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IBEW LOCAL 684 PENSION TRUST 401k Plan overview

Plan NameIBEW LOCAL 684 PENSION TRUST
Plan identification number 001

IBEW LOCAL 684 PENSION TRUST 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

BOARD OF TRUSTEES, IBEW LOCAL 684 PENSION TRUST has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, IBEW LOCAL 684 PENSION TRUST
Employer identification number (EIN):946442909
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 684 PENSION TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-04-01
0012021-04-01
0012020-04-01
0012019-04-01
0012018-04-01
0012017-04-01MILLER KAPLAN ARASE LLP
0012016-04-01MILLER KAPLAN ARASE LLP
0012015-04-01BILLY POWELL PETER HALVER2017-01-14
0012014-04-01BILLY POWELL PETER HALVER2016-01-11
0012013-04-01BILLY POWELL PETER HALVER2014-12-31
0012012-04-01BILLY POWELL PETER HALVER2014-01-09
0012011-04-01BILLY POWELL PETER HALVER2013-01-11
0012010-04-01BILLY POWELL PETER HALVER2012-01-13
0012009-04-01BILLY POWELL PETER HALVER2011-01-10

Plan Statistics for IBEW LOCAL 684 PENSION TRUST

401k plan membership statisitcs for IBEW LOCAL 684 PENSION TRUST

Measure Date Value
2023: IBEW LOCAL 684 PENSION TRUST 2023 401k membership
Current value of assets2023-03-3171,328,644
Acturial value of assets for funding standard account2023-03-3169,629,094
Accrued liability for plan using immediate gains methods2023-03-3177,215,121
Unfunded liability for methods with bases using spread gains methods2023-03-310
Accrued liabiliy under entry age normal method2023-03-310
Normal cost under entry age normal method2023-03-310
Accrued liability under unit credit cost method2023-03-3177,215,121
RPA 94 current liability2023-03-31160,013,298
Expected increase in current liability due to benefits accruing during the plan year2023-03-319,273,179
Expected release from RPA 94 current liability for plan year2023-03-314,156,144
Expected plan disbursements for the plan year2023-03-314,395,682
Current value of assets2023-03-3171,328,644
Number of retired participants and beneficiaries receiving payment2023-03-31188
Current liability for retired participants and beneficiaries receiving payment2023-03-3150,401,009
Number of terminated vested participants2023-03-31133
Current liability for terminated vested participants2023-03-3132,662,928
Current liability for active participants non vested benefits2023-03-3110,731,603
Current liability for active participants vested benefits2023-03-3166,217,758
Total number of active articipats2023-03-31386
Current liability for active participants2023-03-3176,949,361
Total participant count with liabilities2023-03-31707
Total current liabilitoes for participants with libailities2023-03-31160,013,298
Total employer contributions in plan year2023-03-315,137,047
Total employee contributions in plan year2023-03-310
Prior year funding deficiency2023-03-310
Employer’s normal cost for plan year as of valuation date2023-03-313,336,905
Prior year credit balance2023-03-316,990,818
Amortization credits as of valuation date2023-03-311,665,468
2022: IBEW LOCAL 684 PENSION TRUST 2022 401k membership
Total participants, beginning-of-year2022-04-01710
Total number of active participants reported on line 7a of the Form 55002022-04-01433
Number of retired or separated participants receiving benefits2022-04-01152
Number of other retired or separated participants entitled to future benefits2022-04-01125
Total of all active and inactive participants2022-04-01710
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-010
Total participants2022-04-01710
Number of participants with account balances2022-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-0175
Number of employers contributing to the scheme2022-04-0149
Current value of assets2022-03-3168,393,407
Acturial value of assets for funding standard account2022-03-3164,104,027
Accrued liability for plan using immediate gains methods2022-03-3172,959,672
Accrued liability under unit credit cost method2022-03-3172,959,672
RPA 94 current liability2022-03-31146,386,768
Expected increase in current liability due to benefits accruing during the plan year2022-03-317,300,909
Expected release from RPA 94 current liability for plan year2022-03-313,871,642
Expected plan disbursements for the plan year2022-03-314,104,203
Current value of assets2022-03-3168,393,407
Number of retired participants and beneficiaries receiving payment2022-03-31188
Current liability for retired participants and beneficiaries receiving payment2022-03-3149,102,648
Number of terminated vested participants2022-03-31141
Current liability for terminated vested participants2022-03-3132,441,544
Current liability for active participants non vested benefits2022-03-319,298,294
Current liability for active participants vested benefits2022-03-3155,544,282
Total number of active articipats2022-03-31358
Current liability for active participants2022-03-3164,842,576
Total participant count with liabilities2022-03-31687
Total current liabilitoes for participants with libailities2022-03-31146,386,768
Total employer contributions in plan year2022-03-314,824,285
Prior year funding deficiency2022-03-310
Employer’s normal cost for plan year as of valuation date2022-03-312,769,898
Prior year credit balance2022-03-316,124,454
Amortization credits as of valuation date2022-03-311,665,465
2021: IBEW LOCAL 684 PENSION TRUST 2021 401k membership
Total participants, beginning-of-year2021-04-01692
Total number of active participants reported on line 7a of the Form 55002021-04-01429
Number of retired or separated participants receiving benefits2021-04-01152
Number of other retired or separated participants entitled to future benefits2021-04-01129
Total of all active and inactive participants2021-04-01710
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-010
Total participants2021-04-01710
Number of participants with account balances2021-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-0170
Number of employers contributing to the scheme2021-04-0144
Current value of assets2021-03-3154,625,397
Acturial value of assets for funding standard account2021-03-3159,510,307
Accrued liability for plan using immediate gains methods2021-03-3168,298,539
Accrued liability under unit credit cost method2021-03-3168,298,539
RPA 94 current liability2021-03-31125,441,854
Expected increase in current liability due to benefits accruing during the plan year2021-03-316,675,883
Expected release from RPA 94 current liability for plan year2021-03-313,760,907
Expected plan disbursements for the plan year2021-03-313,954,708
Current value of assets2021-03-3154,625,397
Number of retired participants and beneficiaries receiving payment2021-03-31190
Current liability for retired participants and beneficiaries receiving payment2021-03-3147,021,556
Number of terminated vested participants2021-03-31127
Current liability for terminated vested participants2021-03-3125,459,026
Current liability for active participants non vested benefits2021-03-317,454,082
Current liability for active participants vested benefits2021-03-3145,507,190
Total number of active articipats2021-03-31368
Current liability for active participants2021-03-3152,961,272
Total participant count with liabilities2021-03-31685
Total current liabilitoes for participants with libailities2021-03-31125,441,854
Total employer contributions in plan year2021-03-314,057,971
Total employee contributions in plan year2021-03-310
Employer’s normal cost for plan year as of valuation date2021-03-312,867,100
Prior year credit balance2021-03-316,047,099
Amortization credits as of valuation date2021-03-311,577,454
2020: IBEW LOCAL 684 PENSION TRUST 2020 401k membership
Total participants, beginning-of-year2020-04-01660
Total number of active participants reported on line 7a of the Form 55002020-04-01422
Number of retired or separated participants receiving benefits2020-04-01150
Number of other retired or separated participants entitled to future benefits2020-04-01120
Total of all active and inactive participants2020-04-01692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-010
Total participants2020-04-01692
Number of participants with account balances2020-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-0152
Number of employers contributing to the scheme2020-04-0139
Current value of assets2020-03-3156,350,885
Acturial value of assets for funding standard account2020-03-3157,349,521
Accrued liability for plan using immediate gains methods2020-03-3164,562,258
Accrued liability under unit credit cost method2020-03-3164,562,258
RPA 94 current liability2020-03-31113,684,780
Expected increase in current liability due to benefits accruing during the plan year2020-03-314,866,546
Expected release from RPA 94 current liability for plan year2020-03-313,614,048
Expected plan disbursements for the plan year2020-03-313,807,849
Current value of assets2020-03-3156,350,885
Number of retired participants and beneficiaries receiving payment2020-03-31184
Current liability for retired participants and beneficiaries receiving payment2020-03-3142,481,393
Number of terminated vested participants2020-03-31131
Current liability for terminated vested participants2020-03-3125,162,879
Current liability for active participants non vested benefits2020-03-315,940,558
Current liability for active participants vested benefits2020-03-3140,099,950
Total number of active articipats2020-03-31325
Current liability for active participants2020-03-3146,040,508
Total participant count with liabilities2020-03-31640
Total current liabilitoes for participants with libailities2020-03-31113,684,780
Total employer contributions in plan year2020-03-314,288,686
Employer’s normal cost for plan year as of valuation date2020-03-312,257,976
Prior year credit balance2020-03-315,003,578
Amortization credits as of valuation date2020-03-311,577,457
2019: IBEW LOCAL 684 PENSION TRUST 2019 401k membership
Total participants, beginning-of-year2019-04-01686
Total number of active participants reported on line 7a of the Form 55002019-04-01400
Number of retired or separated participants receiving benefits2019-04-01146
Number of other retired or separated participants entitled to future benefits2019-04-01114
Total of all active and inactive participants2019-04-01660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-010
Total participants2019-04-01660
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-0160
Number of employers contributing to the scheme2019-04-0137
Current value of assets2019-03-3154,666,037
Acturial value of assets for funding standard account2019-03-3153,987,575
Accrued liability for plan using immediate gains methods2019-03-3161,759,697
Accrued liability under unit credit cost method2019-03-3161,759,697
RPA 94 current liability2019-03-31111,397,096
Expected increase in current liability due to benefits accruing during the plan year2019-03-315,205,335
Expected release from RPA 94 current liability for plan year2019-03-313,430,220
Expected plan disbursements for the plan year2019-03-313,624,021
Current value of assets2019-03-3154,666,037
Number of retired participants and beneficiaries receiving payment2019-03-31186
Current liability for retired participants and beneficiaries receiving payment2019-03-3144,432,661
Number of terminated vested participants2019-03-31113
Current liability for terminated vested participants2019-03-3122,079,573
Current liability for active participants non vested benefits2019-03-315,567,362
Current liability for active participants vested benefits2019-03-3139,317,500
Total number of active articipats2019-03-31311
Current liability for active participants2019-03-3144,884,862
Total participant count with liabilities2019-03-31610
Total current liabilitoes for participants with libailities2019-03-31111,397,096
Total employer contributions in plan year2019-03-313,592,947
Employer’s normal cost for plan year as of valuation date2019-03-312,307,021
Prior year credit balance2019-03-314,666,470
Amortization credits as of valuation date2019-03-311,639,338
2018: IBEW LOCAL 684 PENSION TRUST 2018 401k membership
Total participants, beginning-of-year2018-04-01620
Total number of active participants reported on line 7a of the Form 55002018-04-01370
Number of retired or separated participants receiving benefits2018-04-01183
Number of other retired or separated participants entitled to future benefits2018-04-01108
Total of all active and inactive participants2018-04-01661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-0125
Total participants2018-04-01686
Number of participants with account balances2018-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-0147
Number of employers contributing to the scheme2018-04-0139
Current value of assets2018-03-3150,653,637
Acturial value of assets for funding standard account2018-03-3151,325,308
Accrued liability for plan using immediate gains methods2018-03-3158,294,850
Accrued liability under unit credit cost method2018-03-3158,294,850
RPA 94 current liability2018-03-31100,549,067
Expected increase in current liability due to benefits accruing during the plan year2018-03-314,199,674
Expected release from RPA 94 current liability for plan year2018-03-313,429,934
Expected plan disbursements for the plan year2018-03-313,623,735
Current value of assets2018-03-3150,653,637
Number of retired participants and beneficiaries receiving payment2018-03-31192
Current liability for retired participants and beneficiaries receiving payment2018-03-3143,532,349
Number of terminated vested participants2018-03-31116
Current liability for terminated vested participants2018-03-3120,634,612
Current liability for active participants non vested benefits2018-03-313,520,345
Current liability for active participants vested benefits2018-03-3132,861,761
Total number of active articipats2018-03-31270
Current liability for active participants2018-03-3136,382,106
Total participant count with liabilities2018-03-31578
Total current liabilitoes for participants with libailities2018-03-31100,549,067
Total employer contributions in plan year2018-03-313,656,614
Prior year funding deficiency2018-03-310
Employer’s normal cost for plan year as of valuation date2018-03-311,917,661
Prior year credit balance2018-03-314,107,201
Amortization credits as of valuation date2018-03-311,639,340
2017: IBEW LOCAL 684 PENSION TRUST 2017 401k membership
Total participants, beginning-of-year2017-04-01638
Total number of active participants reported on line 7a of the Form 55002017-04-01312
Number of retired or separated participants receiving benefits2017-04-01183
Number of other retired or separated participants entitled to future benefits2017-04-01101
Total of all active and inactive participants2017-04-01596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-0124
Total participants2017-04-01620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-0133
Number of employers contributing to the scheme2017-04-0138
Current value of assets2017-03-3146,779,455
Acturial value of assets for funding standard account2017-03-3149,298,392
Accrued liability for plan using immediate gains methods2017-03-3155,877,486
Accrued liability under unit credit cost method2017-03-3155,877,486
RPA 94 current liability2017-03-3193,352,088
Expected increase in current liability due to benefits accruing during the plan year2017-03-313,756,727
Expected release from RPA 94 current liability for plan year2017-03-313,290,544
Expected plan disbursements for the plan year2017-03-313,484,345
Current value of assets2017-03-3146,779,455
Number of retired participants and beneficiaries receiving payment2017-03-31189
Current liability for retired participants and beneficiaries receiving payment2017-03-3140,959,113
Number of terminated vested participants2017-03-31107
Current liability for terminated vested participants2017-03-3118,974,922
Current liability for active participants non vested benefits2017-03-312,849,209
Current liability for active participants vested benefits2017-03-3130,568,844
Total number of active articipats2017-03-31274
Current liability for active participants2017-03-3133,418,053
Total participant count with liabilities2017-03-31570
Total current liabilitoes for participants with libailities2017-03-3193,352,088
Total employer contributions in plan year2017-03-313,404,736
Employer’s normal cost for plan year as of valuation date2017-03-311,822,338
Prior year credit balance2017-03-313,648,970
Amortization credits as of valuation date2017-03-311,639,341
2016: IBEW LOCAL 684 PENSION TRUST 2016 401k membership
Total participants, beginning-of-year2016-04-01610
Total number of active participants reported on line 7a of the Form 55002016-04-01315
Number of retired or separated participants receiving benefits2016-04-01190
Number of other retired or separated participants entitled to future benefits2016-04-01102
Total of all active and inactive participants2016-04-01607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-0131
Total participants2016-04-01638
Number of participants with account balances2016-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-0133
Number of employers contributing to the scheme2016-04-0137
Current value of assets2016-03-3147,504,636
Acturial value of assets for funding standard account2016-03-3147,116,166
Accrued liability for plan using immediate gains methods2016-03-3154,408,039
Unfunded liability for methods with bases using spread gains methods2016-03-310
Accrued liabiliy under entry age normal method2016-03-310
Normal cost under entry age normal method2016-03-310
Accrued liability under unit credit cost method2016-03-3154,408,039
RPA 94 current liability2016-03-3188,544,854
Expected increase in current liability due to benefits accruing during the plan year2016-03-311,612,787
Expected release from RPA 94 current liability for plan year2016-03-313,250,262
Expected plan disbursements for the plan year2016-03-313,444,063
Current value of assets2016-03-3147,504,636
Number of retired participants and beneficiaries receiving payment2016-03-31186
Current liability for retired participants and beneficiaries receiving payment2016-03-3139,839,425
Number of terminated vested participants2016-03-31115
Current liability for terminated vested participants2016-03-3118,456,565
Current liability for active participants non vested benefits2016-03-312,007,755
Current liability for active participants vested benefits2016-03-3128,241,109
Total number of active articipats2016-03-31236
Current liability for active participants2016-03-3130,248,864
Total participant count with liabilities2016-03-31537
Total current liabilitoes for participants with libailities2016-03-3188,544,854
Total employer contributions in plan year2016-03-313,253,100
Prior year funding deficiency2016-03-310
Employer’s normal cost for plan year as of valuation date2016-03-31923,318
Prior year credit balance2016-03-312,362,842
Amortization credits as of valuation date2016-03-311,639,343
2015: IBEW LOCAL 684 PENSION TRUST 2015 401k membership
Total participants, beginning-of-year2015-04-01586
Total number of active participants reported on line 7a of the Form 55002015-04-01291
Number of retired or separated participants receiving benefits2015-04-01189
Number of other retired or separated participants entitled to future benefits2015-04-0199
Total of all active and inactive participants2015-04-01579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-0131
Total participants2015-04-01610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-0132
Number of employers contributing to the scheme2015-04-0137
Current value of assets2015-03-3145,769,788
Acturial value of assets for funding standard account2015-03-3143,858,323
Accrued liability for plan using immediate gains methods2015-03-3153,635,324
Unfunded liability for methods with bases using spread gains methods2015-03-310
Accrued liabiliy under entry age normal method2015-03-310
Normal cost under entry age normal method2015-03-310
Accrued liability under unit credit cost method2015-03-3153,635,324
RPA 94 current liability2015-03-3183,774,188
Expected increase in current liability due to benefits accruing during the plan year2015-03-311,463,019
Expected release from RPA 94 current liability for plan year2015-03-313,198,996
Expected plan disbursements for the plan year2015-03-313,198,996
Current value of assets2015-03-3145,769,788
Number of retired participants and beneficiaries receiving payment2015-03-31186
Current liability for retired participants and beneficiaries receiving payment2015-03-3138,375,608
Number of terminated vested participants2015-03-31115
Current liability for terminated vested participants2015-03-3116,788,292
Current liability for active participants non vested benefits2015-03-311,611,630
Current liability for active participants vested benefits2015-03-3126,998,658
Total number of active articipats2015-03-31232
Current liability for active participants2015-03-3128,610,288
Total participant count with liabilities2015-03-31533
Total current liabilitoes for participants with libailities2015-03-3183,774,188
Total employer contributions in plan year2015-03-312,419,677
Prior year funding deficiency2015-03-310
Employer’s normal cost for plan year as of valuation date2015-03-31673,685
Prior year credit balance2015-03-311,574,558
Amortization credits as of valuation date2015-03-311,777,956
2014: IBEW LOCAL 684 PENSION TRUST 2014 401k membership
Total participants, beginning-of-year2014-04-01584
Total number of active participants reported on line 7a of the Form 55002014-04-01266
Number of retired or separated participants receiving benefits2014-04-01188
Number of other retired or separated participants entitled to future benefits2014-04-01106
Total of all active and inactive participants2014-04-01560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-0126
Total participants2014-04-01586
Number of participants with account balances2014-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-0124
Number of employers contributing to the scheme2014-04-0136
Current value of assets2014-03-3142,402,727
Acturial value of assets for funding standard account2014-03-3141,563,521
Accrued liability for plan using immediate gains methods2014-03-3150,730,921
Accrued liability under unit credit cost method2014-03-3150,730,921
RPA 94 current liability2014-03-3181,383,349
Expected increase in current liability due to benefits accruing during the plan year2014-03-311,721,303
Expected release from RPA 94 current liability for plan year2014-03-313,118,234
Expected plan disbursements for the plan year2014-03-313,110,282
Current value of assets2014-03-3142,402,727
Number of retired participants and beneficiaries receiving payment2014-03-31186
Current liability for retired participants and beneficiaries receiving payment2014-03-3138,274,930
Number of terminated vested participants2014-03-3198
Current liability for terminated vested participants2014-03-3113,290,327
Current liability for active participants non vested benefits2014-03-311,683,865
Current liability for active participants vested benefits2014-03-3128,134,227
Total number of active articipats2014-03-31230
Current liability for active participants2014-03-3129,818,092
Total participant count with liabilities2014-03-31514
Total current liabilitoes for participants with libailities2014-03-3181,383,349
Total employer contributions in plan year2014-03-311,884,555
Employer’s normal cost for plan year as of valuation date2014-03-31796,611
Prior year credit balance2014-03-311,187,194
Amortization credits as of valuation date2014-03-311,870,644
2013: IBEW LOCAL 684 PENSION TRUST 2013 401k membership
Total participants, beginning-of-year2013-04-01543
Total number of active participants reported on line 7a of the Form 55002013-04-01272
Number of retired or separated participants receiving benefits2013-04-01188
Number of other retired or separated participants entitled to future benefits2013-04-0196
Total of all active and inactive participants2013-04-01556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-0128
Total participants2013-04-01584
Number of participants with account balances2013-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-0116
Number of employers contributing to the scheme2013-04-0135
2012: IBEW LOCAL 684 PENSION TRUST 2012 401k membership
Total participants, beginning-of-year2012-04-01493
Total number of active participants reported on line 7a of the Form 55002012-04-01241
Number of retired or separated participants receiving benefits2012-04-01186
Number of other retired or separated participants entitled to future benefits2012-04-0195
Total of all active and inactive participants2012-04-01522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-0121
Total participants2012-04-01543
Number of participants with account balances2012-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-0123
Number of employers contributing to the scheme2012-04-0141
2011: IBEW LOCAL 684 PENSION TRUST 2011 401k membership
Total participants, beginning-of-year2011-04-01473
Total number of active participants reported on line 7a of the Form 55002011-04-01184
Number of retired or separated participants receiving benefits2011-04-01183
Number of other retired or separated participants entitled to future benefits2011-04-01103
Total of all active and inactive participants2011-04-01470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-0123
Total participants2011-04-01493
Number of participants with account balances2011-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-0144
Number of employers contributing to the scheme2011-04-0144
2010: IBEW LOCAL 684 PENSION TRUST 2010 401k membership
Total participants, beginning-of-year2010-04-01518
Total number of active participants reported on line 7a of the Form 55002010-04-01135
Number of retired or separated participants receiving benefits2010-04-01177
Number of other retired or separated participants entitled to future benefits2010-04-01136
Total of all active and inactive participants2010-04-01448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-04-0125
Total participants2010-04-01473
Number of participants with account balances2010-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-04-0174
Number of employers contributing to the scheme2010-04-0142
2009: IBEW LOCAL 684 PENSION TRUST 2009 401k membership
Total participants, beginning-of-year2009-04-01472
Total number of active participants reported on line 7a of the Form 55002009-04-01247
Number of retired or separated participants receiving benefits2009-04-01168
Number of other retired or separated participants entitled to future benefits2009-04-0174
Total of all active and inactive participants2009-04-01489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-0129
Total participants2009-04-01518
Number of participants with account balances2009-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-0160
Number of employers contributing to the scheme2009-04-0141

Financial Data on IBEW LOCAL 684 PENSION TRUST

Measure Date Value
2023 : IBEW LOCAL 684 PENSION TRUST 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-03-31$-164,783
Total unrealized appreciation/depreciation of assets2023-03-31$-164,783
Total transfer of assets to this plan2023-03-31$120,941
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$82,607
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$571,310
Total income from all sources (including contributions)2023-03-31$1,988,132
Total loss/gain on sale of assets2023-03-31$48,944
Total of all expenses incurred2023-03-31$4,362,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$3,746,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$5,137,047
Value of total assets at end of year2023-03-31$69,158,302
Value of total assets at beginning of year2023-03-31$71,899,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$615,623
Total interest from all sources2023-03-31$43,977
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$1,475,436
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-03-31$1,475,436
Administrative expenses professional fees incurred2023-03-31$101,137
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$500,000
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Assets. Other investments not covered elsewhere at end of year2023-03-31$317,178
Assets. Other investments not covered elsewhere at beginning of year2023-03-31$382,869
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-03-31$46,026
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-03-31$65,762
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-03-31$40,505
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-03-31$524,213
Administrative expenses (other) incurred2023-03-31$83,126
Liabilities. Value of operating payables at end of year2023-03-31$42,102
Liabilities. Value of operating payables at beginning of year2023-03-31$47,097
Total non interest bearing cash at end of year2023-03-31$322,943
Total non interest bearing cash at beginning of year2023-03-31$971,522
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$-2,373,890
Value of net assets at end of year (total assets less liabilities)2023-03-31$69,075,695
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$71,328,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Assets. partnership/joint venture interests at end of year2023-03-31$4,640,042
Assets. partnership/joint venture interests at beginning of year2023-03-31$4,331,555
Investment advisory and management fees2023-03-31$339,053
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-03-31$36,572,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-03-31$37,381,009
Interest earned on other investments2023-03-31$43,179
Value of interest in common/collective trusts at end of year2023-03-31$18,296,377
Value of interest in common/collective trusts at beginning of year2023-03-31$20,122,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-03-31$1,658,072
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-03-31$1,270,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-03-31$1,270,953
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-03-31$798
Assets. Value of investments in 103.12 investment entities at end of year2023-03-31$6,386,024
Assets. Value of investments in 103.12 investment entities at beginning of year2023-03-31$6,639,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-03-31$-3,264,509
Net investment gain or loss from common/collective trusts2023-03-31$-522,325
Net gain/loss from 103.12 investment entities2023-03-31$-765,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31Yes
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Contributions received in cash from employer2023-03-31$5,137,047
Employer contributions (assets) at end of year2023-03-31$631,719
Employer contributions (assets) at beginning of year2023-03-31$725,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$3,746,399
Contract administrator fees2023-03-31$92,307
Assets. Value of buildings and other operty used in plan operation at end of year2023-03-31$286,940
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-03-31$8,180
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Aggregate proceeds on sale of assets2023-03-31$1,206,827
Aggregate carrying amount (costs) on sale of assets2023-03-31$1,157,883
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2023-03-31952036255
2022 : IBEW LOCAL 684 PENSION TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-03-31$-2,800
Total unrealized appreciation/depreciation of assets2022-03-31$-2,800
Total transfer of assets to this plan2022-03-31$75,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$571,310
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$1,034,855
Total income from all sources (including contributions)2022-03-31$7,104,033
Total loss/gain on sale of assets2022-03-31$67,518
Total of all expenses incurred2022-03-31$4,243,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$3,626,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$4,824,285
Value of total assets at end of year2022-03-31$71,899,954
Value of total assets at beginning of year2022-03-31$69,428,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$617,529
Total interest from all sources2022-03-31$50,728
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$1,808,945
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-03-31$1,808,945
Administrative expenses professional fees incurred2022-03-31$95,971
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2022-03-310
Minimum employer required contribution for this plan year2022-03-31$0
Amount contributed by the employer to the plan for this plan year2022-03-31$0
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Assets. Other investments not covered elsewhere at end of year2022-03-31$382,869
Assets. Other investments not covered elsewhere at beginning of year2022-03-31$442,503
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-03-31$65,762
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-03-31$36,749
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-03-31$524,213
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-03-31$979,657
Administrative expenses (other) incurred2022-03-31$77,926
Liabilities. Value of operating payables at end of year2022-03-31$47,097
Liabilities. Value of operating payables at beginning of year2022-03-31$55,198
Total non interest bearing cash at end of year2022-03-31$971,522
Total non interest bearing cash at beginning of year2022-03-31$1,443,794
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$2,860,237
Value of net assets at end of year (total assets less liabilities)2022-03-31$71,328,644
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$68,393,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Assets. partnership/joint venture interests at end of year2022-03-31$4,331,555
Assets. partnership/joint venture interests at beginning of year2022-03-31$4,518,721
Investment advisory and management fees2022-03-31$354,013
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-03-31$37,381,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-03-31$38,843,758
Interest earned on other investments2022-03-31$50,728
Value of interest in common/collective trusts at end of year2022-03-31$20,122,364
Value of interest in common/collective trusts at beginning of year2022-03-31$17,812,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-03-31$1,270,953
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-03-31$589,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-03-31$589,958
Assets. Value of investments in 103.12 investment entities at end of year2022-03-31$6,639,917
Assets. Value of investments in 103.12 investment entities at beginning of year2022-03-31$5,208,284
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-03-31$-1,923,717
Net investment gain or loss from common/collective trusts2022-03-31$1,968,771
Net gain/loss from 103.12 investment entities2022-03-31$310,303
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31Yes
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Contributions received in cash from employer2022-03-31$4,824,285
Employer contributions (assets) at end of year2022-03-31$725,823
Employer contributions (assets) at beginning of year2022-03-31$524,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$3,626,267
Contract administrator fees2022-03-31$89,619
Assets. Value of buildings and other operty used in plan operation at end of year2022-03-31$8,180
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-03-31$7,098
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Aggregate proceeds on sale of assets2022-03-31$3,475,332
Aggregate carrying amount (costs) on sale of assets2022-03-31$3,407,814
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2022-03-31952036255
2021 : IBEW LOCAL 684 PENSION TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-03-31$442,877
Total unrealized appreciation/depreciation of assets2021-03-31$442,877
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$1,034,855
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$734,640
Total income from all sources (including contributions)2021-03-31$17,875,024
Total loss/gain on sale of assets2021-03-31$3,797
Total of all expenses incurred2021-03-31$4,107,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$3,548,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$4,057,971
Value of total assets at end of year2021-03-31$69,428,262
Value of total assets at beginning of year2021-03-31$55,360,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$558,183
Total interest from all sources2021-03-31$57,759
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$1,352,673
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-03-31$1,352,673
Administrative expenses professional fees incurred2021-03-31$107,193
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-03-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-31$0
Minimum employer required contribution for this plan year2021-03-31$0
Amount contributed by the employer to the plan for this plan year2021-03-31$0
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Assets. Other investments not covered elsewhere at end of year2021-03-31$442,503
Assets. Other investments not covered elsewhere at beginning of year2021-03-31$496,638
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-03-31$36,749
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-03-31$29,862
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-03-31$979,657
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-03-31$683,818
Administrative expenses (other) incurred2021-03-31$68,565
Liabilities. Value of operating payables at end of year2021-03-31$55,198
Liabilities. Value of operating payables at beginning of year2021-03-31$50,822
Total non interest bearing cash at end of year2021-03-31$1,443,794
Total non interest bearing cash at beginning of year2021-03-31$-241,888
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$13,768,010
Value of net assets at end of year (total assets less liabilities)2021-03-31$68,393,407
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$54,625,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Assets. partnership/joint venture interests at end of year2021-03-31$4,518,721
Assets. partnership/joint venture interests at beginning of year2021-03-31$4,096,349
Investment advisory and management fees2021-03-31$295,704
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$38,843,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$31,622,816
Interest earned on other investments2021-03-31$57,749
Value of interest in common/collective trusts at end of year2021-03-31$17,812,431
Value of interest in common/collective trusts at beginning of year2021-03-31$13,515,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-03-31$589,958
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-03-31$1,365,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-03-31$1,365,418
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-03-31$10
Assets. Value of investments in 103.12 investment entities at end of year2021-03-31$5,208,284
Assets. Value of investments in 103.12 investment entities at beginning of year2021-03-31$4,053,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-03-31$7,907,988
Net investment gain or loss from common/collective trusts2021-03-31$3,131,653
Net gain/loss from 103.12 investment entities2021-03-31$920,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31Yes
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Contributions received in cash from employer2021-03-31$4,057,971
Employer contributions (assets) at end of year2021-03-31$524,966
Employer contributions (assets) at beginning of year2021-03-31$414,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$3,548,831
Contract administrator fees2021-03-31$86,721
Assets. Value of buildings and other operty used in plan operation at end of year2021-03-31$7,098
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-03-31$8,073
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Aggregate proceeds on sale of assets2021-03-31$1,367,901
Aggregate carrying amount (costs) on sale of assets2021-03-31$1,364,104
Opinion of an independent qualified public accountant for this plan2021-03-31Unqualified
Accountancy firm name2021-03-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2021-03-31952036255
2020 : IBEW LOCAL 684 PENSION TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-03-31$106,523
Total unrealized appreciation/depreciation of assets2020-03-31$106,523
Total transfer of assets to this plan2020-03-31$300,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$734,640
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$78,540
Total income from all sources (including contributions)2020-03-31$1,891,365
Total loss/gain on sale of assets2020-03-31$1,757
Total of all expenses incurred2020-03-31$3,916,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$3,407,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$4,288,686
Value of total assets at end of year2020-03-31$55,360,037
Value of total assets at beginning of year2020-03-31$56,429,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$509,719
Total interest from all sources2020-03-31$59,855
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$1,237,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-03-31$1,237,981
Administrative expenses professional fees incurred2020-03-31$89,275
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$500,000
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Assets. Other investments not covered elsewhere at end of year2020-03-31$496,638
Assets. Other investments not covered elsewhere at beginning of year2020-03-31$2,517,036
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-03-31$29,862
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-03-31$1,357,398
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-03-31$683,818
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-03-31$40,081
Administrative expenses (other) incurred2020-03-31$86,394
Liabilities. Value of operating payables at end of year2020-03-31$50,822
Liabilities. Value of operating payables at beginning of year2020-03-31$38,459
Total non interest bearing cash at end of year2020-03-31$-241,888
Total non interest bearing cash at beginning of year2020-03-31$366,370
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$-2,025,488
Value of net assets at end of year (total assets less liabilities)2020-03-31$54,625,397
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$56,350,885
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Assets. partnership/joint venture interests at end of year2020-03-31$4,096,349
Assets. partnership/joint venture interests at beginning of year2020-03-31$4,031,978
Investment advisory and management fees2020-03-31$250,553
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$31,622,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$35,123,743
Interest earned on other investments2020-03-31$59,419
Value of interest in common/collective trusts at end of year2020-03-31$13,515,323
Value of interest in common/collective trusts at beginning of year2020-03-31$9,520,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-03-31$1,365,418
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-03-31$311,989
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-03-31$311,989
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-03-31$436
Assets. Value of investments in 103.12 investment entities at end of year2020-03-31$4,053,418
Assets. Value of investments in 103.12 investment entities at beginning of year2020-03-31$2,708,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-31$-2,701,256
Net investment gain or loss from common/collective trusts2020-03-31$-877,158
Net gain/loss from 103.12 investment entities2020-03-31$-225,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31Yes
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Contributions received in cash from employer2020-03-31$4,288,686
Employer contributions (assets) at end of year2020-03-31$414,028
Employer contributions (assets) at beginning of year2020-03-31$484,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$3,407,134
Contract administrator fees2020-03-31$83,497
Assets. Value of buildings and other operty used in plan operation at end of year2020-03-31$8,073
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-03-31$7,471
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Aggregate proceeds on sale of assets2020-03-31$3,667,348
Aggregate carrying amount (costs) on sale of assets2020-03-31$3,665,591
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31No
Opinion of an independent qualified public accountant for this plan2020-03-31Unqualified
Accountancy firm name2020-03-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2020-03-31952036255
2019 : IBEW LOCAL 684 PENSION TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-03-31$349,313
Total unrealized appreciation/depreciation of assets2019-03-31$349,313
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$78,540
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$188,131
Total income from all sources (including contributions)2019-03-31$5,435,967
Total of all expenses incurred2019-03-31$3,751,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$3,390,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$3,592,947
Value of total assets at end of year2019-03-31$56,429,425
Value of total assets at beginning of year2019-03-31$54,854,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$360,567
Total interest from all sources2019-03-31$69,459
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$1,510,202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-03-31$1,510,202
Administrative expenses professional fees incurred2019-03-31$82,522
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$500,000
If this is an individual account plan, was there a blackout period2019-03-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-03-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-03-31$0
Minimum employer required contribution for this plan year2019-03-31$0
Amount contributed by the employer to the plan for this plan year2019-03-31$0
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Assets. Other investments not covered elsewhere at end of year2019-03-31$2,517,036
Assets. Other investments not covered elsewhere at beginning of year2019-03-31$7,544,071
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-03-31$1,357,398
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-03-31$50,739
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-03-31$40,081
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-03-31$139,444
Administrative expenses (other) incurred2019-03-31$62,860
Liabilities. Value of operating payables at end of year2019-03-31$38,459
Liabilities. Value of operating payables at beginning of year2019-03-31$48,687
Total non interest bearing cash at end of year2019-03-31$366,370
Total non interest bearing cash at beginning of year2019-03-31$188,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$1,684,848
Value of net assets at end of year (total assets less liabilities)2019-03-31$56,350,885
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$54,666,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Assets. partnership/joint venture interests at end of year2019-03-31$4,031,978
Assets. partnership/joint venture interests at beginning of year2019-03-31$0
Investment advisory and management fees2019-03-31$134,022
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-31$35,123,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-31$37,341,022
Interest earned on other investments2019-03-31$69,231
Value of interest in common/collective trusts at end of year2019-03-31$9,520,669
Value of interest in common/collective trusts at beginning of year2019-03-31$8,621,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-03-31$311,989
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-03-31$432,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-03-31$432,984
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-03-31$228
Assets. Value of investments in 103.12 investment entities at end of year2019-03-31$2,708,084
Assets. Value of investments in 103.12 investment entities at beginning of year2019-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-03-31$-727,502
Net investment gain or loss from common/collective trusts2019-03-31$608,970
Net gain/loss from 103.12 investment entities2019-03-31$32,578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31Yes
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Contributions received in cash from employer2019-03-31$3,592,947
Employer contributions (assets) at end of year2019-03-31$484,687
Employer contributions (assets) at beginning of year2019-03-31$425,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$3,390,552
Contract administrator fees2019-03-31$81,163
Assets. Value of buildings and other operty used in plan operation at end of year2019-03-31$7,471
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-03-31$249,671
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31No
Opinion of an independent qualified public accountant for this plan2019-03-31Unqualified
Accountancy firm name2019-03-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2019-03-31952036255
2018 : IBEW LOCAL 684 PENSION TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-03-31$878,871
Total unrealized appreciation/depreciation of assets2018-03-31$878,871
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$188,131
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$69,558
Total income from all sources (including contributions)2018-03-31$7,758,294
Total loss/gain on sale of assets2018-03-31$36,586
Total of all expenses incurred2018-03-31$3,745,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$3,372,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$3,656,614
Value of total assets at end of year2018-03-31$54,854,168
Value of total assets at beginning of year2018-03-31$50,723,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$373,375
Total interest from all sources2018-03-31$64,770
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$1,150,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-03-31$1,150,637
Administrative expenses professional fees incurred2018-03-31$102,102
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$500,000
If this is an individual account plan, was there a blackout period2018-03-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-03-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-31$0
Minimum employer required contribution for this plan year2018-03-31$0
Amount contributed by the employer to the plan for this plan year2018-03-31$0
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Assets. Other investments not covered elsewhere at end of year2018-03-31$7,544,071
Assets. Other investments not covered elsewhere at beginning of year2018-03-31$9,617,595
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-03-31$50,739
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-03-31$51,610
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-03-31$139,444
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-03-31$0
Administrative expenses (other) incurred2018-03-31$63,353
Liabilities. Value of operating payables at end of year2018-03-31$48,687
Liabilities. Value of operating payables at beginning of year2018-03-31$69,558
Total non interest bearing cash at end of year2018-03-31$188,200
Total non interest bearing cash at beginning of year2018-03-31$105,219
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$4,012,400
Value of net assets at end of year (total assets less liabilities)2018-03-31$54,666,037
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$50,653,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Investment advisory and management fees2018-03-31$127,230
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$37,341,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$31,863,384
Interest earned on other investments2018-03-31$64,757
Value of interest in common/collective trusts at end of year2018-03-31$8,621,576
Value of interest in common/collective trusts at beginning of year2018-03-31$7,838,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-03-31$432,984
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-03-31$460,584
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-03-31$460,584
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-03-31$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-03-31$1,305,483
Net investment gain or loss from common/collective trusts2018-03-31$665,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31Yes
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Contributions received in cash from employer2018-03-31$3,656,614
Employer contributions (assets) at end of year2018-03-31$425,905
Employer contributions (assets) at beginning of year2018-03-31$532,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$3,372,519
Contract administrator fees2018-03-31$80,690
Assets. Value of buildings and other operty used in plan operation at end of year2018-03-31$249,671
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-03-31$253,658
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Aggregate proceeds on sale of assets2018-03-31$6,686,167
Aggregate carrying amount (costs) on sale of assets2018-03-31$6,649,581
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31No
Opinion of an independent qualified public accountant for this plan2018-03-31Unqualified
Accountancy firm name2018-03-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2018-03-31952036255
2017 : IBEW LOCAL 684 PENSION TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-03-31$927,210
Total unrealized appreciation/depreciation of assets2017-03-31$927,210
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$69,558
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$38,299
Total income from all sources (including contributions)2017-03-31$7,516,101
Total of all expenses incurred2017-03-31$3,641,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$3,301,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$3,404,736
Value of total assets at end of year2017-03-31$50,723,195
Value of total assets at beginning of year2017-03-31$46,817,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$340,040
Total interest from all sources2017-03-31$67,315
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$898,756
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-03-31$898,756
Administrative expenses professional fees incurred2017-03-31$84,295
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$500,000
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Assets. Other investments not covered elsewhere at end of year2017-03-31$9,617,595
Assets. Other investments not covered elsewhere at beginning of year2017-03-31$8,733,246
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-03-31$51,610
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-03-31$42,228
Administrative expenses (other) incurred2017-03-31$66,775
Liabilities. Value of operating payables at end of year2017-03-31$69,558
Liabilities. Value of operating payables at beginning of year2017-03-31$38,299
Total non interest bearing cash at end of year2017-03-31$105,219
Total non interest bearing cash at beginning of year2017-03-31$277,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$3,874,182
Value of net assets at end of year (total assets less liabilities)2017-03-31$50,653,637
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$46,779,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Investment advisory and management fees2017-03-31$122,896
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-03-31$31,863,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-31$34,364,716
Interest earned on other investments2017-03-31$66,978
Value of interest in common/collective trusts at end of year2017-03-31$7,838,512
Value of interest in common/collective trusts at beginning of year2017-03-31$2,936,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-03-31$460,584
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-03-31$144,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-03-31$144,589
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-03-31$337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-03-31$1,536,125
Net investment gain or loss from common/collective trusts2017-03-31$681,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31Yes
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$3,404,736
Employer contributions (assets) at end of year2017-03-31$532,633
Employer contributions (assets) at beginning of year2017-03-31$290,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$3,301,879
Contract administrator fees2017-03-31$66,074
Assets. Value of buildings and other operty used in plan operation at end of year2017-03-31$253,658
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-03-31$28,492
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31No
Opinion of an independent qualified public accountant for this plan2017-03-31Unqualified
Accountancy firm name2017-03-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2017-03-31952036255
2016 : IBEW LOCAL 684 PENSION TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-03-31$54,458
Total unrealized appreciation/depreciation of assets2016-03-31$54,458
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$38,299
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$105,017
Total income from all sources (including contributions)2016-03-31$2,762,657
Total of all expenses incurred2016-03-31$3,487,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$3,248,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$3,253,100
Value of total assets at end of year2016-03-31$46,817,754
Value of total assets at beginning of year2016-03-31$47,609,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$239,532
Total interest from all sources2016-03-31$70,283
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$1,380,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-03-31$1,380,264
Administrative expenses professional fees incurred2016-03-31$70,154
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-03-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
Minimum employer required contribution for this plan year2016-03-31$0
Amount contributed by the employer to the plan for this plan year2016-03-31$0
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Assets. Other investments not covered elsewhere at end of year2016-03-31$8,733,246
Assets. Other investments not covered elsewhere at beginning of year2016-03-31$8,717,729
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-03-31$42,228
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-03-31$45,195
Administrative expenses (other) incurred2016-03-31$61,738
Liabilities. Value of operating payables at end of year2016-03-31$38,299
Liabilities. Value of operating payables at beginning of year2016-03-31$105,017
Total non interest bearing cash at end of year2016-03-31$277,392
Total non interest bearing cash at beginning of year2016-03-31$251,032
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$-725,181
Value of net assets at end of year (total assets less liabilities)2016-03-31$46,779,455
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$47,504,636
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Investment advisory and management fees2016-03-31$43,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$34,364,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$35,036,010
Interest earned on other investments2016-03-31$70,278
Value of interest in common/collective trusts at end of year2016-03-31$2,936,112
Value of interest in common/collective trusts at beginning of year2016-03-31$2,880,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-03-31$144,589
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-03-31$341,751
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-03-31$341,751
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-03-31$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-03-31$-2,051,557
Net investment gain or loss from common/collective trusts2016-03-31$56,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$3,253,100
Employer contributions (assets) at end of year2016-03-31$290,979
Employer contributions (assets) at beginning of year2016-03-31$331,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$3,248,306
Contract administrator fees2016-03-31$63,840
Assets. Value of buildings and other operty used in plan operation at end of year2016-03-31$28,492
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-03-31$6,237
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31No
Opinion of an independent qualified public accountant for this plan2016-03-31Unqualified
Accountancy firm name2016-03-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2016-03-31952036255
2015 : IBEW LOCAL 684 PENSION TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-03-31$408,416
Total unrealized appreciation/depreciation of assets2015-03-31$408,416
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$105,017
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$25,783
Total income from all sources (including contributions)2015-03-31$5,114,489
Total of all expenses incurred2015-03-31$3,379,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$3,136,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$2,419,677
Value of total assets at end of year2015-03-31$47,609,653
Value of total assets at beginning of year2015-03-31$45,795,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$242,958
Total interest from all sources2015-03-31$84,668
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$1,085,093
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-03-31$1,085,093
Administrative expenses professional fees incurred2015-03-31$85,279
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-03-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
Funding deficiency by the employer to the plan for this plan year2015-03-31$0
Minimum employer required contribution for this plan year2015-03-31$0
Amount contributed by the employer to the plan for this plan year2015-03-31$0
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Assets. Other investments not covered elsewhere at end of year2015-03-31$8,717,729
Assets. Other investments not covered elsewhere at beginning of year2015-03-31$8,346,834
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-03-31$45,195
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-03-31$47,673
Other income not declared elsewhere2015-03-31$221
Administrative expenses (other) incurred2015-03-31$54,560
Liabilities. Value of operating payables at end of year2015-03-31$105,017
Liabilities. Value of operating payables at beginning of year2015-03-31$25,783
Total non interest bearing cash at end of year2015-03-31$251,032
Total non interest bearing cash at beginning of year2015-03-31$240,111
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$1,734,848
Value of net assets at end of year (total assets less liabilities)2015-03-31$47,504,636
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$45,769,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Investment advisory and management fees2015-03-31$42,161
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-03-31$35,036,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-03-31$33,786,532
Interest earned on other investments2015-03-31$84,542
Value of interest in common/collective trusts at end of year2015-03-31$2,880,003
Value of interest in common/collective trusts at beginning of year2015-03-31$2,817,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-03-31$341,751
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-03-31$344,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-03-31$344,101
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-03-31$126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-03-31$1,054,203
Net investment gain or loss from common/collective trusts2015-03-31$62,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31Yes
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$2,419,677
Employer contributions (assets) at end of year2015-03-31$331,696
Employer contributions (assets) at beginning of year2015-03-31$205,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$3,136,683
Contract administrator fees2015-03-31$60,958
Assets. Value of buildings and other operty used in plan operation at end of year2015-03-31$6,237
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-03-31$6,657
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31No
Opinion of an independent qualified public accountant for this plan2015-03-31Unqualified
Accountancy firm name2015-03-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2015-03-31952036255
2014 : IBEW LOCAL 684 PENSION TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-03-31$785,230
Total unrealized appreciation/depreciation of assets2014-03-31$785,230
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$25,783
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$40,453
Total income from all sources (including contributions)2014-03-31$6,671,936
Total of all expenses incurred2014-03-31$3,304,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$3,096,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$1,884,555
Value of total assets at end of year2014-03-31$45,795,571
Value of total assets at beginning of year2014-03-31$42,443,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$208,460
Total interest from all sources2014-03-31$83,100
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$735,798
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-03-31$735,798
Administrative expenses professional fees incurred2014-03-31$65,863
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-03-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-03-31$0
Minimum employer required contribution for this plan year2014-03-31$0
Amount contributed by the employer to the plan for this plan year2014-03-31$0
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Assets. Other investments not covered elsewhere at end of year2014-03-31$8,346,834
Assets. Other investments not covered elsewhere at beginning of year2014-03-31$7,591,112
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-03-31$47,673
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-03-31$49,422
Other income not declared elsewhere2014-03-31$18,753
Administrative expenses (other) incurred2014-03-31$46,268
Liabilities. Value of operating payables at end of year2014-03-31$25,783
Liabilities. Value of operating payables at beginning of year2014-03-31$0
Total non interest bearing cash at end of year2014-03-31$240,111
Total non interest bearing cash at beginning of year2014-03-31$222,038
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$3,367,061
Value of net assets at end of year (total assets less liabilities)2014-03-31$45,769,788
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$42,402,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Investment advisory and management fees2014-03-31$36,319
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$33,786,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-03-31$31,451,530
Interest earned on other investments2014-03-31$82,997
Value of interest in common/collective trusts at end of year2014-03-31$2,817,793
Value of interest in common/collective trusts at beginning of year2014-03-31$2,752,514
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-03-31$344,101
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-03-31$139,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-03-31$139,780
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-03-31$103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-03-31$3,099,221
Net investment gain or loss from common/collective trusts2014-03-31$65,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31No
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$1,884,555
Employer contributions (assets) at end of year2014-03-31$205,870
Employer contributions (assets) at beginning of year2014-03-31$231,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$3,096,415
Contract administrator fees2014-03-31$60,010
Liabilities. Value of benefit claims payable at end of year2014-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-03-31$40,453
Assets. Value of buildings and other operty used in plan operation at end of year2014-03-31$6,657
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-03-31$5,670
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31No
Opinion of an independent qualified public accountant for this plan2014-03-31Unqualified
Accountancy firm name2014-03-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2014-03-31952036255
2013 : IBEW LOCAL 684 PENSION TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-03-31$548,584
Total unrealized appreciation/depreciation of assets2013-03-31$548,584
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$40,453
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$26,459
Total income from all sources (including contributions)2013-03-31$6,801,157
Total loss/gain on sale of assets2013-03-31$17,743
Total of all expenses incurred2013-03-31$3,242,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$3,018,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$2,153,845
Value of total assets at end of year2013-03-31$42,443,180
Value of total assets at beginning of year2013-03-31$38,870,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$223,431
Total interest from all sources2013-03-31$102,808
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$1,015,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-03-31$1,015,981
Administrative expenses professional fees incurred2013-03-31$88,839
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-03-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-03-31$0
Minimum employer required contribution for this plan year2013-03-31$0
Amount contributed by the employer to the plan for this plan year2013-03-31$0
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Assets. Other investments not covered elsewhere at end of year2013-03-31$7,591,112
Assets. Other investments not covered elsewhere at beginning of year2013-03-31$4,001,903
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-03-31$49,422
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-03-31$51,830
Administrative expenses (other) incurred2013-03-31$46,922
Total non interest bearing cash at end of year2013-03-31$222,038
Total non interest bearing cash at beginning of year2013-03-31$11,671
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$3,558,932
Value of net assets at end of year (total assets less liabilities)2013-03-31$42,402,727
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$38,843,795
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Investment advisory and management fees2013-03-31$29,408
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-03-31$31,451,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-31$31,114,354
Interest earned on other investments2013-03-31$102,505
Value of interest in common/collective trusts at end of year2013-03-31$2,752,514
Value of interest in common/collective trusts at beginning of year2013-03-31$2,961,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-03-31$139,780
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-03-31$358,749
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-03-31$358,749
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-03-31$303
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-03-31$2,871,193
Net investment gain or loss from common/collective trusts2013-03-31$91,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31Yes
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$2,153,845
Employer contributions (assets) at end of year2013-03-31$231,114
Employer contributions (assets) at beginning of year2013-03-31$166,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$3,018,794
Contract administrator fees2013-03-31$58,262
Liabilities. Value of benefit claims payable at end of year2013-03-31$40,453
Liabilities. Value of benefit claims payable at beginning of year2013-03-31$26,459
Assets. Value of buildings and other operty used in plan operation at end of year2013-03-31$5,670
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-03-31$203,881
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Aggregate proceeds on sale of assets2013-03-31$1,153,549
Aggregate carrying amount (costs) on sale of assets2013-03-31$1,135,806
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31No
Opinion of an independent qualified public accountant for this plan2013-03-31Unqualified
Accountancy firm name2013-03-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2013-03-31952036255
2012 : IBEW LOCAL 684 PENSION TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-03-31$27,410
Total unrealized appreciation/depreciation of assets2012-03-31$27,410
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$26,459
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$37,737
Total income from all sources (including contributions)2012-03-31$2,713,313
Total of all expenses incurred2012-03-31$3,095,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$2,914,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$1,524,701
Value of total assets at end of year2012-03-31$38,870,254
Value of total assets at beginning of year2012-03-31$39,264,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$180,993
Total interest from all sources2012-03-31$131,098
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$911,983
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-03-31$911,983
Administrative expenses professional fees incurred2012-03-31$61,130
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-03-31$0
Minimum employer required contribution for this plan year2012-03-31$0
Amount contributed by the employer to the plan for this plan year2012-03-31$0
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Assets. Other investments not covered elsewhere at end of year2012-03-31$4,001,903
Assets. Other investments not covered elsewhere at beginning of year2012-03-31$3,953,317
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-03-31$51,830
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-03-31$56,574
Administrative expenses (other) incurred2012-03-31$43,688
Total non interest bearing cash at end of year2012-03-31$11,671
Total non interest bearing cash at beginning of year2012-03-31$195,386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$-382,479
Value of net assets at end of year (total assets less liabilities)2012-03-31$38,843,795
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$39,226,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Investment advisory and management fees2012-03-31$19,700
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-03-31$31,114,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-03-31$31,279,947
Interest earned on other investments2012-03-31$130,571
Value of interest in common/collective trusts at end of year2012-03-31$2,961,509
Value of interest in common/collective trusts at beginning of year2012-03-31$2,854,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-03-31$358,749
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-03-31$778,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-03-31$778,903
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-03-31$527
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-03-31$11,279
Net investment gain or loss from common/collective trusts2012-03-31$106,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31No
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$1,524,701
Employer contributions (assets) at end of year2012-03-31$166,357
Employer contributions (assets) at beginning of year2012-03-31$137,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$2,914,799
Contract administrator fees2012-03-31$56,475
Liabilities. Value of benefit claims payable at end of year2012-03-31$26,459
Liabilities. Value of benefit claims payable at beginning of year2012-03-31$37,737
Assets. Value of buildings and other operty used in plan operation at end of year2012-03-31$203,881
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-03-31$8,028
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31No
Opinion of an independent qualified public accountant for this plan2012-03-31Unqualified
Accountancy firm name2012-03-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2012-03-31952036255
2011 : IBEW LOCAL 684 PENSION TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-03-31$59,799
Total unrealized appreciation/depreciation of assets2011-03-31$59,799
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$37,737
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$38,607
Total income from all sources (including contributions)2011-03-31$4,898,851
Total loss/gain on sale of assets2011-03-31$37,708
Total of all expenses incurred2011-03-31$2,953,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$2,782,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$1,085,593
Value of total assets at end of year2011-03-31$39,264,011
Value of total assets at beginning of year2011-03-31$37,319,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$171,551
Total interest from all sources2011-03-31$155,788
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$1,035,374
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-03-31$1,034,643
Administrative expenses professional fees incurred2011-03-31$57,020
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-03-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-03-31$22,958
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-03-31$0
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Assets. Other investments not covered elsewhere at end of year2011-03-31$3,953,317
Assets. Other investments not covered elsewhere at beginning of year2011-03-31$870,674
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-03-31$56,574
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-03-31$113,844
Administrative expenses (other) incurred2011-03-31$41,450
Liabilities. Value of operating payables at end of year2011-03-31$37,737
Liabilities. Value of operating payables at beginning of year2011-03-31$38,607
Total non interest bearing cash at end of year2011-03-31$195,386
Total non interest bearing cash at beginning of year2011-03-31$153,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$1,945,032
Value of net assets at end of year (total assets less liabilities)2011-03-31$39,226,274
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$37,281,242
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Investment advisory and management fees2011-03-31$19,081
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-03-31$31,279,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-03-31$28,824,236
Interest earned on other investments2011-03-31$154,561
Value of interest in common/collective trusts at end of year2011-03-31$2,854,666
Value of interest in common/collective trusts at beginning of year2011-03-31$5,431,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-03-31$778,903
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-03-31$683,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-03-31$683,899
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-03-31$1,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-03-31$2,158,617
Net investment gain or loss from common/collective trusts2011-03-31$365,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31Yes
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$1,085,593
Employer contributions (assets) at end of year2011-03-31$137,190
Employer contributions (assets) at beginning of year2011-03-31$92,336
Income. Dividends from preferred stock2011-03-31$163
Income. Dividends from common stock2011-03-31$568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$2,782,268
Contract administrator fees2011-03-31$54,000
Assets. Corporate common stocks other than exployer securities at end of year2011-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-03-31$1,127,463
Assets. Value of buildings and other operty used in plan operation at end of year2011-03-31$8,028
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-03-31$0
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Aggregate proceeds on sale of assets2011-03-31$3,729,392
Aggregate carrying amount (costs) on sale of assets2011-03-31$3,691,684
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31No
Opinion of an independent qualified public accountant for this plan2011-03-31Unqualified
Accountancy firm name2011-03-31MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2011-03-31952036255
2010 : IBEW LOCAL 684 PENSION TRUST 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-03-31$0

Form 5500 Responses for IBEW LOCAL 684 PENSION TRUST

2022: IBEW LOCAL 684 PENSION TRUST 2022 form 5500 responses
2022-04-01Type of plan entityMulti-employer plan
2022-04-01Plan is a collectively bargained planYes
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement - TrustYes
2021: IBEW LOCAL 684 PENSION TRUST 2021 form 5500 responses
2021-04-01Type of plan entityMulti-employer plan
2021-04-01Plan is a collectively bargained planYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement - TrustYes
2020: IBEW LOCAL 684 PENSION TRUST 2020 form 5500 responses
2020-04-01Type of plan entityMulti-employer plan
2020-04-01Plan is a collectively bargained planYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement - TrustYes
2019: IBEW LOCAL 684 PENSION TRUST 2019 form 5500 responses
2019-04-01Type of plan entityMulti-employer plan
2019-04-01Plan is a collectively bargained planYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement - TrustYes
2018: IBEW LOCAL 684 PENSION TRUST 2018 form 5500 responses
2018-04-01Type of plan entityMulti-employer plan
2018-04-01Plan is a collectively bargained planYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement - TrustYes
2017: IBEW LOCAL 684 PENSION TRUST 2017 form 5500 responses
2017-04-01Type of plan entityMulti-employer plan
2017-04-01Plan is a collectively bargained planYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement - TrustYes
2016: IBEW LOCAL 684 PENSION TRUST 2016 form 5500 responses
2016-04-01Type of plan entityMulti-employer plan
2016-04-01Plan is a collectively bargained planYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement - TrustYes
2015: IBEW LOCAL 684 PENSION TRUST 2015 form 5500 responses
2015-04-01Type of plan entityMulti-employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2014: IBEW LOCAL 684 PENSION TRUST 2014 form 5500 responses
2014-04-01Type of plan entityMulti-employer plan
2014-04-01Plan is a collectively bargained planYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes
2013: IBEW LOCAL 684 PENSION TRUST 2013 form 5500 responses
2013-04-01Type of plan entityMulti-employer plan
2013-04-01Plan is a collectively bargained planYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes
2012: IBEW LOCAL 684 PENSION TRUST 2012 form 5500 responses
2012-04-01Type of plan entityMulti-employer plan
2012-04-01Plan is a collectively bargained planYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement - TrustYes
2011: IBEW LOCAL 684 PENSION TRUST 2011 form 5500 responses
2011-04-01Type of plan entityMulti-employer plan
2011-04-01Plan is a collectively bargained planYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2010: IBEW LOCAL 684 PENSION TRUST 2010 form 5500 responses
2010-04-01Type of plan entityMulti-employer plan
2010-04-01Plan is a collectively bargained planYes
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement - TrustYes
2009: IBEW LOCAL 684 PENSION TRUST 2009 form 5500 responses
2009-04-01Type of plan entityMulti-employer plan
2009-04-01Plan is a collectively bargained planYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes

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