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

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

Plan Name	I.B.E.W. LOCAL UNION NO. 77 COLLECTIVE BARGAINING RETIREMENT PLAN
Plan identification number	002

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

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 COLLECTIVE BARGAINING RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 KELLIE MCGUIRE 2019-09-06
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 KELLIE MCGUIRE OR LOUIS WALTER
002 2013-01-01 KELLIE MCGUIRE OR LOUIS WALTER
002 2012-01-01 KELLIE MCGUIRE OR DON GUILLOT
002 2011-01-01 KELLIE MCGUIRE OR DON GUILLOT
002 2010-01-01 KELLIE MCGUIRE OR DON GUILLOT
002 2009-01-01 KELLIE MCGUIRE OR DON GUILLOT

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

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

Measure Date Value
2019: I.B.E.W. LOCAL UNION NO. 77 COLLECTIVE BARGAINING RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
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 COLLECTIVE BARGAINING RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 19
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 8
Total of all active and inactive participants 2018-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 30
Number of participants with account balances 2018-01-01 30
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 COLLECTIVE BARGAINING RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 24
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 31
Number of participants with account balances 2017-01-01 31
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 COLLECTIVE BARGAINING RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 17
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 7
Total of all active and inactive participants 2016-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 25
Number of participants with account balances 2016-01-01 25
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 COLLECTIVE BARGAINING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 20
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 6
Total of all active and inactive participants 2015-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 26
Number of participants with account balances 2015-01-01 26
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 COLLECTIVE BARGAINING RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 17
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 4
Total of all active and inactive participants 2014-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 22
Number of participants with account balances 2014-01-01 22
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 COLLECTIVE BARGAINING RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 18
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 20
Number of participants with account balances 2013-01-01 20
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 COLLECTIVE BARGAINING RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 17
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 2
Total of all active and inactive participants 2012-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 19
Number of participants with account balances 2012-01-01 19
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 COLLECTIVE BARGAINING RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 18
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 3
Total of all active and inactive participants 2011-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 19
Number of participants with account balances 2011-01-01 19
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 COLLECTIVE BARGAINING RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 15
Number of retired or separated participants receiving benefits 2010-01-01 3
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 18
Number of participants with account balances 2010-01-01 18
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 COLLECTIVE BARGAINING RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 13
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 14
Number of participants with account balances 2009-01-01 14
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 COLLECTIVE BARGAINING RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
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 COLLECTIVE BARGAINING RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	19
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	8
Total of all active and inactive participants	2018-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	30
Number of participants with account balances	2018-01-01	30
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 COLLECTIVE BARGAINING RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	24
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	31
Number of participants with account balances	2017-01-01	31
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 COLLECTIVE BARGAINING RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	17
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	7
Total of all active and inactive participants	2016-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	25
Number of participants with account balances	2016-01-01	25
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 COLLECTIVE BARGAINING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	20
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	6
Total of all active and inactive participants	2015-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	26
Number of participants with account balances	2015-01-01	26
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 COLLECTIVE BARGAINING RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	17
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	4
Total of all active and inactive participants	2014-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	22
Number of participants with account balances	2014-01-01	22
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 COLLECTIVE BARGAINING RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	18
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	20
Number of participants with account balances	2013-01-01	20
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 COLLECTIVE BARGAINING RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	17
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	2
Total of all active and inactive participants	2012-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	19
Number of participants with account balances	2012-01-01	19
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 COLLECTIVE BARGAINING RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	18
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	3
Total of all active and inactive participants	2011-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	19
Number of participants with account balances	2011-01-01	19
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 COLLECTIVE BARGAINING RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	15
Number of retired or separated participants receiving benefits	2010-01-01	3
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	18
Number of participants with account balances	2010-01-01	18
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 COLLECTIVE BARGAINING RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	13
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	14
Number of participants with account balances	2009-01-01	14
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 COLLECTIVE BARGAINING RETIREMENT PLAN

Measure	Date	Value
2019 : I.B.E.W. LOCAL UNION NO. 77 COLLECTIVE BARGAINING RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan	2019-03-31	$-3,876,002
Total plan liabilities at end of year	2019-03-31	$0
Total plan liabilities at beginning of year	2019-03-31	$274
Total income from all sources	2019-03-31	$189,207
Expenses. Total of all expenses incurred	2019-03-31	$6,500
Benefits paid (including direct rollovers)	2019-03-31	$6,500
Total plan assets at end of year	2019-03-31	$0
Total plan assets at beginning of year	2019-03-31	$3,693,569
Value of fidelity bond covering the plan	2019-03-31	$1,000,000
Total contributions received or receivable from participants	2019-03-31	$1,656
Other income received	2019-03-31	$154,251
Net income (gross income less expenses)	2019-03-31	$182,707
Net plan assets at end of year (total assets less liabilities)	2019-03-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2019-03-31	$3,693,295
Assets. Value of assets in partnership/joint-venture interests	2019-03-31	$0
Total contributions received or receivable from employer(s)	2019-03-31	$33,300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-03-31	$0
2018 : I.B.E.W. LOCAL UNION NO. 77 COLLECTIVE BARGAINING RETIREMENT PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$274
Total plan liabilities at beginning of year	2018-12-31	$18
Total income from all sources	2018-12-31	$127,964
Expenses. Total of all expenses incurred	2018-12-31	$239,844
Benefits paid (including direct rollovers)	2018-12-31	$239,844
Total plan assets at end of year	2018-12-31	$3,693,569
Total plan assets at beginning of year	2018-12-31	$3,805,193
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$28,526
Other income received	2018-12-31	$-103,188
Net income (gross income less expenses)	2018-12-31	$-111,880
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,693,295
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,805,175
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$5,325
Total contributions received or receivable from employer(s)	2018-12-31	$202,626
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 COLLECTIVE BARGAINING RETIREMENT PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$18
Total income from all sources	2017-12-31	$617,967
Expenses. Total of all expenses incurred	2017-12-31	$64,343
Benefits paid (including direct rollovers)	2017-12-31	$64,343
Total plan assets at end of year	2017-12-31	$3,805,193
Total plan assets at beginning of year	2017-12-31	$3,251,551
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Total contributions received or receivable from participants	2017-12-31	$4,526
Contributions received from other sources (not participants or employers)	2017-12-31	$208,780
Other income received	2017-12-31	$221,142
Net income (gross income less expenses)	2017-12-31	$553,624
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,805,175
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,251,551
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$15,975
Total contributions received or receivable from employer(s)	2017-12-31	$183,519
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 COLLECTIVE BARGAINING RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$350,657
Expenses. Total of all expenses incurred	2016-12-31	$412,792
Benefits paid (including direct rollovers)	2016-12-31	$412,625
Total plan assets at end of year	2016-12-31	$3,251,551
Total plan assets at beginning of year	2016-12-31	$3,313,686
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$2,263
Expenses. Other expenses not covered elsewhere	2016-12-31	$167
Other income received	2016-12-31	$168,717
Net income (gross income less expenses)	2016-12-31	$-62,135
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,251,551
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,313,686
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$28,045
Total contributions received or receivable from employer(s)	2016-12-31	$179,677
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 COLLECTIVE BARGAINING RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$186,290
Expenses. Total of all expenses incurred	2015-12-31	$41,966
Benefits paid (including direct rollovers)	2015-12-31	$41,966
Total plan assets at end of year	2015-12-31	$3,313,686
Total plan assets at beginning of year	2015-12-31	$3,169,362
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$13,234
Net income (gross income less expenses)	2015-12-31	$144,324
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,313,686
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,169,362
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$33,725
Total contributions received or receivable from employer(s)	2015-12-31	$173,056
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 COLLECTIVE BARGAINING RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$233,476
Expenses. Total of all expenses incurred	2014-12-31	$81,002
Benefits paid (including direct rollovers)	2014-12-31	$81,002
Total plan assets at end of year	2014-12-31	$3,169,362
Total plan assets at beginning of year	2014-12-31	$3,016,888
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Other income received	2014-12-31	$71,664
Net income (gross income less expenses)	2014-12-31	$152,474
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,169,362
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,016,888
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$37,275
Total contributions received or receivable from employer(s)	2014-12-31	$161,812
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 COLLECTIVE BARGAINING RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$296,209
Expenses. Total of all expenses incurred	2013-12-31	$63,782
Benefits paid (including direct rollovers)	2013-12-31	$63,782
Total plan assets at end of year	2013-12-31	$3,016,888
Total plan assets at beginning of year	2013-12-31	$2,784,461
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Other income received	2013-12-31	$139,285
Net income (gross income less expenses)	2013-12-31	$232,427
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,016,888
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,784,461
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$51,830
Total contributions received or receivable from employer(s)	2013-12-31	$156,924
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 COLLECTIVE BARGAINING RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$335,178
Expenses. Total of all expenses incurred	2012-12-31	$100,920
Benefits paid (including direct rollovers)	2012-12-31	$100,920
Total plan assets at end of year	2012-12-31	$2,784,461
Total plan assets at beginning of year	2012-12-31	$2,550,203
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Contributions received from other sources (not participants or employers)	2012-12-31	$64,344
Other income received	2012-12-31	$118,212
Net income (gross income less expenses)	2012-12-31	$234,258
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,784,461
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,550,203
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$53,250
Total contributions received or receivable from employer(s)	2012-12-31	$152,622
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 COLLECTIVE BARGAINING RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$169,674
Expenses. Total of all expenses incurred	2011-12-31	$106,985
Benefits paid (including direct rollovers)	2011-12-31	$106,985
Total plan assets at end of year	2011-12-31	$2,550,203
Total plan assets at beginning of year	2011-12-31	$2,487,514
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Other income received	2011-12-31	$31,913
Net income (gross income less expenses)	2011-12-31	$62,689
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,550,203
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,487,514
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$67,450
Total contributions received or receivable from employer(s)	2011-12-31	$137,761
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 COLLECTIVE BARGAINING RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$279,271
Expenses. Total of all expenses incurred	2010-12-31	$118,186
Benefits paid (including direct rollovers)	2010-12-31	$118,186
Total plan assets at end of year	2010-12-31	$2,487,514
Total plan assets at beginning of year	2010-12-31	$2,326,429
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Other income received	2010-12-31	$149,194
Net income (gross income less expenses)	2010-12-31	$161,085
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,487,514
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,326,429
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$71,000
Total contributions received or receivable from employer(s)	2010-12-31	$130,077
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 COLLECTIVE BARGAINING RETIREMENT PLAN

2019: I.B.E.W. LOCAL UNION NO. 77 COLLECTIVE BARGAINING 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	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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 COLLECTIVE BARGAINING 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 COLLECTIVE BARGAINING 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 COLLECTIVE BARGAINING 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 COLLECTIVE BARGAINING 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 COLLECTIVE BARGAINING 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 COLLECTIVE BARGAINING 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 COLLECTIVE BARGAINING 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 COLLECTIVE BARGAINING 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 COLLECTIVE BARGAINING 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 COLLECTIVE BARGAINING 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

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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
002	2019-01-01	KELLIE MCGUIRE	2019-09-06
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	KELLIE MCGUIRE OR LOUIS WALTER
002	2013-01-01	KELLIE MCGUIRE OR LOUIS WALTER
002	2012-01-01	KELLIE MCGUIRE OR DON GUILLOT
002	2011-01-01	KELLIE MCGUIRE OR DON GUILLOT
002	2010-01-01	KELLIE MCGUIRE OR DON GUILLOT
002	2009-01-01	KELLIE MCGUIRE OR DON GUILLOT