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IBEW LOCAL 575 PENSION FUND 401k Plan overview

Plan NameIBEW LOCAL 575 PENSION FUND
Plan identification number 001

IBEW LOCAL 575 PENSION 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

JOINT BOARD OF TRUSTEES OF IBEW LOCAL 575 PENSION FUND has sponsored the creation of one or more 401k plans.

Company Name:JOINT BOARD OF TRUSTEES OF IBEW LOCAL 575 PENSION FUND
Employer identification number (EIN):621059603
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL 575 PENSION 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
0012018-01-01
0012017-01-01BETH RING KIM WOOD2018-08-30
0012016-01-01JOHN GALLOWAY KIM WOOD2017-09-21
0012015-01-01JOHN GALLOWAY KIM WOOD2016-10-12
0012014-01-01JOHN GALLOWAY KIM WOOD2015-07-28
0012013-01-01JOHN GALLOWAY JOSEPH DILLOW2014-04-21
0012012-01-01JOHN GALLOWAY JOSEPH DILLOW2013-02-26
0012011-01-01SONYA PATRICK JOSEPH DILLOW2012-05-08
0012010-01-01SONYA PATRICK JOSEPH DILLOW2011-07-01
0012009-01-01SONYA PATRICK JOSEPH DILLOW2010-08-13

Plan Statistics for IBEW LOCAL 575 PENSION FUND

401k plan membership statisitcs for IBEW LOCAL 575 PENSION FUND

Measure Date Value
2023: IBEW LOCAL 575 PENSION FUND 2023 401k membership
Total participants, beginning-of-year2023-01-01654
Total number of active participants reported on line 7a of the Form 55002023-01-01718
Number of retired or separated participants receiving benefits2023-01-016
Number of other retired or separated participants entitled to future benefits2023-01-016
Total of all active and inactive participants2023-01-01730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-014
Total participants2023-01-01734
Number of participants with account balances2023-01-01585
Number of employers contributing to the scheme2023-01-0142
2022: IBEW LOCAL 575 PENSION FUND 2022 401k membership
Total participants, beginning-of-year2022-01-01535
Total number of active participants reported on line 7a of the Form 55002022-01-01654
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-019
Total of all active and inactive participants2022-01-01671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01675
Number of participants with account balances2022-01-01566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
Number of employers contributing to the scheme2022-01-0134
2021: IBEW LOCAL 575 PENSION FUND 2021 401k membership
Total participants, beginning-of-year2021-01-01498
Total number of active participants reported on line 7a of the Form 55002021-01-01535
Number of retired or separated participants receiving benefits2021-01-0110
Number of other retired or separated participants entitled to future benefits2021-01-0111
Total of all active and inactive participants2021-01-01556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-01560
Number of participants with account balances2021-01-01459
Number of employers contributing to the scheme2021-01-0155
2020: IBEW LOCAL 575 PENSION FUND 2020 401k membership
Total participants, beginning-of-year2020-01-01485
Total number of active participants reported on line 7a of the Form 55002020-01-01498
Number of retired or separated participants receiving benefits2020-01-0110
Number of other retired or separated participants entitled to future benefits2020-01-0112
Total of all active and inactive participants2020-01-01520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-01525
Number of participants with account balances2020-01-01440
Number of employers contributing to the scheme2020-01-0136
2019: IBEW LOCAL 575 PENSION FUND 2019 401k membership
Total participants, beginning-of-year2019-01-01521
Total number of active participants reported on line 7a of the Form 55002019-01-01485
Number of retired or separated participants receiving benefits2019-01-0111
Number of other retired or separated participants entitled to future benefits2019-01-0112
Total of all active and inactive participants2019-01-01508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-01513
Number of participants with account balances2019-01-01456
Number of employers contributing to the scheme2019-01-0134
2018: IBEW LOCAL 575 PENSION FUND 2018 401k membership
Total participants, beginning-of-year2018-01-01519
Total number of active participants reported on line 7a of the Form 55002018-01-01493
Number of retired or separated participants receiving benefits2018-01-0113
Number of other retired or separated participants entitled to future benefits2018-01-0111
Total of all active and inactive participants2018-01-01517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-01521
Number of participants with account balances2018-01-01472
Number of employers contributing to the scheme2018-01-0128
2017: IBEW LOCAL 575 PENSION FUND 2017 401k membership
Total participants, beginning-of-year2017-01-01488
Total number of active participants reported on line 7a of the Form 55002017-01-01494
Number of retired or separated participants receiving benefits2017-01-0113
Number of other retired or separated participants entitled to future benefits2017-01-019
Total of all active and inactive participants2017-01-01516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01519
Number of participants with account balances2017-01-01488
Number of employers contributing to the scheme2017-01-0135
2016: IBEW LOCAL 575 PENSION FUND 2016 401k membership
Total participants, beginning-of-year2016-01-01493
Total number of active participants reported on line 7a of the Form 55002016-01-01488
Number of retired or separated participants receiving benefits2016-01-0113
Number of other retired or separated participants entitled to future benefits2016-01-0110
Total of all active and inactive participants2016-01-01511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01514
Number of participants with account balances2016-01-01493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-0125
2015: IBEW LOCAL 575 PENSION FUND 2015 401k membership
Total participants, beginning-of-year2015-01-01482
Total number of active participants reported on line 7a of the Form 55002015-01-01480
Number of retired or separated participants receiving benefits2015-01-0118
Number of other retired or separated participants entitled to future benefits2015-01-018
Total of all active and inactive participants2015-01-01506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01506
Number of participants with account balances2015-01-01493
Number of employers contributing to the scheme2015-01-0134
2014: IBEW LOCAL 575 PENSION FUND 2014 401k membership
Total participants, beginning-of-year2014-01-01503
Total number of active participants reported on line 7a of the Form 55002014-01-01477
Number of retired or separated participants receiving benefits2014-01-0110
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-01495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01498
Number of participants with account balances2014-01-01482
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 scheme2014-01-0132
2013: IBEW LOCAL 575 PENSION FUND 2013 401k membership
Total participants, beginning-of-year2013-01-01565
Total number of active participants reported on line 7a of the Form 55002013-01-01484
Number of retired or separated participants receiving benefits2013-01-0110
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-01499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01503
Number of participants with account balances2013-01-01487
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
Number of employers contributing to the scheme2013-01-0132
2012: IBEW LOCAL 575 PENSION FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01578
Total number of active participants reported on line 7a of the Form 55002012-01-01549
Number of retired or separated participants receiving benefits2012-01-019
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-01561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-01565
Number of participants with account balances2012-01-01555
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 scheme2012-01-0133
2011: IBEW LOCAL 575 PENSION FUND 2011 401k membership
Total participants, beginning-of-year2011-01-01655
Total number of active participants reported on line 7a of the Form 55002011-01-01561
Number of retired or separated participants receiving benefits2011-01-018
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-01574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-01578
Number of participants with account balances2011-01-01574
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 scheme2011-01-0133
2010: IBEW LOCAL 575 PENSION FUND 2010 401k membership
Total participants, beginning-of-year2010-01-01665
Total number of active participants reported on line 7a of the Form 55002010-01-01639
Number of retired or separated participants receiving benefits2010-01-018
Number of other retired or separated participants entitled to future benefits2010-01-014
Total of all active and inactive participants2010-01-01651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-014
Total participants2010-01-01655
Number of participants with account balances2010-01-01594
Number of employers contributing to the scheme2010-01-0133
2009: IBEW LOCAL 575 PENSION FUND 2009 401k membership
Total participants, beginning-of-year2009-01-01628
Total number of active participants reported on line 7a of the Form 55002009-01-01650
Number of retired or separated participants receiving benefits2009-01-016
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-01661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-01665
Number of participants with account balances2009-01-01611
Number of employers contributing to the scheme2009-01-0137

Financial Data on IBEW LOCAL 575 PENSION FUND

Measure Date Value
2023 : IBEW LOCAL 575 PENSION FUND 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$106,494
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$97,635
Total income from all sources (including contributions)2023-12-31$17,037,059
Total of all expenses incurred2023-12-31$4,041,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$3,847,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$4,999,110
Value of total assets at end of year2023-12-31$95,743,153
Value of total assets at beginning of year2023-12-31$82,739,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$194,728
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$2,861,888
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$2,861,888
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Administrative expenses (other) incurred2023-12-31$19,790
Liabilities. Value of operating payables at end of year2023-12-31$106,494
Liabilities. Value of operating payables at beginning of year2023-12-31$97,635
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$12,995,226
Value of net assets at end of year (total assets less liabilities)2023-12-31$95,636,659
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$82,641,433
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$61,602,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$52,350,704
Value of interest in common/collective trusts at end of year2023-12-31$32,344,929
Value of interest in common/collective trusts at beginning of year2023-12-31$29,272,981
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$1,066,288
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$530,692
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$530,692
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$9,176,061
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$4,999,110
Employer contributions (assets) at end of year2023-12-31$729,454
Employer contributions (assets) at beginning of year2023-12-31$584,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$3,847,105
Contract administrator fees2023-12-31$34,470
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
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 name2023-12-31GRAY, GRIFFITH & MAYS A.C.
Accountancy firm EIN2023-12-31550621482
2022 : IBEW LOCAL 575 PENSION FUND 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$97,635
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$74,712
Total income from all sources (including contributions)2022-12-31$-7,641,571
Total of all expenses incurred2022-12-31$4,029,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,778,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,326,039
Value of total assets at end of year2022-12-31$82,739,068
Value of total assets at beginning of year2022-12-31$94,387,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$251,549
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,737,470
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$2,737,470
Administrative expenses professional fees incurred2022-12-31$22,992
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
Administrative expenses (other) incurred2022-12-31$195,020
Liabilities. Value of operating payables at end of year2022-12-31$97,635
Liabilities. Value of operating payables at beginning of year2022-12-31$74,712
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-11,671,480
Value of net assets at end of year (total assets less liabilities)2022-12-31$82,641,433
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$94,312,913
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$52,350,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$61,184,134
Value of interest in common/collective trusts at end of year2022-12-31$29,272,981
Value of interest in common/collective trusts at beginning of year2022-12-31$32,668,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$530,692
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$107,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$107,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-14,705,080
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$4,326,039
Employer contributions (assets) at end of year2022-12-31$584,691
Employer contributions (assets) at beginning of year2022-12-31$427,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,778,360
Contract administrator fees2022-12-31$33,537
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31GRAY, GRIFFITH & MAYS
Accountancy firm EIN2022-12-31550621482
2021 : IBEW LOCAL 575 PENSION FUND 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$74,712
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$9,900
Total income from all sources (including contributions)2021-12-31$15,735,880
Total of all expenses incurred2021-12-31$5,749,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,524,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,514,028
Value of total assets at end of year2021-12-31$94,387,625
Value of total assets at beginning of year2021-12-31$84,336,648
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$225,034
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,651,059
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$4,651,059
Administrative expenses professional fees incurred2021-12-31$22,224
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at beginning of year2021-12-31$56,241
Administrative expenses (other) incurred2021-12-31$173,111
Liabilities. Value of operating payables at end of year2021-12-31$74,712
Liabilities. Value of operating payables at beginning of year2021-12-31$9,900
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$9,986,165
Value of net assets at end of year (total assets less liabilities)2021-12-31$94,312,913
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$84,326,748
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$61,184,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$54,668,015
Value of interest in common/collective trusts at end of year2021-12-31$32,668,693
Value of interest in common/collective trusts at beginning of year2021-12-31$29,055,180
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$107,672
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$123,530
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$123,530
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,570,793
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$3,514,028
Employer contributions (assets) at end of year2021-12-31$427,126
Employer contributions (assets) at beginning of year2021-12-31$433,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,524,681
Contract administrator fees2021-12-31$29,699
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31GRAY, GRIFFITH & MAYS
Accountancy firm EIN2021-12-31550621482
2020 : IBEW LOCAL 575 PENSION FUND 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$9,900
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$12,653
Total income from all sources (including contributions)2020-12-31$13,257,275
Total of all expenses incurred2020-12-31$4,991,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,828,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,924,035
Value of total assets at end of year2020-12-31$84,336,648
Value of total assets at beginning of year2020-12-31$76,073,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$162,937
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,345,610
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$3,345,610
Administrative expenses professional fees incurred2020-12-31$18,173
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$56,241
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$13,490
Administrative expenses (other) incurred2020-12-31$118,448
Liabilities. Value of operating payables at end of year2020-12-31$9,900
Liabilities. Value of operating payables at beginning of year2020-12-31$12,653
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$8,266,085
Value of net assets at end of year (total assets less liabilities)2020-12-31$84,326,748
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$76,060,663
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$54,668,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$49,916,452
Value of interest in common/collective trusts at end of year2020-12-31$29,055,180
Value of interest in common/collective trusts at beginning of year2020-12-31$25,721,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$123,530
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$85,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$85,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,987,630
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$2,924,035
Employer contributions (assets) at end of year2020-12-31$433,682
Employer contributions (assets) at beginning of year2020-12-31$336,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,828,253
Contract administrator fees2020-12-31$26,316
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31GRAY, GRIFFITH & MAYS
Accountancy firm EIN2020-12-31550621482
2019 : IBEW LOCAL 575 PENSION FUND 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$12,653
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$15,317
Total income from all sources (including contributions)2019-12-31$16,188,028
Total of all expenses incurred2019-12-31$4,759,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,601,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,676,523
Value of total assets at end of year2019-12-31$76,073,316
Value of total assets at beginning of year2019-12-31$64,647,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$158,455
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,423,985
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$3,423,985
Administrative expenses professional fees incurred2019-12-31$19,069
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$13,490
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$40,994
Administrative expenses (other) incurred2019-12-31$113,299
Liabilities. Value of operating payables at end of year2019-12-31$12,653
Liabilities. Value of operating payables at beginning of year2019-12-31$15,317
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$11,428,472
Value of net assets at end of year (total assets less liabilities)2019-12-31$76,060,663
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$64,632,191
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$49,916,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$40,891,459
Value of interest in common/collective trusts at end of year2019-12-31$25,721,397
Value of interest in common/collective trusts at beginning of year2019-12-31$23,337,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$85,234
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$49,275
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$49,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,087,520
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$2,676,523
Employer contributions (assets) at end of year2019-12-31$336,743
Employer contributions (assets) at beginning of year2019-12-31$328,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,601,101
Contract administrator fees2019-12-31$26,087
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31GRAY GRIFFITH & MAYS
Accountancy firm EIN2019-12-31550621482
2018 : IBEW LOCAL 575 PENSION FUND 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$15,317
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$21,127
Total income from all sources (including contributions)2018-12-31$1,253,875
Total of all expenses incurred2018-12-31$4,921,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,764,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,816,666
Value of total assets at end of year2018-12-31$64,647,508
Value of total assets at beginning of year2018-12-31$68,320,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$156,416
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,864,268
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$2,864,268
Administrative expenses professional fees incurred2018-12-31$24,708
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$40,994
Administrative expenses (other) incurred2018-12-31$107,808
Liabilities. Value of operating payables at end of year2018-12-31$15,317
Liabilities. Value of operating payables at beginning of year2018-12-31$21,127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,667,339
Value of net assets at end of year (total assets less liabilities)2018-12-31$64,632,191
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$68,299,530
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$40,891,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$44,810,400
Value of interest in common/collective trusts at end of year2018-12-31$23,337,223
Value of interest in common/collective trusts at beginning of year2018-12-31$23,002,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$49,275
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$50,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$50,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,427,059
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$2,816,666
Employer contributions (assets) at end of year2018-12-31$328,557
Employer contributions (assets) at beginning of year2018-12-31$456,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,764,798
Contract administrator fees2018-12-31$23,900
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31GRAY, GRIFFITH & MAYS A.
Accountancy firm EIN2018-12-31550621482
2017 : IBEW LOCAL 575 PENSION FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$21,127
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$45,414
Total income from all sources (including contributions)2017-12-31$11,660,480
Total of all expenses incurred2017-12-31$3,987,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,840,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,797,118
Value of total assets at end of year2017-12-31$68,320,657
Value of total assets at beginning of year2017-12-31$60,672,418
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$147,316
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,573,429
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$2,573,429
Administrative expenses professional fees incurred2017-12-31$22,910
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$26,170
Administrative expenses (other) incurred2017-12-31$101,080
Liabilities. Value of operating payables at end of year2017-12-31$21,127
Liabilities. Value of operating payables at beginning of year2017-12-31$45,414
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$7,672,526
Value of net assets at end of year (total assets less liabilities)2017-12-31$68,299,530
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$60,627,004
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$44,810,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$39,089,467
Value of interest in common/collective trusts at end of year2017-12-31$23,002,398
Value of interest in common/collective trusts at beginning of year2017-12-31$21,300,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$50,954
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$62,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$62,049
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,289,933
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$2,797,118
Employer contributions (assets) at end of year2017-12-31$456,905
Employer contributions (assets) at beginning of year2017-12-31$194,241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,840,638
Contract administrator fees2017-12-31$23,326
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31GRAY GRIFFITH & MAYS AC
Accountancy firm EIN2017-12-31550621482
2016 : IBEW LOCAL 575 PENSION FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$45,414
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$9,215
Total income from all sources (including contributions)2016-12-31$4,484,480
Total of all expenses incurred2016-12-31$3,037,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,892,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,388,093
Value of total assets at end of year2016-12-31$60,672,418
Value of total assets at beginning of year2016-12-31$59,188,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$144,769
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,359,104
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$2,359,104
Administrative expenses professional fees incurred2016-12-31$19,317
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$26,170
Administrative expenses (other) incurred2016-12-31$102,055
Liabilities. Value of operating payables at end of year2016-12-31$45,414
Liabilities. Value of operating payables at beginning of year2016-12-31$9,215
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$1,447,259
Value of net assets at end of year (total assets less liabilities)2016-12-31$60,627,004
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$59,179,745
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$39,089,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$50,096,825
Value of interest in common/collective trusts at end of year2016-12-31$21,300,491
Value of interest in common/collective trusts at beginning of year2016-12-31$8,797,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$62,049
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$81,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$81,316
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-262,717
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$2,388,093
Employer contributions (assets) at end of year2016-12-31$194,241
Employer contributions (assets) at beginning of year2016-12-31$212,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,892,452
Contract administrator fees2016-12-31$23,397
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31GRAY GRIFFITH & MAYS AC
Accountancy firm EIN2016-12-31550621482
2015 : IBEW LOCAL 575 PENSION FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$9,215
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$9,792
Total income from all sources (including contributions)2015-12-31$3,990,347
Total of all expenses incurred2015-12-31$3,107,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,962,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,241,378
Value of total assets at end of year2015-12-31$59,188,960
Value of total assets at beginning of year2015-12-31$58,306,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$144,115
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,494,933
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$2,494,933
Administrative expenses professional fees incurred2015-12-31$21,631
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$100,559
Liabilities. Value of operating payables at end of year2015-12-31$9,215
Liabilities. Value of operating payables at beginning of year2015-12-31$9,792
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$883,297
Value of net assets at end of year (total assets less liabilities)2015-12-31$59,179,745
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$58,296,448
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$50,096,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$49,165,096
Value of interest in common/collective trusts at end of year2015-12-31$8,797,910
Value of interest in common/collective trusts at beginning of year2015-12-31$8,531,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$81,316
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$386,837
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$386,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-745,964
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,241,378
Employer contributions (assets) at end of year2015-12-31$212,909
Employer contributions (assets) at beginning of year2015-12-31$223,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,962,935
Contract administrator fees2015-12-31$21,925
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31GRAY GRIFFITH AND MAYS AC
Accountancy firm EIN2015-12-31550621482
2014 : IBEW LOCAL 575 PENSION FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$9,792
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$13,407
Total income from all sources (including contributions)2014-12-31$8,518,880
Total of all expenses incurred2014-12-31$2,055,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,930,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,502,066
Value of total assets at end of year2014-12-31$58,306,240
Value of total assets at beginning of year2014-12-31$51,846,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$124,601
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,093,785
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$3,093,785
Administrative expenses professional fees incurred2014-12-31$15,334
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$86,516
Liabilities. Value of operating payables at end of year2014-12-31$9,792
Liabilities. Value of operating payables at beginning of year2014-12-31$13,407
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$6,463,509
Value of net assets at end of year (total assets less liabilities)2014-12-31$58,296,448
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$51,832,939
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$49,165,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$42,465,039
Value of interest in common/collective trusts at end of year2014-12-31$8,531,034
Value of interest in common/collective trusts at beginning of year2014-12-31$8,875,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$386,837
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$235,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$235,662
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,923,029
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$2,502,066
Employer contributions (assets) at end of year2014-12-31$223,273
Employer contributions (assets) at beginning of year2014-12-31$269,897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,930,770
Contract administrator fees2014-12-31$22,751
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31GRAY GRIFFITH AND MAYS AC
Accountancy firm EIN2014-12-31550621482
2013 : IBEW LOCAL 575 PENSION FUND 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$13,407
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$8,353
Total income from all sources (including contributions)2013-12-31$10,666,763
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,609,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,481,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,308,218
Value of total assets at end of year2013-12-31$51,846,346
Value of total assets at beginning of year2013-12-31$43,783,858
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$127,991
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$15,824
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$33,783
Liabilities. Value of operating payables at end of year2013-12-31$13,407
Liabilities. Value of operating payables at beginning of year2013-12-31$8,353
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$8,057,434
Value of net assets at end of year (total assets less liabilities)2013-12-31$51,832,939
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$43,775,505
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$56,794
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$42,465,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$33,474,987
Value of interest in common/collective trusts at end of year2013-12-31$8,875,748
Value of interest in common/collective trusts at beginning of year2013-12-31$10,003,132
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$235,662
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$89,696
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$89,696
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,194,542
Net investment gain or loss from common/collective trusts2013-12-31$164,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,308,218
Employer contributions (assets) at end of year2013-12-31$269,897
Employer contributions (assets) at beginning of year2013-12-31$216,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,481,338
Contract administrator fees2013-12-31$21,590
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31JAMES W. LOAR, CPA, PLLC
Accountancy firm EIN2013-12-31202115435
2012 : IBEW LOCAL 575 PENSION FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$8,353
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,795
Total income from all sources (including contributions)2012-12-31$6,228,141
Total of all expenses incurred2012-12-31$4,027,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,911,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,148,133
Value of total assets at end of year2012-12-31$43,783,858
Value of total assets at beginning of year2012-12-31$41,581,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$115,314
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$20,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$4,343
Administrative expenses (other) incurred2012-12-31$34,192
Liabilities. Value of operating payables at end of year2012-12-31$8,353
Liabilities. Value of operating payables at beginning of year2012-12-31$2,452
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$2,200,971
Value of net assets at end of year (total assets less liabilities)2012-12-31$43,775,505
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$41,574,534
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$41,451
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$33,474,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$31,737,036
Value of interest in common/collective trusts at end of year2012-12-31$10,003,132
Value of interest in common/collective trusts at beginning of year2012-12-31$9,491,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$89,696
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$38,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$38,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,848,560
Net investment gain or loss from common/collective trusts2012-12-31$231,448
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,148,133
Employer contributions (assets) at end of year2012-12-31$216,043
Employer contributions (assets) at beginning of year2012-12-31$314,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,911,856
Contract administrator fees2012-12-31$19,671
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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
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 name2012-12-31JAMES W. LOAR, CPA, PLLC
Accountancy firm EIN2012-12-31202115435
2011 : IBEW LOCAL 575 PENSION FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,795
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$67,318
Total income from all sources (including contributions)2011-12-31$3,475,012
Total of all expenses incurred2011-12-31$3,223,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,109,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,806,054
Value of total assets at end of year2011-12-31$41,581,329
Value of total assets at beginning of year2011-12-31$41,390,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$114,225
Total interest from all sources2011-12-31$299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$16,437
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$4,343
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$64,176
Administrative expenses (other) incurred2011-12-31$36,325
Liabilities. Value of operating payables at end of year2011-12-31$2,452
Liabilities. Value of operating payables at beginning of year2011-12-31$3,142
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$251,027
Value of net assets at end of year (total assets less liabilities)2011-12-31$41,574,534
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$41,323,507
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$41,627
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$31,737,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$31,951,730
Value of interest in common/collective trusts at end of year2011-12-31$9,491,958
Value of interest in common/collective trusts at beginning of year2011-12-31$8,978,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$38,213
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$273,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$273,403
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$299
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$1,394,968
Net investment gain or loss from common/collective trusts2011-12-31$273,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,806,054
Employer contributions (assets) at end of year2011-12-31$314,122
Employer contributions (assets) at beginning of year2011-12-31$187,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,109,760
Contract administrator fees2011-12-31$19,836
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31JAMES W. LOAR, CPA, PLLC
Accountancy firm EIN2011-12-31202115435
2010 : IBEW LOCAL 575 PENSION FUND 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$67,318
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$21,061
Total income from all sources (including contributions)2010-12-31$5,037,619
Total of all expenses incurred2010-12-31$3,726,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,619,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,594,567
Value of total assets at end of year2010-12-31$41,390,825
Value of total assets at beginning of year2010-12-31$40,033,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$106,992
Total interest from all sources2010-12-31$400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$20,312
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$64,176
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$10,421
Administrative expenses (other) incurred2010-12-31$38,851
Liabilities. Value of operating payables at end of year2010-12-31$3,142
Liabilities. Value of operating payables at beginning of year2010-12-31$10,640
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$1,311,322
Value of net assets at end of year (total assets less liabilities)2010-12-31$41,323,507
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$40,012,185
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$29,742
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$31,951,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$31,295,061
Value of interest in common/collective trusts at end of year2010-12-31$8,978,545
Value of interest in common/collective trusts at beginning of year2010-12-31$8,403,819
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$273,403
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$211,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$211,936
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$400
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,198,522
Net investment gain or loss from common/collective trusts2010-12-31$244,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,594,567
Employer contributions (assets) at end of year2010-12-31$187,147
Employer contributions (assets) at beginning of year2010-12-31$122,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,619,305
Contract administrator fees2010-12-31$18,087
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31JAMES W. LOAR, CPA, PLLC
Accountancy firm EIN2010-12-31202115435
2009 : IBEW LOCAL 575 PENSION FUND 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for IBEW LOCAL 575 PENSION FUND

2023: IBEW LOCAL 575 PENSION FUND 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: IBEW LOCAL 575 PENSION FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IBEW LOCAL 575 PENSION FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IBEW LOCAL 575 PENSION FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IBEW LOCAL 575 PENSION FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IBEW LOCAL 575 PENSION FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IBEW LOCAL 575 PENSION FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IBEW LOCAL 575 PENSION FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IBEW LOCAL 575 PENSION FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IBEW LOCAL 575 PENSION FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IBEW LOCAL 575 PENSION 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: IBEW LOCAL 575 PENSION 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: IBEW LOCAL 575 PENSION 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
2010: IBEW LOCAL 575 PENSION FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: IBEW LOCAL 575 PENSION 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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