401k Plan data: I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN plan

I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 401k Plan overview

Plan Name	I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN
Plan identification number	001

I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

I.B.E.W. LOCAL UNION NO. 77 has sponsored the creation of one or more 401k plans.

Company Name: I.B.E.W. LOCAL UNION NO. 77

Employer identification number (EIN): 910267950

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 PLAN SPONSOR 2024-09-19
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01 REX HABNER OR KELLIE MCGUIRE 2020-08-04
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 KELLIE MCGUIRE OR LOUIS WALTER
001 2013-01-01 KELLIE MCGUIRE OR LOU WALTER
001 2012-01-01 KELLIE MCGUIRE OR DON GUILLOT
001 2011-01-01 KELLIE MCGUIRE OR DON GUILLOT
001 2010-01-01 KELLIE MCGUIRE OR DON GUILLOT
001 2009-01-01 KELLIE MCGUIRE OR DON GUILLOT

Plan Statistics for I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN

401k plan membership statisitcs for I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN

Measure Date Value
2019: I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 36
Number of retired or separated participants receiving benefits 2019-01-01 14
Number of other retired or separated participants entitled to future benefits 2019-01-01 11
Total of all active and inactive participants 2019-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 62
Number of participants with account balances 2019-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 18
Number of retired or separated participants receiving benefits 2018-01-01 8
Number of other retired or separated participants entitled to future benefits 2018-01-01 7
Total of all active and inactive participants 2018-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 34
Number of participants with account balances 2018-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 17
Number of retired or separated participants receiving benefits 2017-01-01 8
Number of other retired or separated participants entitled to future benefits 2017-01-01 7
Total of all active and inactive participants 2017-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 33
Number of participants with account balances 2017-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 20
Number of retired or separated participants receiving benefits 2016-01-01 6
Number of other retired or separated participants entitled to future benefits 2016-01-01 5
Total of all active and inactive participants 2016-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 32
Number of participants with account balances 2016-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 19
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 10
Total of all active and inactive participants 2015-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 29
Number of participants with account balances 2015-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 19
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 7
Total of all active and inactive participants 2014-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 26
Number of participants with account balances 2014-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 17
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 9
Total of all active and inactive participants 2013-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 26
Number of participants with account balances 2013-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 16
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 10
Total of all active and inactive participants 2012-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 26
Number of participants with account balances 2012-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 16
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 9
Total of all active and inactive participants 2011-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 25
Number of participants with account balances 2011-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 16
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 11
Total of all active and inactive participants 2010-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 27
Number of participants with account balances 2010-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 15
Number of retired or separated participants receiving benefits 2009-01-01 4
Number of other retired or separated participants entitled to future benefits 2009-01-01 8
Total of all active and inactive participants 2009-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 27
Number of participants with account balances 2009-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2019: I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	36
Number of retired or separated participants receiving benefits	2019-01-01	14
Number of other retired or separated participants entitled to future benefits	2019-01-01	11
Total of all active and inactive participants	2019-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	62
Number of participants with account balances	2019-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	18
Number of retired or separated participants receiving benefits	2018-01-01	8
Number of other retired or separated participants entitled to future benefits	2018-01-01	7
Total of all active and inactive participants	2018-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	34
Number of participants with account balances	2018-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	17
Number of retired or separated participants receiving benefits	2017-01-01	8
Number of other retired or separated participants entitled to future benefits	2017-01-01	7
Total of all active and inactive participants	2017-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	33
Number of participants with account balances	2017-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	20
Number of retired or separated participants receiving benefits	2016-01-01	6
Number of other retired or separated participants entitled to future benefits	2016-01-01	5
Total of all active and inactive participants	2016-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	32
Number of participants with account balances	2016-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	19
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	10
Total of all active and inactive participants	2015-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	29
Number of participants with account balances	2015-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	19
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	7
Total of all active and inactive participants	2014-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	26
Number of participants with account balances	2014-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	17
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	9
Total of all active and inactive participants	2013-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	26
Number of participants with account balances	2013-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	16
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	10
Total of all active and inactive participants	2012-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	26
Number of participants with account balances	2012-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	16
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	9
Total of all active and inactive participants	2011-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	25
Number of participants with account balances	2011-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	16
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	11
Total of all active and inactive participants	2010-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	27
Number of participants with account balances	2010-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	15
Number of retired or separated participants receiving benefits	2009-01-01	4
Number of other retired or separated participants entitled to future benefits	2009-01-01	8
Total of all active and inactive participants	2009-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	27
Number of participants with account balances	2009-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN

Measure	Date	Value
2019 : I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$3,876,002
Total plan liabilities at end of year	2019-12-31	$154
Total plan liabilities at beginning of year	2019-12-31	$9
Total income from all sources	2019-12-31	$2,618,312
Expenses. Total of all expenses incurred	2019-12-31	$732,944
Benefits paid (including direct rollovers)	2019-12-31	$732,944
Total plan assets at end of year	2019-12-31	$16,577,051
Total plan assets at beginning of year	2019-12-31	$10,815,536
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Total contributions received or receivable from participants	2019-12-31	$147,843
Contributions received from other sources (not participants or employers)	2019-12-31	$271,300
Other income received	2019-12-31	$1,557,755
Net income (gross income less expenses)	2019-12-31	$1,885,368
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$16,576,897
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$10,815,527
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$4,818
Total contributions received or receivable from employer(s)	2019-12-31	$641,414
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$9
Total plan liabilities at beginning of year	2018-12-31	$9
Total income from all sources	2018-12-31	$391,987
Expenses. Total of all expenses incurred	2018-12-31	$497,307
Benefits paid (including direct rollovers)	2018-12-31	$497,307
Total plan assets at end of year	2018-12-31	$10,815,536
Total plan assets at beginning of year	2018-12-31	$10,920,856
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$141,127
Contributions received from other sources (not participants or employers)	2018-12-31	$322,966
Other income received	2018-12-31	$-547,991
Net income (gross income less expenses)	2018-12-31	$-105,320
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$10,815,527
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$10,920,847
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$5,625
Total contributions received or receivable from employer(s)	2018-12-31	$475,885
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$9
Total income from all sources	2017-12-31	$1,547,770
Expenses. Total of all expenses incurred	2017-12-31	$312,424
Benefits paid (including direct rollovers)	2017-12-31	$312,424
Total plan assets at end of year	2017-12-31	$10,920,856
Total plan assets at beginning of year	2017-12-31	$9,685,501
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Total contributions received or receivable from participants	2017-12-31	$142,021
Other income received	2017-12-31	$964,190
Net income (gross income less expenses)	2017-12-31	$1,235,346
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$10,920,847
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$9,685,501
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$16,875
Total contributions received or receivable from employer(s)	2017-12-31	$441,559
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$1,316,152
Expenses. Total of all expenses incurred	2016-12-31	$276,932
Benefits paid (including direct rollovers)	2016-12-31	$276,932
Total plan assets at end of year	2016-12-31	$9,685,501
Total plan assets at beginning of year	2016-12-31	$8,646,281
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$157,143
Contributions received from other sources (not participants or employers)	2016-12-31	$5,137
Other income received	2016-12-31	$684,019
Net income (gross income less expenses)	2016-12-31	$1,039,220
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$9,685,501
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$8,646,281
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$29,625
Total contributions received or receivable from employer(s)	2016-12-31	$469,853
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$574,881
Expenses. Total of all expenses incurred	2015-12-31	$737,412
Benefits paid (including direct rollovers)	2015-12-31	$737,412
Total plan assets at end of year	2015-12-31	$8,646,281
Total plan assets at beginning of year	2015-12-31	$8,808,812
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$176,049
Other income received	2015-12-31	$-27,646
Net income (gross income less expenses)	2015-12-31	$-162,531
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$8,646,281
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$8,808,812
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$35,625
Total contributions received or receivable from employer(s)	2015-12-31	$426,478
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$797,884
Expenses. Total of all expenses incurred	2014-12-31	$643,264
Benefits paid (including direct rollovers)	2014-12-31	$643,264
Total plan assets at end of year	2014-12-31	$8,808,812
Total plan assets at beginning of year	2014-12-31	$8,654,192
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$146,373
Other income received	2014-12-31	$239,442
Net income (gross income less expenses)	2014-12-31	$154,620
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$8,808,812
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$8,654,192
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$39,375
Total contributions received or receivable from employer(s)	2014-12-31	$412,069
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,359,313
Expenses. Total of all expenses incurred	2013-12-31	$209,514
Benefits paid (including direct rollovers)	2013-12-31	$209,514
Total plan assets at end of year	2013-12-31	$8,654,192
Total plan assets at beginning of year	2013-12-31	$7,504,393
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$130,479
Other income received	2013-12-31	$821,589
Net income (gross income less expenses)	2013-12-31	$1,149,799
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$8,654,192
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$7,504,393
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$54,750
Total contributions received or receivable from employer(s)	2013-12-31	$407,245
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,077,603
Expenses. Total of all expenses incurred	2012-12-31	$53,169
Benefits paid (including direct rollovers)	2012-12-31	$53,169
Total plan assets at end of year	2012-12-31	$7,504,393
Total plan assets at beginning of year	2012-12-31	$6,479,959
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$116,153
Other income received	2012-12-31	$569,175
Net income (gross income less expenses)	2012-12-31	$1,024,434
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$7,504,393
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$6,479,959
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$56,250
Total contributions received or receivable from employer(s)	2012-12-31	$392,275
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$638,975
Expenses. Total of all expenses incurred	2011-12-31	$328,671
Benefits paid (including direct rollovers)	2011-12-31	$328,671
Total plan assets at end of year	2011-12-31	$6,479,959
Total plan assets at beginning of year	2011-12-31	$6,169,655
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$105,520
Contributions received from other sources (not participants or employers)	2011-12-31	$200,000
Other income received	2011-12-31	$-29,501
Net income (gross income less expenses)	2011-12-31	$310,304
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$6,479,959
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$6,169,655
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$71,250
Total contributions received or receivable from employer(s)	2011-12-31	$362,956
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,241,437
Expenses. Total of all expenses incurred	2010-12-31	$272,698
Benefits paid (including direct rollovers)	2010-12-31	$272,698
Total plan assets at end of year	2010-12-31	$6,169,655
Total plan assets at beginning of year	2010-12-31	$5,200,916
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$90,245
Contributions received from other sources (not participants or employers)	2010-12-31	$248,724
Other income received	2010-12-31	$553,551
Net income (gross income less expenses)	2010-12-31	$968,739
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$6,169,655
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$5,200,916
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$75,000
Total contributions received or receivable from employer(s)	2010-12-31	$348,917
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN

2019: I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: I.B.E.W. LOCAL UNION NO. 77 STAFF RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	I.B.E.W. LOCAL UNION NO. 77
Employer identification number (EIN):	910267950
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	PLAN SPONSOR	2024-09-19
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01	REX HABNER OR KELLIE MCGUIRE	2020-08-04
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	KELLIE MCGUIRE OR LOUIS WALTER
001	2013-01-01	KELLIE MCGUIRE OR LOU WALTER
001	2012-01-01	KELLIE MCGUIRE OR DON GUILLOT
001	2011-01-01	KELLIE MCGUIRE OR DON GUILLOT
001	2010-01-01	KELLIE MCGUIRE OR DON GUILLOT
001	2009-01-01	KELLIE MCGUIRE OR DON GUILLOT