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IBEW LOCAL UNION NO. 527 ANNUITY PLAN 401k Plan overview

Plan NameIBEW LOCAL UNION NO. 527 ANNUITY PLAN
Plan identification number 001

IBEW LOCAL UNION NO. 527 ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BOARD OF TRUSTEES OF IBEW LOCAL UNION NO. 527 ANNUITY PLAN has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF IBEW LOCAL UNION NO. 527 ANNUITY PLAN
Employer identification number (EIN):742091530
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 UNION NO. 527 ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOSHUA SPOOR2024-09-17 ALLEN GRAINEY2024-09-17
0012022-01-01MICHAEL HENDERSON2023-09-08 ALLEN GRAINEY2023-10-05
0012021-01-01MICHAEL HENDERSON2022-08-02 ALLEN GRAINEY2022-08-02
0012020-01-01MICHAEL HENDERSON2021-09-17 ALLEN GRAINEY2021-09-17
0012019-01-01MICHAEL HENDERSON2020-08-17 ALLEN GRAINEY2020-08-17
0012018-01-01MICHAEL HENDERSON2019-10-04 ALLEN GRAINEY2019-10-04
0012017-01-01
0012016-01-01
0012016-01-01MICHAEL HENDERSON2018-01-11
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01SAM MARULLO
0012011-01-01SAM MARULLO
0012009-01-01SAM MARULLO
0012009-01-01SAM MARULLO

Plan Statistics for IBEW LOCAL UNION NO. 527 ANNUITY PLAN

401k plan membership statisitcs for IBEW LOCAL UNION NO. 527 ANNUITY PLAN

Measure Date Value
2023: IBEW LOCAL UNION NO. 527 ANNUITY PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01387
Total number of active participants reported on line 7a of the Form 55002023-01-01604
Number of other retired or separated participants entitled to future benefits2023-01-0146
Total of all active and inactive participants2023-01-01650
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-015
Total participants2023-01-01655
Number of participants with account balances2023-01-01394
Number of employers contributing to the scheme2023-01-0117
2022: IBEW LOCAL UNION NO. 527 ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01578
Total number of active participants reported on line 7a of the Form 55002022-01-01370
Number of other retired or separated participants entitled to future benefits2022-01-0117
Total of all active and inactive participants2022-01-01387
Total participants2022-01-01387
Number of participants with account balances2022-01-01387
Number of employers contributing to the scheme2022-01-0117
2021: IBEW LOCAL UNION NO. 527 ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01499
Total number of active participants reported on line 7a of the Form 55002021-01-01570
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-016
Total of all active and inactive participants2021-01-01578
Total participants2021-01-01578
Number of participants with account balances2021-01-01346
Number of employers contributing to the scheme2021-01-0117
2020: IBEW LOCAL UNION NO. 527 ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01499
Total number of active participants reported on line 7a of the Form 55002020-01-01491
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-016
Total of all active and inactive participants2020-01-01499
Total participants2020-01-01499
Number of participants with account balances2020-01-01345
Number of employers contributing to the scheme2020-01-0117
2019: IBEW LOCAL UNION NO. 527 ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01493
Total number of active participants reported on line 7a of the Form 55002019-01-01495
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-01499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01499
Number of participants with account balances2019-01-01352
Number of employers contributing to the scheme2019-01-0117
2018: IBEW LOCAL UNION NO. 527 ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01497
Total number of active participants reported on line 7a of the Form 55002018-01-01488
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-01492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01493
Number of participants with account balances2018-01-01351
Number of employers contributing to the scheme2018-01-0117
2017: IBEW LOCAL UNION NO. 527 ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01484
Total number of active participants reported on line 7a of the Form 55002017-01-01494
Number of retired or separated participants receiving benefits2017-01-012
Total of all active and inactive participants2017-01-01496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01497
Number of participants with account balances2017-01-01367
Number of employers contributing to the scheme2017-01-0117
2016: IBEW LOCAL UNION NO. 527 ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01458
Total number of active participants reported on line 7a of the Form 55002016-01-01480
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-01484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01484
Number of participants with account balances2016-01-01385
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 scheme2016-01-0119
2015: IBEW LOCAL UNION NO. 527 ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,798
Total number of active participants reported on line 7a of the Form 55002015-01-01410
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0144
Total of all active and inactive participants2015-01-01456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01458
Number of participants with account balances2015-01-01401
Number of employers contributing to the scheme2015-01-0124
2014: IBEW LOCAL UNION NO. 527 ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,127
Total number of active participants reported on line 7a of the Form 55002014-01-011,164
Number of other retired or separated participants entitled to future benefits2014-01-011,634
Total of all active and inactive participants2014-01-012,798
Total participants2014-01-012,798
Number of participants with account balances2014-01-012,798
Number of employers contributing to the scheme2014-01-0120
2013: IBEW LOCAL UNION NO. 527 ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,101
Total number of active participants reported on line 7a of the Form 55002013-01-011,127
Total of all active and inactive participants2013-01-011,127
Total participants2013-01-011,127
Number of employers contributing to the scheme2013-01-0113
2012: IBEW LOCAL UNION NO. 527 ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01638
Total number of active participants reported on line 7a of the Form 55002012-01-011,101
Total of all active and inactive participants2012-01-011,101
Total participants2012-01-011,101
Number of employers contributing to the scheme2012-01-0117
2011: IBEW LOCAL UNION NO. 527 ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01514
Total number of active participants reported on line 7a of the Form 55002011-01-01126
Number of retired or separated participants receiving benefits2011-01-01143
Number of other retired or separated participants entitled to future benefits2011-01-01285
Total of all active and inactive participants2011-01-01554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0184
Total participants2011-01-01638
Number of participants with account balances2011-01-01638
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 scheme2011-01-0116
2009: IBEW LOCAL UNION NO. 527 ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01511
Total number of active participants reported on line 7a of the Form 55002009-01-01862
Number of retired or separated participants receiving benefits2009-01-012
Total of all active and inactive participants2009-01-01864
Total participants2009-01-01864
Number of participants with account balances2009-01-01864
Number of employers contributing to the scheme2009-01-0117

Financial Data on IBEW LOCAL UNION NO. 527 ANNUITY PLAN

Measure Date Value
2023 : IBEW LOCAL UNION NO. 527 ANNUITY PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$81,079
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$50,825
Total income from all sources (including contributions)2023-12-31$2,797,596
Total of all expenses incurred2023-12-31$1,451,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,267,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$847,458
Value of total assets at end of year2023-12-31$15,000,211
Value of total assets at beginning of year2023-12-31$13,624,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$183,869
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$469,274
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$469,274
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
Contributions received from participants2023-12-31$54,127
Participant contributions at end of year2023-12-31$2,650
Participant contributions at beginning of year2023-12-31$2,095
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$396,285
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$63,896
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$89,105
Administrative expenses (other) incurred2023-12-31$8,661
Liabilities. Value of operating payables at end of year2023-12-31$81,079
Liabilities. Value of operating payables at beginning of year2023-12-31$50,825
Total non interest bearing cash at end of year2023-12-31$124,894
Total non interest bearing cash at beginning of year2023-12-31$202,240
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$1,345,839
Value of net assets at end of year (total assets less liabilities)2023-12-31$14,919,132
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$13,573,293
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$125,268
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$13,546,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$12,126,827
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$515
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$515
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$1,225,746
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$1,170,793
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,480,864
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 contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$397,046
Employer contributions (assets) at end of year2023-12-31$34,800
Employer contributions (assets) at beginning of year2023-12-31$32,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,267,888
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$1,399
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 name2023-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2023-12-31208739519
2022 : IBEW LOCAL UNION NO. 527 ANNUITY PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$50,825
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$49,418
Total income from all sources (including contributions)2022-12-31$-1,397,439
Total of all expenses incurred2022-12-31$769,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$656,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$904,667
Value of total assets at end of year2022-12-31$13,624,118
Value of total assets at beginning of year2022-12-31$15,789,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$112,396
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,041,472
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$1,041,472
Administrative expenses professional fees incurred2022-12-31$43,501
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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
Contributions received from participants2022-12-31$86,400
Participant contributions at end of year2022-12-31$2,095
Participant contributions at beginning of year2022-12-31$3,573
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$493,385
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$89,105
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$124,277
Administrative expenses (other) incurred2022-12-31$11,963
Liabilities. Value of operating payables at end of year2022-12-31$50,825
Liabilities. Value of operating payables at beginning of year2022-12-31$49,418
Total non interest bearing cash at end of year2022-12-31$202,240
Total non interest bearing cash at beginning of year2022-12-31$150,612
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,166,727
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,573,293
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$15,740,020
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$56,932
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,126,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$14,323,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$515
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,170,793
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,156,588
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,343,578
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$324,882
Employer contributions (assets) at end of year2022-12-31$32,543
Employer contributions (assets) at beginning of year2022-12-31$29,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$656,892
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$1,417
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 name2022-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2022-12-31208739519
2021 : IBEW LOCAL UNION NO. 527 ANNUITY PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$49,418
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$51,007
Total income from all sources (including contributions)2021-12-31$2,401,895
Total of all expenses incurred2021-12-31$1,399,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,288,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$742,810
Value of total assets at end of year2021-12-31$15,789,438
Value of total assets at beginning of year2021-12-31$14,788,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$110,883
Total interest from all sources2021-12-31$17,034
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,695,478
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$1,695,478
Administrative expenses professional fees incurred2021-12-31$42,916
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$79,736
Participant contributions at end of year2021-12-31$3,573
Participant contributions at beginning of year2021-12-31$2,201
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$370,385
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$124,277
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$52,809
Administrative expenses (other) incurred2021-12-31$21,418
Liabilities. Value of operating payables at end of year2021-12-31$49,418
Liabilities. Value of operating payables at beginning of year2021-12-31$51,007
Total non interest bearing cash at end of year2021-12-31$150,612
Total non interest bearing cash at beginning of year2021-12-31$92,236
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$1,002,133
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,740,020
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,737,887
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$46,549
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$14,323,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,449,092
Interest earned on other investments2021-12-31$17,034
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$50
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$50
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,156,588
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,164,350
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-53,427
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$292,689
Employer contributions (assets) at end of year2021-12-31$29,100
Employer contributions (assets) at beginning of year2021-12-31$26,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,288,879
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$1,417
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$1,442
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 name2021-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2021-12-31208739519
2020 : IBEW LOCAL UNION NO. 527 ANNUITY PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$51,007
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$34,324
Total income from all sources (including contributions)2020-12-31$2,330,048
Total of all expenses incurred2020-12-31$1,875,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,759,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$707,582
Value of total assets at end of year2020-12-31$14,788,894
Value of total assets at beginning of year2020-12-31$14,317,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$116,694
Total interest from all sources2020-12-31$21,132
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$645,680
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$645,680
Administrative expenses professional fees incurred2020-12-31$44,104
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
Contributions received from participants2020-12-31$102,444
Participant contributions at end of year2020-12-31$2,201
Participant contributions at beginning of year2020-12-31$1,940
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$314,508
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$52,809
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$9,224
Administrative expenses (other) incurred2020-12-31$22,869
Liabilities. Value of operating payables at end of year2020-12-31$51,007
Liabilities. Value of operating payables at beginning of year2020-12-31$34,324
Total non interest bearing cash at end of year2020-12-31$92,236
Total non interest bearing cash at beginning of year2020-12-31$135,125
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$454,239
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,737,887
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,283,648
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$49,721
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,449,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,802,597
Interest earned on other investments2020-12-31$21,132
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$50
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$7,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$7,050
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,164,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,326,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$955,654
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$290,630
Employer contributions (assets) at end of year2020-12-31$26,714
Employer contributions (assets) at beginning of year2020-12-31$34,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,759,115
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$1,442
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$1,278
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 name2020-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2020-12-31208739519
2019 : IBEW LOCAL UNION NO. 527 ANNUITY PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$34,324
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$18,122
Total income from all sources (including contributions)2019-12-31$3,043,158
Total loss/gain on sale of assets2019-12-31$1,413,012
Total of all expenses incurred2019-12-31$637,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$516,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$833,207
Value of total assets at end of year2019-12-31$14,317,972
Value of total assets at beginning of year2019-12-31$11,896,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$121,141
Total interest from all sources2019-12-31$26,789
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$968,321
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$968,321
Administrative expenses professional fees incurred2019-12-31$39,381
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
Contributions received from participants2019-12-31$78,132
Participant contributions at end of year2019-12-31$1,940
Participant contributions at beginning of year2019-12-31$2,673
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$365,796
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$9,224
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$66,294
Administrative expenses (other) incurred2019-12-31$25,609
Liabilities. Value of operating payables at end of year2019-12-31$34,324
Liabilities. Value of operating payables at beginning of year2019-12-31$18,122
Total non interest bearing cash at end of year2019-12-31$135,125
Total non interest bearing cash at beginning of year2019-12-31$102,537
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$2,405,473
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,283,648
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,878,175
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$56,151
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,802,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,402,658
Interest earned on other investments2019-12-31$26,789
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$7,050
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$7,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$7,050
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,326,376
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,277,176
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$-198,171
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$389,279
Employer contributions (assets) at end of year2019-12-31$34,382
Employer contributions (assets) at beginning of year2019-12-31$33,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$516,544
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$1,278
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$4,009
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
Aggregate proceeds on sale of assets2019-12-31$11,894,146
Aggregate carrying amount (costs) on sale of assets2019-12-31$10,481,134
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2019-12-31208739519
2018 : IBEW LOCAL UNION NO. 527 ANNUITY PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-1,826,243
Total unrealized appreciation/depreciation of assets2018-12-31$-1,826,243
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$18,122
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$26,643
Total income from all sources (including contributions)2018-12-31$236,545
Total loss/gain on sale of assets2018-12-31$-26,912
Total of all expenses incurred2018-12-31$949,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$783,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$865,347
Value of total assets at end of year2018-12-31$11,896,297
Value of total assets at beginning of year2018-12-31$12,617,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$166,196
Total interest from all sources2018-12-31$22,813
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,201,540
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$55,736
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
Contributions received from participants2018-12-31$88,493
Participant contributions at end of year2018-12-31$2,673
Participant contributions at beginning of year2018-12-31$3,451
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$348,471
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$66,294
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$58,438
Administrative expenses (other) incurred2018-12-31$39,276
Liabilities. Value of operating payables at end of year2018-12-31$18,122
Liabilities. Value of operating payables at beginning of year2018-12-31$26,643
Total non interest bearing cash at end of year2018-12-31$102,537
Total non interest bearing cash at beginning of year2018-12-31$61,749
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-712,749
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,878,175
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,590,924
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$71,184
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,402,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,238,778
Interest earned on other investments2018-12-31$22,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$7,050
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$7,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$7,050
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,277,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,200,048
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$428,383
Employer contributions (assets) at end of year2018-12-31$33,900
Employer contributions (assets) at beginning of year2018-12-31$44,150
Income. Dividends from common stock2018-12-31$1,201,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$783,098
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$4,009
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$3,903
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
Aggregate proceeds on sale of assets2018-12-31$1,324,239
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,351,151
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 name2018-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2018-12-31208739519
2017 : IBEW LOCAL UNION NO. 527 ANNUITY PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$938,674
Total unrealized appreciation/depreciation of assets2017-12-31$938,674
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$26,643
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$34,876
Total income from all sources (including contributions)2017-12-31$2,568,393
Total loss/gain on sale of assets2017-12-31$148,932
Total of all expenses incurred2017-12-31$2,231,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,054,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$894,773
Value of total assets at end of year2017-12-31$12,617,567
Value of total assets at beginning of year2017-12-31$12,289,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$177,457
Total interest from all sources2017-12-31$25,044
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$559,862
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$53,721
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
Contributions received from participants2017-12-31$90,017
Participant contributions at end of year2017-12-31$3,451
Participant contributions at beginning of year2017-12-31$2,643
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$327,415
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$58,438
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$47,680
Other income not declared elsewhere2017-12-31$1,108
Administrative expenses (other) incurred2017-12-31$60,168
Liabilities. Value of operating payables at end of year2017-12-31$26,643
Liabilities. Value of operating payables at beginning of year2017-12-31$34,876
Total non interest bearing cash at end of year2017-12-31$61,749
Total non interest bearing cash at beginning of year2017-12-31$81,539
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$336,716
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,590,924
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,254,208
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$63,568
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,238,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,701,401
Interest earned on other investments2017-12-31$25,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$7,050
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$7,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$7,050
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,200,048
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,397,598
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$477,341
Employer contributions (assets) at end of year2017-12-31$44,150
Employer contributions (assets) at beginning of year2017-12-31$47,270
Income. Dividends from common stock2017-12-31$559,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,054,220
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$3,903
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$3,903
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
Aggregate proceeds on sale of assets2017-12-31$3,108,105
Aggregate carrying amount (costs) on sale of assets2017-12-31$2,959,173
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 name2017-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2017-12-31208739519
2016 : IBEW LOCAL UNION NO. 527 ANNUITY PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,056,745
Total unrealized appreciation/depreciation of assets2016-12-31$1,056,745
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$34,876
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$15,279
Total income from all sources (including contributions)2016-12-31$1,363,054
Total loss/gain on sale of assets2016-12-31$-692,913
Total of all expenses incurred2016-12-31$521,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$359,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$767,604
Value of total assets at end of year2016-12-31$12,289,084
Value of total assets at beginning of year2016-12-31$11,428,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$162,064
Total interest from all sources2016-12-31$23,300
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$202,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$66,923
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
Contributions received from participants2016-12-31$84,208
Participant contributions at end of year2016-12-31$2,643
Participant contributions at beginning of year2016-12-31$2,643
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$235,416
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$47,680
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$28,948
Other income not declared elsewhere2016-12-31$6,015
Administrative expenses (other) incurred2016-12-31$60,734
Liabilities. Value of operating payables at end of year2016-12-31$34,876
Liabilities. Value of operating payables at beginning of year2016-12-31$15,279
Total non interest bearing cash at end of year2016-12-31$81,539
Total non interest bearing cash at beginning of year2016-12-31$81,814
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$841,445
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,254,208
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,412,763
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$34,407
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,701,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,305,963
Interest earned on other investments2016-12-31$23,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$7,050
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$7,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$7,050
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,397,598
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$957,232
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$447,980
Employer contributions (assets) at end of year2016-12-31$47,270
Employer contributions (assets) at beginning of year2016-12-31$40,489
Income. Dividends from common stock2016-12-31$202,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$359,545
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
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$3,903
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$3,903
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
Aggregate proceeds on sale of assets2016-12-31$10,117,645
Aggregate carrying amount (costs) on sale of assets2016-12-31$10,810,558
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2016-12-31208739519
2015 : IBEW LOCAL UNION NO. 527 ANNUITY PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-273,039
Total unrealized appreciation/depreciation of assets2015-12-31$-273,039
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$15,279
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$14,121
Total income from all sources (including contributions)2015-12-31$475,244
Total of all expenses incurred2015-12-31$793,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$642,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$684,959
Value of total assets at end of year2015-12-31$11,428,042
Value of total assets at beginning of year2015-12-31$11,745,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$151,626
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$33,787
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$33,787
Administrative expenses professional fees incurred2015-12-31$60,280
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
Contributions received from participants2015-12-31$82,479
Participant contributions at end of year2015-12-31$2,643
Participant contributions at beginning of year2015-12-31$2,643
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$225,229
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$28,948
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$34,704
Other income not declared elsewhere2015-12-31$29,537
Administrative expenses (other) incurred2015-12-31$56,929
Liabilities. Value of operating payables at end of year2015-12-31$15,279
Liabilities. Value of operating payables at beginning of year2015-12-31$14,121
Total non interest bearing cash at end of year2015-12-31$81,814
Total non interest bearing cash at beginning of year2015-12-31$131,763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-318,665
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,412,763
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,731,428
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$34,417
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,305,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,157,970
Value of interest in common/collective trusts at beginning of year2015-12-31$3,370,637
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$7,050
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$13,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$13,450
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$957,232
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$377,251
Employer contributions (assets) at end of year2015-12-31$40,489
Employer contributions (assets) at beginning of year2015-12-31$31,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$642,283
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$3,903
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$2,512
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 name2015-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2015-12-31208739519
2014 : IBEW LOCAL UNION NO. 527 ANNUITY PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$467,394
Total unrealized appreciation/depreciation of assets2014-12-31$467,394
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$14,121
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$16,262
Total income from all sources (including contributions)2014-12-31$1,332,269
Total loss/gain on sale of assets2014-12-31$9,646
Total of all expenses incurred2014-12-31$606,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$432,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$732,488
Value of total assets at end of year2014-12-31$11,745,549
Value of total assets at beginning of year2014-12-31$11,022,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$174,340
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$87,436
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$87,436
Administrative expenses professional fees incurred2014-12-31$33,606
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
Contributions received from participants2014-12-31$90,905
Participant contributions at end of year2014-12-31$2,643
Participant contributions at beginning of year2014-12-31$2,643
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$179,027
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$34,704
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$17,834
Other income not declared elsewhere2014-12-31$35,305
Administrative expenses (other) incurred2014-12-31$115,406
Liabilities. Value of operating payables at end of year2014-12-31$14,121
Liabilities. Value of operating payables at beginning of year2014-12-31$16,262
Total non interest bearing cash at end of year2014-12-31$131,763
Total non interest bearing cash at beginning of year2014-12-31$89,419
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$725,515
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,731,428
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,005,913
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$25,328
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,157,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,437,351
Value of interest in common/collective trusts at end of year2014-12-31$3,370,637
Value of interest in common/collective trusts at beginning of year2014-12-31$3,417,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$13,450
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$13,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$13,349
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$462,556
Employer contributions (assets) at end of year2014-12-31$31,870
Employer contributions (assets) at beginning of year2014-12-31$42,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$432,414
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$2,512
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$2,512
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
Aggregate proceeds on sale of assets2014-12-31$684,963
Aggregate carrying amount (costs) on sale of assets2014-12-31$675,317
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 name2014-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2014-12-31208739519
2013 : IBEW LOCAL UNION NO. 527 ANNUITY PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,270,954
Total unrealized appreciation/depreciation of assets2013-12-31$1,270,954
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$16,262
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$53,582
Total income from all sources (including contributions)2013-12-31$2,073,993
Total loss/gain on sale of assets2013-12-31$90,540
Total of all expenses incurred2013-12-31$1,033,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$906,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$643,410
Value of total assets at end of year2013-12-31$11,022,175
Value of total assets at beginning of year2013-12-31$10,019,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$127,712
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$66,198
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$66,198
Administrative expenses professional fees incurred2013-12-31$29,350
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$85,882
Participant contributions at end of year2013-12-31$2,643
Participant contributions at beginning of year2013-12-31$2,643
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$137,523
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$17,834
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$31,199
Other income not declared elsewhere2013-12-31$2,891
Administrative expenses (other) incurred2013-12-31$73,826
Liabilities. Value of operating payables at end of year2013-12-31$16,262
Liabilities. Value of operating payables at beginning of year2013-12-31$53,582
Total non interest bearing cash at end of year2013-12-31$89,419
Total non interest bearing cash at beginning of year2013-12-31$133,720
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$1,040,184
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,005,913
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,965,729
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$24,536
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,437,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,506,091
Value of interest in common/collective trusts at end of year2013-12-31$3,417,051
Value of interest in common/collective trusts at beginning of year2013-12-31$3,297,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$13,349
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$13,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$13,349
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$420,005
Employer contributions (assets) at end of year2013-12-31$42,016
Employer contributions (assets) at beginning of year2013-12-31$32,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$906,097
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$2,512
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$2,299
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
Aggregate proceeds on sale of assets2013-12-31$2,958,337
Aggregate carrying amount (costs) on sale of assets2013-12-31$2,867,797
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 name2013-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2013-12-31208739519
2012 : IBEW LOCAL UNION NO. 527 ANNUITY PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$399,610
Total unrealized appreciation/depreciation of assets2012-12-31$399,610
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$53,582
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$21,820
Total income from all sources (including contributions)2012-12-31$1,314,507
Total loss/gain on sale of assets2012-12-31$165,659
Total of all expenses incurred2012-12-31$1,147,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,010,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$588,583
Value of total assets at end of year2012-12-31$10,019,311
Value of total assets at beginning of year2012-12-31$9,820,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$137,272
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$118,714
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$118,714
Administrative expenses professional fees incurred2012-12-31$25,373
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$88,775
Participant contributions at end of year2012-12-31$2,643
Participant contributions at beginning of year2012-12-31$2,643
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$132,405
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$31,199
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$75,650
Other income not declared elsewhere2012-12-31$41,941
Administrative expenses (other) incurred2012-12-31$86,476
Liabilities. Value of operating payables at end of year2012-12-31$53,582
Liabilities. Value of operating payables at beginning of year2012-12-31$21,820
Total non interest bearing cash at end of year2012-12-31$133,720
Total non interest bearing cash at beginning of year2012-12-31$26,675
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$166,758
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,965,729
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,798,971
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$25,423
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,803,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,656,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$13,349
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$13,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$13,349
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$367,403
Employer contributions (assets) at end of year2012-12-31$32,424
Employer contributions (assets) at beginning of year2012-12-31$43,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,010,477
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$2,299
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$2,299
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$3,500,220
Aggregate carrying amount (costs) on sale of assets2012-12-31$3,334,561
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2012-12-31208739519
2011 : IBEW LOCAL UNION NO. 527 ANNUITY PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-590,294
Total unrealized appreciation/depreciation of assets2011-12-31$-590,294
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$21,820
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$11,262
Total income from all sources (including contributions)2011-12-31$365,618
Total of all expenses incurred2011-12-31$959,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$823,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$605,897
Value of total assets at end of year2011-12-31$9,820,791
Value of total assets at beginning of year2011-12-31$10,404,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$136,411
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$34,188
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$99,795
Participant contributions at end of year2011-12-31$2,643
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$73
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$68,662
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$75,650
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$69,767
Administrative expenses (other) incurred2011-12-31$78,398
Liabilities. Value of operating payables at end of year2011-12-31$21,820
Liabilities. Value of operating payables at beginning of year2011-12-31$11,262
Total non interest bearing cash at end of year2011-12-31$26,675
Total non interest bearing cash at beginning of year2011-12-31$220,306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-593,986
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,798,971
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,392,957
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$23,825
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,656,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,062,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$13,349
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$13,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$13,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$350,015
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$437,440
Employer contributions (assets) at end of year2011-12-31$43,236
Employer contributions (assets) at beginning of year2011-12-31$37,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$823,193
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$2,299
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$801
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 name2011-12-31EDWARDS & LEATHERS. P.C.
Accountancy firm EIN2011-12-31208739519
2010 : IBEW LOCAL UNION NO. 527 ANNUITY PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$534,935
Total unrealized appreciation/depreciation of assets2010-12-31$534,935
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$11,262
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$12,343
Total income from all sources (including contributions)2010-12-31$1,476,500
Total of all expenses incurred2010-12-31$969,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$824,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$593,988
Value of total assets at end of year2010-12-31$10,404,219
Value of total assets at beginning of year2010-12-31$9,898,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$145,274
Total interest from all sources2010-12-31$20
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$38,305
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$101,377
Assets. Other investments not covered elsewhere at end of year2010-12-31$73
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$64
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$67,192
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$69,767
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$67,523
Administrative expenses (other) incurred2010-12-31$83,555
Liabilities. Value of operating payables at end of year2010-12-31$11,262
Liabilities. Value of operating payables at beginning of year2010-12-31$12,343
Total non interest bearing cash at end of year2010-12-31$220,306
Total non interest bearing cash at beginning of year2010-12-31$95,781
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$506,840
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,392,957
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,886,117
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$23,414
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,062,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,636,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$13,349
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$50,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$50,234
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$20
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$347,557
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$425,419
Employer contributions (assets) at end of year2010-12-31$37,300
Employer contributions (assets) at beginning of year2010-12-31$45,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$824,386
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$801
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$2,453
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 name2010-12-31EDWARDS & LEATHERS, P.C.
Accountancy firm EIN2010-12-31208739519

Form 5500 Responses for IBEW LOCAL UNION NO. 527 ANNUITY PLAN

2023: IBEW LOCAL UNION NO. 527 ANNUITY PLAN 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 – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: IBEW LOCAL UNION NO. 527 ANNUITY PLAN 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IBEW LOCAL UNION NO. 527 ANNUITY PLAN 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IBEW LOCAL UNION NO. 527 ANNUITY PLAN 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IBEW LOCAL UNION NO. 527 ANNUITY PLAN 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IBEW LOCAL UNION NO. 527 ANNUITY PLAN 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IBEW LOCAL UNION NO. 527 ANNUITY PLAN 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IBEW LOCAL UNION NO. 527 ANNUITY PLAN 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IBEW LOCAL UNION NO. 527 ANNUITY PLAN 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IBEW LOCAL UNION NO. 527 ANNUITY PLAN 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IBEW LOCAL UNION NO. 527 ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IBEW LOCAL UNION NO. 527 ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IBEW LOCAL UNION NO. 527 ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: IBEW LOCAL UNION NO. 527 ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number780823-01
Policy instance 1
Insurance contract or identification number780823-01
Number of Individuals Covered30
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $2,304
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61789 - 1
Policy instance 1
Insurance contract or identification numberMR 61789 - 1
Number of Individuals Covered346
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $391
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $391
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61789 - 1
Policy instance 1
Insurance contract or identification numberMR 61789 - 1
Number of Individuals Covered346
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,290
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,290
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61789 - 1
Policy instance 1
Insurance contract or identification numberMR 61789 - 1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61789 - 1
Policy instance 1
Insurance contract or identification numberMR 61789 - 1
Number of Individuals Covered495
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $3,042
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,042
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61789
Policy instance 1
Insurance contract or identification numberMR 61789
Number of Individuals Covered488
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61789
Policy instance 1
Insurance contract or identification numberMR 61789
Number of Individuals Covered494
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,479
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,479
Insurance broker organization code?4
Insurance broker nameOPPENHEIMER LIFE AGENCY LTD

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