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IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameIBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN
Plan identification number 001

IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

B OF T IBEW LOCAL NO 640 & AZ CHAPTER NECA DB PENSION PLAN has sponsored the creation of one or more 401k plans.

Company Name:B OF T IBEW LOCAL NO 640 & AZ CHAPTER NECA DB PENSION PLAN
Employer identification number (EIN):860323980
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 NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DEBRA MARGRAF DEAN WINE2018-10-05
0012016-01-01DEBRA MARGRAF DEAN WINE2017-10-02
0012015-01-01DEBRA MARGRAF DEAN WINE2016-10-17
0012014-01-01DEBRA MARGRAF DEAN WINE2015-10-05
0012013-01-01DEAN WINE DEBRA MARGRAF2014-10-06
0012012-01-01CHUCK DOUGHERTY, TRUSTEE DEAN WINE, TRUSTEE2013-10-02
0012011-01-01CHUCK DOUGHERTY TRUSTEE DEAN WINE TRUSTEE2012-10-03
0012009-01-01SHAWN HUTCHINSON, UNION TRUSTEE DEBRA MARGRAF, MGT TRUSTEE2010-10-12

Plan Statistics for IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN

Measure Date Value
2023: IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-013,504
Total number of active participants reported on line 7a of the Form 55002023-01-011,996
Number of retired or separated participants receiving benefits2023-01-01886
Number of other retired or separated participants entitled to future benefits2023-01-01715
Total of all active and inactive participants2023-01-013,597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-01232
Total participants2023-01-013,829
Number of employers contributing to the scheme2023-01-01110
2022: IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN 2022 401k membership
Current value of assets2022-12-31196,157,221
Acturial value of assets for funding standard account2022-12-31178,821,396
Accrued liability for plan using immediate gains methods2022-12-31178,936,510
Accrued liability under unit credit cost method2022-12-31165,152,453
RPA 94 current liability2022-12-31307,069,331
Expected increase in current liability due to benefits accruing during the plan year2022-12-319,406,375
Expected release from RPA 94 current liability for plan year2022-12-3110,652,128
Expected plan disbursements for the plan year2022-12-3111,112,128
Current value of assets2022-12-31196,157,221
Number of retired participants and beneficiaries receiving payment2022-12-311,095
Current liability for retired participants and beneficiaries receiving payment2022-12-31123,938,338
Number of terminated vested participants2022-12-31722
Current liability for terminated vested participants2022-12-3166,198,627
Current liability for active participants non vested benefits2022-12-3113,623,860
Current liability for active participants vested benefits2022-12-31103,308,506
Total number of active articipats2022-12-311,687
Current liability for active participants2022-12-31116,932,366
Total participant count with liabilities2022-12-313,504
Total current liabilitoes for participants with libailities2022-12-31307,069,331
Total employer contributions in plan year2022-12-3110,725,323
Total employee contributions in plan year2022-12-310
Prior year funding deficiency2022-12-310
Employer’s normal cost for plan year as of valuation date2022-12-312,421,589
Prior year credit balance2022-12-3132,592,677
Amortization credits as of valuation date2022-12-312,056,243
Total participants, beginning-of-year2022-01-013,501
Total number of active participants reported on line 7a of the Form 55002022-01-011,687
Number of retired or separated participants receiving benefits2022-01-01872
Number of other retired or separated participants entitled to future benefits2022-01-01722
Total of all active and inactive participants2022-01-013,281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01223
Total participants2022-01-013,504
Number of employers contributing to the scheme2022-01-01121
2021: IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN 2021 401k membership
Current value of assets2021-12-31175,799,628
Acturial value of assets for funding standard account2021-12-31163,126,106
Accrued liability for plan using immediate gains methods2021-12-31162,479,356
Accrued liability under unit credit cost method2021-12-31150,329,910
RPA 94 current liability2021-12-31277,560,336
Expected increase in current liability due to benefits accruing during the plan year2021-12-318,165,945
Expected release from RPA 94 current liability for plan year2021-12-319,900,607
Expected plan disbursements for the plan year2021-12-3110,340,607
Current value of assets2021-12-31175,799,628
Number of retired participants and beneficiaries receiving payment2021-12-311,085
Current liability for retired participants and beneficiaries receiving payment2021-12-31114,413,258
Number of terminated vested participants2021-12-31706
Current liability for terminated vested participants2021-12-3158,199,073
Current liability for active participants non vested benefits2021-12-3110,708,769
Current liability for active participants vested benefits2021-12-3194,239,236
Total number of active articipats2021-12-311,710
Current liability for active participants2021-12-31104,948,005
Total participant count with liabilities2021-12-313,501
Total current liabilitoes for participants with libailities2021-12-31277,560,336
Total employer contributions in plan year2021-12-318,408,130
Total employee contributions in plan year2021-12-310
Prior year funding deficiency2021-12-310
Employer’s normal cost for plan year as of valuation date2021-12-312,215,250
Prior year credit balance2021-12-3129,322,070
Amortization credits as of valuation date2021-12-312,067,615
Total participants, beginning-of-year2021-01-013,394
Total number of active participants reported on line 7a of the Form 55002021-01-011,710
Number of retired or separated participants receiving benefits2021-01-01867
Number of other retired or separated participants entitled to future benefits2021-01-01706
Total of all active and inactive participants2021-01-013,283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01218
Total participants2021-01-013,501
Number of employers contributing to the scheme2021-01-0140
2020: IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN 2020 401k membership
Current value of assets2020-12-31157,826,014
Acturial value of assets for funding standard account2020-12-31151,543,750
Accrued liability for plan using immediate gains methods2020-12-31156,714,734
Accrued liability under unit credit cost method2020-12-31145,627,813
RPA 94 current liability2020-12-31250,305,537
Expected increase in current liability due to benefits accruing during the plan year2020-12-316,681,955
Expected release from RPA 94 current liability for plan year2020-12-319,764,006
Expected plan disbursements for the plan year2020-12-3110,204,006
Current value of assets2020-12-31157,826,014
Number of retired participants and beneficiaries receiving payment2020-12-311,082
Current liability for retired participants and beneficiaries receiving payment2020-12-31108,849,538
Number of terminated vested participants2020-12-31696
Current liability for terminated vested participants2020-12-3151,468,650
Current liability for active participants non vested benefits2020-12-318,462,750
Current liability for active participants vested benefits2020-12-3181,524,599
Total number of active articipats2020-12-311,616
Current liability for active participants2020-12-3189,987,349
Total participant count with liabilities2020-12-313,394
Total current liabilitoes for participants with libailities2020-12-31250,305,537
Total employer contributions in plan year2020-12-317,889,614
Total employee contributions in plan year2020-12-310
Prior year funding deficiency2020-12-310
Employer’s normal cost for plan year as of valuation date2020-12-312,021,731
Prior year credit balance2020-12-3126,281,481
Amortization credits as of valuation date2020-12-312,343,863
Total participants, beginning-of-year2020-01-013,062
Total number of active participants reported on line 7a of the Form 55002020-01-011,616
Number of retired or separated participants receiving benefits2020-01-01869
Number of other retired or separated participants entitled to future benefits2020-01-01696
Total of all active and inactive participants2020-01-013,181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01213
Total participants2020-01-013,394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-0153
2019: IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN 2019 401k membership
Current value of assets2019-12-31134,534,195
Acturial value of assets for funding standard account2019-12-31144,163,512
Accrued liability for plan using immediate gains methods2019-12-31153,367,049
Accrued liability under unit credit cost method2019-12-31143,405,049
RPA 94 current liability2019-12-31242,540,039
Expected increase in current liability due to benefits accruing during the plan year2019-12-315,545,124
Expected release from RPA 94 current liability for plan year2019-12-319,668,905
Expected plan disbursements for the plan year2019-12-3110,098,905
Current value of assets2019-12-31134,534,195
Number of retired participants and beneficiaries receiving payment2019-12-311,085
Current liability for retired participants and beneficiaries receiving payment2019-12-31108,737,708
Number of terminated vested participants2019-12-31732
Current liability for terminated vested participants2019-12-3153,290,025
Current liability for active participants non vested benefits2019-12-313,128,752
Current liability for active participants vested benefits2019-12-3177,383,554
Total number of active articipats2019-12-311,245
Current liability for active participants2019-12-3180,512,306
Total participant count with liabilities2019-12-313,062
Total current liabilitoes for participants with libailities2019-12-31242,540,039
Total employer contributions in plan year2019-12-318,524,528
Total employee contributions in plan year2019-12-310
Prior year funding deficiency2019-12-310
Employer’s normal cost for plan year as of valuation date2019-12-311,587,354
Prior year credit balance2019-12-3122,207,134
Amortization credits as of valuation date2019-12-312,343,862
Total participants, beginning-of-year2019-01-012,910
Total number of active participants reported on line 7a of the Form 55002019-01-011,245
Number of retired or separated participants receiving benefits2019-01-01875
Number of other retired or separated participants entitled to future benefits2019-01-01732
Total of all active and inactive participants2019-01-012,852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01210
Total participants2019-01-013,062
Number of employers contributing to the scheme2019-01-0149
2018: IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN 2018 401k membership
Current value of assets2018-12-31140,069,775
Acturial value of assets for funding standard account2018-12-31141,131,274
Accrued liability for plan using immediate gains methods2018-12-31142,865,302
Accrued liability under unit credit cost method2018-12-31133,925,257
RPA 94 current liability2018-12-31241,319,932
Expected increase in current liability due to benefits accruing during the plan year2018-12-315,483,934
Expected release from RPA 94 current liability for plan year2018-12-319,530,086
Expected plan disbursements for the plan year2018-12-319,960,086
Current value of assets2018-12-31140,069,775
Number of retired participants and beneficiaries receiving payment2018-12-311,042
Current liability for retired participants and beneficiaries receiving payment2018-12-31106,291,333
Number of terminated vested participants2018-12-31732
Current liability for terminated vested participants2018-12-3150,837,389
Current liability for active participants non vested benefits2018-12-313,502,207
Current liability for active participants vested benefits2018-12-3180,689,003
Total number of active articipats2018-12-311,136
Current liability for active participants2018-12-3184,191,210
Total participant count with liabilities2018-12-312,910
Total current liabilitoes for participants with libailities2018-12-31241,319,932
Total employer contributions in plan year2018-12-316,600,745
Total employee contributions in plan year2018-12-310
Prior year funding deficiency2018-12-310
Employer’s normal cost for plan year as of valuation date2018-12-311,385,949
Prior year credit balance2018-12-3118,891,270
Amortization credits as of valuation date2018-12-312,379,414
Total participants, beginning-of-year2018-01-012,811
Total number of active participants reported on line 7a of the Form 55002018-01-011,136
Number of retired or separated participants receiving benefits2018-01-01837
Number of other retired or separated participants entitled to future benefits2018-01-01732
Total of all active and inactive participants2018-01-012,705
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01205
Total participants2018-01-012,910
Number of employers contributing to the scheme2018-01-0146
2017: IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN 2017 401k membership
Current value of assets2017-12-31126,606,073
Acturial value of assets for funding standard account2017-12-31135,543,634
Accrued liability for plan using immediate gains methods2017-12-31140,821,388
Accrued liability under unit credit cost method2017-12-31131,961,141
RPA 94 current liability2017-12-31227,021,882
Expected increase in current liability due to benefits accruing during the plan year2017-12-315,176,985
Expected release from RPA 94 current liability for plan year2017-12-319,389,212
Expected plan disbursements for the plan year2017-12-319,819,212
Current value of assets2017-12-31126,606,073
Number of retired participants and beneficiaries receiving payment2017-12-311,035
Current liability for retired participants and beneficiaries receiving payment2017-12-31101,737,185
Number of terminated vested participants2017-12-31718
Current liability for terminated vested participants2017-12-3146,811,343
Current liability for active participants non vested benefits2017-12-313,554,200
Current liability for active participants vested benefits2017-12-3174,919,154
Total number of active articipats2017-12-311,058
Current liability for active participants2017-12-3178,473,354
Total participant count with liabilities2017-12-312,811
Total current liabilitoes for participants with libailities2017-12-31227,021,882
Total employer contributions in plan year2017-12-315,657,522
Total employee contributions in plan year2017-12-310
Prior year funding deficiency2017-12-310
Employer’s normal cost for plan year as of valuation date2017-12-311,326,346
Prior year credit balance2017-12-3117,704,935
Amortization credits as of valuation date2017-12-312,379,414
Total participants, beginning-of-year2017-01-012,738
Total number of active participants reported on line 7a of the Form 55002017-01-011,058
Number of retired or separated participants receiving benefits2017-01-01825
Number of other retired or separated participants entitled to future benefits2017-01-01718
Total of all active and inactive participants2017-01-012,601
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01210
Total participants2017-01-012,811
Number of employers contributing to the scheme2017-01-0146
2016: IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN 2016 401k membership
Current value of assets2016-12-31127,709,751
Acturial value of assets for funding standard account2016-12-31131,661,790
Accrued liability for plan using immediate gains methods2016-12-31138,761,120
Accrued liability under unit credit cost method2016-12-31130,550,408
RPA 94 current liability2016-12-31217,475,819
Expected increase in current liability due to benefits accruing during the plan year2016-12-314,385,947
Expected release from RPA 94 current liability for plan year2016-12-319,411,136
Expected plan disbursements for the plan year2016-12-319,841,136
Current value of assets2016-12-31127,709,751
Number of retired participants and beneficiaries receiving payment2016-12-311,039
Current liability for retired participants and beneficiaries receiving payment2016-12-31100,927,830
Number of terminated vested participants2016-12-31789
Current liability for terminated vested participants2016-12-3148,679,572
Current liability for active participants non vested benefits2016-12-313,325,593
Current liability for active participants vested benefits2016-12-3164,542,824
Total number of active articipats2016-12-31910
Current liability for active participants2016-12-3167,868,417
Total participant count with liabilities2016-12-312,738
Total current liabilitoes for participants with libailities2016-12-31217,475,819
Total employer contributions in plan year2016-12-315,121,048
Total employee contributions in plan year2016-12-310
Prior year funding deficiency2016-12-310
Employer’s normal cost for plan year as of valuation date2016-12-311,176,159
Prior year credit balance2016-12-3117,331,775
Amortization credits as of valuation date2016-12-312,379,416
Total participants, beginning-of-year2016-01-012,873
Total number of active participants reported on line 7a of the Form 55002016-01-01910
Number of retired or separated participants receiving benefits2016-01-01824
Number of other retired or separated participants entitled to future benefits2016-01-01789
Total of all active and inactive participants2016-01-012,523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01215
Total participants2016-01-012,738
Number of employers contributing to the scheme2016-01-0146
2015: IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN 2015 401k membership
Current value of assets2015-12-31131,262,991
Acturial value of assets for funding standard account2015-12-31129,242,849
Accrued liability for plan using immediate gains methods2015-12-31137,786,439
Accrued liability under unit credit cost method2015-12-31128,239,646
RPA 94 current liability2015-12-31208,322,427
Expected increase in current liability due to benefits accruing during the plan year2015-12-315,001,863
Expected release from RPA 94 current liability for plan year2015-12-319,060,561
Expected plan disbursements for the plan year2015-12-319,450,561
Current value of assets2015-12-31131,262,991
Number of retired participants and beneficiaries receiving payment2015-12-31981
Current liability for retired participants and beneficiaries receiving payment2015-12-3193,101,676
Number of terminated vested participants2015-12-31712
Current liability for terminated vested participants2015-12-3142,574,891
Current liability for active participants non vested benefits2015-12-314,492,361
Current liability for active participants vested benefits2015-12-3168,153,499
Total number of active articipats2015-12-311,180
Current liability for active participants2015-12-3172,645,860
Total participant count with liabilities2015-12-312,873
Total current liabilitoes for participants with libailities2015-12-31208,322,427
Total employer contributions in plan year2015-12-313,670,426
Total employee contributions in plan year2015-12-310
Prior year funding deficiency2015-12-310
Employer’s normal cost for plan year as of valuation date2015-12-311,411,143
Prior year credit balance2015-12-3119,136,045
Amortization credits as of valuation date2015-12-312,568,882
Total participants, beginning-of-year2015-01-012,852
Total number of active participants reported on line 7a of the Form 55002015-01-011,180
Number of retired or separated participants receiving benefits2015-01-01773
Number of other retired or separated participants entitled to future benefits2015-01-01712
Total of all active and inactive participants2015-01-012,665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01208
Total participants2015-01-012,873
Number of employers contributing to the scheme2015-01-0156
2014: IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN 2014 401k membership
Current value of assets2014-12-31128,652,815
Acturial value of assets for funding standard account2014-12-31122,816,323
Accrued liability for plan using immediate gains methods2014-12-31133,910,237
Accrued liability under unit credit cost method2014-12-31124,624,321
RPA 94 current liability2014-12-31201,188,414
Expected increase in current liability due to benefits accruing during the plan year2014-12-314,784,825
Expected release from RPA 94 current liability for plan year2014-12-318,902,303
Expected plan disbursements for the plan year2014-12-319,277,303
Current value of assets2014-12-31128,652,815
Number of retired participants and beneficiaries receiving payment2014-12-31964
Current liability for retired participants and beneficiaries receiving payment2014-12-3191,316,611
Number of terminated vested participants2014-12-31713
Current liability for terminated vested participants2014-12-3141,131,794
Current liability for active participants non vested benefits2014-12-314,904,830
Current liability for active participants vested benefits2014-12-3163,835,179
Total number of active articipats2014-12-311,175
Current liability for active participants2014-12-3168,740,009
Total participant count with liabilities2014-12-312,852
Total current liabilitoes for participants with libailities2014-12-31201,188,414
Total employer contributions in plan year2014-12-314,749,170
Total employee contributions in plan year2014-12-310
Prior year funding deficiency2014-12-310
Employer’s normal cost for plan year as of valuation date2014-12-311,384,150
Prior year credit balance2014-12-3119,960,267
Amortization credits as of valuation date2014-12-312,561,913
Total participants, beginning-of-year2014-01-012,893
Total number of active participants reported on line 7a of the Form 55002014-01-011,175
Number of retired or separated participants receiving benefits2014-01-01760
Number of other retired or separated participants entitled to future benefits2014-01-01713
Total of all active and inactive participants2014-01-012,648
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01204
Total participants2014-01-012,852
Number of employers contributing to the scheme2014-01-0156
2013: IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN 2013 401k membership
Current value of assets2013-12-31114,942,086
Acturial value of assets for funding standard account2013-12-31114,224,980
Accrued liability for plan using immediate gains methods2013-12-3113,183,038
Accrued liability under unit credit cost method2013-12-31122,323,613
RPA 94 current liability2013-12-31194,096,594
Expected increase in current liability due to benefits accruing during the plan year2013-12-314,808,788
Expected release from RPA 94 current liability for plan year2013-12-318,867,822
Expected plan disbursements for the plan year2013-12-319,242,822
Current value of assets2013-12-31114,942,086
Number of retired participants and beneficiaries receiving payment2013-12-31967
Current liability for retired participants and beneficiaries receiving payment2013-12-3190,046,206
Number of terminated vested participants2013-12-31680
Current liability for terminated vested participants2013-12-3136,613,960
Current liability for active participants non vested benefits2013-12-315,003,644
Current liability for active participants vested benefits2013-12-3162,432,784
Total number of active articipats2013-12-311,246
Current liability for active participants2013-12-3167,436,428
Total participant count with liabilities2013-12-312,893
Total current liabilitoes for participants with libailities2013-12-31194,096,594
Total employer contributions in plan year2013-12-314,879,764
Total employee contributions in plan year2013-12-310
Prior year funding deficiency2013-12-310
Employer’s normal cost for plan year as of valuation date2013-12-311,472,032
Prior year credit balance2013-12-3121,256,065
Amortization credits as of valuation date2013-12-312,110,944
Total participants, beginning-of-year2013-01-012,796
Total number of active participants reported on line 7a of the Form 55002013-01-011,246
Number of retired or separated participants receiving benefits2013-01-01760
Number of other retired or separated participants entitled to future benefits2013-01-01680
Total of all active and inactive participants2013-01-012,686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01207
Total participants2013-01-012,893
Number of employers contributing to the scheme2013-01-0146
2012: IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,748
Total number of active participants reported on line 7a of the Form 55002012-01-011,135
Number of retired or separated participants receiving benefits2012-01-01737
Number of other retired or separated participants entitled to future benefits2012-01-01717
Total of all active and inactive participants2012-01-012,589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01207
Total participants2012-01-012,796
Number of employers contributing to the scheme2012-01-0146
2011: IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,739
Total number of active participants reported on line 7a of the Form 55002011-01-011,113
Number of retired or separated participants receiving benefits2011-01-01723
Number of other retired or separated participants entitled to future benefits2011-01-01711
Total of all active and inactive participants2011-01-012,547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01201
Total participants2011-01-012,748
Number of employers contributing to the scheme2011-01-0149
2009: IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,790
Total number of active participants reported on line 7a of the Form 55002009-01-011,434
Number of retired or separated participants receiving benefits2009-01-01659
Number of other retired or separated participants entitled to future benefits2009-01-01656
Total of all active and inactive participants2009-01-012,749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01179
Total participants2009-01-012,928
Number of employers contributing to the scheme2009-01-01103

Financial Data on IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN

Measure Date Value
2023 : IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-12-31$-1,569,016
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$3,696,481
Total unrealized appreciation/depreciation of assets2023-12-31$2,127,465
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$860,009
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$683,470
Total income from all sources (including contributions)2023-12-31$38,162,758
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$12,038,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$10,535,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$19,232,446
Value of total assets at end of year2023-12-31$200,437,904
Value of total assets at beginning of year2023-12-31$174,137,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$1,503,905
Total interest from all sources2023-12-31$448,639
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$704,172
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$704,172
Assets. Real estate other than employer real property at end of year2023-12-31$11,997,834
Assets. Real estate other than employer real property at beginning of year2023-12-31$13,893,421
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$855,394
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$832,865
Administrative expenses (other) incurred2023-12-31$202,144
Liabilities. Value of operating payables at end of year2023-12-31$860,009
Liabilities. Value of operating payables at beginning of year2023-12-31$683,470
Total non interest bearing cash at end of year2023-12-31$2,976,755
Total non interest bearing cash at beginning of year2023-12-31$710,032
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$26,123,813
Value of net assets at end of year (total assets less liabilities)2023-12-31$199,577,895
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$173,454,082
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
Assets. partnership/joint venture interests at end of year2023-12-31$29,658,624
Assets. partnership/joint venture interests at beginning of year2023-12-31$22,415,326
Investment advisory and management fees2023-12-31$888,213
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$15,042,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$18,132,174
Interest earned on other investments2023-12-31$257,364
Value of interest in common/collective trusts at end of year2023-12-31$92,460,634
Value of interest in common/collective trusts at beginning of year2023-12-31$81,604,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$12,126,056
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$1,494,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$1,494,629
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$191,275
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$33,546,252
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$33,694,691
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,710,354
Net investment gain or loss from common/collective trusts2023-12-31$10,763,638
Net gain/loss from 103.12 investment entities2023-12-31$2,176,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$19,232,446
Employer contributions (assets) at end of year2023-12-31$1,774,207
Employer contributions (assets) at beginning of year2023-12-31$1,359,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$10,535,040
Contract administrator fees2023-12-31$237,620
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 name2023-12-31BALDWIN MOFFITT BEHM LLP
Accountancy firm EIN2023-12-31464370753
2022 : IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$1,043,201
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$1,255,141
Total unrealized appreciation/depreciation of assets2022-12-31$2,298,342
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$683,470
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$396,863
Total income from all sources (including contributions)2022-12-31$-11,287,509
Total loss/gain on sale of assets2022-12-31$236,057
Total of all expenses incurred2022-12-31$11,415,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,176,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,725,323
Value of total assets at end of year2022-12-31$174,137,552
Value of total assets at beginning of year2022-12-31$196,554,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,238,844
Total interest from all sources2022-12-31$23,547
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$621,639
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$621,639
Assets. Real estate other than employer real property at end of year2022-12-31$13,893,421
Assets. Real estate other than employer real property at beginning of year2022-12-31$12,994,052
Administrative expenses professional fees incurred2022-12-31$144,073
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$832,865
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$744,237
Administrative expenses (other) incurred2022-12-31$248,748
Liabilities. Value of operating payables at end of year2022-12-31$683,470
Liabilities. Value of operating payables at beginning of year2022-12-31$396,863
Total non interest bearing cash at end of year2022-12-31$710,032
Total non interest bearing cash at beginning of year2022-12-31$705,156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-22,703,139
Value of net assets at end of year (total assets less liabilities)2022-12-31$173,454,082
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$196,157,221
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
Assets. partnership/joint venture interests at end of year2022-12-31$22,415,326
Assets. partnership/joint venture interests at beginning of year2022-12-31$24,835,989
Investment advisory and management fees2022-12-31$678,613
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$18,132,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$22,801,840
Value of interest in common/collective trusts at end of year2022-12-31$81,604,848
Value of interest in common/collective trusts at beginning of year2022-12-31$96,568,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,494,629
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$614,340
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$614,340
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$23,547
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$33,694,691
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$36,360,281
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,695,095
Net investment gain or loss from common/collective trusts2022-12-31$-14,403,842
Net gain/loss from 103.12 investment entities2022-12-31$-6,093,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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$10,725,323
Employer contributions (assets) at end of year2022-12-31$1,359,566
Employer contributions (assets) at beginning of year2022-12-31$929,974
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,176,786
Contract administrator fees2022-12-31$167,410
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
Aggregate proceeds on sale of assets2022-12-31$252,946
Aggregate carrying amount (costs) on sale of assets2022-12-31$16,889
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BALDWIN MOFFITT BEHM LLP
Accountancy firm EIN2022-12-31464370753
2021 : IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$2,056,272
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$2,250,193
Total unrealized appreciation/depreciation of assets2021-12-31$4,306,465
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$396,863
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$339,128
Total income from all sources (including contributions)2021-12-31$31,525,558
Total loss/gain on sale of assets2021-12-31$52,440
Total of all expenses incurred2021-12-31$11,167,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,920,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,408,130
Value of total assets at end of year2021-12-31$196,554,084
Value of total assets at beginning of year2021-12-31$176,138,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,247,385
Total interest from all sources2021-12-31$65
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$558,753
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$558,753
Assets. Real estate other than employer real property at end of year2021-12-31$12,994,052
Assets. Real estate other than employer real property at beginning of year2021-12-31$11,022,685
Administrative expenses professional fees incurred2021-12-31$122,423
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$744,237
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$731,204
Administrative expenses (other) incurred2021-12-31$212,472
Liabilities. Value of operating payables at end of year2021-12-31$396,863
Liabilities. Value of operating payables at beginning of year2021-12-31$339,128
Total non interest bearing cash at end of year2021-12-31$705,156
Total non interest bearing cash at beginning of year2021-12-31$723,806
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$20,357,593
Value of net assets at end of year (total assets less liabilities)2021-12-31$196,157,221
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$175,799,628
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
Assets. partnership/joint venture interests at end of year2021-12-31$24,835,989
Assets. partnership/joint venture interests at beginning of year2021-12-31$21,204,322
Investment advisory and management fees2021-12-31$750,062
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$22,801,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$23,209,801
Value of interest in common/collective trusts at end of year2021-12-31$96,568,215
Value of interest in common/collective trusts at beginning of year2021-12-31$84,810,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$614,340
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$233,470
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$233,470
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$65
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$36,360,281
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$33,583,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$73,285
Net investment gain or loss from common/collective trusts2021-12-31$13,063,183
Net gain/loss from 103.12 investment entities2021-12-31$5,063,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$8,408,130
Employer contributions (assets) at end of year2021-12-31$929,974
Employer contributions (assets) at beginning of year2021-12-31$620,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,920,580
Contract administrator fees2021-12-31$162,428
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$248,261
Aggregate carrying amount (costs) on sale of assets2021-12-31$195,821
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BALDWIN MOFFITT BEHM LLP
Accountancy firm EIN2021-12-31464370753
2020 : IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$178,515
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$888,401
Total unrealized appreciation/depreciation of assets2020-12-31$1,066,916
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$339,128
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$468,379
Total income from all sources (including contributions)2020-12-31$28,461,739
Total loss/gain on sale of assets2020-12-31$-117,951
Total of all expenses incurred2020-12-31$10,488,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,309,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,889,614
Value of total assets at end of year2020-12-31$176,138,756
Value of total assets at beginning of year2020-12-31$158,294,393
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,179,125
Total interest from all sources2020-12-31$1,860
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$672,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$672,151
Assets. Real estate other than employer real property at end of year2020-12-31$11,022,685
Assets. Real estate other than employer real property at beginning of year2020-12-31$10,969,954
Administrative expenses professional fees incurred2020-12-31$178,222
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2020-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$731,204
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$761,026
Administrative expenses (other) incurred2020-12-31$201,762
Liabilities. Value of operating payables at end of year2020-12-31$339,128
Liabilities. Value of operating payables at beginning of year2020-12-31$468,379
Total non interest bearing cash at end of year2020-12-31$723,806
Total non interest bearing cash at beginning of year2020-12-31$767,119
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$17,973,614
Value of net assets at end of year (total assets less liabilities)2020-12-31$175,799,628
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$157,826,014
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
Assets. partnership/joint venture interests at end of year2020-12-31$21,204,322
Assets. partnership/joint venture interests at beginning of year2020-12-31$10,993,354
Investment advisory and management fees2020-12-31$641,438
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$23,209,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$28,242,288
Value of interest in common/collective trusts at end of year2020-12-31$84,810,125
Value of interest in common/collective trusts at beginning of year2020-12-31$73,870,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$233,470
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,015,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,015,667
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,860
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$33,583,097
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$30,888,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,876,020
Net investment gain or loss from common/collective trusts2020-12-31$10,518,126
Net gain/loss from 103.12 investment entities2020-12-31$5,555,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$7,889,614
Employer contributions (assets) at end of year2020-12-31$620,246
Employer contributions (assets) at beginning of year2020-12-31$785,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,309,000
Contract administrator fees2020-12-31$157,703
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 appraiser2020-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$688,564
Aggregate carrying amount (costs) on sale of assets2020-12-31$806,515
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BALDWIN MOFFITT PLLC
Accountancy firm EIN2020-12-31464370753
2019 : IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$580,798
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$772,301
Total unrealized appreciation/depreciation of assets2019-12-31$1,353,099
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$468,379
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$358,389
Total income from all sources (including contributions)2019-12-31$33,621,583
Total loss/gain on sale of assets2019-12-31$1,841
Total of all expenses incurred2019-12-31$10,329,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,275,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,524,528
Value of total assets at end of year2019-12-31$158,294,393
Value of total assets at beginning of year2019-12-31$134,892,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,054,580
Total interest from all sources2019-12-31$20,726
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,137,507
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$1,137,507
Assets. Real estate other than employer real property at end of year2019-12-31$10,969,954
Assets. Real estate other than employer real property at beginning of year2019-12-31$10,510,649
Administrative expenses professional fees incurred2019-12-31$148,363
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$761,026
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$742,200
Administrative expenses (other) incurred2019-12-31$175,553
Liabilities. Value of operating payables at end of year2019-12-31$468,379
Liabilities. Value of operating payables at beginning of year2019-12-31$358,389
Total non interest bearing cash at end of year2019-12-31$767,119
Total non interest bearing cash at beginning of year2019-12-31$768,165
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$23,291,819
Value of net assets at end of year (total assets less liabilities)2019-12-31$157,826,014
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$134,534,195
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
Assets. partnership/joint venture interests at end of year2019-12-31$10,993,354
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$577,561
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$28,242,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$28,308,978
Value of interest in common/collective trusts at end of year2019-12-31$73,870,387
Value of interest in common/collective trusts at beginning of year2019-12-31$62,535,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,015,667
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$8,028,909
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$8,028,909
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$20,726
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$30,888,762
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$23,292,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,904,342
Net investment gain or loss from common/collective trusts2019-12-31$13,524,018
Net gain/loss from 103.12 investment entities2019-12-31$6,155,522
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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$8,524,528
Employer contributions (assets) at end of year2019-12-31$785,836
Employer contributions (assets) at beginning of year2019-12-31$706,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,275,184
Contract administrator fees2019-12-31$153,103
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 appraiser2019-12-31Yes
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$173,522
Aggregate carrying amount (costs) on sale of assets2019-12-31$171,681
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 name2019-12-31BALDWIN MOFFITT PLLC
Accountancy firm EIN2019-12-31464370753
2018 : IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$439,929
Total unrealized appreciation/depreciation of assets2018-12-31$439,929
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$358,389
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,935,091
Total income from all sources (including contributions)2018-12-31$4,770,464
Total loss/gain on sale of assets2018-12-31$5,796,518
Total of all expenses incurred2018-12-31$10,306,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,153,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,600,745
Value of total assets at end of year2018-12-31$134,892,584
Value of total assets at beginning of year2018-12-31$142,004,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,152,161
Total interest from all sources2018-12-31$780,046
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,442,384
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$381,750
Assets. Real estate other than employer real property at end of year2018-12-31$10,510,649
Assets. Real estate other than employer real property at beginning of year2018-12-31$10,186,112
Administrative expenses professional fees incurred2018-12-31$165,450
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$1,493,019
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$7,316,519
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$742,200
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,046,947
Administrative expenses (other) incurred2018-12-31$157,528
Liabilities. Value of operating payables at end of year2018-12-31$358,389
Liabilities. Value of operating payables at beginning of year2018-12-31$1,935,091
Total non interest bearing cash at end of year2018-12-31$768,165
Total non interest bearing cash at beginning of year2018-12-31$1,053,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,535,580
Value of net assets at end of year (total assets less liabilities)2018-12-31$134,534,195
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$140,069,775
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$680,790
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$28,308,978
Income. Interest from US Government securities2018-12-31$287,213
Income. Interest from corporate debt instruments2018-12-31$459,443
Value of interest in common/collective trusts at end of year2018-12-31$62,535,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$8,028,909
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,367,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,367,072
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$33,390
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$23,292,039
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$17,691,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,771,744
Net investment gain or loss from common/collective trusts2018-12-31$-6,074,142
Net gain/loss from 103.12 investment entities2018-12-31$-2,443,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$6,600,745
Employer contributions (assets) at end of year2018-12-31$706,588
Employer contributions (assets) at beginning of year2018-12-31$578,868
Income. Dividends from common stock2018-12-31$1,060,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,153,883
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$16,496,073
Contract administrator fees2018-12-31$148,393
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$82,775,475
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 appraiser2018-12-31Yes
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$326,946,783
Aggregate carrying amount (costs) on sale of assets2018-12-31$321,150,265
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 name2018-12-31BALDWIN & BALDWIN PLLC
Accountancy firm EIN2018-12-31464370753
2017 : IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$822,124
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$13,524,143
Total unrealized appreciation/depreciation of assets2017-12-31$14,346,267
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,935,091
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$574,829
Total income from all sources (including contributions)2017-12-31$23,591,488
Total loss/gain on sale of assets2017-12-31$1,049,960
Total of all expenses incurred2017-12-31$10,127,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,965,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,657,522
Value of total assets at end of year2017-12-31$142,004,866
Value of total assets at beginning of year2017-12-31$127,180,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,162,615
Total interest from all sources2017-12-31$1,054,241
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,483,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Assets. Real estate other than employer real property at end of year2017-12-31$10,186,112
Assets. Real estate other than employer real property at beginning of year2017-12-31$9,473,661
Administrative expenses professional fees incurred2017-12-31$133,313
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$1,493,019
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$2,445,499
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$7,316,519
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$6,804,388
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,046,947
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$998,263
Administrative expenses (other) incurred2017-12-31$206,817
Liabilities. Value of operating payables at end of year2017-12-31$1,935,091
Liabilities. Value of operating payables at beginning of year2017-12-31$574,829
Total non interest bearing cash at end of year2017-12-31$1,053,678
Total non interest bearing cash at beginning of year2017-12-31$739,421
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$13,463,702
Value of net assets at end of year (total assets less liabilities)2017-12-31$140,069,775
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$126,606,073
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$678,476
Income. Interest from US Government securities2017-12-31$370,634
Income. Interest from corporate debt instruments2017-12-31$668,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,367,072
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,628,243
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,628,243
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$15,178
Asset value of US Government securities at end of year2017-12-31$17,691,103
Asset value of US Government securities at beginning of year2017-12-31$17,906,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$5,657,522
Employer contributions (assets) at end of year2017-12-31$578,868
Employer contributions (assets) at beginning of year2017-12-31$493,043
Income. Dividends from preferred stock2017-12-31$116,128
Income. Dividends from common stock2017-12-31$1,367,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,965,171
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$16,496,073
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$15,891,669
Contract administrator fees2017-12-31$144,009
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$82,775,475
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$69,800,017
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 appraiser2017-12-31Yes
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$78,314,904
Aggregate carrying amount (costs) on sale of assets2017-12-31$77,264,944
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 name2017-12-31BALDWIN & BALDWIN PLLC
Accountancy firm EIN2017-12-31464370753
2016 : IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$349,639
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,433,315
Total unrealized appreciation/depreciation of assets2016-12-31$1,782,954
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$574,829
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,025,507
Total income from all sources (including contributions)2016-12-31$9,075,760
Total loss/gain on sale of assets2016-12-31$-291,805
Total of all expenses incurred2016-12-31$10,179,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,058,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,121,048
Value of total assets at end of year2016-12-31$127,180,902
Value of total assets at beginning of year2016-12-31$131,735,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,121,364
Total interest from all sources2016-12-31$959,546
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,504,017
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Assets. Real estate other than employer real property at end of year2016-12-31$9,473,661
Assets. Real estate other than employer real property at beginning of year2016-12-31$9,201,918
Administrative expenses professional fees incurred2016-12-31$168,226
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$2,445,499
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$5,488,855
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$50,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$6,804,388
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$6,863,731
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$998,263
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$866,152
Administrative expenses (other) incurred2016-12-31$148,673
Total non interest bearing cash at end of year2016-12-31$739,421
Total non interest bearing cash at beginning of year2016-12-31$737,787
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,103,678
Value of net assets at end of year (total assets less liabilities)2016-12-31$126,606,073
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$127,709,751
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$646,669
Income. Interest from US Government securities2016-12-31$309,965
Income. Interest from corporate debt instruments2016-12-31$649,170
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,628,243
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$7,710,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$7,710,314
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$411
Asset value of US Government securities at end of year2016-12-31$17,906,698
Asset value of US Government securities at beginning of year2016-12-31$14,851,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$5,121,048
Employer contributions (assets) at end of year2016-12-31$493,043
Employer contributions (assets) at beginning of year2016-12-31$472,697
Income. Dividends from preferred stock2016-12-31$222,606
Income. Dividends from common stock2016-12-31$1,281,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,058,074
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$15,891,669
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$15,696,312
Contract administrator fees2016-12-31$157,796
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$69,800,017
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$69,846,146
Liabilities. Value of benefit claims payable at end of year2016-12-31$574,829
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$4,025,507
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 appraiser2016-12-31Yes
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$94,557,246
Aggregate carrying amount (costs) on sale of assets2016-12-31$94,849,051
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 name2016-12-31BALDWIN & BALDWIN PLLC
Accountancy firm EIN2016-12-31464370753
2015 : IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$405,970
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-2,060,465
Total unrealized appreciation/depreciation of assets2015-12-31$-1,654,495
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,025,507
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$300,284
Total income from all sources (including contributions)2015-12-31$6,276,909
Total loss/gain on sale of assets2015-12-31$1,699,783
Total of all expenses incurred2015-12-31$9,830,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,754,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,670,426
Value of total assets at end of year2015-12-31$131,735,258
Value of total assets at beginning of year2015-12-31$131,563,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,075,328
Total interest from all sources2015-12-31$933,946
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,627,249
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Assets. Real estate other than employer real property at end of year2015-12-31$9,201,918
Assets. Real estate other than employer real property at beginning of year2015-12-31$8,898,851
Administrative expenses professional fees incurred2015-12-31$166,458
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$5,488,855
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$7,213,398
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$6,863,731
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$6,990,871
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$866,152
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,062,059
Administrative expenses (other) incurred2015-12-31$192,797
Liabilities. Value of operating payables at end of year2015-12-31$4,025,507
Liabilities. Value of operating payables at beginning of year2015-12-31$300,284
Total non interest bearing cash at end of year2015-12-31$737,787
Total non interest bearing cash at beginning of year2015-12-31$765,464
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,553,240
Value of net assets at end of year (total assets less liabilities)2015-12-31$127,709,751
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$131,262,991
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$567,239
Income. Interest from US Government securities2015-12-31$295,692
Income. Interest from corporate debt instruments2015-12-31$637,834
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$7,710,314
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,547,095
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,547,095
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$420
Asset value of US Government securities at end of year2015-12-31$14,851,346
Asset value of US Government securities at beginning of year2015-12-31$17,204,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,670,426
Employer contributions (assets) at end of year2015-12-31$472,697
Employer contributions (assets) at beginning of year2015-12-31$357,299
Income. Dividends from preferred stock2015-12-31$360,676
Income. Dividends from common stock2015-12-31$1,266,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,754,821
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$15,696,312
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$13,569,223
Contract administrator fees2015-12-31$148,834
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$69,846,146
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$71,954,408
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 appraiser2015-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$116,727,575
Aggregate carrying amount (costs) on sale of assets2015-12-31$115,027,792
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 name2015-12-31BALDWIN & BALDWIN PLLC
Accountancy firm EIN2015-12-31464370753
2014 : IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$696,453
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$3,859,038
Total unrealized appreciation/depreciation of assets2014-12-31$4,555,491
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$300,284
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$869,417
Total income from all sources (including contributions)2014-12-31$11,951,160
Total loss/gain on sale of assets2014-12-31$-50,039
Total of all expenses incurred2014-12-31$9,340,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,263,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,749,170
Value of total assets at end of year2014-12-31$131,563,275
Value of total assets at beginning of year2014-12-31$129,522,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,077,168
Total interest from all sources2014-12-31$1,002,819
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,693,719
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Assets. Real estate other than employer real property at end of year2014-12-31$8,898,851
Assets. Real estate other than employer real property at beginning of year2014-12-31$6,263,875
Administrative expenses professional fees incurred2014-12-31$134,324
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$7,213,398
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$8,558,483
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-310
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$6,990,871
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$4,830,133
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,062,059
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$935,102
Administrative expenses (other) incurred2014-12-31$140,687
Liabilities. Value of operating payables at end of year2014-12-31$300,284
Liabilities. Value of operating payables at beginning of year2014-12-31$869,417
Total non interest bearing cash at end of year2014-12-31$765,464
Total non interest bearing cash at beginning of year2014-12-31$766,597
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$2,610,176
Value of net assets at end of year (total assets less liabilities)2014-12-31$131,262,991
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$128,652,815
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$649,424
Interest earned on other investments2014-12-31$58,019
Income. Interest from US Government securities2014-12-31$390,545
Income. Interest from corporate debt instruments2014-12-31$553,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,547,095
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,120,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$4,120,033
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$384
Asset value of US Government securities at end of year2014-12-31$17,204,607
Asset value of US Government securities at beginning of year2014-12-31$19,765,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,749,170
Employer contributions (assets) at end of year2014-12-31$357,299
Employer contributions (assets) at beginning of year2014-12-31$475,418
Income. Dividends from preferred stock2014-12-31$480,860
Income. Dividends from common stock2014-12-31$1,212,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,263,816
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$13,569,223
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$12,928,158
Contract administrator fees2014-12-31$152,733
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$71,954,408
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$70,879,267
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 appraiser2014-12-31Yes
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$104,463,133
Aggregate carrying amount (costs) on sale of assets2014-12-31$104,513,172
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 name2014-12-31BALDWIN & BALDWIN, PLLC
Accountancy firm EIN2014-12-31464370753
2013 : IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$496,084
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$12,383,877
Total unrealized appreciation/depreciation of assets2013-12-31$12,879,961
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$869,417
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$552,691
Total income from all sources (including contributions)2013-12-31$22,933,615
Total loss/gain on sale of assets2013-12-31$2,633,234
Total of all expenses incurred2013-12-31$9,222,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,194,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,879,764
Value of total assets at end of year2013-12-31$129,522,232
Value of total assets at beginning of year2013-12-31$115,494,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,028,494
Total interest from all sources2013-12-31$955,894
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,584,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Assets. Real estate other than employer real property at end of year2013-12-31$6,263,875
Assets. Real estate other than employer real property at beginning of year2013-12-31$5,317,481
Administrative expenses professional fees incurred2013-12-31$112,341
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$8,558,483
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$9,877,795
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-310
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$4,830,133
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$3,750,981
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$935,102
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,030,666
Administrative expenses (other) incurred2013-12-31$162,389
Liabilities. Value of operating payables at end of year2013-12-31$869,417
Liabilities. Value of operating payables at beginning of year2013-12-31$552,691
Total non interest bearing cash at end of year2013-12-31$766,597
Total non interest bearing cash at beginning of year2013-12-31$775,236
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$13,710,729
Value of net assets at end of year (total assets less liabilities)2013-12-31$128,652,815
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$114,942,086
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$614,726
Interest earned on other investments2013-12-31$45,277
Income. Interest from US Government securities2013-12-31$537,597
Income. Interest from corporate debt instruments2013-12-31$372,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,120,033
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,092,826
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,092,826
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$359
Asset value of US Government securities at end of year2013-12-31$19,765,166
Asset value of US Government securities at beginning of year2013-12-31$18,588,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,879,764
Employer contributions (assets) at end of year2013-12-31$475,418
Employer contributions (assets) at beginning of year2013-12-31$444,488
Income. Dividends from preferred stock2013-12-31$612,795
Income. Dividends from common stock2013-12-31$971,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,194,392
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$12,928,158
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$16,980,670
Contract administrator fees2013-12-31$139,038
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$70,879,267
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$55,636,424
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 appraiser2013-12-31Yes
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$86,658,899
Aggregate carrying amount (costs) on sale of assets2013-12-31$84,025,665
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 name2013-12-31BALDWIN & BALDWIN, PLLC
Accountancy firm EIN2013-12-31464370753
2012 : IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$808,572
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$6,045,935
Total unrealized appreciation/depreciation of assets2012-12-31$6,854,507
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$552,691
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$67,416
Total income from all sources (including contributions)2012-12-31$15,768,055
Total loss/gain on sale of assets2012-12-31$875,875
Total of all expenses incurred2012-12-31$9,282,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,314,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,141,172
Value of total assets at end of year2012-12-31$115,494,777
Value of total assets at beginning of year2012-12-31$108,523,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$968,026
Total interest from all sources2012-12-31$1,369,635
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,526,866
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Assets. Real estate other than employer real property at end of year2012-12-31$5,317,481
Assets. Real estate other than employer real property at beginning of year2012-12-31$4,558,954
Administrative expenses professional fees incurred2012-12-31$127,058
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$9,877,795
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$3,690,577
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$3,750,981
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$3,454,244
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,030,666
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$989,388
Administrative expenses (other) incurred2012-12-31$151,941
Liabilities. Value of operating payables at end of year2012-12-31$552,691
Liabilities. Value of operating payables at beginning of year2012-12-31$67,416
Total non interest bearing cash at end of year2012-12-31$775,236
Total non interest bearing cash at beginning of year2012-12-31$841,523
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$6,485,684
Value of net assets at end of year (total assets less liabilities)2012-12-31$114,942,086
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$108,456,402
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$561,628
Interest earned on other investments2012-12-31$14,020
Income. Interest from US Government securities2012-12-31$546,379
Income. Interest from corporate debt instruments2012-12-31$808,680
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,092,826
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,961,327
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,961,327
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$556
Asset value of US Government securities at end of year2012-12-31$18,588,210
Asset value of US Government securities at beginning of year2012-12-31$15,948,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$5,141,172
Employer contributions (assets) at end of year2012-12-31$444,488
Employer contributions (assets) at beginning of year2012-12-31$402,840
Income. Dividends from preferred stock2012-12-31$472,174
Income. Dividends from common stock2012-12-31$1,054,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,314,345
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$16,980,670
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$19,941,662
Contract administrator fees2012-12-31$127,399
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$55,636,424
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$53,734,878
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 appraiser2012-12-31Yes
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$82,024,785
Aggregate carrying amount (costs) on sale of assets2012-12-31$81,148,910
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CLEVELAND ESTES AVELLONE, PLLC
Accountancy firm EIN2012-12-31205717151
2011 : IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-4,181,107
Total unrealized appreciation/depreciation of assets2011-12-31$-4,181,107
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$67,416
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$574,879
Total income from all sources (including contributions)2011-12-31$4,313,165
Total loss/gain on sale of assets2011-12-31$1,091,846
Total of all expenses incurred2011-12-31$9,069,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,126,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,163,117
Value of total assets at end of year2011-12-31$108,523,818
Value of total assets at beginning of year2011-12-31$113,787,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$943,004
Total interest from all sources2011-12-31$2,041,359
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,197,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Assets. Real estate other than employer real property at end of year2011-12-31$4,558,954
Administrative expenses professional fees incurred2011-12-31$149,187
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$3,690,577
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$2,504,219
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$3,454,244
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$989,388
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,372,095
Administrative expenses (other) incurred2011-12-31$150,052
Liabilities. Value of operating payables at end of year2011-12-31$67,416
Liabilities. Value of operating payables at beginning of year2011-12-31$574,879
Total non interest bearing cash at end of year2011-12-31$841,523
Total non interest bearing cash at beginning of year2011-12-31$862,660
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-4,756,478
Value of net assets at end of year (total assets less liabilities)2011-12-31$108,456,402
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$113,212,880
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$523,047
Income. Interest from US Government securities2011-12-31$796,443
Income. Interest from corporate debt instruments2011-12-31$1,238,880
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,961,327
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,710,493
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,710,493
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$6,036
Asset value of US Government securities at end of year2011-12-31$15,948,425
Asset value of US Government securities at beginning of year2011-12-31$23,972,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,163,117
Employer contributions (assets) at end of year2011-12-31$402,840
Employer contributions (assets) at beginning of year2011-12-31$510,972
Income. Dividends from common stock2011-12-31$1,197,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,126,639
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$19,941,662
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$24,631,086
Contract administrator fees2011-12-31$120,718
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$53,734,878
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$57,223,433
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 appraiser2011-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$93,474,611
Aggregate carrying amount (costs) on sale of assets2011-12-31$92,382,765
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 name2011-12-31CLEVELAND ESTES AVELLONE, PLLC
Accountancy firm EIN2011-12-31205717151
2010 : IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$8,842,995
Total unrealized appreciation/depreciation of assets2010-12-31$8,842,995
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$574,879
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$146,818
Total income from all sources (including contributions)2010-12-31$17,296,071
Total loss/gain on sale of assets2010-12-31$1,015,062
Total of all expenses incurred2010-12-31$8,913,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,979,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,134,953
Value of total assets at end of year2010-12-31$113,787,759
Value of total assets at beginning of year2010-12-31$104,977,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$933,802
Total interest from all sources2010-12-31$2,461,838
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$841,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$129,534
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$2,504,219
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,372,095
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,156,765
Administrative expenses (other) incurred2010-12-31$179,367
Liabilities. Value of operating payables at end of year2010-12-31$574,879
Liabilities. Value of operating payables at beginning of year2010-12-31$146,818
Total non interest bearing cash at end of year2010-12-31$862,660
Total non interest bearing cash at beginning of year2010-12-31$855,956
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$8,382,439
Value of net assets at end of year (total assets less liabilities)2010-12-31$113,212,880
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$104,830,441
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$495,870
Income. Interest from US Government securities2010-12-31$1,071,536
Income. Interest from corporate debt instruments2010-12-31$1,330,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,710,493
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,800,443
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,800,443
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$59,558
Asset value of US Government securities at end of year2010-12-31$23,972,801
Asset value of US Government securities at beginning of year2010-12-31$26,165,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,134,953
Employer contributions (assets) at end of year2010-12-31$510,972
Employer contributions (assets) at beginning of year2010-12-31$276,564
Income. Dividends from preferred stock2010-12-31$18,006
Income. Dividends from common stock2010-12-31$823,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,979,830
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$24,631,086
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$22,034,774
Contract administrator fees2010-12-31$129,031
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$57,223,433
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$50,687,130
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$76,126,779
Aggregate carrying amount (costs) on sale of assets2010-12-31$75,111,717
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 name2010-12-31CLEVELAND ESTES AVELLONE, PLLC
Accountancy firm EIN2010-12-31205717151
2009 : IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN 2009 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2009-12-310

Form 5500 Responses for IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN

2023: IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: IBEW LOCAL NO. 640 & ARIZONA CHAPTER NECA DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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