operating payables at beginning of year2023-12-31$23,440
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$70,261,611
Value of net assets at end of year (total assets less liabilities)2023-12-31$488,466,084
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$418,204,473
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$46,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$442,884,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$368,928,521
Interest on participant loans2023-12-31$363,910
Value of interest in common/collective trusts at end of year2023-12-31$36,314,567
Value of interest in common/collective trusts at beginning of year2023-12-31$40,666,569
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$688,321
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$492,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$492,029
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$7,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$56,388,419
Net investment gain or loss from common/collective trusts2023-12-31$1,062,640
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$30,879,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$30,405,494
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$114,124
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$7,082
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 name2023-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2023-12-31560574444
2022 : ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$23,440
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$22,790
Total income from all sources (including contributions)2022-12-31$-52,387,439
Total of all expenses incurred2022-12-31$28,238,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$27,266,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$23,189,277
Value of total assets at end of year2022-12-31$418,227,913
Value of total assets at beginning of year2022-12-31$498,853,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$972,348
Total interest from all sources2022-12-31$141,343
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$14,202,660
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$14,202,660
Administrative expenses professional fees incurred2022-12-31$74,090
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
Participant contributions at end of year2022-12-31$8,133,712
Participant contributions at beginning of year2022-12-31$8,216,057
Other income not declared elsewhere2022-12-31$390,422
Administrative expenses (other) incurred2022-12-31$243,413
Liabilities. Value of operating payables at end of year2022-12-31$23,440
Liabilities. Value of operating payables at beginning of year2022-12-31$22,790
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-80,625,865
Value of net assets at end of year (total assets less liabilities)2022-12-31$418,204,473
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$498,830,338
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$69,400
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$368,928,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$456,118,735
Interest on participant loans2022-12-31$139,041
Value of interest in common/collective trusts at end of year2022-12-31$40,666,569
Value of interest in common/collective trusts at beginning of year2022-12-31$34,108,677
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$492,029
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$406,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$406,993
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2,302
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-91,001,758
Net investment gain or loss from common/collective trusts2022-12-31$690,617
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$23,189,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$27,266,078
Contract administrator fees2022-12-31$585,445
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$7,082
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$2,666
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 name2022-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2022-12-31271235638
2021 : ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$22,790
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$7,571
Total income from all sources (including contributions)2021-12-31$79,196,970
Total of all expenses incurred2021-12-31$32,780,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$32,328,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$20,070,330
Value of total assets at end of year2021-12-31$498,853,128
Value of total assets at beginning of year2021-12-31$452,421,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$452,003
Total interest from all sources2021-12-31$151,220
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$15,441,157
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$15,441,157
Administrative expenses professional fees incurred2021-12-31$128,263
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$8,216,057
Participant contributions at beginning of year2021-12-31$8,503,431
Other income not declared elsewhere2021-12-31$384,580
Administrative expenses (other) incurred2021-12-31$276,990
Liabilities. Value of operating payables at end of year2021-12-31$22,790
Liabilities. Value of operating payables at beginning of year2021-12-31$7,571
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$46,416,735
Value of net assets at end of year (total assets less liabilities)2021-12-31$498,830,338
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$452,413,603
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$46,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$456,118,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$406,296,219
Interest on participant loans2021-12-31$151,220
Value of interest in common/collective trusts at end of year2021-12-31$34,108,677
Value of interest in common/collective trusts at beginning of year2021-12-31$37,177,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$406,993
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$441,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$441,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$42,597,306
Net investment gain or loss from common/collective trusts2021-12-31$552,377
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$20,070,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$32,328,232
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$2,666
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$2,837
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2021-12-31271235638
2020 : ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$7,571
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,678
Total income from all sources (including contributions)2020-12-31$73,228,831
Total of all expenses incurred2020-12-31$21,374,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$20,900,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$17,644,440
Value of total assets at end of year2020-12-31$452,421,174
Value of total assets at beginning of year2020-12-31$400,562,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$473,884
Total interest from all sources2020-12-31$187,222
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$11,794,484
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$11,794,484
Administrative expenses professional fees incurred2020-12-31$133,345
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$8,503,431
Participant contributions at beginning of year2020-12-31$8,513,364
Other income not declared elsewhere2020-12-31$356,913
Administrative expenses (other) incurred2020-12-31$243,789
Liabilities. Value of operating payables at end of year2020-12-31$7,571
Liabilities. Value of operating payables at beginning of year2020-12-31$3,678
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$51,854,367
Value of net assets at end of year (total assets less liabilities)2020-12-31$452,413,603
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$400,559,236
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$96,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$406,296,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$360,746,224
Interest on participant loans2020-12-31$187,222
Value of interest in common/collective trusts at end of year2020-12-31$37,177,575
Value of interest in common/collective trusts at beginning of year2020-12-31$30,839,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$441,112
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$460,895
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$460,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$42,519,634
Net investment gain or loss from common/collective trusts2020-12-31$726,138
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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$17,644,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$20,900,580
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$2,837
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$3,351
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
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2020-12-31271235638
2019 : ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,678
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$61,383
Total income from all sources (including contributions)2019-12-31$86,993,008
Total of all expenses incurred2019-12-31$23,863,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$23,402,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$19,489,691
Value of total assets at end of year2019-12-31$400,562,914
Value of total assets at beginning of year2019-12-31$337,491,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$461,325
Total interest from all sources2019-12-31$181,047
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$10,593,684
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$10,593,684
Administrative expenses professional fees incurred2019-12-31$148,861
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$8,513,364
Participant contributions at beginning of year2019-12-31$8,152,355
Other income not declared elsewhere2019-12-31$494,764
Administrative expenses (other) incurred2019-12-31$265,714
Liabilities. Value of operating payables at end of year2019-12-31$3,678
Liabilities. Value of operating payables at beginning of year2019-12-31$61,383
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$63,129,297
Value of net assets at end of year (total assets less liabilities)2019-12-31$400,559,236
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$337,429,939
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$46,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$360,746,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$301,679,190
Interest on participant loans2019-12-31$181,047
Value of interest in common/collective trusts at end of year2019-12-31$30,839,080
Value of interest in common/collective trusts at beginning of year2019-12-31$27,147,783
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$460,895
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$507,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$507,587
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$55,460,958
Net investment gain or loss from common/collective trusts2019-12-31$772,864
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$19,489,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$23,402,386
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$3,351
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$4,407
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 name2019-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2019-12-31271235638
2018 : ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$61,383
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$41,528
Total income from all sources (including contributions)2018-12-31$-669,401
Total of all expenses incurred2018-12-31$20,125,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$19,739,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$19,318,721
Value of total assets at end of year2018-12-31$337,491,322
Value of total assets at beginning of year2018-12-31$358,266,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$386,783
Total interest from all sources2018-12-31$157,383
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$10,664,403
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$10,664,403
Administrative expenses professional fees incurred2018-12-31$118,384
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$8,152,355
Participant contributions at beginning of year2018-12-31$7,872,693
Other income not declared elsewhere2018-12-31$390,000
Administrative expenses (other) incurred2018-12-31$216,021
Liabilities. Value of operating payables at end of year2018-12-31$61,383
Liabilities. Value of operating payables at beginning of year2018-12-31$41,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-20,795,263
Value of net assets at end of year (total assets less liabilities)2018-12-31$337,429,939
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$358,225,202
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$52,378
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$301,679,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$326,054,688
Interest on participant loans2018-12-31$157,383
Value of interest in common/collective trusts at end of year2018-12-31$27,147,783
Value of interest in common/collective trusts at beginning of year2018-12-31$23,591,030
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$507,587
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$741,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$741,813
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-31,782,741
Net investment gain or loss from common/collective trusts2018-12-31$582,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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$19,318,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$19,739,079
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$4,407
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$6,506
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 name2018-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2018-12-31271235638
2017 : ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$41,528
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$18,937
Total income from all sources (including contributions)2017-12-31$67,362,135
Total of all expenses incurred2017-12-31$15,914,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$15,562,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$20,221,771
Value of total assets at end of year2017-12-31$358,266,730
Value of total assets at beginning of year2017-12-31$306,796,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$352,259
Total interest from all sources2017-12-31$124,689
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$9,597,808
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$9,597,808
Administrative expenses professional fees incurred2017-12-31$112,075
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$7,872,693
Participant contributions at beginning of year2017-12-31$7,703,810
Other income not declared elsewhere2017-12-31$390,000
Administrative expenses (other) incurred2017-12-31$193,434
Liabilities. Value of operating payables at end of year2017-12-31$41,528
Liabilities. Value of operating payables at beginning of year2017-12-31$18,937
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$51,447,822
Value of net assets at end of year (total assets less liabilities)2017-12-31$358,225,202
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$306,777,380
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$46,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$326,054,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$274,926,568
Interest on participant loans2017-12-31$124,689
Value of interest in common/collective trusts at end of year2017-12-31$23,591,030
Value of interest in common/collective trusts at beginning of year2017-12-31$23,855,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$741,813
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$301,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$301,202
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$36,553,170
Net investment gain or loss from common/collective trusts2017-12-31$474,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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$20,221,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$15,562,054
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$6,506
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$9,020
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 name2017-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2017-12-31271235638
2016 : ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$18,937
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$12,447
Total income from all sources (including contributions)2016-12-31$37,726,125
Total of all expenses incurred2016-12-31$12,160,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$11,831,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$17,959,909
Value of total assets at end of year2016-12-31$306,796,317
Value of total assets at beginning of year2016-12-31$281,224,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$328,610
Total interest from all sources2016-12-31$125,520
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,088,741
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$4,088,741
Administrative expenses professional fees incurred2016-12-31$81,560
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$7,703,810
Participant contributions at beginning of year2016-12-31$7,281,800
Other income not declared elsewhere2016-12-31$390,000
Administrative expenses (other) incurred2016-12-31$200,300
Liabilities. Value of operating payables at end of year2016-12-31$18,937
Liabilities. Value of operating payables at beginning of year2016-12-31$12,447
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$25,565,533
Value of net assets at end of year (total assets less liabilities)2016-12-31$306,777,380
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$281,211,847
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$46,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$274,926,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$253,429,386
Interest on participant loans2016-12-31$125,520
Value of interest in common/collective trusts at end of year2016-12-31$23,855,717
Value of interest in common/collective trusts at beginning of year2016-12-31$20,271,462
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$301,202
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$239,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$239,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$14,725,300
Net investment gain or loss from common/collective trusts2016-12-31$436,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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$17,959,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$11,831,982
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$9,020
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$2,208
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 name2016-12-31MOUNTJOY CHILTON MEDLEY LLP
Accountancy firm EIN2016-12-31271235638
2015 : ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$12,447
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$28,644
Total income from all sources (including contributions)2015-12-31$13,556,686
Total of all expenses incurred2015-12-31$13,827,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$13,506,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$16,762,039
Value of total assets at end of year2015-12-31$281,224,294
Value of total assets at beginning of year2015-12-31$281,511,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$321,272
Total interest from all sources2015-12-31$120,434
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,415,497
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$4,415,497
Administrative expenses professional fees incurred2015-12-31$81,486
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$7,281,800
Participant contributions at beginning of year2015-12-31$7,325,808
Other income not declared elsewhere2015-12-31$340,000
Administrative expenses (other) incurred2015-12-31$188,786
Liabilities. Value of operating payables at end of year2015-12-31$12,447
Liabilities. Value of operating payables at beginning of year2015-12-31$28,644
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-271,176
Value of net assets at end of year (total assets less liabilities)2015-12-31$281,211,847
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$281,483,023
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$51,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$253,429,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$256,139,141
Interest on participant loans2015-12-31$120,434
Value of interest in common/collective trusts at end of year2015-12-31$20,271,462
Value of interest in common/collective trusts at beginning of year2015-12-31$16,245,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$239,438
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,798,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,798,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-8,014,992
Net investment gain or loss from common/collective trusts2015-12-31$-66,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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$16,762,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$13,506,590
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$2,208
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$2,953
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 name2015-12-31MOUNTJOY CHILTON MEDLEY LLP
Accountancy firm EIN2015-12-31271235638
2014 : ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$28,644
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$25,654
Total income from all sources (including contributions)2014-12-31$30,865,027
Total of all expenses incurred2014-12-31$12,954,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$12,575,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$14,886,744
Value of total assets at end of year2014-12-31$281,511,667
Value of total assets at beginning of year2014-12-31$263,598,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$379,589
Total interest from all sources2014-12-31$120,725
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,911,098
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$4,911,098
Administrative expenses professional fees incurred2014-12-31$126,790
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$7,325,808
Participant contributions at beginning of year2014-12-31$7,076,044
Other income not declared elsewhere2014-12-31$366,227
Administrative expenses (other) incurred2014-12-31$201,799
Liabilities. Value of operating payables at end of year2014-12-31$28,644
Liabilities. Value of operating payables at beginning of year2014-12-31$25,654
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$17,910,377
Value of net assets at end of year (total assets less liabilities)2014-12-31$281,483,023
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$263,572,646
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$51,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$256,139,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$239,318,576
Interest on participant loans2014-12-31$120,725
Value of interest in common/collective trusts at end of year2014-12-31$16,245,101
Value of interest in common/collective trusts at beginning of year2014-12-31$16,801,741
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,798,664
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$396,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$396,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$10,237,207
Net investment gain or loss from common/collective trusts2014-12-31$343,026
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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$14,886,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$12,575,061
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$2,953
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$5,489
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 name2014-12-31MOUNTJOY CHILTON MEDLEY LLP
Accountancy firm EIN2014-12-31271235638
2013 : ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$25,654
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$20,404
Total income from all sources (including contributions)2013-12-31$44,702,545
Total of all expenses incurred2013-12-31$8,875,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,386,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$12,715,669
Value of total assets at end of year2013-12-31$263,598,300
Value of total assets at beginning of year2013-12-31$227,766,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$488,699
Total interest from all sources2013-12-31$102,285
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$6,088,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$6,088,500
Administrative expenses professional fees incurred2013-12-31$139,410
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$7,076,044
Participant contributions at beginning of year2013-12-31$8,166,617
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$449,122
Administrative expenses (other) incurred2013-12-31$242,539
Liabilities. Value of operating payables at end of year2013-12-31$25,654
Liabilities. Value of operating payables at beginning of year2013-12-31$20,404
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$35,827,012
Value of net assets at end of year (total assets less liabilities)2013-12-31$263,572,646
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$227,745,634
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$106,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$239,318,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$201,262,208
Interest on participant loans2013-12-31$102,285
Value of interest in common/collective trusts at end of year2013-12-31$16,801,741
Value of interest in common/collective trusts at beginning of year2013-12-31$18,038,768
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$396,450
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$285,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$285,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$25,526,466
Net investment gain or loss from common/collective trusts2013-12-31$-179,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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$12,715,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,386,834
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$5,489
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$12,643
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
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31MOUNTJOY CHILTON MEDLEY LLP
Accountancy firm EIN2013-12-31271235638
2012 : ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$20,404
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$38,717,107
Total of all expenses incurred2012-12-31$9,151,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,809,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$13,067,419
Value of total assets at end of year2012-12-31$227,766,038
Value of total assets at beginning of year2012-12-31$198,179,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$341,698
Total interest from all sources2012-12-31$92,581
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$4,548,625
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$4,548,625
Administrative expenses professional fees incurred2012-12-31$85,385
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$8,166,617
Participant contributions at beginning of year2012-12-31$7,625,164
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$9,775
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$315,332
Administrative expenses (other) incurred2012-12-31$205,313
Liabilities. Value of operating payables at end of year2012-12-31$20,404
Liabilities. Value of operating payables at beginning of year2012-12-31$0
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$29,565,993
Value of net assets at end of year (total assets less liabilities)2012-12-31$227,745,634
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$198,179,641
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$51,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$201,262,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$172,229,412
Interest on participant loans2012-12-31$92,581
Value of interest in common/collective trusts at end of year2012-12-31$18,038,768
Value of interest in common/collective trusts at beginning of year2012-12-31$17,469,827
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$285,802
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$824,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$824,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$20,372,723
Net investment gain or loss from common/collective trusts2012-12-31$320,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$13,067,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,809,416
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$12,643
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$21,206
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
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$0
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 name2012-12-31MOUNTJOY CHILTON MEDLEY LLP
Accountancy firm EIN2012-12-31271235638
2011 : ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$4,540
Total unrealized appreciation/depreciation of assets2011-12-31$4,540
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$68,300
Total income from all sources (including contributions)2011-12-31$9,467,996
Total of all expenses incurred2011-12-31$7,623,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,328,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$12,168,378
Value of total assets at end of year2011-12-31$198,179,641
Value of total assets at beginning of year2011-12-31$196,403,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$294,534
Total interest from all sources2011-12-31$412,749
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,568,700
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$3,568,700
Administrative expenses professional fees incurred2011-12-31$67,282
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$7,625,164
Participant contributions at beginning of year2011-12-31$7,126,686
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$9,775
Other income not declared elsewhere2011-12-31$244,879
Administrative expenses (other) incurred2011-12-31$169,752
Liabilities. Value of operating payables at end of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$68,300
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$1,844,733
Value of net assets at end of year (total assets less liabilities)2011-12-31$198,179,641
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$196,334,908
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$57,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$172,229,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$174,344,923
Interest on participant loans2011-12-31$412,749
Value of interest in common/collective trusts at end of year2011-12-31$17,469,827
Value of interest in common/collective trusts at beginning of year2011-12-31$13,961,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$824,257
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$937,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$937,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-7,690,320
Net investment gain or loss from common/collective trusts2011-12-31$759,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$12,168,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,328,729
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$21,206
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$32,971
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
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 name2011-12-31MOUNTJOY CHILTON MEDLEY LLP
Accountancy firm EIN2011-12-31271235638
2010 : ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$523
Total unrealized appreciation/depreciation of assets2010-12-31$523
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$68,300
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$102,591
Total income from all sources (including contributions)2010-12-31$34,697,262
Total of all expenses incurred2010-12-31$8,644,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$8,208,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$12,039,159
Value of total assets at end of year2010-12-31$196,403,208
Value of total assets at beginning of year2010-12-31$170,385,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$436,644
Total interest from all sources2010-12-31$398,563
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$6,706,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$6,706,446
Administrative expenses professional fees incurred2010-12-31$71,355
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$7,126,686
Participant contributions at beginning of year2010-12-31$5,913,892
Other income not declared elsewhere2010-12-31$266,212
Administrative expenses (other) incurred2010-12-31$319,751
Liabilities. Value of operating payables at end of year2010-12-31$68,300
Liabilities. Value of operating payables at beginning of year2010-12-31$102,591
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$26,052,476
Value of net assets at end of year (total assets less liabilities)2010-12-31$196,334,908
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$170,282,432
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$45,538
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$174,344,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$149,705,319
Interest on participant loans2010-12-31$398,563
Value of interest in common/collective trusts at end of year2010-12-31$13,961,601
Value of interest in common/collective trusts at beginning of year2010-12-31$13,682,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$937,027
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,037,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,037,781
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$14,465,719
Net investment gain or loss from common/collective trusts2010-12-31$820,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$12,039,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$8,208,142
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$32,971
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$45,126
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
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 name2010-12-31MOUNTJOY CHILTON MEDLEY LLP
Accountancy firm EIN2010-12-31271235638

Form 5500 Responses for ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND

2023: ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 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: ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 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: ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 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: ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 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: ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 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: ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 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: ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 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: ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 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: ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 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: ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 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: ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 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: ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 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: ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 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: ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUND 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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